Karen Ross is a financial advisor with Edward Jones in Lexington, SC, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, she worked at Cushman Wakefield, The Beach Company, Blue Ridge Company, and Cee Squared Services. She is also the owner and agent of Karen Ross Properties, Inc., a real estate business based in Irmo, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Burkhardt Tennent serves as a Senior Resident Director and Wealth Management Advisor with Merrill. In this role, he works closely with clients to develop personalized financial strategies that reflect their individual goals and adapt to evolving market conditions. He leverages investment insights from Merrill alongside banking and lending solutions from Bank of America to support clients in areas such as family wealth management, personal retirement planning, and addressing the unique financial needs of women. Mr. Tennent holds a Bachelor's Degree from Ohio State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His approach emphasizes active portfolio management informed by economic analysis, helping clients manage risk and address concerns related to sustaining their wealth through retirement. Outside of his professional work, Mr. Tennent is involved in community volunteering, reflecting the Merrill tradition of local engagement. His personal interests include biking, cooking, hiking, and practicing yoga.

Heather Whitley is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked for Forrest Insurance Agency for ten years. Whitley is based in Lexington, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brandy Otterbacher Ragan is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their long-term goals, drawing on her understanding of each client's full financial picture. Her areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Brandy has been in the financial services industry since 2008. A Toledo native, she earned both her bachelor's degree and her Master of Business Administration from the University of Toledo. She adheres to the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of her professional work, Brandy enjoys golfing, rock climbing, and running.

Shaun Egan is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor AXA Advisors since 2007. He is a member of the Knights of Columbus in Hicksville, NY. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through its network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and provides ERISA fiduciary services to qualified plans.

Paul Davis is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Waddell & Reed, and various insurance carriers. He serves as a board member for the BNI nonprofit in Columbia, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rodney Dooley Jr. is a financial advisor with LPL Financial in Lexington, SC, holding the PFS™ and Series 66 designations and bringing 22 years of industry experience. He previously worked at Cetera and Carolina Wealth Management and has been involved with Dooley & Co, LLC since 1997. In addition to his advisory work, he is engaged in tax preparation and accounting through Dooley and Company, LLC, and is a business owner of Lexington Farm and Timber, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, third-party asset management, and institutional platforms, supporting investment strategies through discretionary and non-discretionary approaches.

Daniel Hoefer is a CFP®-credentialed financial advisor with 22 years of industry experience, currently serving clients at Edward Jones since 2003. In addition to his advisory role, he owns and operates Sweet Iron Farm and Blue Steel Quarter Horses, LLC, an equine breeding business, as well as Blue Steel Distributors, LLC, a firearms dealership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Kenneth Matthews is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves as a military pilot in the U.S. Air Force Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering 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 supports its clients through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Jose Garcia is a Series 66–licensed financial advisor with J.P. Morgan Securities in Lexington, SC, with one year of industry experience. His prior work includes roles at various financial and automotive firms such as Ameriprise Financial Services LLC, Thrivent Investment Management Inc, and Jim Hudson Automotive. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Dumitru Gasan is a Series 66 licensed financial advisor with Edward Jones, based in Gilbert, SC. He has 17 years of industry experience, all with Edward Jones since 2009. Outside of advising, he works as a soccer referee in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Andy Shumpert is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Shumpert teaches voice at Edisto Performing Arts Studio and serves as Minister of Music at Roundhill Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

John Case is a financial advisor with LPL Financial in Lexington, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Next Financial Group for 21 years and Colonial Marketing Associates for 35 years. 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 and access to third-party asset management, utilizing various portfolio strategies implemented by investment adviser representatives.

Jason Kyzer is a financial advisor at Edward Jones in Lexington, SC, holding the ChFC® designation and Series 66 license with six years of industry experience. Before joining Edward Jones in 2019, he worked for 15 years at KYZER MASONRY INC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options through a nationwide network of advisors.

Jamie Junis is a Series 66-licensed financial advisor with Edward Jones, bringing a total of 11 years of industry experience. Jamie previously worked at Bonefish Grill before joining Edward Jones in 2015. 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 advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Angela Collins is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wachovia Bank, N.A. Collins is based in Lexington, South Carolina. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutional investors, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Christopher Jewett is a financial advisor with Edward Jones in Lexington, SC, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advisory work, he is involved in commercial property ownership through J Branch LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a large network of financial advisors and branch offices across the country.

Rodney Dooley Sr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has held roles at Cetera and Carolina Wealth Management. In addition to his advisory work, he is a CPA and operates Dooley and Company, a tax preparation and accounting firm, where he has been active since 1983. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives using both proprietary and third-party strategies.

Jeffrey Chassereau is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 18 years. In addition to his advisory role, he is involved in the sales and service of fixed annuities and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios.

Susan Yeatts is a financial advisor at Cetera with 26 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Cetera since 2013. Yeatts also operates tax and financial service businesses, including serving as an enrolled agent and tax preparer, and acts as an insurance agent selling life, health, disability, and fixed annuities in addition to her advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.