Edward Peagler Jr. is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017, following four years at Edward Jones. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of investment strategies supported by research and technology.

Stephen West III is a financial advisor with Ameriprise in Columbia, SC, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he serves as a youth basketball referee and a little league baseball umpire in the Columbia area. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Mcclure is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wachovia Bank, N.A., and Wells Fargo Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice.

Tyler Priester is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Tina Bryant is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. from 2012 to 2022. 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 broad range of brokerage and advisory solutions.

Jamie Porter is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at various Cetera entities since 2021 and also serves as a client service specialist at Sides Financial Strategies, Inc., where he provides customer service and assists with client reviews and account preparations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

James Poole is a financial advisor at LPL Financial with 40 years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Poole holds Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with model portfolios and research from various sources.

Gabriel Glover is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation. He has prior experience at Arthur State Bank and Elliott Davis, and has worked in academic roles at Clemson University and Presbyterian College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of approximately 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies and provides additional services including tax-efficient management and affiliated mutual funds.

Scott Robidoux is a financial advisor with LPL Financial in Columbia, SC, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Edward Jones from 2015 to 2020 and Waddell & Reed from 2020 to 2021. He is involved in several organizations including the Home Education Learning Partnership and the South Carolina Chapter of the American Public Works Association, and he operates SAR Fields of Dreams LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, providing both discretionary and non-discretionary management and access to model portfolios and research from multiple providers.

Lindsay Cox is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, Cox worked at South State Bank for four years and has experience in the food and beverage industry with roles at Old Mill Brewpub and Dupree Catering. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Cox is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, NA, and has experience in the hospitality and beverage industries, including positions at Skull Creek Boathouse Restaurant and KW Beverage. 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 a range of brokerage and advisory solutions.

Patricia Cartin is a financial advisor with Merrill in Columbia, SC, holding a Series 66 designation and three years of industry experience. She has been with Merrill since 2016. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Westmoreland is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of advising, he owns Westmoreland Consulting Group, LLC, which manages the operating expenses of his practice, and serves as president of Atlas Resources, LLC, focused on shared operational infrastructure and expense management among his team members. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice on tax-aware withdrawal strategies and dependable income sources.

Heath Bartlett is a financial advisor with Ameriprise in Lexington, SC, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at Commonwealth Financial Network and Calmwater Financial before joining Ameriprise. Outside of his advisory work, he has a personal interest in artificial intelligence and has invested in blackICEdata, a company focused on advancing data storage technology through AI. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that utilizes proprietary research and tools to provide customized recommendations focusing on income sources and tax-aware withdrawal strategies.

Andrew Sanders is a financial advisor at Stifel with Series 66 credentials and one year of industry experience. Prior to joining Stifel, he worked at MWA Financial Services Inc. and Modern Woodmen of America. Outside of finance, he owns and operates a landscaping business in Batesburg, South Carolina. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Noel Fields is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Clearing. Wells Fargo Advisors is a large institutional firm serving a broad client base with a range of investment services.

Josip Dunat is a CFP® professional affiliated with Osaic Wealth, Inc. He has 10 years of experience in the financial services industry, with previous roles at Merrill and LPL Financial. Dunat also serves as president of Dunat Wealth Management, a non-client-facing entity he uses for business expense management. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and a range of investment options to manage portfolios on both discretionary and non-discretionary bases.

Emily Tarney is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Wells Fargo Bank, Torrent Consulting, and Bank of America. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Jennifer Floyd is a Series 66-licensed financial advisor with Ameriprise in Columbia, SC, and has 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages an advisory business under Kevin L Murphy, LLC. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Vaughn Reynolds is a financial advisor at Merrill based in Columbia, SC, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Merrill since 2011. 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, pension plans, corporations, and charitable organizations.