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.

Charles Rose is a financial advisor with Edward Jones in Columbia, SC, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient investment options.

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.

Lee Parker is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2018, and concurrently with William F Bodie CPA PA since 2013. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven investment approach supported by third-party asset managers and custodians.

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.

Ann Bone is a financial advisor with LPL Financial in Columbia, SC, holding a Series 66 designation and eight years of industry experience. She has been with LPL Financial since 2017 and previously worked for Lexington School District Two from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by extensive resources and a large network of over 22,800 advisors.

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.

Amy Cain is a financial advisor at Edward Jones in Columbia, SC, holding a CFP® designation and a Series 66 license with four years of industry experience. She previously worked at Truist Investment Services and Truist Bank, as well as LPL Financial, LLC. Outside of her advisory role, she is a partner in a family farm in Sumter, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

Matthew Swinney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1998, bringing nearly a decade of private sector experience. Matt focuses on developing wealth planning strategies and recommendations tailored for high net worth individuals and their families, addressing financial goals such as retirement and estate planning. He holds a Bachelor of Science and a Master of Business Administration degree in Finance from the University of South Carolina. Matt is a CERTIFIED FINANCIAL PLANNER® certificant and a Personal Investment Advisor. As a qualified Portfolio Manager, he provides traditional advice and manages personalized investment strategies that may include individual securities, Merrill model portfolios, and third-party strategies, sometimes on a discretionary basis. Matt participates actively in the community through volunteer work. Outside of his professional commitments, he enjoys boating, golfing, reading, and spending time with his family. His approach centers on working closely with clients one-on-one to create personalized financial strategies aimed at pursuing their long-term goals.