Taylor Stokes is the sole advisor at Stokes Capital Advisors, LLC in Greenwood, SC. He holds the CFA® designation and has 10 years of industry experience. In addition to his advisory role, he owns Paradiddle Properties, LLC, which manages the office building leased by his firm. Stokes Capital Advisors provides portfolio management and investment consulting to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm emphasizes dividend-growth equity selection combined with strategic asset allocation and conducts regular portfolio reviews, managing approximately $499 million across 277 client relationships.

John Cooper is a CFP® with 10 years of industry experience and has been with Greenwood Capital Associates, LLC since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Cooper is a joint owner and property manager of Midtown Property Management, LLC, where he spends several hours monthly coordinating rental property services. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, trusts, and government entities. The firm offers financial planning, portfolio management, and institutional investment services, overseen by an internal Investment Committee employing fundamental, technical, and risk analyses.

Brian Disher is a CFP® professional with 24 years of industry experience, currently serving at Greenwood Capital Associates, LLC since 2015. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Disher is involved with DACC, LLC, a non-investment-related entity that holds a piece of lake property in South Carolina. Greenwood Capital Associates is an SEC-registered investment advisory firm offering financial planning and portfolio management to individuals, families, and institutional clients, including foundations and municipal entities. The firm employs a multi-team approach with a dedicated Wealth team and Investment Managers, utilizing fundamental, technical, and cyclical analysis to oversee discretionary management and customized investment strategies.

Karen Smith is a financial advisor with Greenwood Capital Associates, LLC, holding a Series 65 designation and seven years of industry experience. She has been with Greenwood Capital Associates since 2016. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, trusts, and government entities. The firm offers financial planning, portfolio management, and retirement guidance through a team-based approach supported by an internal Investment Committee that employs fundamental and technical analysis in its strategies.

Brandon Williams is a financial advisor at Greenwood Capital Associates, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Wallick Investments, Columbia Playmakers, Penske Truck Leasing, Top Tier Baseball, and Presbyterian College. Greenwood Capital Associates is an SEC-registered firm that provides financial planning and portfolio management services to individuals, families, and institutional clients such as foundations, endowments, trusts, healthcare providers, and government entities. The firm employs a multi-disciplinary investment approach overseen by an internal Investment Committee and offers discretionary management, model portfolios, and third-party platform management for retirement plan assets.

Callie Roper is a financial advisor at Greenwood Capital Associates, LLC with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Greenwood Capital, she worked at E*TRADE Securities and has a background that includes roles in education and hospitality. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, endowments, and government entities. The firm employs an internal Investment Committee to guide its strategies and offers services including discretionary management, model portfolios, and consulting for group retirement plans.

Melissa Bane is a CFP®, ChFC®, and PFS™ with 12 years of industry experience. She has been with Greenwood Capital Associates, LLC since 2013. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.668 billion for individuals, high-net-worth families, foundations, trusts, and institutional clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Rodney Stone is a CFP® with 40 years of industry experience, currently serving at Colorado Financial Service Corporation since 2010. He was previously with Going & Associates LLP for 35 years. Stone is president of Stone Accounting & Business Services, Inc., which provides accounting, tax preparation, payroll, and trustee services. He also serves as treasurer for the South Carolina Jaycee Foundation, a nonprofit supporting a summer camp for the mentally disabled, and as assistant treasurer for First Presbyterian Church of Greenwood, SC. Colorado Financial Service Corporation offers financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm builds customized portfolios using various investment vehicles and employs both discretionary and non-discretionary management approaches, relying on advisor and third-party research.

Denise Lollis is a financial advisor at Greenwood Capital Associates, LLC with seven years of industry experience. She holds a Series 65 designation and has been with Greenwood Capital Associates since 2013. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers personalized financial planning, discretionary portfolio management, sub-advisory services, model portfolios, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Claud Bond is a financial advisor at Greenwood Capital Associates, LLC in Greenwood, SC, holding Series 65 and Series 66 licenses with 17 years of industry experience. He has been with Greenwood Capital Associates since 2002. Greenwood Capital Associates manages approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by an Investment Committee.

John Wiseman is a financial advisor with Greenwood Capital Associates, LLC in Greenwood, SC. He holds Series 63 and Series 65 designations and has 19 years of industry experience, having worked at Greenwood Capital since 2006. Greenwood Capital Associates is an SEC-registered firm managing approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, personalized investment advice, discretionary portfolio management, and other services through a multi-team structure with an Investment Committee that applies a top-down approach to portfolio construction and management.

