Tina Bryant is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. from 2012 to 2022. 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 a broad range of brokerage and advisory solutions.

Jamie Porter is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at various Cetera entities since 2021 and also serves as a client service specialist at Sides Financial Strategies, Inc., where he provides customer service and assists with client reviews and account preparations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

James Poole is a financial advisor with LPL Financial in Irmo, South Carolina, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Wells Fargo Advisors, Stephens, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of advising, he is involved in nonprofit financial advisory activities under Good Life Financial Advisors. 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 portfolio programs, third-party asset management, and institutional platforms.

Scott Robidoux is a financial advisor with LPL Financial based in Columbia, SC, holding a Series 66 license and 11 years of industry experience. He previously worked at Edward Jones and Waddell & Reed, Inc. Outside of his advisory roles, he is involved with SAR Fields of Dreams LLC and participates in community organizations such as the Home Education Learning Partnership and the South Carolina chapter of the American Public Works Association. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Lindsay Cox is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, Cox worked at South State Bank for four years and has experience in the food and beverage industry with roles at Old Mill Brewpub and Dupree Catering. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Cox is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, NA, and has experience in the hospitality and beverage industries, including positions at Skull Creek Boathouse Restaurant and KW Beverage. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Patricia Cartin is a financial advisor with Merrill in Columbia, SC, holding a Series 66 designation and three years of industry experience. She 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 offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Westmoreland is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of advising, he owns Westmoreland Consulting Group, LLC, which manages the operating expenses of his practice, and serves as president of Atlas Resources, LLC, focused on shared operational infrastructure and expense management among his team members. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice on tax-aware withdrawal strategies and dependable income sources.

Andrew Sanders is a financial advisor at Stifel with Series 66 credentials and one year of industry experience. Prior to joining Stifel, he worked at MWA Financial Services Inc. and Modern Woodmen of America. Outside of finance, he owns and operates a landscaping business in Batesburg, South Carolina. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Noel Fields is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Clearing. Wells Fargo Advisors is a large institutional firm serving a broad client base with a range of investment services.

Josip Dunat is a CFP® professional affiliated with Osaic Wealth, Inc. He has 10 years of experience in the financial services industry, with previous roles at Merrill and LPL Financial. Dunat also serves as president of Dunat Wealth Management, a non-client-facing entity he uses for business expense management. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and a range of investment options to manage portfolios on both discretionary and non-discretionary bases.

Emily Tarney is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Wells Fargo Bank, Torrent Consulting, and Bank of America. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Vaughn Reynolds is a financial advisor at Merrill based in Columbia, SC, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Derek R. Johnson is a Managing Director and Senior Financial Advisor based in the San Jose, California Merrill Lynch Wealth Management office. In this role, he employs a disciplined process to deliver a personalized wealth management experience that takes into account each client's full financial picture. Derek works closely with individuals and business professionals to understand their values and priorities, enabling him to establish appropriate objectives, develop tailored strategies, and recommend solutions aligned with clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals. He draws upon the comprehensive resources of Merrill Lynch to integrate all aspects of clients’ financial lives. With 26 years of experience as a financial advisor since joining Merrill Lynch in 1996, Derek specializes in areas including college education planning, corporate benefits and executive services, divorce transition planning, family wealth management strategies, and investment consulting for defined contribution plans. He conducts regular reviews with clients to monitor progress and adjust strategies as necessary in response to changes in their personal or business circumstances. Derek holds a Bachelor's degree in Finance from San Jose State University and has earned multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His professional philosophy centers on developing one-on-one, personalized financial strategies designed to help clients pursue their long-term goals. In addition to his work, Derek is involved in community service, upholding Merrill’s tradition of volunteer participation. Outside of his professional and community activities, he enjoys spending time with family and friends as well as engaging in adventure sports, biking, boating, camping, horseback riding, surfing, traveling, billiards, and yoga.

Ludmila Baynard is a financial advisor with Merrill in Columbia, South Carolina, holding a Series 66 designation and nine years of industry experience. She has worked at Bank of America, N.A. since 2015, including her current role at Merrill since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, and institutional investors. The firm uses model-based and discretionary investment strategies developed by internal and third-party managers, and offers services including trading, account administration, and custody support.

Joseph Floyd is a financial advisor with LPL Enterprise in Columbia, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Floyd also has experience with the South Carolina Army National Guard and has been involved with Patricia Dempster in various capacities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Philip Mcmurray is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors and Wachovia Bank. Outside of his advisory role, he serves on the Budget and Finance Committee of Clinton First Baptist Church. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

David Senn is a financial advisor with Edward Jones in Columbia, SC, holding a Series 66 designation and 13 years of experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices across the United States.

William Oliphant Jr. is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Stephens, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory work, he is involved with Oliphant Woodlands LLC, a recreational acreage and hunting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kaarina Plotkin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings extensive experience in the financial services industry, with a focus on personalized attention and developing customized financial strategies tailored to the priorities of high net-worth individuals and families. Her areas of expertise include college education planning, executive compensation, family wealth management strategies, institutional investment consulting, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. Kaarina holds a Bachelor's degree from East Carolina University and has earned the Personal Investment Advisor (PIA) designation. She is affiliated with several professional organizations, including the Rolls Royce/Bentley Automobile Club, Valley Forge Signal Seekers Club, Purple Hearts Reunited, the Flight Simulator Association (FSA), and the Airplane Remote Control Organization (VFSS). Outside of her professional role, Kaarina is involved in community and philanthropic activities such as Smart Recovery Organization and has served as a board member for the American Technion Society and Temple Sholom in Broomall, Pennsylvania. She also engages in personal interests including antiquing, football, gardening, genealogy, ice hockey, photography, racquetball, and spending time with her family.