Brittney Stephens is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials and three years of industry experience. She has worked at several firms, including Northwestern Mutual Wealth Management Company and Wells Fargo Bank, nA. 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 utilizes research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions across a broad range of financial products.

Carey Washington II is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Prudential Insurance Company of America, and TransAmerica. Before entering the financial industry, he worked as a self-employed tennis professional. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to brokerage and insurance products through an integrated platform.

Christopher Harris is a financial advisor with LPL Financial based in Columbia, SC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Pruco Securities LLC and The Cason Group. Outside of advising, he has experience operating a lawn care business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with research and model portfolios from LPL Research and third-party subadvisors.

Rick Starnes Jr. is a financial advisor at Edward Jones in Columbia, SC, with three years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Edward Jones, he worked at Canfor Southern Pine for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Scott Heath is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Spartanburg, SC. He joined Wells Fargo Clearing in 2025 after seven years at White Cap Construction Supply and five years at the University of South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Mindy Young is a CFP®-certified financial advisor with Edward Jones, based in Lexington, SC. She has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing assets of approximately $1.01 trillion through a large network of financial advisors and branch offices nationwide.

Brian Szumilas is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Theodore Calcina III is a financial advisor at Osaic Wealth, Inc. with over 32 years of industry experience. He holds the ChFC® and Series 63 credentials and has prior tenure at Fortis Investors, Inc. since 1994. Beyond his advisory role, he serves as treasurer and finance chair for Mt. Hebron United Methodist Church and is chairman of the BC High School Educational Foundation investment committee. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a wide network of advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Micah Inman is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Fisher Investments since 2021 and previously held positions at TD Ameritrade, Charles Schwab, and Schwab Bank. Outside of his advisory work, he is the sole owner of a rental property management business. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative screening and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and defensive tactics to manage risk and positioning.

Felicia Jacobs is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Bank of America. Jacobs is based in Columbia, South Carolina. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Marjorie Heggie is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corp and the South Carolina Medical Association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and modeling techniques.

Paul Merz is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in managing commercial properties in Irmo, South Carolina. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Brian Beasley is a financial advisor with LPL Financial in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife. In addition to his advisory work, he is involved as a life coach, an activity separate from his investment-related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services including financial planning, retirement plan consulting, and brokerage services, with investment management supported by LPL Research and third-party subadvisors.

Alexander Cuthbertson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2025, he worked at TIAA-CREF for six years and The Vanguard Group for one year. 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 databases.

Adela Coffey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Her background includes roles at Raymond James & Associates and Aspen Ski Company, as well as work in educational and club environments. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management.

Varsha Parikh is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at CUNA Brokerage Services, Inc. since 2013 and has been associated with Palmetto Citizens FCU since 2008. Parikh is also a notary. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

George Skinner is a financial advisor at Ameriprise in Lexington, SC, holding a Series 66 designation. He has prior service experience in the United States Marine Corps and the United States Navy, including the Naval Academy, before beginning his financial advisory career in 2024. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with automated and committee-reviewed recommendations, focusing on clients with assets held in Ameriprise Managed Accounts.

Caterina Zabala Otero is a financial advisor with Edward Jones in Lexington, SC, holding a Series 66 designation and one year of industry experience. She has worked at Edward Jones since 2021 and previously was employed at Starbucks Coffee. Outside of her advisory role, she provides occasional caregiving services through the South Carolina Respite Coalition, supporting her sister with special needs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Duncan White is a financial advisor with LPL Financial based in Irmo, SC, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Inkpointe Financial Group, DEW Divorce Solutions, and Waddell & Reed. He has also been involved with community organizations such as the Deerfield Elementary PTO and the Lexington Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology across discretionary and non-discretionary management.

John Mccabe is a financial advisor at UBS Financial Services with 33 years of industry experience. He has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves on several nonprofit boards in Columbia, South Carolina, including the South Carolina Historical Society, the South Carolina State Museum Commission, and the River Alliance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor portfolios based on proprietary research and model-based asset allocations.