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 six years of industry experience. He has been with Thrivent and its related entities since 2020 and previously worked at Able South Carolina from 2014 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses covering a wide range of financial planning topics. The firm separates its planning services from managed accounts and conducts periodic reviews without accepting discretionary trading authority for its planning engagements.

Colin Stalker is a financial advisor at Edward Jones in Chapin, SC, holding a Series 66 designation. He has been with Edward Jones since 2026 and previously served with the Irmo Chapin Recreation Commission and worked in education at Clemson University and Chapin High School for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Karen Ross is a financial advisor with Edward Jones in Lexington, SC, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, she worked at Cushman Wakefield, The Beach Company, Blue Ridge Company, and Cee Squared Services. She is also the owner and agent of Karen Ross Properties, Inc., a real estate business based in Irmo, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Rodney Dooley Jr. is a financial advisor with LPL Financial in Lexington, SC, holding the PFS™ and Series 66 designations and bringing 22 years of industry experience. He previously worked at Cetera and Carolina Wealth Management and has been involved with Dooley & Co, LLC since 1997. In addition to his advisory work, he is engaged in tax preparation and accounting through Dooley and Company, LLC, and is a business owner of Lexington Farm and Timber, LLC. 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 wide range of services including financial planning, third-party asset management, and institutional platforms, supporting investment strategies through discretionary and non-discretionary approaches.

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 Series 66 licensed financial advisor with Edward Jones, based in Gilbert, SC. He has 17 years of industry experience, all with Edward Jones since 2009. Outside of advising, he works 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Travis Goodman is a financial advisor with Thrivent Investment Management in Newberry, South Carolina. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, working at Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he serves as president of the Newberry Friendly Roadrunners Travel Club, a group organizing charter bus trips primarily for senior citizens and recent retirees. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning analyses across various topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

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 27 years of industry experience. He holds a Series 63 designation and has held roles at Cetera and Carolina Wealth Management. In addition to his advisory work, he is a CPA and operates Dooley and Company, a tax preparation and accounting firm, where he has been active since 1983. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives using both proprietary and third-party strategies.

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 CFP® certificant with 27 years of industry experience. She is currently with LPL Financial and previously worked at Triad Advisors, Inc. and Tricapital Financial Group, Inc. She operates under Carolina Retirement Solutions, an entity related to her LPL business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 credentials and having 30 years of industry experience. He has worked at LPL Financial since 2009, following roles at Wells Fargo Clearing and Banc of America Investment Services, Inc. Holland is also associated with Honor Wealth Management, LLC as a dba. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and diverse financial products.