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Bobby M

ChFC®, Series 66

Easley, SC

Edward Jones

Bobby Moore is a financial advisor with Edward Jones in Easley, SC, holding ChFC® and Series 66 credentials and bringing five years of industry experience. Prior to joining Edward Jones, he worked at New Spring Church and has served in the South Carolina Army National Guard since 2004, currently holding the rank of First Sergeant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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Brandon H

Series 66

Liberty, SC

Edward Jones

Brandon Harbrecht is a financial advisor with Edward Jones in Liberty, South Carolina, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017, following a brief tenure at M/I Homes. Outside of his advisory role, Harbrecht is involved in farming activities, including raising farm animals on a property called Liberty Haven Farm. Edward Jones is a full-service wealth management firm that serves over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Inheritance planning Self-Employed Religious/faith focused
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Wesley M

Series 63, Series 65

Salem, SC

LPL Financial

Wesley Mckenna is a financial advisor with LPL Financial in Salem, SC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. for 18 years before joining LPL Financial in 2017. Outside of advisory work, he owns an insurance agency, McKenna Agency, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory services and platforms, combining large-scale financial activities with a broad advisory network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Maria C

Series 66

Seneca, SC

Wells Fargo Clearing

Maria Candela is a Series 66-licensed financial advisor with Wells Fargo Clearing, bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Merrill and A. G. Edwards & Sons, Inc. From 2014 to 2017, she served as an endowment committee member for Holy Trinity Episcopal Church in Clemson, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, retirement plan consulting, and access to both brokerage and advisory solutions.

Retired Founder/Business Owner
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