Sabrina Bell is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Zachary Brown is a financial advisor with UBS Financial Services in Columbia, SC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to UBS, he worked at Bank of America, Merrill, and Northwestern Mutual Investment Services. He also has experience with the South Carolina Retirement System Investment Commission and has held roles at the University of South Carolina. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, employing model-based asset allocations and research from its Chief Investment Office and global resources to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and affiliated banking and lending programs.

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.

Ronald Williams is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. His prior experience includes roles at FSC Securities and Investacorp, Inc. Outside of his advisory work, he is president of a local landowners association. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a variety of portfolio management strategies, including proprietary models and access to third-party managers, tailored to client objectives across multiple custody and platform arrangements.

Gregg Frierson is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2010. Outside of his advisory work, he serves as president of the Wake Forest Columbia Area Alumni Club, organizing social and informational events for alumni. 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, and institutional investors.

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.

Tijuana Brown is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Thrivent Financial, and Brock and Scott PLLC. 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 both brokerage and advisory solutions.

Rodney Dooley Sr. is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He has previously worked with Cetera and has operated Carolina Wealth Management since 2003, alongside his longstanding role at Dooley & Company, a CPA firm active since 1983. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both in-house research and third-party subadvisors.

Giovanni Diddi is a financial advisor at Morgan Stanley in Columbia, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Amazon UK and pursued full-time education for several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

James Danford III is a CFP® professional with 25 years of experience in the financial services industry. He currently serves as an advisor at LPL Financial since 2021 and previously worked for Waddell & Reed, Inc. for 20 years. Outside of his advisory work, he has held roles with the Financial Planning Association of South Carolina and Shandon Baptist Church and is commissioned as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individual and institutional clients with a broad range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Frank Wall II is a CFP® with 32 years of industry experience, currently serving as an advisor at OSAIC since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of his role at OSAIC, he operates 2849 Wealth, a sole proprietorship where he provides wealth management and financial planning services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for both discretionary and non-discretionary accounts.

Jenna Friendly is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked for twelve years at Clark's Termite & Pest Control. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Bunnin is a financial advisor with Morgan Stanley in Columbia, SC, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2016 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Beth Walters is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and Monster Reservations Group. 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.

William Evans is a financial advisor at Osaic with 28 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including LPL Financial, Morgan Stanley, and TIAA-CREF. He is also associated with One11 Advisory, an LLC engaged in securities and insurance activities. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services along with access to various third-party investment solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in portfolio construction across a wide range of investment types.

Evan Ducker is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials. He has been with Wells Fargo Bank, N.A. since 2014 and joined Wells Fargo Clearing in 2025. 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 provides both brokerage and advisory solutions.

Roger Huse is a financial advisor with Stifel in Columbia, SC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Stifel since 2015. Outside of his advisory work, he owns and oversees a pine tree farm and is involved in outside sales for a company that manufactures rack systems used in sporting competitions. Stifel serves a broad client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

William Lintner is a financial advisor at Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2026 and has previous work experience at Wells Fargo Bank, Woodforest National Bank, and various other positions outside the financial industry. Wells Fargo Advisors is a national securities firm that provides 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jeffrey Chassereau is a financial advisor with OSAIC in Lexington, SC, holding Series 65 and Series 63 designations and bringing 26 years of industry experience. He worked at Lincoln Financial Advisors from 2007 to 2025 before joining OSAIC. Outside of his advisory role, he is involved in the sales and service of fixed annuities and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors and advisory platforms. The firm uses a range of tools for portfolio construction and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Geoffrey Stephens is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2017, with prior roles at Bank of America, Merrill, Princor Financial Services Corporation, and Principal Life Insurance Company. 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.