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.

Erica Sellers is a financial advisor at Edward Jones with 12 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Edward Jones since 2017. Prior to that, she was with Saybrus Partners and Saybrus Equity Services from 2013 to 2017. 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 advisory strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Patrick Sutton is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at Kestra Investment Services and was involved with Curiosity Inc. dba BRIGHT+CO for over a decade. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, with a focus on research-driven investment solutions and a broad range of financial products.

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.

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.

Ann Overcash is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Northbridge Wealth Management and Wilson Financial Group, LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.