Kevin Swander is a CFP® with three years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Northwestern Mutual Wealth Management Company and the University of South Carolina. In addition to his advisory work, he engages in outside insurance sales focusing on life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning tailored to clients’ needs.

Elijah Harris is a financial advisor with Thrivent Investment Management in Lexington, SC, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent Financial and its related entities since 2017. Prior to his financial career, he was involved with Sardis Baptist Church and Columbia International University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

Grant Stoffle III is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked for The Vrdolyak Law Group LLC from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Robert Kopp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has worked at Thrivent Financial and its related entities since 2020 and previously spent six years at Able South Carolina. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm offers both one-time and ongoing planning relationships and integrates planning with managed-account programs under a consolidated billing option.

Karen Ross is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at Cushman Wakefield, The Beach Company, Blue Ridge Company, and Cee Squared Services. Outside of her advisory role, Ross owns Karen Ross Properties, Inc., a real estate management business, though this activity has been put on hold since she began her position at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Rodney Dooley Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds the PFS™ and Series 66 credentials and has worked at Cetera and Carolina Wealth Management, among other firms. Outside of his advisory work, he is involved with Dooley & Company, LLC, a tax preparation and accounting business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and a broad array of investment strategies.

Henry Summer is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 license, and has 39 years of industry experience. He is also a CPA and attorney with over 50 years of professional experience, including prior roles at Avantax Advisory Services and extensive independent practice. Outside of his advisory work, he serves as a board member and treasurer for the Newberry Area Council on Ministries of the United Methodist Church. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management and model-based solutions tailored to client objectives under multiple custody and platform arrangements.

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.

Harry Cromer III 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 2008. Outside of his advisory work, he owns a photography business called Feathers and Frames in Chapin, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Michael O'Shaughnessey is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MML Investors Services since 2012. Outside of advisory work, he is also an agent involved in life, disability, fixed life, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements supported by technology tools and also delivers specialized programs such as divorce planning and employer-sponsored planning.

Christopher Jewett is a financial advisor with Edward Jones in Lexington, SC, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advisory work, he is involved in commercial property ownership through J Branch LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a large network of financial advisors and branch offices across the country.

Rodney Dooley Sr. is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 designation and has previously worked at Cetera and Carolina Wealth Management. Outside of advising, he is a business owner involved with Dooley and Company, a CPA firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and multiple portfolio management options.

Meredith Wilson is a financial advisor at Thrivent Investment Management with two years of experience in the industry. She previously worked at Estates Management Company for 11 years before joining Thrivent Financial and Thrivent Investment Management. Wilson holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Cynthia Reninger is a financial advisor with LPL Financial in Lexington, SC, holding CFP® and Series 63 designations and bringing 27 years of industry experience. She previously worked at Triad Advisors, Inc. for nine years and at Tricapital Financial Group, Inc. for 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support a range of investment strategies.

Mary Zamboni is a CFP® with 41 years of experience in the financial services industry. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013 and is also a principal of Zamboni & Sipes, Inc., where she serves as president and board member of a non-public entity. Outside of advisory work, she is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and both proprietary and third-party strategies.

Bradford Mathis is a financial advisor at Edward Jones with 19 years of industry experience. He has held Series 63 and Series 66 designations and 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. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Erica Sellers is a financial advisor at Edward Jones with 12 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Edward Jones since 2017. Prior to that, she was with Saybrus Partners and Saybrus Equity Services from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Holland III is a financial advisor with LPL Financial in Newberry, SC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with LPL Financial since 2009. Holland is also associated with Honor Wealth Management, LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Alan Hyatt is a financial advisor with Thrivent Investment Management in Lexington, SC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Hyatt serves as a board member at Clemson University’s College of Business and is involved with the finance committee at Mt. Horeb United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering holistic, goal-based planning across a range of financial topics without discretionary trading authority.

Raymond Bradley is a Series 66-credentialed financial advisor with Thrivent Investment Management, with nine years of experience at the firm and eight years in the industry overall. Prior to his current role, he held positions at the South Carolina Baptist Convention and Columbia International University. Outside of his financial advisory work, he serves as Board Chairman for Bethel Christian Camp and is an elder at Mill City Church, where he oversees communications and the children’s ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans that cover a broad range of topics including retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under a consolidated billing option but does not accept discretionary trading authority for its planning services.