Todd Henning is a financial advisor at The Bridge Financial Advisors with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his advisory role, he worked at BlueCross BlueShield for six years. The Bridge Financial Advisors provides investment advice and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach emphasizes diversification and fundamental analysis, managing both discretionary and non-discretionary accounts with a focus on mutual funds, ETFs, equities, fixed income, and options.

Scott Spang is a financial advisor with &Partners who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes positions with Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as president of the Plantation Pointe Homeowners Association in Ridgeway, SC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan advisory services, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Chrisjon Smith is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time financial planning and ongoing discretionary management, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Daylon Laws is a financial advisor with GWN Securities Inc. in Blythewood, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with GWN Securities since 2010. Outside of his advisory role, Laws serves as the treasurer for the Blythewood High School Education Foundation, managing scholarship funds and financial records on a volunteer basis. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies uncommon among similarly sized firms.

Adam Russell is a financial advisor with GWN Securities Inc., holding a Series 66 designation and six years of industry experience. He has worked at GWN Securities since 2019 and previously at The MIL Corporation. In addition to his financial advising career, he serves as a Cyber Operations Officer in the United States Air Force Reserve. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a legacy of market-timing and momentum-based strategies.

Brian Lee is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in Blythewood, SC. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

William Mc Ree is a financial advisor with Ameriprise in Lexington, SC, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has ownership interests in a timber LLC and non-investment-related real estate holdings. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

A. Dowl Knight is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he owns and operates A Dowl Knight & Company PC, a tax preparation business, and is also involved in fiduciary activities. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement, combining research and modeling to provide tax-efficient withdrawal strategies and income planning. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Leanne Robuck is a financial advisor with Ameriprise in West Columbia, SC, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. for a combined 20 years. Robuck also has a longstanding role at Columbia College dating back to 2004. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Kenneth Webb II is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at Bank of America/Merrill Lynch for eight years and has held roles at AEgis Technologies and Logistics Solutions Group Inc. since beginning his career. Webb holds the Series 66 designation. 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 and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Tanya Maldonado is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and Palmetto Citizens Federal Credit Union. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, focusing on clients’ Ameriprise-managed accounts and utilizing algorithmic automation under professional oversight.

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.

Dwight Szarkowski is a Private Wealth Advisor with Merrill Private Wealth Management and has been with Merrill since 1984. As one of the founding members of his team, he serves as the primary equity strategist and is responsible for evaluating derivative strategies, structuring fixed-income portfolios, and formulating asset allocation strategies for high-net-worth clients. His client focus areas include corporate executive services, family wealth management strategies, and managing new wealth. Dwight graduated magna cum laude from Washington and Lee University with bachelor's degrees in both Economics and French. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and French. Throughout his career, Dwight’s expertise has centered on advising ultra-affluent individuals, families, and institutions on wealth perpetuation, intergenerational wealth transfers, and philanthropic planning. Outside of his professional work, Dwight is involved in mentoring teens and supports organizations such as Family Place, UT Southwestern Medical Center, and the North Dallas High School Mentor Program. His personal interests include biking, boating, fishing, golfing, hunting, ice hockey, photography, scuba diving, tennis, and traveling.

Kevin Rossdeutscher is a financial advisor with Fidelity who holds a Series 66 designation and has 26 years of industry experience. He has worked at Fidelity Investments since 2021 and previously held positions at AIG Retirement Services, Valic Financial Advisors, and Scottrade. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios using mutual funds, ETFs, and ETPs.

Christopher Eaker is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously served in the South Carolina Army National Guard for nine years. Outside of his advisory role, he is involved in a construction and used car business through G&S Adventures, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Cameron Prewitt is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2017, previously at Scottrade from 2014 to 2017. Outside of his financial advisory role, he serves as a pastoral advisor on finances for Gethsemane Baptist Church and acts as treasurer for a healthcare services business run by his wife. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory program. The firm integrates brokerage, custody, and advisory functions with a multi-asset, model portfolio investment approach.

Bob Azarieh is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ridgewood Savings Bank, Infinex Investments, HSBC Securities, Arive Capital Markets, and Cape Securities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Alison Eaker is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, Alison serves as a worship leader at New Kirk Presbyterian Church and holds a leadership position related to financial oversight with the Sandlapper Singers in Columbia, SC. 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 broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

David Holton is a Series 66-licensed financial advisor with six years at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, he worked at Alliance Group, Combined Insurance, Chick Fil A, and Elmwood Church of God. Outside of his advisory work, he owns and manages a rental property in Simpsonville, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Ethan Yeary is a financial advisor with LPL Financial in Columbia, SC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Palmetto Citizens FCU and CUNA Mutual Group. Yeary is also a notary for Palmetto Citizens FCU. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a broad network of investment adviser representatives.

James Spires is a financial advisor with Charles Schwab in Columbia, SC, holding a Series 66 designation and two years of industry experience. Prior to joining Charles Schwab, he worked in various roles including automotive sales. Outside of his advisory work, he is involved with HRA Management in automotive sales, focusing on growing client databases and supporting operations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with a range of integrated advisory, brokerage, custody, and cash-sweep services.