Edward Tuggle is the sole advisor at Camco, LLC, an independent firm based in Camden, SC. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 16 years with Camco. Prior to founding Camco, his background includes broker-dealer roles. Camco provides discretionary portfolio management for individual investors, focusing on taxable accounts and tax-deferred IRAs. The firm emphasizes a global, horizon-focused investment approach that aims to anticipate market events and limit downside risk through diversified portfolios of funds, income-producing securities, and cash allocations, with discretionary management handled through a single custodian.

Philip Gephart is a financial advisor at Cannon Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Cannon Advisors, he worked at firms including Northwestern Mutual and TIAA-CREF Individual & Institutional Services. Outside of finance, he is the owner and fitness director of Workout Anytime in Camden, SC. Cannon Advisors is a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning using a variety of analytical methods and strategies, including derivatives and short selling, and manages held-away retirement and HSA accounts through third-party platforms to facilitate tax-efficient asset location and rebalancing.

Craig Schinke is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 designations and has 39 years of industry experience. He previously worked at Kovack Securities Inc. from 2014 to 2018. Outside of his advisory role, he is involved in fixed insurance sales and financial, retirement, and estate planning through his affiliated business, Tenet Wealth Management. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisors provides portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with strategies tailored across a range of investment types.

William Galloway Jr. is a financial advisor at Advisory Services Network with 37 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bb&T Securities and Scott & Stringfellow. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers managing approximately $8.6 billion in client assets.

William Morris is a financial advisor at Kovack Advisors, Inc. with Series 66 credentials and approximately one year of experience. His prior roles include positions at Tenet Wealth Management, North American Services Benefits, and Trident Transport, among others. Outside of finance, he has experience working with organizations such as Charleston Southern University and Shipyard Baseball Complex. Kovack Advisors, Inc. is a multi-team SEC-registered advisory firm with over 250 advisors and more than $6 billion in assets under management. The firm serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, employing a technology-driven investment process and offering a range of discretionary and non-discretionary services.

Jonathan Fike is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His work history includes roles at Kovack Securities, Inc. since 2014 and Advisory Services Network since 2011. Outside of his advisory work, Fike is involved in leading a capital campaign for Village Church in South Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and retirement-plan services, managing approximately $8.6 billion in client assets.

Craig Cochran is a financial advisor with Advisory Services Network, holding a Series 66 credential and 12 years of industry experience. He has worked with Advisory Services Network since 2015 and concurrently with Kovack Securities Inc. and Tenet Wealth Management since 2014 and 2011, respectively. Outside of his advisory roles, he serves on the finance committee of Trinity Methodist Church, providing guidance on the church’s financial decisions. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Justin Dorton is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has two years of industry experience and has worked at firms including Kovack Securities, Tenet Wealth Management, and Allstate Insurance. Outside of financial services, he serves as an assistant youth baseball coach in Camden, South Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting with tailored strategies across various asset classes, managing approximately $8.6 billion in client assets.

Wade Engebretson is a financial advisor with Empower Advisory Group, holding a Series 66 designation and seven years of industry experience. His work history includes roles at GWFS Equities, Inc., First Citizens Bank, Icon Global Business Consulting, JP Morgan Chase Bank, JP Morgan Securities, Merrill, and Premiere Retirement Planning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Julia Monroe is a CFP® with 23 years of industry experience, currently affiliated with Sanctuary Advisors, LLC. She has previously worked with Raymond James Financial Services Advisors and owns Monroe Financial Group, LLC, a full-service financial advisory firm specializing in retirement planning and wealth management. Outside of her advisory work, Monroe is involved in retail through Dog On It, LLC, and serves on the board of No Longer Abandoned, a nonprofit focused on group homes for orphaned youth in the Philippines. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account structures and supports a wide range of investment philosophies using sub-advisors and third-party platforms.

John Monroe Jr. is a financial advisor with Sanctuary Advisors, LLC in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been associated with Monroe Financial Group since 2012 and joined Sanctuary Advisors and its affiliated entities in 2023. Outside of his advisory work, he owns Heart & Sol Properties LLC, which manages a rental property in Tulum, Mexico. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes both discretionary and non-discretionary strategies, supported by a network of independent advisors and affiliated broker-dealer services.

Emily Phillips is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Raymond James Financial Services. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types, utilizing a large network of independent advisors and affiliated entities to deliver portfolio management and retirement-plan consulting.

Ty Christian Bissen is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fis, T. Rowe Price, and King Soopers. Outside of his advisory role, Bissen is involved in buying and selling trading cards, including sports and collectible cards, and manages submissions to grading services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with centralized custody and order-routing services.

Roy Fakoury is a CFP® professional affiliated with LPL Financial, based in Camden, South Carolina, with 28 years of industry experience. He has worked at LPL Financial since 2019 and previously spent eight years with Wells Fargo Advisors Financial Network LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety of investment and planning solutions supported by an in-house research team.

