Christopher Rumley is a financial advisor with Wells Fargo Clearing in Tega Cay, SC, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Wells Fargo Clearing Services since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

James Paolone is a financial advisor with Edward Jones in Rock Hill, SC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carter Mathiason is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Morgan Stanley and Florida Financial Advisors, as well as academic positions at Appalachian State University and Lake Norman High School. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation platforms and maintains proprietary strategies alongside access to third-party managers.

Vaishali Trivedi is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Richard Sheehan is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including LPL Financial and RBC Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning through written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jon Brownfield Sr. is a financial advisor with Edward Jones in Rock Hill, SC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, he is involved in managing a family farm and a commercial rental property in his local area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Hayden Watkins is a Series 66-licensed financial advisor with Merrill, based in Lake Wylie, SC. He has been with Merrill since 2024 and has prior experience at Bank of America, N.A., Wilson Air Center, Trolley Barn Brewery LLC, and several other firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Allison Grier is a financial advisor with Cetera in Rock Hill, SC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at LPL Financial and Independent Advisor Alliance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in client assets.

Christopher Larkin is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His career includes roles at Nationwide Insurance, Nationwide Financial, and Nationwide Securities prior to joining LPL Financial in 2019. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Louis Pantuosco is a Series 66 credentialed financial advisor with 10 years of industry experience. He has worked at LPL Financial since 2025 and previously spent nine years at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he teaches at Lakepoint Academy and coaches soccer at Charlotte Soccer Academy. 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 range of financial planning, portfolio management, and institutional platforms, supported by proprietary research and technology tools.

Raymond Watson is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 credential and 25 years of industry experience. He has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Service, LLC since 2002. Outside of advising, he operates an e-commerce business called This Baseball Mom, which sells baseball-themed items for mothers, and manages his son’s baseball team, the Carolina Wolverines. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with financial advisors.

Derek Chalfant is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse program options and custodial relationships.

Charles Mcclure is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2019. 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 range of advisory services including financial planning and model portfolio programs, supported by extensive technology and a broad array of non-advisory financial products.

Candice Hendry is a Series 66 licensed financial advisor with Edward Jones in Rock Hill, SC, where she has worked since 2013. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

William Johnston is a financial advisor at Ameriprise with 12 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Ameriprise in 2024, he worked at Edward Jones for 11 years. He is also involved with River Hills Consulting Services LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with its financial advisors.

James Elliott is a financial advisor with Wells Fargo Clearing in Rock Hill, SC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network, Bb&T Securities, and BBTIS. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party sources.

William Sharpe is a financial advisor with Edward Jones in Fort Mill, SC, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Sharpe is the sole shareholder of William T. Sharpe, P.A. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Vincent Ratliff is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, PNC Investments, and M&T Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of investment strategies and advisor-support tools.