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 firms including LPL Financial, Morgan Stanley, and TIAA-CREF. He is also associated with One11 Advisory, an LLC engaged in securities and insurance activities. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services along with access to various third-party investment solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in portfolio construction across a wide range of investment types.

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.

William Lintner is a financial advisor at Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2026 and has previous work experience at Wells Fargo Bank, Woodforest National Bank, and various other positions outside the financial industry. Wells Fargo Advisors is a national securities firm that provides 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 supported by research from Wells Fargo Investment Institute and third-party databases.

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.

Sean McCloskey is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 65 and Series 63 registrations and three years of industry experience. His prior work includes roles at New York Life Securities, Angel Publishing, and Agora Financial Publishing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Susan Yeatts is a financial advisor at Cetera with 26 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Cetera since 2013. Yeatts also operates tax and financial service businesses, including serving as an enrolled agent and tax preparer, and acts as an insurance agent selling life, health, disability, and fixed annuities in addition to her advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Laura Williams is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1995 and Bank of America, N.A. since 2017. 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.

Michael Copeland is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Gabriel Penfield, Waddell & Reed, Inc., The O.N. Equity Sales Company, Ohio National Financial Services, and National Planning Corporation. Outside of his financial career, he has served as a soccer referee since 2012 and is a member of the South Carolina Youth Soccer Association. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and an extensive suite of operational and research tools.

Richard Bunch is a financial advisor with Ameriprise in Columbia, SC, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Jonathan Mallis is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. He previously worked at Granger Owings and has held teaching positions at the University of South Carolina and several schools. 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 supported by structured discovery conversations and firm-approved tools.

Barry Halpern Jr. is a financial advisor at Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions through a network of over 14,000 financial advisors.

Meredith Wilson is a financial advisor at Thrivent Investment Management with two years of experience in the industry. She previously worked at Estates Management Company for 11 years before joining Thrivent Financial and Thrivent Investment Management. Wilson holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Michael Schulz is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wachovia Bank. Schulz is a partner at Vision Wealth Advisors, where he dedicates significant time. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations such as a municipal advisor and a SIMPLE IRA Employer Advisory & Consulting Services program.

William Ogburn is a financial advisor at Equitable Advisors in Columbia, SC, holding Series 63 and Series 65 licenses with 52 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors from 1999 to 2020. Outside of his advisory role, he is a partner at Carolina Financial Advisors, LLC, and serves on the board of the Citadel Alumni Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs delivered through a network of Investment Adviser Representatives, incorporating third-party asset managers and various model portfolios.

Cynthia Reninger is a CFP® certificant with 27 years of industry experience. She is currently with LPL Financial and previously worked at Triad Advisors, Inc. and Tricapital Financial Group, Inc. She operates under Carolina Retirement Solutions, an entity related to her LPL business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Geddings Crawford III is a Series 66 licensed financial advisor with Raymond James Financial in Columbia, SC, and has one year of industry experience. His prior work includes roles at Vision Wealth Advisors, First Citizens Bank, and Brittingham Group, LLP. He is also involved with Vision Wealth Advisors as a non-investment-related business activity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools to support client goals.

David Taylor is a financial advisor with Ameriprise in Chapin, SC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory work, he serves on the Board of Directors for the Palmetto Shag Club, a social dance organization in Columbia, SC. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paul Cash is a Senior Financial Advisor with Merrill Lynch Wealth Management in Columbia, South Carolina. In his role, he assists clients in establishing long-term financial objectives and developing customized portfolio strategies. Paul has been with Merrill Lynch Wealth Management since 1995. He focuses on corporate benefits, family wealth management strategies, and individual and corporate investment strategy. He holds a Bachelor's Degree in Business Administration from Lander University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Paul is a member of the South Carolina Wealth Advisors (SCWA) and is involved in his church community. His personal interests include golfing, hunting, reading, and tennis.