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 with Edward Jones in Anderson, South Carolina, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and has previous work experience at Clemson University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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®-certified financial advisor with 28 years of industry experience. He is currently with OSAIC Wealth Inc and has previously worked at Cetera, Voya Financial Advisors, and Wells Fargo Advisors. Sanders is also president of Sanders Wealth Management and has been involved in the modeling and talent agency business for ten years. OSAIC Wealth Inc serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a broad range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to support portfolio management across various asset classes.

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 financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 30 years of industry experience. She has been with Wells Fargo in various capacities since 2009, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles alongside traditional products.

Joshua Lopez is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, including the use of AI and systematic methodologies.

David Adrian Jr. is a Series 66 licensed financial advisor with Edward Jones in Seneca, SC, bringing nine years of industry experience. He worked at Deane H. Tank, Inc. from 2003 to 2016 before joining Edward Jones, where he has been since 2016. Adrian is also a co-owner of an LLC formed to build a jointly owned Edward Jones FAO Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard across its advisory services.

Michael Cope is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Linsco Private Ledger since 2005. He also operates a registered DBA, Cope Wealth Management Group, based in Seneca, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and various investment strategies.

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 with Wells Fargo Advisors in Clemson, SC, holding a Series 66 designation and ten years of industry experience. Her prior work history includes positions at Bank of America, Merrill, Raymond James and Associates, and LPL Financial. Outside of her advisory role, she serves as a notary. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash‑flow, retirement, education, risk and wealth‑transfer planning, among other specialized services, and integrates advisory services with various financial product sales and referral channels.

W Jones is a CFP® certificant with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2018. He previously worked at Advantage Investment Management and LPL Financial from 2013 to 2017 and has operated Jones Investments since 1993. Outside of his advisory work, he is an independent insurance agent and co-owner of business ventures including an LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary strategies across multiple platforms.

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-credentialed advisor with Wells Fargo Clearing, based in Seneca, South Carolina, and has 23 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. From 2014 to 2017, she served as an endowment committee member for Holy Trinity Episcopal Church, overseeing outside advisors of the endowment account. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adelina Vela is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She previously worked at WesBanco Securities Inc. and Foresters Financial Services. Outside of her advisory role, she is a co-founder and developer of Hudson River Venue, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.