Jabez Waters is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked with Graham B. Bailey, AAMS, and held roles at Presbyterian College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to guide its financial planning process.

Steven Junis is a CFP® professional with 42 years of experience in the financial industry. He has been with Edward Jones since 1982, serving clients from Columbia, SC. Outside of his advisory role, he is involved in commercial real estate through ownership of Junis Properties LLC. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Atkinson is a financial advisor with Ameriprise in Lexington, SC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2015 to 2022. Outside of his advisory role, he is involved in independent insurance brokering, focusing on disability income. Ameriprise offers a retirement-income planning service targeting clients with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to support personalized retirement planning within a large institutional framework.

Jeffrey Brockelsby is a Series 65-licensed financial advisor with 17 years of industry experience. He is the sole advisor at Brockelsby Investment Services in Irmo, South Carolina. Outside of financial advising, he serves as corporate treasurer and a board member of Black Hills Reptile Gardens, a tourist attraction where he manages the corporate investment portfolio and advises on budgeting and financial matters. Brockelsby Investment Services provides investment advisory and portfolio management services primarily to individual clients, operating on a mainly non-discretionary basis where clients retain final decision-making authority on transactions.

Diane Johnson is a CFP® professional with 24 years of industry experience. She is the sole advisor at Blackhawk Financial Advisors, an independent firm she has led since 2023. Her prior experience includes roles at Securities Services Network, Securities America, and SSN Advisory. Outside of advisory work, she serves as a co-trustee of her parents’ trusts. Blackhawk Financial Advisors is a single-advisor independent firm serving primarily individual clients with portfolio management and related advisory services. The firm operates from a small multi-office structure and offers a range of financial services, including estate planning and insurance products.

Peter Scovill is a financial advisor with Advocacy Wealth Management, LLC in Columbia, SC, holding a Series 65 designation and seven years of industry experience. He has been with Advocacy Wealth Management since 2019 and operates Forge Consulting LLC, an insurance agency, where he serves as an agent. Advocacy Wealth Management is a multi-team firm with 28 advisors, providing wealth management services to its clients.