John Whitaker is a CFP® with 21 years of industry experience, all with Edward Jones since 2005. He is based in Columbia, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Kennard is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies that align with clients’ individual financial goals and adapt to changing market conditions. He leverages investment insights from Merrill and banking solutions from Bank of America to support his clients. Jeffrey holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma/GED from the University of South Carolina System. He follows the Merrill tradition of community involvement and spends time volunteering with local organizations. His approach centers on working one-on-one with clients to develop tailored financial strategies aimed at pursuing their long-term objectives.

Joel Taliaferro is a CFP® with 17 years of industry experience, currently advising at LPL Financial since 2021. His prior experience includes roles at Inkpointe Financial Group and Accumulus Financial Group. Outside of his advisory work, he is involved in a real estate rental business through Taliaferro Properties, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services supported by research and diversified investment strategies.

Jeremy Setzer is a financial advisor with Edward Jones in Columbia, SC, holding the Series 66 designation. He joined Edward Jones in 2026 after a 26-year career at Advance Auto Parts. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Ryan Tidwell is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm providing 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Samuel Head is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including VOYA Financial Advisors and Carolinas Wealth Management. Outside of his advisory role, he serves on multiple nonprofit boards and is involved in real estate development. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Wells IV is a financial advisor at Merrill with a Series 66 designation. He has held positions at Merrill since 2025 and previously worked at Muncaster Financial Group and North Greenville University. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Chewning V is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Northwestern Mutual in various roles from 2018 to 2023 and at SCANA Corporation from 2014 to 2018. In addition to his advisory role, he serves as an executor responsible for trust and estate matters and owns an LLC established for operational management related to his advisory work. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements supported by proprietary analytical tools and offers specialized services including estate settlement and employer-sponsored planning.

Ronald Wilson is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Jessica Taylor is a Series 66-licensed financial advisor with Merrill in Columbia, SC, where she has worked since 2016. She has two years of industry experience. 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.

Frank Mc Leod is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for The Rotary Club of St Matthews. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Julian Jordan is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience and previously worked at the United States Department of Agriculture and Bank of America. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Paulk is a financial advisor at Merrill with 23 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2002 and Bank of America, NA since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Richard Migliore is a Private Wealth Advisor and the managing partner of Ellison Kibler, a wealth management and institutional consulting practice within Merrill Private Wealth Management. Ellison Kibler was ranked among the top private wealth management teams in the U.S. by Barron's in multiple years. Richard began his career with Merrill Lynch Wealth Management in 1994. His expertise includes portfolio strategies for high-net-worth individuals, retirement plans, endowments, foundations, and institutional consulting. He has also contributed to training Merrill Financial Advisors and has lectured for Barron's. Richard holds several professional designations including Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Merrill Institutional Consultant (MIC), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Senior Retirement Benefits Consultant Institutional Retirement (SRBCI). Richard graduated with a Bachelor's degree in Finance from the University of Kentucky. He has served on numerous charitable boards including the Cutler Jewish Day School and the Humane SPCA. His personal interests include camping, ice hockey, skiing, and traveling.

Vanessa Hodgeman is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Bank of America. 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 analytics.

Merry Robinson is a Financial Advisor with Merrill Lynch Wealth Management who works with individuals, families, professionals, entrepreneurs, and business owners. She focuses on providing personalized financial advice that evolves alongside her clients' lives, careers, and priorities, with an emphasis on building long-term relationships. Merry's approach centers on understanding the person behind the portfolio to tailor guidance to their unique goals and challenges. With over 20 years of experience in business development, relationship management, leadership, and financial services, Merry helps clients with a range of financial needs including investment and wealth management, retirement planning, cash flow and liquidity strategies, education planning, business owner financial strategies, estate and legacy planning, as well as long-term wealth accumulation and preservation. She holds a Personal Investment Advisor (PIA) designation and has completed a non-accredited certificate program from Western Governors University. Outside of her professional work, Merry enjoys activities such as cooking, football, gardening, golfing, music, reading, softball, spending time with family, swimming, and traveling.

Joseph Bradley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2015 and previously worked at Clemson University and USC Upstate. Outside of his advisory role, he owns ABOVE THE KITCHEN LLC, which develops a phone app designed to create checklists for home or grocery store use. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party databases.

Roy Winters is a financial advisor with Ameriprise Financial Services LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Perry is a financial advisor with Ameriprise in Columbia, SC, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Perry also owns Langdon & Perry Enterprises Inc., through which he manages his financial planning practice. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Craig Bedenbaugh is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He has held previous roles within Wells Fargo entities since 2009. He has ownership interests in investment-related businesses, including BEDENBAUGH YPW, LLC and FINET PRACTICE YIELD PRIVATE WEALTH, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools, and combines advisory services with other financial products and referral channels.