Sean Mccloskey is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior work includes roles at New York Life Securities and various financial publishing firms. 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 sources.

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 in Irmo, SC, holding Series 63, 65, and 66 credentials and bringing 38 years of industry experience. His prior roles include positions at Gabriel Penfield, Waddell & Reed, and Ohio National Financial Services. Outside of his advisory work, he has served as a soccer referee since 2012 and is a member of the South Carolina Youth Soccer Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management and utilizing research from LPL and third-party providers.

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 in Columbia, SC, holding a Series 66 designation. He began his financial services career in 2024 after several years working in education, including positions at the University of South Carolina and local schools. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment committee guidance to support customized financial plans.

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 with Equitable Advisors in Columbia, SC, holding Series 63 and Series 65 designations and bringing 52 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors. 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 serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Cynthia Reninger is a financial advisor with LPL Financial in Lexington, SC, holding CFP® and Series 63 designations and bringing 27 years of industry experience. She previously worked at Triad Advisors, Inc. for nine years and at Tricapital Financial Group, Inc. for 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support a range of investment strategies.

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.

John Cain is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as a personal representative and power of attorney for family members in investment-related matters. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mark Sullivan is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Wells Fargo Advisors and Wachovia Bank, among others. He is also a partner and financial advisor at Vision Wealth Advisors, an independent support company. 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, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Frank Purdy IV is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on creating personalized financial strategies tailored to his clients' long-term objectives. Frank's client focus areas include institutional consulting, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, and tax minimization. Frank holds a Bachelor's Degree from the University of South Carolina System. He also holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Personal Investment Advisor (PIA) designations. Within his role, he applies analytical skills to build and maintain customized portfolios that reflect client objectives, risk tolerance, cash flow needs, and liquidity requirements. He is involved with professional organizations including Eastminster Presbyterian Church and Junior Achievement. Outside of work, Frank enjoys baseball, basketball, cooking, and football.

Paul Bennett Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, Bennett is a singer, songwriter, and musician with a sole ownership interest in a music business based in Columbia, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce cases.

Andrew Blackman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His prior roles include positions at Suntrust Advisory Services, Suntrust Investment Services, and Suntrust Bank. He also serves as a power of attorney for family members on investment-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of advisory services, including retirement plan consulting and investment management, supported by research from Wells Fargo Investment Institute and third-party sources.

John Hodson is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.