Michael Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 34 years of industry experience. His prior positions include roles at CUNA Brokerage Services, CUNA Mutual Group, Stifel, Sterne Agee, and BB&T Investment Services. 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 services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Wendel Young is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo and Truist in various capacities since 2009. Outside of his advisory role, he serves as a trustee for a family trust with involvement in real estate management. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad range of financial products.

Rebecca Beckley is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2016. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Theodore Calcina IV is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc and operated Calcina Agency Wealth Management. Outside of his advisory work, he serves as a board member for the Good Samaritan Clinic, a nonprofit organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations, offering brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to manage portfolios across a range of investment types on both discretionary and non-discretionary bases.

Christopher Leigh is a Series 66 licensed advisor with Merrill in Columbia, South Carolina, and has 12 years of industry experience. He has been affiliated with Bank of America and Merrill since 2014. Outside of his advisory role, he owns an LLC formed for liability protection related to a rental property. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Kenneth Finley is a financial advisor with UBS Financial Services in Columbia, SC, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Merrill, The Vanguard Group, and GrandSouth Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

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.

Hasan Ross El is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 18 years of industry experience. Prior to joining LPL Financial, he worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he serves as COO of The Legace' Group, a non-investment-related business. 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, utilizing both proprietary and third-party strategies delivered by a large network of investment adviser representatives.

Kathryn Paxton Thigpen is a financial advisor with Edward Jones in Lexington, SC, holding a Series 66 designation and having three years of industry experience. She has worked at Edward Jones since 2019 and was previously employed at Virtual Business Office from 2015 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Andrew Peed is a CFP® professional with 20 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jonathan King is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Financial Securities Corporation and Kirkland & King Financial, LLC, where he also acts as a life insurance agent. Outside of financial advising, he has been involved with King Nutrition since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of implementation platforms and strategies, including proprietary models and third-party manager referrals.

Ryan Callaham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Wells Fargo Advisors, LLC since 2017 and has been with Wells Fargo Bank NA since 2013. 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 approximately $671 billion in assets across more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Dipali Patel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Clearing since 2020 and previously spent ten years at Upward Sports. Outside of her advisory role, Patel provides English as a Second Language tutoring through VIP KID. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of advisory and brokerage services, including retirement plan consulting and investment management, supported by Wells Fargo Investment Institute research and third-party analytics.

Jessie Palisin is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on personalized wealth management strategies that align with each client's unique priorities. Jessie emphasizes understanding clients and their families to design financial plans that consider life goals, risk tolerance, time horizons, and liquidity needs. Together with her colleague Brian, she partners with clients through every stage of life, providing ongoing advice and guidance to adjust plans as circumstances evolve. Jessie's areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, women and wealth, tax minimization, and retirement income. Jessie holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). She attended the University of North Carolina System and the University of Vermont without obtaining degrees, and she completed high school at South Burlington High School. Outside of work, Jessie enjoys activities such as camping, gardening, horseback riding, ice hockey, skiing, soccer, softball, swimming, traveling, and spending time with her family.

Steven Merchant is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2012. 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.

Vincent Schiano is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he focuses on connecting various aspects of his clients' financial lives to help prioritize and pursue the goals that matter most to them. He assists clients with financial strategies including executive compensation, equity compensation services, family wealth management, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, personal retirement planning, and small business strategies. Vincent holds a Bachelor's Degree and a Master of Business Administration (MBA) from Clemson University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is affiliated with professional organizations such as Columbia Children's Theatre and SC Economics. Outside of his professional work, Vincent engages in personal interests including biking, chess, golfing, hunting, pickleball, running marathons, skydiving, and spending time with his family. He is also involved in community initiatives such as living organ donation.

Michael Brown is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Seth Yates is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services. 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 from Wells Fargo Investment Institute and third-party databases.

Richard Dearinger is a financial advisor at OSAIC with 11 years of industry experience and holds a Series 66 credential. He has worked at LPL Financial, IFG Advisory, and Jaeger Capital Management. Dearinger also operates an advisory business under the DBA One11 Advisory. OSAIC serves a wide range of clients, including individual investors, institutions, and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

David Dobbs is a CFP®-credentialed financial advisor with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes two years with Wells Fargo Advisors, LLC. Outside of his advisory work, he acts as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.