Travis Hudson is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he manages two real estate rental businesses in Columbia, South Carolina. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services including financial planning and insurance product sales through affiliated entities.

Charline Mayo is a financial advisor with Edward Jones in Columbia, SC, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors.

Jose Garcia is a Series 66–licensed financial advisor with J.P. Morgan Securities in Lexington, SC, with one year of industry experience. His prior work includes roles at various financial and automotive firms such as Ameriprise Financial Services LLC, Thrivent Investment Management Inc, and Jim Hudson Automotive. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

David Morris is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo-related firms since 2013. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Larry Rowe Jr. is a financial advisor at UBS Financial Services with 39 years of industry experience. He has previously worked at Bank of America and Merrill, where he spent a combined total of over three decades. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Eric Rivers is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has been affiliated with Cetera and its related entities since 2023. Outside of financial advising, Rivers serves as a football official for the South Carolina Independent School Association and co-hosts a podcast focused on media, sports, and music topics. He is also involved in community organizations, including serving as a philanthropy representative for the Palmetto Men’s Club and as an instructor at Midlands Technical College. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, third-party money managers, and financial planning services, operating across multiple program structures and custodial relationships.

Yonrico Scott II is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. His prior work includes roles at Integrated Advisors Network LLC, Park Avenue Securities LLC, Guardian Life Insurance, and Northwestern Mutual. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branches.

James Covington III is a financial advisor with Morgan Stanley in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Raymond James & Associates and Wells Fargo Advisors. Covington serves as Chair of the Advisory Board for the MUSC Hollings Cancer Center and is the owner of Tiger Dawg Investments, LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets and utilizing a structured planning process supported by firm-approved tools and investment estimates.

David Grookett is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 43 years of industry experience. His prior experience includes roles at Milestone Wealth Advisors and VOYA Financial Advisors, as well as long-term involvement as an independent insurance agent. He serves as a board member of NAIFA-South Carolina and is involved in a life settlement business through Welcome Funds, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies and providing access to affiliated and third-party managers.

Beau Wolfe is a financial advisor with LPL Financial in Columbia, SC, holding a Series 66 designation and having five years of industry experience. His prior roles include positions at Waddell & Reed Inc and Gabriel Penfield, as well as experience outside finance at Sozo Fitness and with DTE Energy-Exos and Intel-Exos. 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 supported by model portfolios, third-party asset management, and various institutional platforms.

Brian Palisin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a financial advisor since 2000 and works as part of the Palisin & Palisin Team, collaborating closely with clients to help them prioritize and plan for an independent future through attentive listening and questioning. His approach focuses on providing relevant and individualized advice aimed at preserving and growing clients' wealth to maximize return and minimize volatility. His expertise encompasses a range of client focus areas including education planning, executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Brian holds several professional designations: CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of South Carolina. Outside of his professional role, Brian values family deeply and works alongside his wife on their financial advisory team. He engages in personal interests such as camping, gardening, hiking, hunting, spending time with his family, and yoga. Additionally, he is involved in community organizations including Boy Scouts USA, the Hammond School Wrestling team, and the South Carolina United Football Club.

Charlis Wright is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Their career includes roles at Edward Jones, CUSO Financial Services, and South Carolina Federal Credit Union. Charlis also has experience in transportation management through C K Wright Transportation LLC. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ann Pauley is a financial advisor with Cambridge Investment Research Advisors in Columbia, South Carolina, holding a Series 66 designation and 25 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2012. Outside of her advisory role, she is the owner of Sixth Stone, a non-investment-related business, and serves as a vestry member at the Anglican Cathedral Church of the Epiphany. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent professionals, utilizing proprietary models and third-party strategies with both discretionary and non-discretionary management.

G Lloyd is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he specializes in corporate retirement plans, equity awards—including RSUs, PSUs, and stock options—and wealth planning aimed at helping clients work toward their financial objectives. His approach emphasizes reducing risk and preparing clients properly for retirement, focusing on developing personalized financial strategies in collaboration with each client. G Lloyd’s expertise includes employee benefits planning, equity compensation services, employee financial health, personal retirement planning, portfolio management, and socially responsible investing aligned with values-based and ESG principles. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) and earned his bachelor's degree from Kennesaw State University. Outside of his professional commitments, G Lloyd enjoys boxing, music, traveling, and spending time with his family. His practice is grounded in trust and moral integrity, reflecting his personal values as a Christian and his dedication to creating mutually beneficial outcomes for his clients.

Jeremiah Martin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Fisher Investments since 2025. Prior to joining Fisher, he worked at Northwestern Mutual in multiple roles from 2017 to 2025. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios and employs various strategies to manage risk and tax efficiency.

John Sumbera IV is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His work history includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC, and he has been associated with Wachovia Bank since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Christopher Cabri is a CFP® professional with 29 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2020 and spent 24 years at Ameriprise Financial Services, Inc. Cabri serves as Chair of the Finance & Audit Committee and as an Investment Committee member for The Lander Foundation. He also owns and operates a business providing fishing trips. 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.

Julia Parks is a financial advisor with Equitable Advisors in Columbia, SC, holding a Series 66 designation and over 24 years of industry experience. She has worked at Equitable Advisors since 2002 and was affiliated with Axa Advisors, LLC from 2002 to 2020. Outside of her advisory role, she serves as Chief Creative Officer at AlgorithmWay. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual, institutional, and charitable clients. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate investment programs, delivered through a network of Investment Adviser Representatives and third-party asset managers.

Paul Jasinski is a financial advisor at Edward Jones in Cayce, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Clemson University and BiLo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large national network of financial advisors and branch offices.

Rock Frost is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2025. Prior to his current role, Rock worked at Hilton Resorts Corporation Inc and other companies in various capacities. 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.