Ladd Lumpkin is a financial advisor at UBS Financial Services with 30 years of industry experience. He has previously worked at Bank of America, N.A. and Merrill. Outside of his advisory role, he is the owner of Contential Properties, a for-profit LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored through proprietary research and model-based asset allocations.

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.

Natasha Jackson Gorham is a financial advisor with Ameriprise in Columbia, South Carolina, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Ameriprise and its affiliates since 1996. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Robert Whiteside is a financial advisor with Equitable Advisors in Columbia, SC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including 27 years with Equitable Advisors and 21 years with Axa Advisors, LLC. He is also a partner in Carolina Financial Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of in-house and third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Andrew Smith is a financial advisor with Wells Fargo Clearing based in Columbia, SC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Keller Williams Elite and Compass Realty. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines extensive research and analytics with a broad range of brokerage and advisory solutions.

William Mathis is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been self-employed since 1986. Mathis has also worked at Cetera Wealth Services since 2013 and is an independent insurance agent specializing in disability, fixed annuities, and life/accident/health insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services and access to third-party money managers, supporting over 10,000 advisors and $256 billion in assets under management.

Brigid Mizell is a financial advisor with Merrill in Columbia, SC, holding a Series 66 designation and 11 years of industry experience. She has worked with Merrill since 2014 and has been with Bank of America, N.A. since 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Michael Iannacone is a Series 66-licensed financial advisor with Morgan Stanley in Columbia, SC, and has two years of industry experience. His background includes roles outside finance at organizations such as Old Edwards Inn & Spa and Presbyterian College. Morgan Stanley Wealth Management is a large firm offering a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and a variety of investment strategies but generally acts in an advisory capacity without providing individual security recommendations in standalone planning.

Gregory Bingel is a CFP® and ChFC® with 17 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at Truist Advisory Services and Bb&T Investments. He is involved in several community and nonprofit activities, including membership in the Lexington Rotary and committee participation at Our Lady of the Hills Catholic Church and the South Carolina Dance Company. Cambridge Investment Research Advisors is a large SEC-registered firm offering financial planning, investment management, and retirement advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm utilizes a variety of portfolio management strategies and platform arrangements, combining proprietary models with access to unaffiliated strategists.

Anthony Delgado is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the downtown Denver office as part of the Stults Livran Group. He collaborates with families, individuals, and business owners to develop customized investment strategies aimed at helping clients pursue their financial goals. His approach involves listening closely to clients to understand their financial priorities, current situation, future objectives, and any concerns. Anthony holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Colorado State University and is involved in professional organizations such as the CSU Alumni Association and the Denver Athletic Club. He is also committed to community engagement, volunteering with local organizations as part of Merrill's tradition of community participation.

Wilson Stokes is a Series 66 licensed financial advisor with nine years of industry experience, currently with Wells Fargo Clearing since 2024. Prior to this, he worked at Edward Jones for seven years and has additional experience outside the industry. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michele Zimmerman is a Series 66 licensed financial advisor with Merrill in Irmo, South Carolina. She has 11 years of industry experience and has been with Merrill since 2010. 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.

Sherry Sons is a Series 66 licensed financial advisor with Merrill in Columbia, SC, where she has worked since 2009. She has 18 years of industry experience. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jason Hayes is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo-affiliated firms since 2014. 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 and third-party sources.

David Farace is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His work history includes roles at Wells Fargo Asset Management, Allspring Global Investments, and Golden Capital Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions through a network of advisors, utilizing proprietary research and tools to develop tailored client recommendations.

Jason Mitchell is a financial advisor at Merrill in Columbia, SC, with 10 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America and Merrill since 2016. Outside of his advisory role, he owns a sole proprietorship unrelated to investment advisory services. 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 a range of clients, including individuals, high-net-worth investors, and institutions.

Steven Slattery is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Shari Hordern is a financial advisor at Morgan Stanley in Columbia, SC, holding Series 65 and Series 63 licenses with nine years of industry experience. She has worked at Morgan Stanley since 2018 and previously spent two years at Wells Fargo Clearing Services, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Matthew Fogle is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2016. He has nine years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, tax-efficient services, and advisory programs operating under a fiduciary standard.

Nathan Fancher is a financial advisor at Wells Fargo Clearing in Columbia, SC. He holds Series 63 and Series 65 licenses and has recently entered the industry with approximately one year of experience. His prior work includes roles at Wells Fargo Bank, Encore Producer's Group, New York Life Insurance Company, and teaching positions at Georgia Southern University and East Georgia State University. 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.