Lance Adicks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at First Citizens Investor Services, Northwestern Mutual, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

Shaun Egan is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor AXA Advisors since 2007. He is a member of the Knights of Columbus in Hicksville, NY. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through its network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and provides ERISA fiduciary services to qualified plans.

Ross Martin is a financial advisor at Merrill based in Columbia, SC. He holds the Series 66 designation and has experience working at Bank of America, Merrill, MWA Financial Services, Modern Woodmen of America, and Target Corporation. Merrill, along 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 plans, corporations, and charitable organizations.

Rebecca Brooks is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 designations and has 28 years of industry experience. Prior to her current role, she worked at Wells Fargo Advisors and Concurrent Advisors. She is also vice president at Vision Wealth Advisors, LLC, where she manages client and advisor support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance services through a unique affiliate arrangement.

Paul Davis is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Waddell & Reed, and various insurance carriers. He serves as a board member for the BNI nonprofit in Columbia, SC. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

William Meinel is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2007. He specializes in providing wealth management strategies tailored to high-net-worth families, executives, and business owners. William's work emphasizes simplifying financial lives and addressing a wide range of client needs including portfolio management, estate planning, philanthropy, banking, and lending solutions. William holds a Bachelor's degree from Widener University and is a CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Retirement Planning Counselor (CRPC). He integrates a comprehensive understanding of his clients' values and objectives to develop personalized wealth management plans aimed at pursuing life goals and planning legacies. Outside of his professional role, William dedicates time to community involvement consistent with Merrill's tradition of service. He enjoys swimming, biking, and running, and spends time with Laura, his partner of over thirty years.

Jonathan Tuggle is a CFP® with 18 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has held prior positions at Wells Fargo Bank, Lakeview Capital Partners, Wachovia Bank, and Wells Fargo Advisors LLC. 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 provides both brokerage and advisory solutions supported by in-house research and third-party analytics.

Elizabeth Conger is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2019 and previously was with Capitol Consultants from 2017 to 2019. She also has a background in academia from her time at the University of South Carolina. Merrill, along 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.

Rodney Dooley Jr. is a financial advisor at LPL Financial with 22 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining LPL Financial in 2025, he worked at Cetera and Carolina Wealth Management, and he is also involved in Dooley & Co, LLC, which provides tax preparation and accounting services. 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, model portfolio programs, and institutional platforms, utilizing tools such as machine learning for operational support.

John Creamer is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at BB&T Securities, LLC from 2013 to 2019. He serves as a finance committee member at St. Andrew Catholic Church in Myrtle Beach, SC. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Reid Foreman is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has held positions at firms including Raymond James and Associates, UBS Financial Services, and The Vanguard Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Amanda Turner is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has worked at Merrill since 2001 and has also been affiliated with Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Hoefer is a CFP®-credentialed financial advisor with 22 years of industry experience, currently serving clients at Edward Jones since 2003. In addition to his advisory role, he owns and operates Sweet Iron Farm and Blue Steel Quarter Horses, LLC, an equine breeding business, as well as Blue Steel Distributors, LLC, a firearms dealership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Kenneth Matthews is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves as a military pilot in the U.S. Air Force Reserve. Edward Jones is a full-service wealth management firm serving 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 manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Kevin Banitt is a financial advisor with Equitable Advisors in Columbia, SC, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he owns Whitecap Financial LLC and is a partner in Carolina Financial Advisors LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a model-driven approach, leveraging third-party asset managers and advisory programs to tailor solutions for clients.

Lawrence Chapa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes roles at J.P. Morgan Securities LLC and Jpmorgan Chase Bank, with his current position beginning in 2026 at Wells Fargo Bank, N.A., and Wells Fargo Clearing Services, LLC. 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 sources.

Jose Garcia is a Series 66–licensed financial advisor with J.P. Morgan Securities in Lexington, SC, with one year of industry experience. His prior work includes roles at various financial and automotive firms such as Ameriprise Financial Services LLC, Thrivent Investment Management Inc, and Jim Hudson Automotive. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

David Morris is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo-related firms since 2013. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dumitru Gasan is a financial advisor with Edward Jones in Gilbert, SC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as a soccer referee in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm oversees approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors.