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.

John Boyle III is a financial advisor at OSAIC Wealth, Inc with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Independent Advisors, Wells Fargo Advisors, and Raymond James & Associates. Outside of his advisory role, he serves as an R-1 Steward for the U.S. Equestrian Federation. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary management, third-party managers, and proprietary investment models.

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.

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.

Mitchell Barnette is a financial advisor with Edward Jones, holding the Series 66 designation and bringing two years of industry experience. Prior to joining Edward Jones, he worked at First Citizens Bank and has a background that includes roles at Barnes & Noble Booksellers and Winthrop University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Carolina Hernandez Pacheco is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank, N.A. for ten years and at Publix for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework and supported by affiliates for implementation and portfolio services.

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.

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.

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.

Brian Bridges is a financial advisor with Edward Jones in Greer, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Bridges serves as an executive consultant for a dental practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Beth Head is a CFP®-certified financial advisor with Edward Jones, based in Landrum, SC, and has eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for Tanner Companies, LLC from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and other financial services.

Jill Hughey is a CFP®-designated financial advisor with Edward Jones in Inman, SC, where she has worked since 2018. She has seven years of industry experience and previously spent 11 years with Spartanburg School District #2. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Cynthia Boyle is a financial advisor at Osaic Wealth with 49 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Stifel Independent Advisors, Wells Fargo Advisors, and Raymond James & Associates. Boyle serves on the board of the US Para Dressage Foundation and is an advisor for I.S.L.E. Isle of Palms Literary Events. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools and multiple implementation options.