Anne Thompson is a financial advisor at Greenwood Capital Associates, LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Ballentine Capital Advisors, Charles Schwab, Bank of America, and Merrill Lynch. Outside of her advisory role, she owns Tel Alt, LLC, a computer and IT services company. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.7 billion for individuals, high-net-worth families, foundations, trusts, and institutional clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

John Proctor Jr. is a financial advisor at Greenwood Capital Associates, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Northwestern Mutual Wealth Management Company. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for a diverse client base including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm provides financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly Investment Committee.

Colin Burns is a financial advisor at Greenwood Capital Associates, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at Goepper Burkhardt and UBS. Outside of his advisory work, he has been involved with the Pasadena Stars youth basketball team since 2021. Greenwood Capital Associates, LLC manages approximately $1.668 billion for around 635 clients, including individuals, families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, personalized investment advice, discretionary portfolio management, sub-advisory services, and group retirement consulting.

Rodney Martin is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Transamerica Premier Insurance Company and operates as an independent insurance agent through his own business, Blue Suit Advisors, LLC. He is also the owner of Senior Retirement Services, LLC. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a variety of investment strategies, including strategic asset allocation models and options-enhanced strategies.

Garrett Major is a financial advisor at First Citizens Investor Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at First Citizens Bank, Lander University, and Greenwood High School. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and uses a combination of strategic and tactical asset allocation informed by fundamental, quantitative, and technical analysis.

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.

William Johnstone III is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His background includes positions at NYLIFE Securities LLC, MassMutual, MetLife Securities, and a period of self-employment providing financial advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Dustin Wood is a financial advisor at Edward Jones in Greenwood, SC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he coaches at the International Elite Soccer Academy and serves on the finance committee of South Main Street Baptist Church. 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 nationwide network of financial advisors and offers a range of investment strategies and affiliated financial services.

Margaret Grier is a financial advisor at Cetera with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CUSO Financial Services and South Carolina Federal Credit Union. She is also involved with J. Patrick Financial, LLC, where she performs client servicing, engagement, and office management duties. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform with over $256 billion in assets under management.

Dan Worthing is a Series 66-registered financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. He serves as a board member for Greenwood Christian School, advising on policy and strategic direction. 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 strategies, with a focus on tax efficiency and fiduciary standards.

Timothy Askew is a CFP® certified financial advisor with Raymond James Financial Services Advisors, Inc., bringing 29 years of industry experience. He has held various roles within Raymond James since 2004 and is also involved in several business ventures, including ownership of a firearms sales and manufacturing company and agricultural operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client assessments and offers multiple implementation options, with a significant portion of its advisory business conducted on a non-discretionary basis.

Philip Nickles Jr. is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Countybank and Raymond James Financial Services since 2011. Outside of his advisory role, he is employed as an associate at Countybanc Investment Services Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, often acting in an advisory capacity rather than as discretionary managers.

Bradley Hinzman is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for Greenwood Christian School for 18 years and Executive Services for 27 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices.

Phillip Biffle is a financial advisor with Edward Jones in Greenwood, SC, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Edward Jones since 1987. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Hellman is a financial advisor with Edward Jones in Greenwood, SC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is the owner of Elgin Hardware and Paint LLC and serves as a cosigner on a lease for a retail mattress store owned by his daughter. 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, including discretionary and non-discretionary strategies, and supports clients with a large network of advisors and branch offices nationwide.

Alexander Biffle is a financial advisor with Edward Jones, holding the Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he was involved with Your Serve Tennis for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

Charles Drake Jr. is a financial advisor at Equitable Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory work, he serves as a power of attorney for family members in non-investment related matters. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client strategies.

John Patrick is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Voya Financial Advisors, Raymond James Financial Services, and County Bank. Outside of his advisory work, he serves as an elected board member of the Greenwood Museum and Railroad Historical Center. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets through more than 10,000 advisors.

Jennifer Erwin is a financial advisor with Edward Jones in Abbeville, South Carolina, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she serves as secretary for Betty Jo & Mary’s Closet, an initiative that collects donations and school supplies for teachers in her local school district. 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 and investment solutions through a large network of financial advisors and branch offices nationwide.

Justin Burger is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, he spent 14 years at Lander University. 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 strategies supported by a nationwide network of over 23,000 financial advisors.