Leonard Taylor is a financial advisor with Jackson Taylor Investment Securities in Seneca, SC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with his current firm since 2010. Taylor has an atypical academic background, including advanced seminary degrees. Jackson Taylor Investment Securities provides discretionary portfolio management for individuals, trusts, and estates, focusing on individualized investment plans. The firm manages approximately $16 million across about 110 client accounts, emphasizing individual securities with strategies that include long- and short-term trading, options, and fixed-income allocations under discretionary authority.

Harold Vincent is a financial advisor with Attainment Asset Management LLC in Clayton, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and Bb&T Investment Services, Inc. He is also a licensed insurance agent. Attainment Asset Management provides discretionary asset management and separate financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental and technical analysis to manage client portfolios according to their objectives and risk tolerance.

Jason White is a CFP® with 18 years of industry experience. He is affiliated with Magnolia Financial Planning Services, Inc. and holds ownership in a CPA firm, Payne, White, & Schmutz CPA PA. His work history includes roles at several firms spanning back to 2004, including Infinity Wealth Group and Cetera Financial Specialists. Magnolia Financial Planning Services provides comprehensive financial planning and discretionary portfolio management for individuals, trusts, and company retirement plans. The firm emphasizes risk control and valuation-driven investment decisions and manages approximately $225.7 million in discretionary assets.

Robby Bryant is a CFP® professional with 17 years of industry experience, currently affiliated with Magnolia Financial Planning Services, Inc. He has worked at Veridos Capital LLC since 2022 and has been with Magnolia Financial Planning Services since 1998. Bryant serves as a general partner and managing member of the Veridos Income Stability Fund, a pooled investment vehicle. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm employs a valuation-driven stock selection and risk-management approach and offers integrated retirement, tax, insurance, and estate planning alongside regular investment monitoring and reporting.

Stephen Molyneaux is a financial advisor at Hanover Advisors, Inc with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hanover Advisors since 2004. Hanover Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting services, managing roughly $353 million in client assets through a disciplined investment process that incorporates fundamental analysis, Modern Portfolio Theory, and a range of trading strategies.

Lowell Macher is a financial advisor with Magnolia Financial Planning Services, Inc. in Seneca, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Veridos Capital LLC since 2023 and has been with Magnolia Financial Planning Services since 2000. Prior to that, he spent 26 years at Dominion Mortgage & F/S Inc. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm’s investment approach combines valuation-driven stock selection and risk management techniques aimed at pursuing returns with lower volatility, supported by scenario-based planning, regular monitoring, and detailed reporting.

Raymond Massey is a financial advisor with IQ Capital Strategy LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at several firms, including Founders Financial Securities LLC and First Dominion Capital Corp., and is also the owner and manager of Massey Transport LLC and Massey Grading and Cleaning, a trucking and land grading business unrelated to investments. IQ Capital Strategy LLC provides discretionary portfolio management primarily to individuals and charitable organizations, using a strategy that emphasizes technical analysis and algorithm-driven trade signals to seek capital appreciation with lower volatility. The firm manages approximately $22.6 million and employs a diversified approach across ETFs, equities, fixed income, futures, and commodities.

Thomas Dundorf is a CFP® with 36 years of experience in financial advising. He is currently with Family Wealth Partners, LLC and has held positions at Family Wealth Counselors of The Carolinas, LPL Financial, and Independent Advisor Alliance. Dundorf is also the sole member of FWP RE & FS, LLC, a real estate rental business. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, pension consulting, and estate plan coordination, utilizing a range of investment strategies including traditional and alternative assets tailored to clients’ financial goals and risk tolerances.

David Chudyk is a CFP® with 23 years of industry experience, currently serving at The Fiduciary Alliance. His prior roles include work with Nationwide Insurance and Nationwide Securities, and he is the owner of All Of My Assets, LLC, a business valuation and consultation firm. He is also the incoming president of the South Carolina Financial Planning Association and operates The David Chudyk Agency, an insurance agency. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients as well as other investment advisers. The firm employs a client-specific investment approach and operates through multiple divisions and a network of representatives under a distinctive multi-team business model.

