Christian Pruitt is a financial advisor with LifeTyme Financial Advisors, LLC in Williamston, SC. He holds Series 63 and Series 65 licenses and has experience at Core Financial Resources and Wellington Capital Reserve. Outside of his advisory role, he is involved in insurance sales and services as an agent with Wellington Capital Reserve. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, providing retirement-plan advisory services including ERISA 3(21) fiduciary support and participant education. The firm offers public educational seminars and uses model portfolios aligned with a modern-portfolio approach, while Matson Money holds discretionary trading authority.

Sara Alley is a financial advisor with Trustmont Advisory Group, Inc. in Anderson, SC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Trustmont Advisory Group and its affiliated firm since 2010. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Norman Kirkwood is a financial advisor with First Citizens Investor Services, Inc. in Anderson, SC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with First Citizens Investor Services since 2016 and also serves as an Investment Advisor Representative at First Citizens Asset Management. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm utilizes a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware strategies.

Joshua Moody is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Creativeone Wealth, LLC and has held prior roles at Arete Wealth Advisors, LLC, Center Street Advisors, Inc., and Center Street Securities, Inc. In addition to his advisory work, Moody is the owner of Pathway Financial Management, where he provides investment and insurance-related products. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing a range of investment methods including ETFs, mutual funds, and options strategies.

William Flowers is a financial advisor at Integrity Advisory Solutions with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America and BB&T Investment Services. He is also licensed as an insurance agent, selling fixed life, annuity, health, disability, property and casualty, and long-term care insurance. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, using various asset-allocation strategies and third-party platforms.

Cecilia Waters is a financial advisor at VALIC Financial Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, Wells Fargo Clearing, Northwestern Mutual, and M & M Income Tax Service. In addition to her advisory role, Cecilia is appointed as an agent to sell non-securities insurance products for AGIA. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Rick Stivers is a financial advisor with Eagle Strategies (NY Life) based in Due West, SC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities LLC since 1988 and has operated his own firm, Stivers Financial and Insurance Services, LLC, since 2009. He serves as a director of the Aiden Foundation, a nonprofit organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, primarily managing assets on a non-discretionary basis.

Walter Smith is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Washington National for two years and owns a cleaning business, Optavise Cleaning Solutions LLC. He was also a full-time student from 2013 to 2025. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Paul Mc Clain is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Michelin for three years and International Vitamin Corporation for ten years. 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 advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carlton Hoskins is a financial advisor with Edward Jones in Belton, SC, holding the ChFC® and Series 66 designations and bringing 20 years of industry experience. His prior experience includes roles at Wells Fargo and Scottrade. He is also president and co-owner of Hoskins LLC, a conglomerate based in Hodges, SC. 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 nationwide network of more than 23,000 financial advisors.

Thomas Deluccia is a financial advisor with Edward Jones in Anderson, SC, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Torrey Conrad is a financial advisor at Edward Jones in Anderson, SC, holding a Series 66 designation with 12 years of experience at the firm since 2014. Edward Jones is a full-service wealth management firm serving more than 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brack Smith Jr. is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds the Series 63 and Series 66 designations. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Mc Clain is a financial advisor at Edward Jones in Anderson, South Carolina, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior work includes roles at Allstate Insurance Company, Raymond James Financial Services, and LPL Financial. He has been with Edward Jones since 2017. 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. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Thomas Deluccia is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent eight years at Engenius. Outside of his advisory role, he is the executor of a family member’s will. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Deborah Brown is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. 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 strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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.