Kaarina Plotkin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings extensive experience in the financial services industry, with a focus on personalized attention and developing customized financial strategies tailored to the priorities of high net-worth individuals and families. Her areas of expertise include college education planning, executive compensation, family wealth management strategies, institutional investment consulting, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. Kaarina holds a Bachelor's degree from East Carolina University and has earned the Personal Investment Advisor (PIA) designation. She is affiliated with several professional organizations, including the Rolls Royce/Bentley Automobile Club, Valley Forge Signal Seekers Club, Purple Hearts Reunited, the Flight Simulator Association (FSA), and the Airplane Remote Control Organization (VFSS). Outside of her professional role, Kaarina is involved in community and philanthropic activities such as Smart Recovery Organization and has served as a board member for the American Technion Society and Temple Sholom in Broomall, Pennsylvania. She also engages in personal interests including antiquing, football, gardening, genealogy, ice hockey, photography, racquetball, and spending time with her family.

Cameron Prewitt is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2017, previously at Scottrade from 2014 to 2017. Outside of his financial advisory role, he serves as a pastoral advisor on finances for Gethsemane Baptist Church and acts as treasurer for a healthcare services business run by his wife. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory program. The firm integrates brokerage, custody, and advisory functions with a multi-asset, model portfolio investment approach.

Graham Bokinsky is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies tailored to their unique goals and changing market conditions. His areas of expertise include college education planning, divorce transition planning, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. Graham holds a Bachelor's Degree from the University of South Carolina System and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as the Personal Investment Advisor (PIA) designation. He works closely with clients one-on-one to create flexible wealth management strategies that encompass proper retirement planning and transgenerational wealth considerations. Outside of his professional role, Graham is a Christian, husband, and father who values spending time with his family. He enjoys hiking and reading, and actively participates in community volunteer organizations, following the Merrill tradition of community involvement.

Paul Vallee is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. 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 combines in-house research and third-party analytics to offer brokerage and advisory solutions across a broad range of financial products.

Larry Cobb is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting clients with liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Larry's approach involves understanding what is most important to his clients and mapping out personalized financial plans to pursue their goals while addressing any gaps. He maintains ongoing relationships with clients to adjust plans as their situations change. Larry earned his Bachelor's Degree from Limestone University. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Born and raised in Greenwood, South Carolina, Larry attended Greenwood High School, Piedmont Tech, and Lander University before transferring to Limestone University. He moved to Columbia, South Carolina, in 2016 with his wife. They have two sons and a third child on the way. Outside of work, Larry enjoys fishing, football, golfing, traveling, and spending time with his family.

Eric Group is a Financial Advisor with Merrill Lynch Wealth Management, serving clients primarily in the Columbia, South Carolina market. He focuses on comprehensive financial planning to help clients achieve their financial goals and maintain progress toward them as they approach retirement. Eric's areas of expertise include employee benefits planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. He holds professional designations such as Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of South Carolina System. Outside of work, Eric's personal interests include baseball, cooking, fishing, football, gardening, golfing, and music.

Bob Azarieh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His work history includes roles at Ridgewood Savings Bank and Infinex Investments, Inc., where he has worked since 2018, as well as prior positions at HSBC Securities Inc., HSBC Bank USA N.A., and Arive Capital Markets. 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 financial planning and investment management services, supported by a large network of advisors and advanced operational tools.

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.