Elise Bidwell is a CFP® with 19 years of experience at Edward Jones, where she has worked since 2007. She holds the Series 66 designation and is based in Columbia, SC. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Nickolas King is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He works with individuals and families to navigate significant financial transitions, including career changes, retirement planning, divorce, and planning for loved ones with unique needs. Nickolas focuses on creating tailored strategies that align with clients' goals, supported by Merrill's investment insights and the banking and lending services of Bank of America. His areas of client focus include Divorce Transition Planning, Personal Retirement Planning, Small Business Strategies, Tax Minimization, and Retirement Income. Nickolas has over a decade of experience in financial planning. He studied Financial Planning at the University of Georgia and holds the Chartered Financial Consultant® (ChFC®) designation along with the Personal Investment Advisor (PIA) designation. Prior to his higher education, he earned a High School Diploma from Flowery Branch High School. Outside of his professional role, Nickolas enjoys chess, football, music, and pickleball. His approach centers on understanding what matters most to clients to help create strategies for pursuing their financial goals with clarity, confidence, and purpose.

Jeremy Setzer is a financial advisor with Edward Jones, holding a Series 66 designation. He is based in Lugoff, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, 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, separately managed accounts, and affiliated mutual funds.

Erica Chappell is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Northwestern Mutual Wealth Management Company, Ameriprise Financial, and JE Wilson Advisors LLC. Erica is the registered agent and owner of EC Specialties LLC, a business entity used for tax purposes with no active role on her part. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection, tax-focused investment strategies, and integration with Bank of America affiliates.

Preston Kohn is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding clients' personal priorities to develop tailored strategies that address their short-, mid-, and long-term financial goals. His role encompasses areas such as legacy planning, liquidity management, new wealth management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Preston provides comprehensive resources ranging from general investing and retirement planning to saving for unexpected events, working collaboratively with clients to address their financial concerns and questions. He also coordinates access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. Preston holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from the University of South Carolina System. Outside of his professional work, Preston enjoys activities such as biking, fishing, running, skiing, soccer, and traveling. He also enjoys spending time watching soccer and fly fishing.

Ethan Bidwell is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with one year of industry experience. He has worked at Edward Jones since 2020, with a brief tenure at Monroe Financial Group in 2023. Outside of his advisory role, he assists with managing a rental property jointly owned with his brother. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Elizabeth Baker is a financial advisor with LPL Financial in Camden, SC, holding a Series 66 designation and 17 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC from 2011 to 2019 before joining LPL Financial. Outside of her advisory role, she is involved in reptile breeding through a separate business venture. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wilson Branham is a financial advisor with LPL Financial in Florence, SC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for five years and ArborOne Farm Credit for six years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Edwin Kohn III serves as the Resident Director at Merrill Lynch Wealth Management and has been with the firm since 1996. His professional focus is on assisting individuals in meeting their financial goals through personalized wealth management strategies. He employs a process that involves understanding each client's financial priorities, current situation, and future objectives to build trust and develop customized plans that address their retirement, income, and tax minimization needs. Edwin holds a Bachelor of Science degree in Business Administration from the College of Charleston. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Prior to his financial services career, he served as a Navy Pilot flying FA-18s and F-16Ns, and is a graduate of the Navy Fighter Weapons School "Top Gun." He has been active in community organizations, including serving as Past President of Kershaw County American Red Cross, Kershaw County United Way, and KershawHealth Board of Visitors. Additionally, he has been on the Board of Directors for the Fine Arts Center of Kershaw County and is involved with the Boys and Girls Club of Kershaw County and his church. Edwin is married with three boys and enjoys running, biking, and swimming in his free time.

Ramon Mejia is a financial advisor with LPL Financial in Columbia, SC, holding a Series 66 designation and 10 years of industry experience. Before joining LPL Financial in 2025, he worked for Next Financial Group, Inc. for 10 years. He also operates RM Mejia Tax & Accounting Services, providing tax preparation and accounting services. Additionally, he serves as a notary. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a broad range of investment and financial planning solutions.

Jonathan Pace is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Edward Jones in Camden, SC since 1999. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

C Spring II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and has been in the financial services industry since 1991. He focuses on developing strategies for individuals and institutions that consider risk tolerance, time horizon, liquidity needs, investment goals, and related costs. His approach to wealth management is consultative. He listens to and reviews clients' financial situations, considering their concerns and goals. He offers asset allocation recommendations that reflect clients' income and growth expectations. He takes into account clients' complete financial lives, including insurance, debt, education planning, wealth transference, and philanthropy. He follows up throughout the year to review performance and track changes in clients' financial pictures. C Spring II holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor's degree from the College of Charleston. His personal interests include cooking, golfing, hiking, and reading.