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 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 1999 and Bank of America since 2009. Outside of her advisory work, she serves as an advisory board member for the Women's South Carolina Golf Association Junior Girls Foundation, promoting junior girls' golf events and fundraisers 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. The firm offers a range of 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 advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His previous roles include positions at IPA Connect and the University of South Carolina Student Success Center. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers affiliated insurance and trust services.

George King Jr. is a financial advisor with LPL Financial in Columbia, SC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Citigroup Global Markets for 10 years before joining South State Bank and LPL Financial in 2009. King is also associated with Our Six Sons, LLC, a non-investment business entity used for tax and investment purposes. 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 financial planning and portfolio management services, including access to third-party asset managers and institutional platforms, supported by technology tools for operational and research purposes.

Salvatore Costagliola is a financial advisor with Merrill in Columbia, South Carolina, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America and the University of South Carolina. He serves as an executor in a fiduciary capacity outside of his advisory work. 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, pension and profit-sharing plans, corporations, and charitable organizations.

John Case is a financial advisor with LPL Financial in Lexington, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Next Financial Group for 21 years and Colonial Marketing Associates for 35 years. 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, including financial planning and access to third-party asset management, utilizing various portfolio strategies implemented by investment adviser representatives.

William Benjamin Herritage is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His career includes roles at LPL Financial and Crown Capital Securities, among others. He is also involved in fixed insurance sales and co-owns an insurance agency. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering a multi-manager platform that allows advisors to implement various portfolio management strategies through discretionary and non-discretionary programs.

Treze Beasley Jr. is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial in Columbia, SC. His prior work includes positions at South Carolina Bank and Trust, Sorrento Pacific Financial, Uvest Financial Services Group, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational tools and a broad platform of non-advisory financial services.

Tanshe Caldwell is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Burnette is a financial advisor with LPL Enterprise, holding Series 66, 65, and 63 licenses and 18 years of industry experience. His career includes roles at Cetera, Prudential Insurance Company of America, Morgan Stanley, and others. Burnette also teaches at the University of South Carolina and serves on the board of the Indian Waters Council, Boy Scouts of America. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, and TAMP sponsors, with discretionary authority granted for certain programs.

Harry Cromer III is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory work, he owns a photography business called Feathers and Frames in Chapin, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Courtland Dreher is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Mondelez Global, Ally Invest Securities LLC, Wells Fargo Bank N.A., Drivetime, and T-Mobile. Outside of advisory work, he has engaged in delivery driving for Uber Eats and Instacart. 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 the Wells Fargo Investment Institute.

Julia Huff is a financial advisor at Morgan Stanley in Columbia, SC, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2021, following prior roles at Truist Advisory Services and Bb&T affiliated firms. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning supported by its Financial Advisors and Estate Planning Strategies Group.

Wesley Britt is a CFP®-certified financial advisor with five years of industry experience. He is currently with Ameriprise Financial Services LLC and has previously worked at Capital City Financial Partners, Integrated Advisors Network, and E*Trade Securities. Outside of advisory services, he has an ownership interest in Teal Investment Properties, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning and written recommendation reports.

Gabriel Penfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Waddell & Reed and Relational Wealth Management, and has been involved in entrepreneurial ventures including co-founding Parking Lot Medic LLC and Tribal Coffee Company LLC. Penfield also serves as a board member for the Irmo Town Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and third-party asset management.

Raymond Hrin is a financial advisor with LPL Financial based in Columbia, SC, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at LPL Financial since 2009 and South State Bank since 2013, where he also serves as Chief Compliance Officer. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its network with a range of financial planning and asset management options along with institutional platforms and utilizes various research and operational tools.

James Best is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he serves as an investment committee member for the Girl Scouts of South Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related products and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Jason Kyzer is a financial advisor at Edward Jones in Lexington, SC, holding the ChFC® designation and Series 66 license with six years of industry experience. Before joining Edward Jones in 2019, he worked for 15 years at KYZER MASONRY INC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options through a nationwide network of advisors.