Christopher Whitehead is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, he worked at Michelin North America and Bridgestone Retail Operations. Whitehead serves as president of the Columbia, SC chapter of Business Networking International, where he leads weekly meetings and participates on the leadership team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Jessica Miles is a Wealth Management Advisor and Senior Vice President at Ellison Kibler within Merrill Lynch Wealth Management. She joined Merrill in 2014 after earning a Bachelor's degree in corporate finance from the University of South Carolina. Jessica serves as the first female partner on one of Merrill's oldest wealth management practices. Her expertise includes financial planning for affluent individuals, retirement plans, foundations, and endowments. She holds the CERTIFIED FINANCIAL PLANNER® certification and offers personalized strategies to meet clients' unique needs and goals. Jessica's professional focus areas include divorce transition planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and services for endowments, foundations, and non-profits. Jessica resides in Columbia, South Carolina, and is involved in her community through service on the board of the Humane Society of South Carolina. Her personal interests include reading, spending time with family, and playing tennis.

Frank Douglass is a CFP® with 17 years of experience in financial planning and tax preparation. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025. Prior to this, he worked over a decade at Avantax Insurance Agency LLC and related entities. Douglass also works as an owner and sole proprietor of Douglass Financial, LLC, and has served as an instructor at Midlands Technical College for over a decade. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a large network of independent advisors.

James Wrenn is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved in business startups through Wrenn Capital LLC and serves as president of a coffee shop business that is currently winding down. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and proprietary planning tools, offering a broad range of investment services and financial products.

Kathy Bradley Belstock is a Series 66 licensed financial advisor with Edward Jones in Lexington, SC, where she has worked since 2007. She has 19 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Alex Johnson is a Financial Advisor with Merrill Lynch Wealth Management, based in the Columbia, South Carolina office. He assists clients in developing personalized financial strategies aimed at supporting their long-term financial goals. His areas of expertise include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, small business strategies, and individual and corporate investment strategy. Prior to joining Merrill Lynch, Alex served as a U.S. Army Officer, where he held roles in financial management and international disbursing operations. He holds a Bachelor's Degree in Business Management with a concentration in Financial Economics from Norwich University and is currently pursuing his MBA at the Darla Moore School of Business. Alex is a Personal Investment Advisor (PIA) and serves on the Leadership Columbia Advisory Board. Outside of his professional work, Alex enjoys chess, running, and spending time with his family.

Justina Germosen is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 designations and two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, employing research and analytics alongside diversification principles and modern portfolio theory.

Ryan Gripper is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Raymond James & Associates and has previously worked at First Citizens Investor Services, First Citizens Asset Management, Wells Fargo Clearing, and CUSO Financial Services. Outside of his advisory role, he is a partner in multiple businesses under the Equal Yolk name, where he handles financial responsibilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, providing tailored advice supported by research and multiple portfolio management styles.

Karl Ruppert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Advice2Advisors, and UBS Financial Services. He serves as Chairman of the Board for Ballet Palm Beach. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad client base, utilizing research from Wells Fargo Investment Institute and third-party resources to support its investment approach.

Barbara Davis is a CFP® with 43 years of industry experience, currently advising clients at LPL Financial since 2014. Her prior experience includes roles at Morgan Stanley and Ameriprise, where she worked for one year and twenty years respectively. She is also an insurance agent specializing in term, whole life, universal life, long-term care, and health insurance. 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 and access to third-party asset management, supported by an extensive network of over 22,000 advisors.

Stephen Sizemore is a financial advisor with Edward Jones in Columbia, SC, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for six years at Eastman Chemical Company as an account manager. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and its affiliated capabilities beyond traditional advisory services.

Matthew Milligan is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Copley Investment Management, as well as six years with the City of North Myrtle Beach. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with more than 14,000 advisors. The firm combines research-driven investment evaluation with a wide range of brokerage and advisory solutions.

Brian Dunphy is a financial advisor at Wells Fargo Clearing in Columbia, SC, with 33 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC prior to his current role. Dunphy holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Mitchell Hilburn is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2025, having previously worked at Wells Fargo Bank, nA since 2020. His background also includes roles at Richland 2 School District and Global Ad Distribution. 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 with over 14,000 financial advisors and provides a range of brokerage and advisory solutions.

Adam Hagen is a financial advisor with Ameriprise in Chapin, South Carolina, holding a Series 66 designation and six years of industry experience. He previously worked at Sage Wealth Advisors for five years before joining Ameriprise and has a role as a partner in Atlas Resources LLC, a business focused on shared operational infrastructure and expense management among team members. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.

Thaddeus Dulin is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. His outside activities include serving on nonprofit boards such as the Clemson University Board of Visitors, the South Carolina Governors School for the Arts and Humanities Foundation as treasurer, and the Neighborhood Cancer Connection, where he chairs the finance committee. He has also held leadership roles in local community and political organizations. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Juanita Vitali Cox is a financial advisor with Merrill in Columbia, SC, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior roles include positions at First Citizens Investor Services, First Citizens Bank, and Ameris Bank. She serves as Vice President on the board of the South Carolina Philharmonic, a nonprofit organization dedicated to symphonic music and education. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Fazio is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America, Merrill, Liberty Mutual, Nylife Securities LLC, and New York Life Insurance Co. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics along with diversification principles and modern portfolio theory in its investment approach.

Thomas Bornaschella is a financial advisor with Wells Fargo Clearing in Columbia, South Carolina, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Blake Loggins is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill in various capacities since 2017. Outside of his advisory role, he serves as a head coach for a youth travel baseball program in Columbia, South Carolina. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.