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.

Scott Lang Jr. is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding CFP®, Series 63, and Series 65 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. 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.

Alan Hyatt is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a board member for the Clemson University College of Business and participates on the finance committee of Mt. Horeb United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial topics through goal-based analyses without discretionary trading authority, and supports combining planning with managed-account programs under a consolidated billing option.

Raymond Bradley is a Series 66-credentialed financial advisor with Thrivent Investment Management, with nine years of experience at the firm and eight years in the industry overall. Prior to his current role, he held positions at the South Carolina Baptist Convention and Columbia International University. Outside of his financial advisory work, he serves as Board Chairman for Bethel Christian Camp and is an elder at Mill City Church, where he oversees communications and the children’s ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans that cover a broad range of topics including retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under a consolidated billing option but does not accept discretionary trading authority for its planning services.

Jeremy Coliton is a Series 66-licensed financial advisor with Merrill in Columbia, SC, with four years of industry experience. Prior to Merrill, he worked at LPL Financial and David Wealth Management Group. He serves as a board member for the University of South Carolina Darla Moore School of Business young alumni group and is part of the Steering Committee for the United Way of the Midlands Young Leaders Society. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cory Thompson is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles including positions at The Reserve at Lake Keowee and Clemson University. Thompson has also been involved with Boulineaus (Frank's Ice LLC), reflecting a diverse background beyond finance. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Joseph Carrington is a financial advisor at Raymond James & Associates with 17 years of industry experience. He has worked at Raymond James since 2020 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Coldwell Bankers Comm. Carrington serves on advisory boards for Camden Country Club, Camden Elementary School Improvement Council, and Kershaw County Recreation Department. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.

Mary Katelyn Mc Kenzie is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2020, following positions at Centaurus Financial Inc, Shannon, LLC, and Harry & Harry Two's. 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, pension plans, corporations, and charitable organizations.

Jonathan Foster is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. He also works in golf services at Myers Park Country Club, where he manages the pro shop and locker room. 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, institutions, and charitable organizations.

Neil Stalker is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he manages commercial rental properties in Chapin, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Jack Roslonek is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Fidelity Investments, New York Life Insurance Company, and Southwood Realty, among others. Outside of finance, he has been involved with Beers and Lanes Landscaping. 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 manages approximately $671 billion in assets and employs over 14,000 advisors, offering a range of brokerage and advisory solutions supported by extensive research and analytics.

John Brazell is a financial advisor with Charles Schwab in Irmo, South Carolina, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior work includes fourteen years at Scottrade, Inc. and he is also the manager and sole proprietor of Next Step LLC, a non-investment-related business. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios along with a formal alternative-investment process.

Todd Atkins is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He works closely with clients to develop flexible financial plans that align with their long-term goals. Todd's client focus areas include college education planning, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Todd began his career at Dean Witter in 1993 after earning a Bachelor's Degree in Economics from Liberty University in 1990 and a Master's Degree in Business Administration from Clemson University in 1992. His career highlights include training at the World Trade Center in 1993 and interviewing Sir John Templeton in 1994. He holds the designation of Personal Investment Advisor (PIA). Originally from Michigan, Todd grew up in Easley, South Carolina, and has lived in downtown Greenville for the past 30 years. He is involved in his community through volunteer work and has personal interests in chess, golfing, reading, history, and walking his dog in Falls Park.

Kathryn Ryan is a financial advisor with Morgan Stanley in Columbia, South Carolina, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory role, she serves on the Advisory Council and Finance Committee of St. Joseph Catholic School in Columbia, where she contributes to budgeting and financial oversight. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, utilizing a structured financial planning process supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a range of planning and investment services.

Spencer Skiff is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mantei & Associates, Centaurus Financial, and The Reserve Club, and he has experience as a professional golfer. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a combination of brokerage and advisory solutions.

Eugene Zeigler is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, he worked at BB&T Investment Services, Inc. for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Lloyd Hahn IV is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at UPS and the University of South Carolina. Outside of his advisory role, he is involved with The Rainbow Fund, a family-owned private board that evaluates charitable opportunities in the Pee Dee region, and serves as a golf coach at Charleston Day School. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

John Dawalt is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since entering the financial services industry in 2000 and joining Merrill Lynch in 2003, he has concentrated on financial strategies tailored for high-net-worth individuals and retirement plans. His professional focus includes divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, personal retirement planning, sports and entertainment financial advising, tax minimization, and retirement income planning. John holds multiple professional designations, including Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned his bachelor's degree from the University of Wisconsin-Stevens Point. John is a member of the Optimist Club and Vistage, and he contributes to the community through involvement with the Dutch Fork Touchdown Club. Outside of his professional pursuits, John enjoys boating, fishing, football, golfing, hunting, racquetball, and traveling. He resides in Irmo, South Carolina, with his wife Mandy and their two children.