Matthew Elleby is a financial advisor at Merrill with a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2015 and has held a position with Bank of America, N.A. since 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wilson Kistler is a CFP® professional with nine years of industry experience, currently affiliated with Wells Fargo Clearing. His career includes roles at Janney Montgomery Scott, Butler Capital Partners, and multiple other firms. Kistler is based in Columbia, SC. 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, utilizing research and analytics grounded in diversification and modern portfolio theory.

Andrew Bryant is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2019. Prior to that, he worked at Wells Fargo Bank NA starting in 2015 and was involved with Celebrations Catering from 2014 to 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Fain is a Financial Advisor with Merrill Lynch Wealth Management, focusing on assisting individuals and families in pursuing their financial goals through tailored strategies and comprehensive planning. His approach emphasizes building strong relationships with clients to understand their unique circumstances and aspirations. He offers guidance in areas such as retirement planning, investment management, risk management, and small business financial management. With over 14 years of experience in the Small Business Development space, Ryan is familiar with the challenges faced by small business owners in managing both their business and personal finances. He holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes a High School Diploma from Leesville High School and studies at the University of Maryland, although no degree was conferred. Outside of his professional duties, Ryan enjoys camping, cooking, gardening, scuba diving, spending time with his family, and traveling.

Dennis Bull is a financial advisor with Cetera in Lexington, SC, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Cetera since 2025 and previously held roles with Avantax Advisory Services and related entities for over two decades. Outside of his advisory work, he serves as secretary for a local nonprofit organization, Sertoma. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and access to third-party money managers.

Linda Friend is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jonathan Tan is a financial advisor with LPL Financial in Lexington, SC, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2010. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and a variety of investment platforms.

Brandon Powell is a financial advisor with LPL Financial based in Lexington, SC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also involved with Founders Federal Credit Union in a financial institution role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice provided primarily by investment adviser representatives using a variety of strategies and tools.

Courtney Myers is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shetal Mckenney is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and nine years of industry experience. She has been with Wells Fargo entities since 2012, including Wells Fargo Bank and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports over 14,000 financial advisors.

Patrick Rogers is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2018. His prior roles include positions at Michelin and Primerica Advisors. Outside of his advisory work, Rogers is involved in public speaking and owns businesses in tax services and wealth management. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing various portfolio management strategies and platform arrangements.

Regina Spehl is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She previously worked at Ameriprise Financial Services and Ameriprise Financial. Outside of her advisory role, she engages in fiduciary activities, including serving as an attorney-in-fact and agent named in health care directives or living wills. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory and financial planning services. The firm employs a research-driven investment approach and offers both brokerage and advisory solutions at scale.

Gregg Newman is a Series 63 licensed financial advisor with Ameriprise in Columbia, SC, with 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is the captain of a fishing charter business and is involved in timber management through White Oak Timber Company LLC. Ameriprise provides retirement-income planning services primarily to individuals nearing or in retirement who meet specific asset criteria, offering detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured, algorithm-assisted process to support personalized retirement income planning.

Christopher Smith Jr. is a CFP® with 12 years of industry experience. He has worked at Edward Jones from 2014 to 2026 and currently serves as an advisor at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Grant Stoffle III is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked for The Vrdolyak Law Group LLC from 2014 to 2020. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Andrew Sullivan is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Cetera Wealth Services, LLC in 2025, he worked at Avantax Investment Services, Inc. and Avantax Advisory Services. In addition to his work in finance, Sullivan is the owner and attorney at Sullivan Law, LLC, a legal practice specializing in estate planning, including wills, trusts, probate, and succession planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of investment and retirement services through a multi-manager platform with discretionary and non-discretionary account management, supporting various program structures and access to third-party managers.

Devin Barnes is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds Series 63 and Series 65 designations. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, and Massachusetts Mutual Life Insurance. He also has experience outside the financial industry, including a brief period in retail and fitness-related businesses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Davidson Jr. is a financial advisor at Morgan Stanley with over 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and has a background that includes Citigroup Global Markets dating back to 1993. Outside of his advisory role, he is involved with Congaree Land Trust as a board member and serves as treasurer for the Society of Cincinnati, State of Georgia Chapter. He also has an interest in farming and hunting through his business Can Till Can't LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes using firm‑approved tools and modeling techniques, offering a range of investment products and services through a large institutional platform.

Mikel Trapp Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. His career includes roles at Wells Fargo Bank, SoFi Securities, Bank of America, Merrill, and Fidelity Brokerage Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets through a network of more than 14,000 financial advisors and employs research-driven investment evaluation based on diversification principles and modern portfolio theory.

Michael Sullivan is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63, 65, and 66 licenses and 20 years of industry experience. His prior work includes roles at Newbridge Financial Services Group, LPL Financial, and Regal Securities. Outside of advising, he owns and operates a home inspection business serving prospective home buyers in Hilton Head, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.