Jamie Junis is a Series 66-licensed financial advisor with Edward Jones, bringing a total of 11 years of industry experience. Jamie previously worked at Bonefish Grill before joining Edward Jones in 2015. 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 nationwide network of financial advisors and branch offices.

Lorena Edwards is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has worked at Cetera and its affiliated entities since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Edwards also teaches classes at Midlands Technical College and serves on the finance committee of Gateway Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers diverse portfolio management and consulting services, utilizing a multi-manager platform with options ranging from automated allocations to bespoke investment strategies.

Richard Williams Jr. is a financial advisor at LPL Financial in Columbia, SC, holding a Series 66 designation with 10 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial in 2026. 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, model portfolio programs, and institutional platforms, utilizing various investment strategies supported by research and advisor-facing tools.

Angela Collins is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 66 and Series 63 credentials. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

April Clark is a CFP® professional with 16 years of industry experience, currently affiliated with Wells Fargo Clearing. She has worked at Wells Fargo Advisors and Wachovia Bank, N.A., among other related entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Marius De Villiers is a financial advisor at Edward Jones with four years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he worked at Country Financial and Higher Capital LLC, and he has over two decades of experience at DeCaan Administrators Pty Ltd. He is an adjunct professor teaching International Business courses online and mentors doctoral students at Columbia International University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Kyle Cote is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2020. His practice focuses on wealth management strategies, liability management, insurance, and investment management. Kyle assists clients with estate planning, portfolio development, tax minimization strategies, and lending solutions through Bank of America. He works with a diverse client base, including those seeking guidance in college education planning, corporate executive services, divorce transition planning, family wealth management, personal retirement planning, sports and entertainment, and retirement income. Kyle earned a Bachelor's Degree in Financial Management and a Master of Business Administration in Corporate Finance, both from Clemson University. During his time at Clemson, he played football from 2015 to 2018, earning recognition as the special teams player of the year in 2018. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Committed to community involvement, Kyle follows Merrill Lynch’s tradition of volunteering in the communities he serves. Outside of his professional work, he enjoys basketball, football, golfing, softball, spending time with his family, and traveling.

Joseph Folline Sr. is a Senior Financial Advisor at Merrill Lynch Wealth Management and a senior partner of the Folline King Group. He has been with Merrill Lynch since 2002, following a decade of experience in corporate banking. Joseph focuses on providing investment planning and advice to individuals and families who have experienced liquidity events such as business sales or stock transactions. He also assists corporate executives with guidance on equity award plans and concentrated stock positions, employing portfolio strategies that prioritize risk management. Joseph holds a Bachelor's degree in Economics and History from Washington & Lee University and has earned several professional credentials, including the Chartered Retirement Planning Counselor™ (CRPC™) designation, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is registered with FINRA under Series 7, 31, and 66 licenses. Outside his professional work, Joseph has served on the Board of Trustees at Hammond School, including a role as Chair, on the Board of Visitors at the University of South Carolina, and the Vestry of Trinity Cathedral. He and his wife Lura have three adult children.

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.

Michael O'Shaughnessey is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MML Investors Services since 2012. Outside of advisory work, he is also an agent involved in life, disability, fixed life, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC 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 offers collaborative annual financial planning engagements supported by technology tools and also delivers specialized programs such as divorce planning and employer-sponsored planning.

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 six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Thrivent Financial, and Brock and Scott PLLC. 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.

Rodney Dooley Sr. is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He has previously worked with Cetera and has operated Carolina Wealth Management since 2003, alongside his longstanding role at Dooley & Company, a CPA firm active since 1983. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both in-house research and third-party subadvisors.

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 the financial services industry. He currently serves as an advisor at LPL Financial since 2021 and previously worked for Waddell & Reed, Inc. for 20 years. Outside of his advisory work, he has held roles with the Financial Planning Association of South Carolina and Shandon Baptist Church and is commissioned as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individual and institutional clients with a broad range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

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.