James Turner is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. He leverages insights from Merrill and solutions from Bank of America to create flexible wealth management plans tailored to individual financial situations and changing market conditions. James holds a Bachelor's Degree from Presbyterian College and carries the Professional Investment Advisor (PIA) designation. He is committed to the Merrill tradition of community involvement and actively volunteers with local organizations. Outside of his professional responsibilities, James enjoys golfing, playing tennis, and spending time with his family.

Edward Falco is a Series 66-licensed financial advisor with Edward Jones in West Columbia, SC. He has 13 years of industry experience and has worked at Edward Jones since 2012. Outside of his advisory role, he has been involved in environmental education activities in Wagener, 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 range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Jack Pietra is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at LPL Financial since 2003 and previously spent two years at Woodbury Financial Services, 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 range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with technology-enabled tools while managing over $819 billion in discretionary assets.

Dominic Enzastiga is a financial advisor with Ameriprise in Lexington, SC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ameriprise, he has been involved with the Lexington Soccer Academy as a youth soccer coach and has served with the United States Soccer Federation since 2015. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research-based modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Charles Webb II is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and is based in Columbia, SC. Prior to joining Ameriprise, he was involved in rehabilitation services at Jefferson Moss-Magee Rehab and held roles at Good Shepherd Penn Partners and the University of Delaware Physical Therapy. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service offering written recommendation reports and ongoing tax-aware retirement income planning. The firm employs research, third-party data, and algorithmic tools to deliver investment advice within a defined product ecosystem.

Paula Sabbagha is a financial advisor with UBS Financial Services in Columbia, SC, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at Bank of America and Merrill. She serves on the board of directors for Special Olympics of South Carolina, participating in fundraising and event activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Jason Thompson is a financial advisor with Equitable Advisors in Irmo, South Carolina, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC from 2007 to 2020. Outside of his advisory role, he is a member of Lake Murray Advisory Group, an LLC based in Irmo. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing various third-party asset managers and advisory platforms.

Shantika Brockington is a financial advisor with LPL Financial in Columbia, SC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has worked at LPL Financial since 2013 and previously held positions at Aparis Salon & Spa and Brow Uptown. Outside of her advisory role, she owns and operates two online retail businesses focused on apparel, jewelry, and beauty/personal care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing a variety of portfolio strategies and operational tools.

David Mulholland is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC beginning in 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and applies research and diversification principles to its investment strategies.

Jeryl Salmond is a financial advisor with Morgan Stanley in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Salmond serves as chairman of the endowment committee for the James R. Clark Memorial Sickle Cell Foundation and is a minister at various churches. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning and investment services supported by firm-approved planning tools and a structured process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Kevin Swander is a CFP® with three years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Northwestern Mutual Wealth Management Company and the University of South Carolina. In addition to his advisory work, he engages in outside insurance sales focusing on life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning tailored to clients’ needs.

Jackson Brazell is a financial advisor at Charles Schwab with three years of industry experience and holds a Series 66 designation. His prior work history includes roles at Next Step LLC and Amazon. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Ashley Williams is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2013. Outside of her advisory role, she works as a grocery shopper and delivery driver for Instacart and Spark. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Wallace is a CFP® certificant and Series 66 license holder with 12 years of experience, all with Edward Jones since 2014. He is a 30% passive owner and investor in GarnerFit, a physical training business in Columbia, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing approximately $1.01 trillion in assets through a network of over 23,000 advisors and more than 15,000 branch offices nationwide.

Katherine Buyck is a Series 66-licensed financial advisor at LPL Financial with four years of industry experience. She previously worked at Janney Montgomery Scott LLC and JPMorgan Securities LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies and advisor support tools.

Chancelor Strickland is a financial advisor at UBS Financial Services in Columbia, SC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Bank of America, Merrill, Calmwater Advisors, and Commonwealth Financial Network. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets, advisory, and lending solutions.

Elijah Harris is a financial advisor with Thrivent Investment Management in Lexington, SC, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent Financial and its related entities since 2017. Prior to his financial career, he was involved with Sardis Baptist Church and Columbia International University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

Milton Cooley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cetera since 2000 and operates Tax on Wheels, LLC, a tax consulting and return preparation firm he founded in 1991. Additionally, he is involved in medical insurance as a licensed agent and owns websites that generate Google advertising revenue. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets with more than 10,000 advisors.

Crystal Masincupp is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones in Columbia, SC since 2022. Her prior work includes roles at doTERRA International and the Dental Team of Sumter. Outside of her advisory work, she volunteers as a substitute teacher at Ben Lippen School, serves as Website Chair for the Junior League of Columbia, and holds the position of Vice Chair for Moms for Liberty in Blythewood, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Jacob Miller is a Series 65 licensed financial advisor with one year of industry experience, currently working at Wells Fargo Clearing. His prior experience includes roles at Wells Fargo Bank, Florida Financial Advisors DBA Tristate Financial Advisors, and Seager Marine. Outside of financial advising, he assists with payroll tasks at Miller & Associates Sourcing Specialists, an IT staffing company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.