Karen Horton is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Capitol Securities Management, and Banc Of America Investment Services, Inc. She is based in Columbia, South Carolina. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party managers, and affiliated insurance and trust services.

Stephen Sturkie is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Stratos Wealth Partners and LPL Financial. He is president of The Sturkie Wealth Management Group, an S Corp focused on securities, and is also involved in fixed annuity purchases for clients. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on a discretionary or non-discretionary basis.

Christina Brown is a financial advisor with Wells Fargo Clearing in Columbia, SC. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at Morgan Stanley and Morgan Stanley Private Bank. 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 both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Ethan Bidwell is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with two years of industry experience. He has worked at Edward Jones since 2020, with a brief period at Monroe Financial Group in 2023. Outside of his advisory role, he has been involved with Wildewood Country Club and education from 2014 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Emily Reynolds is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 65 and Series 63 licenses. She has been in the financial services industry since 2022, with prior work experience at First Citizens Bank and Wells Fargo Bank, nA. Outside of finance, she has worked in the hospitality sector, including roles at Catch 22 Gastropub and Southern Hart Brewing Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through a wide range of investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions at large scale.

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.