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.

John Swearingen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Hilb Group and Bauknight Pietras & Stormer, P.A., along with entrepreneurial experience running The Vicious Biscuit LLC and involvement in the restaurant industry. 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, and institutional investors.

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.

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®-credentialed financial advisor with 18 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Inkpointe Financial Group, Accumulus Financial Group, and Waddell & Reed Inc. He also has experience in insurance agencies and property management. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

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 24 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2002, concurrently serving at Bank of America since 2009. 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. The firm offers model-based and discretionary strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.