Kyle Rasmussen is a financial advisor at MassMutual Investors Services with 12 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual in various capacities from 2013 to 2023. Outside of his advisory role, Rasmussen is the treasurer for Carolina Sunshine for Children, a nonprofit organization that grants wishes to children with terminal illnesses. 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, charitable organizations, and employers. The firm utilizes firm-approved software and collaborative planning approaches to develop tailored recommendations across various investment strategies.

Ronyetta Johnson is a Series 66 licensed financial advisor with nine years of industry experience. She has been with LPL Financial since 2019 and previously worked at TD Ameritrade from 2016 to 2019. She is based in Columbia, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Robert Suss is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2015, including his current role since 2016 in Columbia, South Carolina. 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 offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Brady Allen is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with one year of experience in the industry. Prior to joining Edward Jones, he worked with the Detroit Tigers and Miami Marlins, and has experience in educational roles at the University of South Carolina and George Jenkins High School. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Frank Robinson III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors, LLC. 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 analytics.

Dwight Szarkowski is a Private Wealth Advisor with Merrill Private Wealth Management and has been with Merrill since 1984. As one of the founding members of his team, he serves as the primary equity strategist and is responsible for evaluating derivative strategies, structuring fixed-income portfolios, and formulating asset allocation strategies for high-net-worth clients. His client focus areas include corporate executive services, family wealth management strategies, and managing new wealth. Dwight graduated magna cum laude from Washington and Lee University with bachelor's degrees in both Economics and French. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and French. Throughout his career, Dwight’s expertise has centered on advising ultra-affluent individuals, families, and institutions on wealth perpetuation, intergenerational wealth transfers, and philanthropic planning. Outside of his professional work, Dwight is involved in mentoring teens and supports organizations such as Family Place, UT Southwestern Medical Center, and the North Dallas High School Mentor Program. His personal interests include biking, boating, fishing, golfing, hunting, ice hockey, photography, scuba diving, tennis, and traveling.

Gautam Sikand is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Bank and HSBC Bank USA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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.

Zachary Coggins is a financial advisor with Cetera, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services, with additional involvement as owner of a landscaping business and active participation in nonprofit and professional organizations such as The Leukemia & Lymphoma Society and NAIFA-SC, where he serves on the board and as programs chair. He also holds leadership roles in local networking groups and manages a life settlement insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with options ranging from model portfolios to bespoke strategies, combining discretionary and non-discretionary account management with access to a wide range of third-party money managers.

Taylor Streda is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds Series 63 and Series 65 licenses and has been in the industry since 2023, with prior experience at Truist Bank and Fromuth. 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 employs a range of research and analytics to guide investment decisions and offers both brokerage and advisory solutions through a broad platform.

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.

Christopher Eaker is a financial advisor with Edward Jones in Blythewood, SC, holding a Series 66 credential and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with G&S Adventures, Inc., a business engaged in construction and used car activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with over four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial services supported by a nationwide network of financial advisors and branch offices.

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.