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.

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.

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.

Kenneth Kolb Jr. is a CFP® professional with 15 years of industry experience, currently advising clients at Edward Jones in Columbia, SC. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a comprehensive range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Geoffery Forsyth is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and bringing 22 years of industry experience. His career includes positions at Securities America Advisors and South Carolina Bank & Trust. Forsyth is also involved in insurance sales through an affiliated business. Osaic Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutions, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment solutions.

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.

Denise Junis is a Series 66-licensed financial advisor with Edward Jones in Columbia, SC, having over two years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.