Lori Talley Kelley is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. She has 13 years of industry experience and has worked at Crescent Financial Advisors and Clemson-EPS Advisors, LLC. Since 2022, she has served on the board of the Oconee County Special Needs and Disabilities Foundation. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and provide tailored investment solutions.

Sarah Kelley is a ChFC® credentialed advisor with two years of industry experience, currently affiliated with Carson Wealth. She previously worked at Crescent Financial Advisors from 2020 to 2026. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by a committee-driven investment approach and access to specialized solutions including Orion Custom Indexing and alternative investments.

Jan Fredman is a financial advisor with Carson Wealth, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has previously worked at UBS Financial Services and Crescent Financial Advisors. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, providing discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios.

Matthew Murphy is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include seven years at SunTrust Advisory Services and six years at Cetera Investment Services. First Citizens Investor Services serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers advisory and brokerage services with a focus on comprehensive financial planning and portfolio management using fundamental, quantitative, and technical analysis.

Devyn Bond is a financial advisor at Osaic Advisory Services, LLC with a Series 66 designation and three years of industry experience. He also operates Frierson Capital Management, providing client support and advisory services. Additionally, he is an independent insurance agent selling life insurance and fixed annuities and owns an LLC that manages bookkeeping and tax matters related to his advisory compensation. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, leveraging fundamental and technical analysis, tactical trading, and platform integrations to serve its clients.

Stephen Nash is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Empower Advisory Group and previously worked at TIAA and TIAA-CREF for 13 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and client savings rates, offering point-in-time financial plans and optional managed account solutions.

Andrew Guinn is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Cetera Investment Services. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Bill Harwood is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial, LLC since 2003 and joined Independent Advisor Alliance in 2017. He has taught financial planning seminars for medical residents and provides tax preparation services for his investment clients. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines discretionary and non-discretionary portfolio management with technology-driven tools and maintains unique industry connections through its network model and affiliations.

Deborah Johnson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at several firms, including Voya Financial Advisors, Inc. and Triad Advisors, and she serves as Operations Manager for Frierson Capital Management. Johnson is also a commissioned Notary Public in South Carolina. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical analysis, and emphasizes platform integration and institutional client access.

Lincoln Geltz is a financial advisor with SPC in Salem, SC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 23 years before joining Sigma Financial Corporation. Geltz is also involved with Infinity Counsel Group P.C., where he dedicates significant time to securities business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services. The firm provides discretionary management with various investment options and maintains unique affiliations allowing for a broader range of retirement services.

Alex Vassey is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and 17 years of industry experience. He has operated Vassey Financial Planning and Investments since 2016 and has been with Commonwealth Financial Network since 2011. In addition to his advisory work, he serves as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers a broad range of managed account programs, third-party asset manager access, and back-office support services, including trading, reporting, and custody.

Andrew Howard is a Series 65-licensed advisor with Carson Wealth based in Seneca, SC. He has one year of experience in the financial industry, including roles at Crescent Financial Advisors and Sun East Federal Credit Union. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs.

Robert Restino is a financial advisor at Lincoln Investment with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Legend Equities Corporation since 1994. Outside of his advisory role, he owns Pinnacle Financial Advisors, through which he provides insurance sales and service. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Jerry Cline is a financial advisor at OSAIC with 41 years of industry experience. He has held roles at several firms, including StoneX Advisors Inc., Wrp Investments, Inc., SPC, B. Riley Wealth Management, and Capital Securities of America, Inc. He holds the Series 63 designation. OSAIC serves a diverse client base that includes retail investors, institutional clients, retirement plan sponsors, charities, and corporations. The firm offers a variety of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

Joseph Palma is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., OSAIC, Commonwealth Financial Network, and Angelo Planning Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Kenneth Mohr is a CFP®-certified financial advisor with 16 years of experience, currently serving clients at Edward Jones since 2010. He holds the Series 66 designation and operates out of Seneca, SC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its advisory services with an extensive national network of financial advisors and branch offices.

