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 Wealth Management in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he serves as Chair of the Advisory Board at the MUSC Hollings Cancer Center and is the owner of Tiger Dawg Investments, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm employs structured planning tools and supports clients with various investment and estate planning strategies.

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, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Waddell & Reed Inc and Gabriel Penfield. He has also worked outside the financial sector, including a two-year period at Sozo Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

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 credential and seven years of industry experience. Prior to joining LPL Financial in 2025, Wright worked at South Carolina Federal Credit Union, CUSO Financial Services, Edward Jones, and Woodmen Financial Services, among other firms. Outside of financial advising, Wright was involved with C K Wright Transportation LLC for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including retirement plan consulting and model portfolio management, supported by research from LPL Research and third-party subadvisors.

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, holding a Series 66 designation and 23 years of industry experience. She has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she serves as Chief Creative Officer at AlgorithmWay. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through a range of third-party managers and programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

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.

Vicki Middlebrooks is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1999, including 17 years concurrently at Bank of America. Outside of her advisory work, she serves on the advisory board of the Women's SC Golf Association Junior Girls Foundation, a nonprofit focused on promoting junior girls’ golf in South Carolina. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ernest Allen is a Financial Advisor at Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he focuses on understanding clients' priorities to assist them in developing strategies tailored to their financial goals. His services include general investing, retirement planning, and preparing for unforeseen financial needs. Ernest holds a Bachelor's Degree from Newberry College and has earned the Personal Investment Advisor (PIA) designation. He emphasizes ongoing communication with clients to address their evolving goals, concerns, and questions, providing advice and guidance as their needs change.

Gavin Russell is a financial professional at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at IPA Connect and the University of South Carolina Student Success Center. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, along with a range of brokerage and insurance products.

George King Jr. is a financial advisor with LPL Financial in Columbia, SC, holding the Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at South State Bank since 2009 alongside his role at LPL Financial. King is also involved with Our Six Sons, LLC, a business entity established for tax and investment purposes. LPL Financial serves a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations, providing financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management supported by research and model portfolios, and delivers various institutional and participant advisory programs.