James Bilko is a financial advisor with Morgan Stanley in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. 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 various investment services, managing approximately $2.74 trillion in client assets.

Amy Lynn is a financial advisor at Edward Jones in Columbia, SC, with six years of industry experience. She previously worked at WACHOVIA/Wells Fargo for 14 years before joining Edward Jones in 2022. Amy holds the Series 63 and Series 66 designations. 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 investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Jeanna Lizzi is a Wealth Management Advisor with Merrill Lynch Wealth Management. She is part of the Middlebrooks/Lizzi Group, which brings a combined 36 years of experience in the financial industry. The group emphasizes accessibility and service to provide clients with a first-class experience, aiming to help them grow and preserve their assets through personalized wealth management strategies. Jeanna's areas of expertise include strategic wealth management, income optimization, and customized retirement solutions. She focuses on client-centered planning in areas such as college education planning, legacy planning, LGBT wealth planning, personal retirement planning, tax minimization, and socially responsible investing, among others. She holds the designations of Chartered Financial Consultant (CHFC) and Personal Investment Advisor (PIA). Jeanna earned her Bachelor's Degree from the University of South Carolina System. She participates in community service with organizations such as Big Brothers Big Sisters, Crisis Ministries, Habitat for Humanity in several counties, Meals on Wheels, My Sister's House, The Animal Mission, and Women Helping Women Achieve. Outside of her professional and community work, Jeanna enjoys adventure sports, basketball, cooking, gardening, hiking, photography, reading, running, spending time with her family, and traveling.

Tania Foster is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Her prior work includes roles at TF Wealth Advisors, Edward Jones, and GWFS Equities. 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.

Justin Leekley is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding a Series 66 designation and 12 years of industry experience. He previously worked at BB&T Securities, BB&T Investment Services, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets. The firm offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources while providing a range of financial products through affiliated entities.

Lauren Phelps is a financial advisor with Morgan Stanley in Columbia, SC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior roles include positions at Truist Investment Services, BB&T Securities, and AXA Advisors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery conversations and proprietary tools, offering a range of investment and financial services without providing individual security recommendations as part of standalone planning.

Nichole Fox is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and five years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2013. 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.

Susan Yaeger is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2005. Outside of her advisory role, she serves as a committee member for the Leukemia and Lymphoma Society's Light the Night fundraiser and manages administrative responsibilities for a family-owned charter service on Lake Marion in South Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Thomas Grim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, 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 analytics.

Daniel Peterson is a financial advisor at Morgan Stanley in Columbia, SC, holding Series 63 and Series 66 licenses with 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, Robinhood, and T. Rowe Price. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Global Investment Committee estimates and Monte Carlo simulations, to support its financial planning process.

Jonathan Anderson is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses. He has 12 years of industry experience, including 10 years with Wells Fargo Clearing and prior roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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 range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Alexander Vicarisi is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Edward Jones, and American Century Investments. 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 databases.

Savannah Amick is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2013 and also worked at Bank of America, N.A. beginning in 2024. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathaniel Brady is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Wells Fargo in various capacities since 2005, including roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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 combines brokerage and advisory solutions supported by research and analytics from internal and third-party sources.

Jeffrey Beach is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in financial advising and more than 25 years with Merrill. He works closely with clients to develop personalized financial strategies that align with their individual goals, leveraging Merrill’s investment insights alongside the banking and lending solutions of Bank of America. His practice focuses on areas including divorce transition planning, education planning, family wealth management, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Jeffrey holds a Bachelor's Degree from Bob Jones University and carries several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He dedicates himself to building strong, long-term relationships with a diverse client base to help them pursue both critical and aspirational financial goals. In addition to his professional work, Jeffrey participates actively in his community through involvement with the First Presbyterian Church Chancel Choir in Columbia, SC, and Grace Baptist Church in West Columbia, SC. His personal interests include music, reading, singing, and spending time with his family.

Jonathan Mauffray is a Series 66-registered financial advisor with Edward Jones in Columbia, South Carolina, where he has worked since 2010. He has 15 years of industry experience. Outside of his financial advisory role, he works as an independent contractor officiating high school and college football games in the region. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Marshall Garrett 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 roles include positions at Vanguard and Wells Fargo Bank, nA. Outside of finance, he has experience working with the Columbia Fireflies and in the hospitality industry with Fancy That Catering and Bistro. 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.

Caleb Greene is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 designations. Outside of his advisory role, Caleb owns and operates Midnight Kitchen, a home-based business producing seasonal and specialty foods. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Kristine Ashley is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2018, previously working at various First Citizens entities from 2013 to 2018. Outside of her advisory role, she serves as an executor for a personal estate matter. 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.

Jeannie Marie Gravelle is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes roles at Truist Advisory Services, BB&T Securities, and Wells Fargo Advisors. Raymond James & Associates is a large firm serving individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting. The firm provides a range of portfolio management styles and municipal advisory services, supported by affiliated research and model manager options.