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.

Drew Welp is a financial advisor with Cetera in Columbia, SC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Edward Jones, Avantax Investment Services, and his own entity, Drew W Welp LLC. Outside of advisory work, he serves as treasurer and comptroller for the Kappa Sigma Housing Corporation, managing financial responsibilities for the fraternity housing. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a wide range of investment strategies and program structures.

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.

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.

Walter Allen is a financial advisor with Ameriprise in Columbia, SC, holding a Series 63 designation and 27 years of industry experience. He worked at American Express Financial Advisors Inc. for 22 years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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.

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.

Rosalyn Glenn is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Glenn is a candidate for National Treasurer of Delta Sigma Theta Sorority, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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.