Susan Yaeger is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2005. Outside of her advisory role, she serves as a committee member for the Leukemia and Lymphoma Society's Light the Night fundraiser and manages administrative responsibilities for a family-owned charter service on Lake Marion in South Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Thomas Grim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, 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.

Daniel Peterson is a financial advisor at Morgan Stanley in Columbia, SC, holding Series 63 and Series 66 licenses with 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, Robinhood, and T. Rowe Price. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Global Investment Committee estimates and Monte Carlo simulations, to support its financial planning process.

Jonathan Anderson is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses. He has 12 years of industry experience, including 10 years with Wells Fargo Clearing and prior roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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 range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Alexander Vicarisi is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Edward Jones, and American Century Investments. 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 databases.

Savannah Amick is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2013 and also worked at Bank of America, N.A. beginning in 2024. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathaniel Brady is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Wells Fargo in various capacities since 2005, including roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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 combines brokerage and advisory solutions supported by research and analytics from internal and third-party sources.

Jeffrey Beach is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in financial advising and more than 25 years with Merrill. He works closely with clients to develop personalized financial strategies that align with their individual goals, leveraging Merrill’s investment insights alongside the banking and lending solutions of Bank of America. His practice focuses on areas including divorce transition planning, education planning, family wealth management, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Jeffrey holds a Bachelor's Degree from Bob Jones University and carries several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He dedicates himself to building strong, long-term relationships with a diverse client base to help them pursue both critical and aspirational financial goals. In addition to his professional work, Jeffrey participates actively in his community through involvement with the First Presbyterian Church Chancel Choir in Columbia, SC, and Grace Baptist Church in West Columbia, SC. His personal interests include music, reading, singing, and spending time with his family.

Jonathan Mauffray is a Series 66-registered financial advisor with Edward Jones in Columbia, South Carolina, where he has worked since 2010. He has 15 years of industry experience. Outside of his financial advisory role, he works as an independent contractor officiating high school and college football games in the region. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Marshall Garrett is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at Vanguard and Wells Fargo Bank, nA. Outside of finance, he has experience working with the Columbia Fireflies and in the hospitality industry with Fancy That Catering and Bistro. 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.

Caleb Greene is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 designations. Outside of his advisory role, Caleb owns and operates Midnight Kitchen, a home-based business producing seasonal and specialty foods. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Kristine Ashley is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2018, previously working at various First Citizens entities from 2013 to 2018. Outside of her advisory role, she serves as an executor for a personal estate matter. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeannie Marie Gravelle is a financial advisor with Raymond James & Associates in Columbia, SC, holding a Series 66 designation and 22 years of industry experience. Her background includes roles at Morgan Stanley, Wells Fargo Advisors, BB&T Securities, and Truist Advisory Services. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services through various portfolio management styles and affiliated research.

Edward Peagler Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He worked at Edward Jones from 2013 to 2017 before joining LPL Financial, where he has been since 2017. 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 services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

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 with LPL Financial in Irmo, South Carolina, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Wells Fargo Advisors, Stephens, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of advising, he is involved in nonprofit financial advisory activities under Good Life Financial Advisors. 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.