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.

Zachary Frueauf is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Northwestern Mutual and Equitable Advisors. He also engages in business development and client service activities through Michael Oana Retirement Planning Specialists. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and access to third-party managers through a nationwide network of independent advisors.

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.

Michael Oana is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 32 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Summit Brokerage Services Inc. Outside of advising, he is the founder of the Columbia CEO Association and an author, writing books unrelated to investment topics. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and advisory services, supporting multiple program structures and custodial relationships.

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.

Frederick Sellers is a financial advisor with Edward Jones in Columbia, SC, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Benjamin Yglesias is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked in various roles, including managing his own cleaning company and operating as a financial professional under the DBA Michael Oana Retirement Planning Specialist. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management and financial planning through a multi-manager platform with a range of program structures and custodial relationships.

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.

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.