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 financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for seven years and has held positions outside finance at Hilton Garden Inn and Uber. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages substantial assets through a large network of advisors and offers both brokerage and advisory solutions.

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 financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2016, he worked at Clearwater Site Management and Fogle Brothers Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of financial advisors. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates 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.

Larry Tarleton is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2013. 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.

Daniel Oldland is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and has worked at Wells Fargo Bank NA since 2013. Outside of his advisory role, he is a business manager for a family-related graphic design freelance service. 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 combines research from internal and third-party sources to offer brokerage and advisory solutions, servicing a broad client base including pension and charitable organizations.

Amy Stebbins is a financial advisor at UBS Financial Services with 12 years of industry experience. Her prior roles include positions at Bank of America, Merrill, BB&T Securities, and service in the Lex-Rich School District 5. She holds Series 66, 65, and 63 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad platform that includes discretionary portfolio management, financial planning, and capital markets services.

Scott Lang Jr. is a CFP®-certified financial advisor with nine years at Wells Fargo Clearing and twelve years of industry experience overall. He is based in Columbia, SC, and holds Series 63 and Series 65 licenses. 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.

Carl Truluck Jr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs structured planning processes and firm-approved tools to support client financial goals.

Elliot Honan is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 designations and three years of industry experience. His work history includes roles at Wells Fargo Bank and Wells Fargo Clearing since 2019, as well as experience in the hospitality and franchising sectors. 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 sources.