Jesse Dare is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Blue Cross & Blue Shield of Mississippi and Havarti Risk Services. Outside of financial advising, he works as an independent healthcare strategy adviser and actuarial consultant through Dare Enterprises LLC and Pasco Advisers. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kenneth Kolb Jr. is a CFP® and Series 66-registered financial advisor with Edward Jones in Columbia, SC, where he has worked since 2010. He has 16 years of industry experience. 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, operating under a fiduciary standard.

Denise Junis is a Series 66-licensed financial advisor with Edward Jones in Columbia, SC, having over two years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Lee Parker is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2018 and concurrently works with William F Bodie CPA PA since 2013. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers several portfolio management approaches supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

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.

Erica Platt is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at NYLIFE Securities LLC and New York Life. Outside of her advisory role, she owns an online hair product business and manages a salon suite rental business in Columbia, SC. 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 investment strategies for a variety of individual and institutional clients.

Jeremy Pickens is a financial advisor with Edward Jones in Columbia, SC. He holds the Series 66 designation and has one year of industry experience. Prior to his financial advisory role, he served in the U.S. Army from 2012 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Roy Fakoury is a CFP® professional affiliated with LPL Financial in Camden, SC, with 29 years of industry experience. He has previously worked at Wells Fargo Advisors Financial Network LLC and held multiple roles at Morgan Stanley over nearly a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supporting advisors with various investment strategies and technology tools.

Robert Hewitt II is a financial advisor with Edward Jones in Columbia, SC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at MWA Financial Services Inc and Modern Woodmen of America. He serves as Vice President of the Lambda Chi Alpha Alumni Corporation board, involved in managing and maintaining a fraternity house. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Elise Bidwell is a CFP® with 19 years of experience at Edward Jones, where she has worked since 2007. She holds the Series 66 designation and is based in Columbia, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Nickolas King is a Financial Advisor with Merrill Lynch Wealth Management, where he integrates investment management with tax-aware and estate-conscious strategies to help clients align their financial decisions with both current priorities and long-term objectives. He focuses on supporting clients through life's transitions including divorce, retirement, and small business strategies, aiming to develop personalized wealth management strategies that are as flexible as changing market conditions. With over a decade of experience, Nickolas began his financial planning career after graduating from Flowery Branch High School and building a foundation in one of the nation's financial planning programs at the University of Georgia. He holds the Chartered Financial Consultant (ChFC) designation and Personal Investment Advisor (PIA) credentials, which support his approach to helping clients make informed decisions aligned with their values and life goals. Beyond his professional work, Nickolas has interests in chess, football, music, and pickleball. His work philosophy centers on helping clients uncover what matters most to them and their families to create strategies aimed at pursuing their financial goals with confidence.

Steven Junis is a financial advisor with Edward Jones in Columbia, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he held roles at Aqua Splash Inc. and Pool Patrol Service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Erica Chappell is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Ameriprise Financial. She is the registered agent and owner of EC Specialties LLC, a company used for tax purposes without her active involvement. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Julian Jordan is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience and previously worked at the United States Department of Agriculture and Bank of America. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Preston Kohn is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding clients' personal priorities to develop tailored strategies that address their short-, mid-, and long-term financial goals. His role encompasses areas such as legacy planning, liquidity management, new wealth management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Preston provides comprehensive resources ranging from general investing and retirement planning to saving for unexpected events, working collaboratively with clients to address their financial concerns and questions. He also coordinates access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. Preston holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from the University of South Carolina System. Outside of his professional work, Preston enjoys activities such as biking, fishing, running, skiing, soccer, and traveling. He also enjoys spending time watching soccer and fly fishing.

Ethan Bidwell is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with two years of industry experience. He has worked at Edward Jones since 2020, with a brief period at Monroe Financial Group in 2023. Outside of his advisory role, he has been involved with Wildewood Country Club and education from 2014 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with 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 operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Amy Lynn is a financial advisor at Edward Jones in Columbia, SC, with six years of industry experience. She previously worked at WACHOVIA/Wells Fargo for 14 years before joining Edward Jones in 2022. Amy holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Gabriel Glover is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation. He has prior experience at Arthur State Bank and Elliott Davis, and has worked in academic roles at Clemson University and Presbyterian College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of approximately 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies and provides additional services including tax-efficient management and affiliated mutual funds.

Jennifer Floyd is a Series 66-licensed financial advisor with Ameriprise in Columbia, SC, and has 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages an advisory business under Kevin L Murphy, LLC. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.