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.

Felicia Jacobs is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 Series 66-licensed financial advisor with LPL Enterprise, based in Irmo, SC, and has four years of industry experience. His prior work history includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he is involved in commercial property ownership in Irmo, SC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of services including financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Brian Beasley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife. Outside of his advisory role, Beasley is a certified life coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Alexander Cuthbertson is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and having eight years of industry experience. He previously worked at TIAA-CREF Individual & Institutional Services and The Vanguard Group. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, operating with over 14,000 advisors and $671 billion in assets under management.

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 credentials and 13 years of industry experience. She has worked at CUNA Brokerage Services, INC and Palmetto Citizens FCU, where she also serves in a notary capacity. 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 portfolio programs, third-party asset management, and institutional platforms.

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 Series 66 licensed financial advisor with LPL Financial, based in Irmo, South Carolina, and has 16 years of industry experience. His prior roles include positions at Inkpointe Financial Group, Accumulus Financial Group, 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 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 leveraging model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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.

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 and its predecessor, Axa Advisors LLC, since 2000. Outside of his advisory work, Gorman serves on the Budget and Reserve Fund Committee for The Heritage Homeowners Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a combination of proprietary and third-party programs to tailor investment solutions based on client needs and risk tolerance.

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.