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.

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.

Steven Junis is a financial advisor with Edward Jones in Columbia, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he held roles at Aqua Splash Inc. and Pool Patrol Service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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 Series 63 and Series 66 credentials and five years of industry experience. She has worked at Wells Fargo Clearing since 2025 and previously held positions at Edward Jones and Thrivent Financial. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions through a large network of advisors.

Rodney Dooley Sr. is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 designation and has previously worked at Cetera and Carolina Wealth Management. Outside of advising, he is a business owner involved with Dooley and Company, a CPA firm. 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 programs, including both discretionary and non-discretionary management, supported by research and multiple portfolio management options.

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 financial services, currently affiliated with LPL Financial since 2021. His prior experience includes a 20-year tenure at Waddell & Reed, Inc. He is also active in his community through Shandon Baptist Church, where he has been involved since 2004, and he holds a notary public designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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.

Justin Atria is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Columbia, SC, and has four years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he was associated with Bank of America and Merrill for 14 years and owns a nature photography business, JC & Co LLC, which sells photos and products online. J.P. Morgan Securities LLC 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.

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 LPL Financial, IFG Advisory, and Morgan Stanley. Evans operates a separate advisory DBA, One11 Advisory, in Columbia, SC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party portfolio management with an approach that incorporates asset allocation tools, risk assessment, and automated rebalancing.

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.

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.