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.

Samantha Zecopoulos is a Series 66 registered financial advisor with Morgan Stanley in Columbia, SC, with 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm employs a structured financial planning process and manages approximately $2.74 trillion in client assets.

Patricia Dempster is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Pamela Joyner is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Ashland LLC and Pharmachem Laboratories, Inc. She is involved in sales of investment-related products and also receives compensation for referrals of home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

John Lamb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes roles at Wells Fargo Bank NA and previous positions in retail and wireless sectors. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, retirement plan consulting, and brokerage services to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides a range of financial products supported by research and analytics from Wells Fargo Investment Institute.

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 in Columbia, SC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, TransAmerica, and Prudential Insurance Company of America. Outside of finance, he worked as a self-employed tennis professional for one year. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to external asset managers, and a wrap program through its network of investment adviser representatives.

Christopher Harris is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pruco Securities LLC and The Cason Group. Outside of his advisory work, he has been involved with Lawn Ranger Lawn Care Service since 2012. 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 solutions, utilizing a variety of strategies and technologies to support its network of over 22,800 advisors.

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.

Dawn Alexander is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory role, she is president of Aurora and Associates International, LLC, a real estate holdings and management company, and is involved in direct sales of nutritional products through Isagenix. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing structured discovery tools and investment modeling to support client planning needs.