Andrew Schroeder is a financial advisor at Edward Jones in Greer, South Carolina, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked in education and skills training roles spanning over a decade. Outside of advising, Schroeder manages a rental property in Greenfield, Wisconsin. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert King Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. His career includes tenures at Citigroup Global Markets from 1993 to 2009, Morgan Stanley Smith Barney since 2009, and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client planning.

Anna Defenbaugh is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She is based in Duncan, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Eric Thornlow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Joshua French is a financial advisor at Merrill with 22 years of industry experience. He has held roles at Merrill since 2010 and previously worked at Banc of America Investment Services, Inc. and Ameriprise. He holds the Series 66 designation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Fish is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at J.P. Morgan Securities since 2019 and has held positions at multiple firms including Edward Jones and T3 Trading Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research with a forward-looking approach to build model asset allocations, incorporating an ESG eligibility framework and supported by affiliates’ portfolio services.

Shelby Smith is a financial advisor at Morgan Stanley with three years of industry experience. Shelby holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its Private Bank since 2024. Prior roles include positions at ADP and Tindall Corporation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Adam Higgins is a financial advisor with LPL Financial based in Spartanburg, SC, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at First Heartland Capital Inc. and AXA Advisors, LLC, and has experience connected to The Citadel Military College of South Carolina. Higgins is also involved with Walker, Higgins and Associates Wealth Management, LLC, a firm related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by technological tools for operational and research purposes.

Marion Mcmillan is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves as chair of the investment committee for the Deke Foundation and participates on the investment committee for the South Carolina ETV Endowment. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Jeremy Morse is a financial advisor with Robert W. Baird & Co. in Moore, South Carolina, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is a partial owner and treasurer of Koti Manufacturing Group Inc. and owns Legacy Hill Homes. Jeremy is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, utilizing in-house and third-party managers and offering both traditional and complex investment strategies.

William Sawyer is a financial advisor at Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and has held various roles at companies including American Credit Acceptance LLC, Lift Technologies Inc, and Rogers Group Inc. His background also includes positions in education and community organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee.

Noah Barnes is a financial advisor at Fidelity with four years of industry experience and a Series 66 credential. His prior roles include positions at Equitable Advisors and Landmark Properties. Outside of advising, he works as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Michelle Hoosier is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2014. Outside of her advisory role, she is also an associate employee at Jeter Hrubala Wealth Strategies LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Brooks Crenshaw is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and prior to that, at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management services without providing individual security recommendations as part of its standalone financial planning.

Nicholas Armstrong is a financial advisor with Equitable Advisors in Simpsonville, SC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Taylor Equipment Repair LLC and Crunch Fitness. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers access to third-party asset managers and advisory programs, focusing on personalized client assessment and a range of investment vehicles.

William Gore is a financial advisor with Edward Jones in Greer, SC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Allstate Insurance Company for 10 years and operated Gore Insurance Group for five years. Outside of his advisory role, he has ownership interests in commercial real estate through separate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated capabilities, including discretionary and non-discretionary managed accounts, trust services, and securities-based lending.

Bradley Thomas is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He previously worked at Mungo Homes and Thomas & Thomas and has a background that includes real estate rental through Thomas and Thomas Associates LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of financial advisors and branch offices. The firm offers a range of advisory strategies, affiliated mutual funds, and overlay services, operating under a fiduciary standard.

Joseph Elder is a financial advisor with Edward Jones in Simpsonville, SC, holding a Series 66 designation and five years of industry experience. He previously worked at Keller Williams from 2013 to 2021. Outside of advising, he is the owner of several holding and real estate companies. Edward Jones is a wealth management firm serving both individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Johnny Babb is a CFP® professional with 28 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, Babb serves as an investment committee member for the Mary Black Foundation, which focuses on health and well-being initiatives in Spartanburg, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo’s research and tools, allowing clients to choose if and how to implement recommended strategies through brokerage or advisory programs.

Joseph Banish is a CFP® with 18 years of industry experience, currently affiliated with Ameriprise in Simpsonville, SC. He has worked at Ameriprise since 2017, including its predecessor Ameriprise Financial Services Inc., and previously at PNC Investments. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary recommendations, primarily focusing on assets held within Ameriprise-managed accounts.