Lloyd Hahn is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Divina Bundick is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for 14 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

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.

Derek Hawk is a CFP® professional with 18 years of industry experience, currently affiliated with Wells Fargo Clearing in Columbia, SC. His prior work includes positions at Founders Federal Credit Union, LPL Financial, and Cetera Advisor Networks LLC. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bobbi Presper is a financial advisor at Morgan Stanley in Columbia, SC, holding Series 63 and Series 65 licenses with 43 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jason Watson is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Wells Fargo Clearing Services, and JPMorgan Securities. Outside of his advisory work, he is the owner of a photography business and serves as secretary of a local motorcycle club. Merrill, along 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Gerard Williams is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated, as well as a long-standing affiliation with Mutual/United Of Omaha Insurance Company and service in the South Carolina National Guard. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs structured planning tools and investment modeling, managing approximately $2.74 trillion in client assets.

William Mcmaster is a financial advisor with Morgan Stanley in Columbia, SC, holding a Series 63 designation and 33 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. He serves as a board member for Imagine School in Columbia, a nonprofit role with no compensation. 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 employs structured planning tools and offers a range of investment products and services, including tailored financial plans through its Financial Advisors and Estate Planning Strategies Group.

Lauren Greene is a financial advisor with Raymond James & Associates in Columbia, SC, holding a Series 66 credential and nine years of industry experience. Prior to joining Raymond James in 2025, she was affiliated with First Citizens Investor Services and Synovus Securities. Outside of her advisory role, Greene is the owner of Arise Dance Company, where she provides consulting and choreography services, and serves on the Furman University Black Alumni Council, supporting student and alumni engagement. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by affiliated research and sub-advisers.

Terry Whigham is a Senior Financial Advisor leading WMB (Whigham Meinel Brazell) & Associates, a boutique wealth management practice within Merrill Lynch Wealth Management. He and his team serve high-earning executives and business owners, assisting them in comprehensive wealth creation and advisory services. Their approach incorporates a rules-based, data-driven investment process with strategies that address tax minimization, risk management, and maximizing cash flow. The team also provides daily advice on investment management, banking, and family/estate planning services. Terry's expertise includes managing complex portfolios with assets such as stock options, RSUs, PSUs, and real estate, focusing on tax loss harvesting strategies tailored for clients with highly-taxable concentrated stock positions and real estate assets. His team utilizes proprietary tools like the Personal Wealth Analysis® strategy to deliver personalized wealth plans, focusing on cash flow management, tax mitigation, access to alternative investments, estate and trust planning, and banking services. He has been named to the Forbes "Best-in-State Wealth Advisors" list consecutively from 2022 through 2026. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. Terry obtained bachelor's degrees from Francis Marion University and the University of South Carolina. He resides in Chapin, SC, with his wife and three daughters, and enjoys outdoor activities such as fishing, golfing, high-intensity interval training, and mountain biking.

Danielle Held is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and three years of industry experience. She has been with Wells Fargo Bank, NA since 2010 and Wells Fargo Clearing since 2022. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Burkhardt Tennent serves as a Senior Resident Director and Wealth Management Advisor with Merrill. In this role, he works closely with clients to develop personalized financial strategies that reflect their individual goals and adapt to evolving market conditions. He leverages investment insights from Merrill alongside banking and lending solutions from Bank of America to support clients in areas such as family wealth management, personal retirement planning, and addressing the unique financial needs of women. Mr. Tennent holds a Bachelor's Degree from Ohio State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His approach emphasizes active portfolio management informed by economic analysis, helping clients manage risk and address concerns related to sustaining their wealth through retirement. Outside of his professional work, Mr. Tennent is involved in community volunteering, reflecting the Merrill tradition of local engagement. His personal interests include biking, cooking, hiking, and practicing yoga.

Madison King is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has been with Ameriprise Financial Services in various capacities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendations and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Everette Ketchum III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is a partner in KBBS Investments LLC, a business formed to invest in real estate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and modeling tools, and it is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Heather Whitley is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked for Forrest Insurance Agency for ten years. Whitley is based in Lexington, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brandy Otterbacher Ragan is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their long-term goals, drawing on her understanding of each client's full financial picture. Her areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Brandy has been in the financial services industry since 2008. A Toledo native, she earned both her bachelor's degree and her Master of Business Administration from the University of Toledo. She adheres to the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of her professional work, Brandy enjoys golfing, rock climbing, and running.

John Ford is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Resolute Capital, Guardian Life Insurance Company, and Equitable Advisors. Outside of finance, he was involved with Golden State Groundskeeping for six years. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Treya Hawkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has experience at Wells Fargo Bank, N.A. dating back to 1991 and joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.

Lance Adicks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at First Citizens Investor Services, Northwestern Mutual, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.