William Jones is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® and Series 66 designations. Before joining Edward Jones in 2019, he worked at Borg Warner for 15 years. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay services.

Joshua Parker is a Series 66 licensed financial advisor at Cetera with two years of industry experience. Prior to joining Cetera, he served in the U.S. Army for 13 years and held roles at Thrivent Financial. Outside of his advisory work, he is a partner in an LLC that manages a short-term rental cabin near his residence. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of investment management and financial planning services through a nationwide network of independent advisors.

Ronald May is a CFP® professional with 48 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021, following a 13-year tenure at Wells Fargo Advisors. He is also a 70% owner of May Wealth Advisors Raymond James, an independent business. 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, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work, along with specialized advisory programs.

Jerry Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at LPL Financial and Wright & Frank since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of advisory and non-advisory financial products.

Justin Blakley is a Series 66-credentialed financial advisor with Edward Jones in Seneca, South Carolina, where he has worked since 2019. He has six years of industry experience, including two years as a self-employed professional and prior involvement with East Pickens Baptist Church. Outside of his advisory work, he owns rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large national network of advisors and branch offices.

Easton Keys is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at Keowee Key Golf Course, AutoZone Inc., and Habaneros Restaurant. 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 and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and other financial services.

Mark Friedrich is a CFP® with 33 years of industry experience. He is currently with LPL Financial and previously worked at Ic Advisory Services Inc and The Investment Center. Outside of his advisory role, he is involved with Friedrich Financial, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services through a large network of advisors.

Kathleen Vista is a financial advisor with Ameriprise in Seneca, SC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Dogwood State Bank and various positions outside finance, including educational and nonprofit organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing tax‑aware retirement planning advice. The firm’s approach integrates proprietary investment research and third‑party data to support client strategies within a defined investment framework.

Robert Thomas Jr. is a financial advisor with Edward Jones in Seneca, SC, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he has self-published a non-industry related book series on Amazon and is co-owner of an LLC formed to develop a jointly owned Edward Jones office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Martin Truax is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory work, Truax oversees Chota Falls LLC, a business he runs with his wife, and serves as CEO and board member of the Two Hearts Foundation, a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services across various portfolio management styles supported by affiliated research and model managers.

Jeff Velastegui is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and with 24 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2007. Outside of his advisory role, he is the founder and president of the Sonrisa Foundation, a nonprofit organization that organizes annual toy and food drives and provides educational financial assistance to youth. He also serves on the trust committee for Saint Peters Church and the board of directors at Rabun Gap-Nacoochee School. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning as annual collaborative engagements using firm-approved analytical tools and offers a range of investment and event-driven planning services.

Alec Woodard is a financial advisor with Ameriprise in Seneca, SC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Fidelity Investments and Samich Inc., as well as time at Western Carolina University. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Marty Cline is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Royal Alliance Associates, INC. since 2016. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activity, and complex affiliate network.

Andrew Dill is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Adam Wright is a financial advisor with Edward Jones in West Union, SC, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked in outdoor photography and radio broadcasting. 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 supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Ara Joyce is a financial advisor at Edward Jones in Clayton, GA, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, Joyce is involved in operating a craft brewery, Currahee Brewing, where he hosts nonprofit and trivia events. 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 offers a range of advisory strategies and maintains a large national presence with over 23,700 financial advisors and $1.01 trillion in assets under management.

Wesley Mckenna is a financial advisor with LPL Financial in Salem, SC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. for 18 years before joining LPL Financial in 2017. Outside of advisory work, he owns an insurance agency, McKenna Agency, Inc. 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 wide range of advisory services and platforms, combining large-scale financial activities with a broad advisory network.