Paul Merz is a Series 66-licensed financial advisor with LPL Enterprise, based in Irmo, SC, and has four years of industry experience. His prior work history includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he is involved in commercial property ownership in Irmo, SC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of services including financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Brian Beasley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife. Outside of his advisory role, Beasley is a certified life coach. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Alexander Cuthbertson is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and having eight years of industry experience. He previously worked at TIAA-CREF Individual & Institutional Services and The Vanguard Group. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, operating with over 14,000 advisors and $671 billion in assets under management.

Adela Coffey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Her background includes roles at Raymond James & Associates and Aspen Ski Company, as well as work in educational and club environments. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management.

Varsha Parikh is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at CUNA Brokerage Services, INC and Palmetto Citizens FCU, where she also serves in a notary capacity. 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 portfolio programs, third-party asset management, and institutional platforms.

Caterina Zabala Otero is a financial advisor with Edward Jones in Lexington, SC, holding a Series 66 designation and one year of industry experience. She has worked at Edward Jones since 2021 and previously was employed at Starbucks Coffee. Outside of her advisory role, she provides occasional caregiving services through the South Carolina Respite Coalition, supporting her sister with special needs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Duncan White is a Series 66 licensed financial advisor with LPL Financial, based in Irmo, South Carolina, and has 16 years of industry experience. His prior roles include positions at Inkpointe Financial Group, Accumulus Financial Group, and Waddell & Reed. He has also been involved with community organizations such as the Deerfield Elementary PTO and the Lexington Chamber of Commerce. 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 leveraging model portfolios, third-party subadvisors, and customized strategies across various asset classes.

John Mccabe is a financial advisor at UBS Financial Services with 33 years of industry experience. He has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves on several nonprofit boards in Columbia, South Carolina, including the South Carolina Historical Society, the South Carolina State Museum Commission, and the River Alliance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor portfolios based on proprietary research and model-based asset allocations.

Melissa Myers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Danielle Coleman is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked for the Charleston County School District. 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.

Sarah Allen is a financial advisor with Raymond James & Associates in Columbia, SC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Truist Advisory Services, TRUIST Investment Services, BB&T Securities, and First Citizens Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Matthew Mcfadden is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutional clients, including customized financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Charles Gorman is a financial advisor with Equitable Advisors in Columbia, SC, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2000. Outside of his advisory work, Gorman serves on the Budget and Reserve Fund Committee for The Heritage Homeowners Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a combination of proprietary and third-party programs to tailor investment solutions based on client needs and risk tolerance.

Cameron Rudis is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Bank since 2019 and joined Wells Fargo Clearing in 2025. Prior to his financial industry roles, he worked at Regal Entertainment Group. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Kennedy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bb&T Investment Services, Inc. from 2013 to 2017. Outside of his advisory role, he serves as a personal representative for his father. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory solutions.

Thomas Kibler is a Senior Financial Advisor and partner on the Ellison Kibler & Associates team at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and focuses on providing wealth management and investment advice to high-net-worth individuals, families, and private business owners. His practice places a core emphasis on exit planning for private business owners. Thomas holds a bachelor's degree in International Development & Global Relations with a minor in Economics from the University of the South in Sewanee, Tennessee. He has earned the Certified Exit Planning Advisor (CEPA) designation and the Personal Investment Advisor (PIA) credential. Thomas is dedicated to helping clients connect all aspects of their financial lives to pursue the goals that matter most to them. Outside of work, Thomas spends time with his wife Molly and their sons Bertie and Nat in Columbia, South Carolina. He also participates in adventure sports, fishing, golfing, hunting, and traveling, and volunteers with community organizations.

Frank Lundy is a financial advisor with OSAIC in Columbia, SC, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Lundy is also the managing director of Columbia Capital Partners LLC, an investment-related business. OSAIC serves a broad client base, including retail and institutional investors, offering integrated brokerage and advisory services with access to diverse investment platforms and third-party managers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Michael Floyd is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1987 and with Raymond James Financial since 2009. Outside of his advisory role, he works as an independent contractor preparing federal and state individual income tax returns and owns a real estate brokerage focused on commercial rental office space management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals, employs advanced analytical tools, and supports institutional consulting and portfolio management through a large advisor network.

Charles Lynch is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, PNC Investments, and UBS Financial Services. Lynch is currently based in Columbia, SC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Joseph Eubanks is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, including prior roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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.