Melissa Myers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Danielle Coleman is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked for the Charleston County School District. 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.

Sarah Allen is a financial advisor with Raymond James & Associates in Columbia, SC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Truist Advisory Services, TRUIST Investment Services, BB&T Securities, and First Citizens Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Matthew Mcfadden is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutional clients, including customized financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Charles Gorman is a financial advisor with Equitable Advisors in Columbia, SC, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked with Axa Advisors. Gorman serves on the Budget and Reserve Fund Committee for The Heritage Homeowners Association. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a range of sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Cameron Rudis is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Bank since 2019 and joined Wells Fargo Clearing in 2025. Prior to his financial industry roles, he worked at Regal Entertainment Group. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Kennedy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bb&T Investment Services, Inc. from 2013 to 2017. Outside of his advisory role, he serves as a personal representative for his father. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory solutions.

Zachary Frueauf is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Northwestern Mutual and Equitable Advisors. He also engages in business development and client service activities through Michael Oana Retirement Planning Specialists. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and access to third-party managers through a nationwide network of independent advisors.

Thomas Kibler is a Senior Financial Advisor and partner on the Ellison Kibler & Associates team at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and focuses on providing wealth management and investment advice to high-net-worth individuals, families, and private business owners. His practice places a core emphasis on exit planning for private business owners. Thomas holds a bachelor's degree in International Development & Global Relations with a minor in Economics from the University of the South in Sewanee, Tennessee. He has earned the Certified Exit Planning Advisor (CEPA) designation and the Personal Investment Advisor (PIA) credential. Thomas is dedicated to helping clients connect all aspects of their financial lives to pursue the goals that matter most to them. Outside of work, Thomas spends time with his wife Molly and their sons Bertie and Nat in Columbia, South Carolina. He also participates in adventure sports, fishing, golfing, hunting, and traveling, and volunteers with community organizations.

Frank Lundy is a financial advisor with OSAIC in Columbia, SC, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Lundy is also the managing director of Columbia Capital Partners LLC, an investment-related business. OSAIC serves a broad client base, including retail and institutional investors, offering integrated brokerage and advisory services with access to diverse investment platforms and third-party managers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Michael Floyd is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1987 and with Raymond James Financial since 2009. Outside of his advisory role, he works as an independent contractor preparing federal and state individual income tax returns and owns a real estate brokerage focused on commercial rental office space management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals, employs advanced analytical tools, and supports institutional consulting and portfolio management through a large advisor network.

Charles Lynch is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, PNC Investments, and UBS Financial Services. Lynch is currently based in Columbia, SC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Joseph Eubanks is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, including prior roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. 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 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.

Michael Oana is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 32 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Summit Brokerage Services Inc. Outside of advising, he is the founder of the Columbia CEO Association and an author, writing books unrelated to investment topics. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and advisory services, supporting multiple program structures and custodial relationships.

Jessica Miles is a Wealth Management Advisor and Senior Vice President at Ellison Kibler within Merrill Lynch Wealth Management. She joined Merrill in 2014 after earning a Bachelor's degree in corporate finance from the University of South Carolina. Jessica serves as the first female partner on one of Merrill's oldest wealth management practices. Her expertise includes financial planning for affluent individuals, retirement plans, foundations, and endowments. She holds the CERTIFIED FINANCIAL PLANNER® certification and offers personalized strategies to meet clients' unique needs and goals. Jessica's professional focus areas include divorce transition planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and services for endowments, foundations, and non-profits. Jessica resides in Columbia, South Carolina, and is involved in her community through service on the board of the Humane Society of South Carolina. Her personal interests include reading, spending time with family, and playing tennis.

Frederick Sellers is a financial advisor with Edward Jones in Columbia, SC, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has been with Edward Jones since 1996. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Benjamin Yglesias is a financial professional with eight years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has prior experience at Summit Financial Group Inc. Outside of his advisory role, he owns and manages Brisk Maids, a cleaning company. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform offering diversified portfolio management and financial planning services.

David Holton is a Series 66-licensed financial advisor with six years at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, he worked at Alliance Group, Combined Insurance, Chick Fil A, and Elmwood Church of God. Outside of his advisory work, he owns and manages a rental property in Simpsonville, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Frank Douglass is a CFP® with 17 years of experience in financial planning and tax preparation. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025. Prior to this, he worked over a decade at Avantax Insurance Agency LLC and related entities. Douglass also works as an owner and sole proprietor of Douglass Financial, LLC, and has served as an instructor at Midlands Technical College for over a decade. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a large network of independent advisors.

James Wrenn is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved in business startups through Wrenn Capital LLC and serves as president of a coffee shop business that is currently winding down. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and proprietary planning tools, offering a broad range of investment services and financial products.