L Johnson is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Merrill since 1979, alongside a tenure at Bank of America, N.A. since 2009. 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, supported by specialized trading, account administration, and custody services.

Harrison Meltzer is a financial advisor at Wells Fargo Clearing in Columbia, SC, with three years of industry experience. He holds Series 63 and Series 65 designations. Prior to his advisory roles, his work history includes positions at Wells Fargo Bank, Allstate, Aflac, and entrepreneurial experience with Duke's Pad Thai. 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 combines research-driven investment approaches with a broad range of brokerage and advisory solutions.

Mary Zamboni is a CFP® with 41 years of experience in the financial services industry. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013 and is also a principal of Zamboni & Sipes, Inc., where she serves as president and board member of a non-public entity. Outside of advisory work, she is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and both proprietary and third-party strategies.

Robert King is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, and retirement income. With over 20 years of experience, Robert focuses on helping clients build and grow income streams to support a multi-decade retirement of rising costs. Robert joined Merrill Lynch Wealth Management in 2002 after working for five years in commercial real estate banking. He earned a Bachelor's Degree in Finance from Wofford College and holds the Personal Investment Advisor (PIA) designation. Robert has obtained the FINRA Series 7, 31, and 66 registrations. Outside of his professional work, Robert enjoys running, traveling, and spending time with his wife Juliana and their two daughters, Lucy and Dottie.

John Rast III is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including The Hilb Group of Maryland, LPL Financial, and The Vanguard Group. He also has prior experience with the Baltimore Orioles and Loyola University Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes a structured financial planning process using proprietary tools and models but does not provide individual security recommendations as part of its standalone planning services.

Johnathan Stackhouse is a financial advisor with LPL Financial in Irmo, South Carolina, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and various credit unions. He is also involved with Palmetto Citizens Federal Credit Union alongside his work at LPL Financial. 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 and access to model portfolios and third-party asset management, supported by advisory tools and a broad range of financial products.

Jeri Salmond is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2011. Outside of her advisory role, she is involved with Ladson Presbyterian Church in Columbia, South Carolina, where she contributes to technology and streaming services, and is a passive investor in Crypto Ceramics, LLC, an art and culture venture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.

Renelle Herndon is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in providing personal wealth strategies tailored to the unique needs of her clients, with a focus on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income. Renelle holds a Bachelor's and a Master's degree from Stetson University, as well as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She works closely with clients to develop, implement, and manage individualized wealth plans that address budgeting, cash flow analysis, wealth transfer strategies, retirement planning, and portfolio management services. Renelle is active in her local community and volunteers across many organizations, engaging in efforts that support and enhance the area where she lives and works.

Kyle Rasmussen is a financial advisor at MassMutual Investors Services with 12 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual in various capacities from 2013 to 2023. Outside of his advisory role, Rasmussen is the treasurer for Carolina Sunshine for Children, a nonprofit organization that grants wishes to children with terminal illnesses. MassMutual Investors Services 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 utilizes firm-approved software and collaborative planning approaches to develop tailored recommendations across various investment strategies.

Ronyetta Johnson is a Series 66 licensed financial advisor with nine years of industry experience. She has been with LPL Financial since 2019 and previously worked at TD Ameritrade from 2016 to 2019. She is based in Columbia, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Robert Suss is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2015, including his current role since 2016 in Columbia, South Carolina. 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, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Brady Allen is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with one year of experience in the industry. Prior to joining Edward Jones, he worked with the Detroit Tigers and Miami Marlins, and has experience in educational roles at the University of South Carolina and George Jenkins High School. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Frank Robinson III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors, 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Gautam Sikand is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Bank and HSBC Bank USA. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Taylor Streda is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds Series 63 and Series 65 licenses and has been in the industry since 2023, with prior experience at Truist Bank and Fromuth. 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 employs a range of research and analytics to guide investment decisions and offers both brokerage and advisory solutions through a broad platform.

Stephen Sturkie is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Stratos Wealth Partners and LPL Financial. He is president of The Sturkie Wealth Management Group, an S Corp focused on securities, and is also involved in fixed annuity purchases for clients. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on a discretionary or non-discretionary basis.

Christina Brown is a financial advisor with Wells Fargo Clearing in Columbia, SC. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Emily Reynolds is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 65 and Series 63 licenses. She has been in the financial services industry since 2022, with prior work experience at First Citizens Bank and Wells Fargo Bank, nA. Outside of finance, she has worked in the hospitality sector, including roles at Catch 22 Gastropub and Southern Hart Brewing Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through a wide range of investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions at large scale.

James Bilko is a financial advisor with Morgan Stanley in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. 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 various investment services, managing approximately $2.74 trillion in client assets.

Jeanna Lizzi is a Wealth Management Advisor with Merrill Lynch Wealth Management. She is part of the Middlebrooks/Lizzi Group, which brings a combined 36 years of experience in the financial industry. The group emphasizes accessibility and service to provide clients with a first-class experience, aiming to help them grow and preserve their assets through personalized wealth management strategies. Jeanna's areas of expertise include strategic wealth management, income optimization, and customized retirement solutions. She focuses on client-centered planning in areas such as college education planning, legacy planning, LGBT wealth planning, personal retirement planning, tax minimization, and socially responsible investing, among others. She holds the designations of Chartered Financial Consultant (CHFC) and Personal Investment Advisor (PIA). Jeanna earned her Bachelor's Degree from the University of South Carolina System. She participates in community service with organizations such as Big Brothers Big Sisters, Crisis Ministries, Habitat for Humanity in several counties, Meals on Wheels, My Sister's House, The Animal Mission, and Women Helping Women Achieve. Outside of her professional and community work, Jeanna enjoys adventure sports, basketball, cooking, gardening, hiking, photography, reading, running, spending time with her family, and traveling.