Fredye Sullivan is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques to tailor plans, primarily acting in an advisory capacity.

Christopher Hunt is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, access to separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Zachery Price is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining the firm, he spent time at Clemson University from 2013 to 2017. 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 and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas White is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1995. 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 through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Nathan Sanders is a CFP®-designated financial advisor with 29 years of industry experience. He currently works at Osaic and has previously held roles at Cetera, Voya Financial Advisors, and Wells Fargo Clearing. Sanders also has a decade of experience with Millie Lewis Models & Talent Agency and the Huffington Post. Osaic Wealth serves a broad mix of retail and institutional clients, offering comprehensive financial planning and investment management through a multi-advisor platform. The firm employs a model-based asset allocation process and supports a variety of brokerage and advisory services, catering to high-net-worth individuals, retirement plan sponsors, charities, and corporate clients.

Samuel Wolf is a Series 66-licensed advisor at Merrill with four years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, among other financial institutions. 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.

Ingrid Lampe is a Series 63–licensed financial advisor with 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent nine years at A. G. Edwards & Sons, Inc. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joshua Lopez is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2014, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity's affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

David Adrian Jr. is a financial advisor at Edward Jones in Seneca, SC, holding the Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is co-owner of EJAdvisors LLC, a real estate venture formed to build a jointly owned Edward Jones FAO office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Michael Cope is a financial advisor with LPL Financial in Seneca, South Carolina, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked at UBS Financial Services from 1997 to 2005 and has been affiliated with Linsco Private Ledger since 2005. Cope also operates under the DBA Cope Wealth Management Group. 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by various operational tools.

Ryan Ellenburg is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Beckman-Coulter Diagnostics, Binx Health, Inc., and McKesson Corporation. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Heather Hills is a financial advisor with Edward Jones in Powdersville, SC. She holds a Series 66 designation and has 15 years of experience with Edward Jones, beginning her career there in 2011. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Whitney Burton is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms including Merrill Lynch, Bank of America, and Raymond James. In addition to her advisory role, she is a commissioned notary in Clemson, South Carolina. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to client needs, utilizing proprietary research and tools to develop recommendations delivered through personalized meetings and summary letters.

W Jones is a CFP®-designated financial advisor with 39 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2018. His prior experience includes roles at Advantage Investment Management, LPL Financial, and ownership of Jones Investments. Jones also maintains independent insurance agency activities and business ownership interests outside of his advisory role. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms, access to third-party advisers, and proprietary model strategies.

Thomas Camp is a financial advisor with Cetera, holding a Series 65 license and seven years of industry experience. Prior to joining Cetera in 2025, he worked six years at HD Vest Advisory Services and HD Vest Insurance Agency, and he has served as president of Tax Specialists of the Carolinas, Inc., where he provides income tax preparation and related services. He is also an insurance agent specializing in fixed insurance products. 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 range of portfolio management and consulting services via multi-manager platforms, including model portfolios, third-party managers, and bespoke strategies.

Maxwell Vischer is a financial advisor at Edward Jones in Clemson, SC, holding the Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Indiana Wesleyan University and The Walker Course at Clemson University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory and investment services under a fiduciary standard.

Elizabeth Kyle is a financial advisor at Morgan Stanley with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Stifel from 2009 to 2017. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

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.

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.

Adelina Vela is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at WesBanco Securities Inc. and Foresters Financial Services. Outside of her advisory work, she is a co-founder and developer of Hudson River Venue, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, distinguished by its scale and breadth of financial activities alongside its advisory platform.