Brad Blackburn is a financial advisor with LPL Financial in Columbia, SC, holding the CFP® and ChFC® designations and possessing 27 years of industry experience. Prior to joining LPL Financial in 2008, he worked at PRUCO Securities, LLC for seven years. Outside of his advisory role, he is involved with shirtsCANfly, a retail business connected to an aviation Facebook group called Carolina Aviators Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers comprehensive financial planning and asset management services through a broad platform including model portfolios, third-party asset managers, and institutional programs.

Cameron Prewitt is a financial advisor with Charles Schwab in Columbia, SC, holding a Series 66 license and 20 years of industry experience. His prior roles include positions at Scottrade, TD Ameritrade, and Ameriprise. Outside of his advisory work, he serves as a pastoral advisor on financial matters for Gethsemane Baptist Church and is involved in healthcare services administration through Sleep Then Awake LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options supported by centralized custody and research services.

Brandon Briggs is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at Davidson, Wren and DeMasters, P.A. from 2016 to 2020 before joining Ameriprise in 2021. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Pamela Joyner is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Ashland LLC and Pharmachem Laboratories, Inc. She is involved in sales of investment-related products and also receives compensation for referrals of home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Frederick Sellers is a financial advisor with Edward Jones in Columbia, SC, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

David Holton is a Series 66-licensed financial advisor with six years at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, he worked at Alliance Group, Combined Insurance, Chick Fil A, and Elmwood Church of God. Outside of his advisory work, he owns and manages a rental property in Simpsonville, SC. Edward Jones is a full-service wealth management firm serving over four million 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 operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Thomas Marshall is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients and their families to plan for their financial futures by developing personalized strategies tailored to various life stages, including planning for education, retirement, and healthcare costs. He collaborates with a team of advisors at Merrill Lynch to provide clients with comprehensive expertise and resources. Marshall holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Additionally, he maintains Series 7, 63, and 66 FINRA registrations. He earned his Bachelor's Degree from the University of South Carolina System.

Elizabeth Baker is a financial advisor with LPL Financial in Camden, South Carolina, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Wells Fargo Advisors Financial Network and Morgan Stanley. Outside of her advisory work, she is involved in reptile breeding through a separate non-investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 management solutions with a large network of advisors and notable resources in technology and operational support.

Wilson Branham is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 credential and previously worked at Edward Jones for five years before joining LPL Financial in 2021. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Edwin Kohn III serves as the Resident Director at Merrill Lynch Wealth Management and has been with the firm since 1996. His professional focus is on assisting individuals in meeting their financial goals through personalized wealth management strategies. He employs a process that involves understanding each client's financial priorities, current situation, and future objectives to build trust and develop customized plans that address their retirement, income, and tax minimization needs. Edwin holds a Bachelor of Science degree in Business Administration from the College of Charleston. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Prior to his financial services career, he served as a Navy Pilot flying FA-18s and F-16Ns, and is a graduate of the Navy Fighter Weapons School "Top Gun." He has been active in community organizations, including serving as Past President of Kershaw County American Red Cross, Kershaw County United Way, and KershawHealth Board of Visitors. Additionally, he has been on the Board of Directors for the Fine Arts Center of Kershaw County and is involved with the Boys and Girls Club of Kershaw County and his church. Edwin is married with three boys and enjoys running, biking, and swimming in his free time.

Ramon Mejia is a financial advisor with LPL Financial in Columbia, SC, holding a Series 66 designation and 11 years of industry experience. Before joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 10 years and has operated RM Mejia Tax & Accounting Services since 2010. He also serves as a notary and provides tax preparation and accounting services through his own firm. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Van Hobbs Jr. is a financial advisor with Ameriprise in Columbia, SC, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is co-owner of The Wyboo Lead Dog LLC, a real estate business. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver these services and offers a broad range of advisory, brokerage, and insurance solutions.

Jonathan Pace is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Edward Jones in Camden, SC since 1999. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Deborah Mc Cutchan is a Series 66 licensed financial advisor with Edward Jones in Columbia, SC, where she has worked since 2015. She has 11 years of industry experience. 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 through a nationwide network of more than 23,700 advisors.

John Martin is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at The Windermere Club from 2015 to 2017. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Carolyn Mendelssohn Drake is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1987. In addition to her advisory role, she is involved in the sale of investment-related products and receives compensation for referrals of home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

C Spring II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and has been in the financial services industry since 1991. He focuses on developing strategies for individuals and institutions that consider risk tolerance, time horizon, liquidity needs, investment goals, and related costs. His approach to wealth management is consultative. He listens to and reviews clients' financial situations, considering their concerns and goals. He offers asset allocation recommendations that reflect clients' income and growth expectations. He takes into account clients' complete financial lives, including insurance, debt, education planning, wealth transference, and philanthropy. He follows up throughout the year to review performance and track changes in clients' financial pictures. C Spring II holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor's degree from the College of Charleston. His personal interests include cooking, golfing, hiking, and reading.

Anna Jones is a financial advisor with Thrivent Investment Management in Columbia, SC. She holds the Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to joining the firm, she worked in financial coaching and for the South Carolina Department of Social Services. Outside of her advisory role, she owns and manages a short-term rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning across multiple areas. The firm offers these services as stand-alone engagements or in combination with managed-account programs under a consolidated billing option.

Steven Junis is a CFP® professional with 42 years of experience in the financial industry. He has been with Edward Jones since 1982, serving clients from Columbia, SC. Outside of his advisory role, he is involved in commercial real estate through ownership of Junis Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.