Barbara Davis is a CFP® with 43 years of industry experience, currently advising clients at LPL Financial since 2014. Her prior experience includes roles at Morgan Stanley and Ameriprise, where she worked for one year and twenty years respectively. She is also an insurance agent specializing in term, whole life, universal life, long-term care, and health insurance. 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 and access to third-party asset management, supported by an extensive network of over 22,000 advisors.

Stephen Sizemore is a financial advisor with Edward Jones in Columbia, SC, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for six years at Eastman Chemical Company as an account manager. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and its affiliated capabilities beyond traditional advisory services.

Matthew Milligan is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Copley Investment Management, as well as six years with the City of North Myrtle Beach. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with more than 14,000 advisors. The firm combines research-driven investment evaluation with a wide range of brokerage and advisory solutions.

Brian Dunphy is a financial advisor at Wells Fargo Clearing in Columbia, SC, with 33 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC prior to his current role. Dunphy holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Mitchell Hilburn is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2025, having previously worked at Wells Fargo Bank, nA since 2020. His background also includes roles at Richland 2 School District and Global Ad Distribution. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides a range of brokerage and advisory solutions.

Adam Hagen is a financial advisor with Ameriprise in Chapin, South Carolina, holding a Series 66 designation and six years of industry experience. He previously worked at Sage Wealth Advisors for five years before joining Ameriprise and has a role as a partner in Atlas Resources LLC, a business focused on shared operational infrastructure and expense management among team members. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.

Thaddeus Dulin is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. His outside activities include serving on nonprofit boards such as the Clemson University Board of Visitors, the South Carolina Governors School for the Arts and Humanities Foundation as treasurer, and the Neighborhood Cancer Connection, where he chairs the finance committee. He has also held leadership roles in local community and political organizations. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Juanita Vitali Cox is a financial advisor with Merrill in Columbia, SC, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior roles include positions at First Citizens Investor Services, First Citizens Bank, and Ameris Bank. She serves as Vice President on the board of the South Carolina Philharmonic, a nonprofit organization dedicated to symphonic music and education. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Fazio is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America, Merrill, Liberty Mutual, Nylife Securities LLC, and New York Life Insurance Co. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics along with diversification principles and modern portfolio theory in its investment approach.

Thomas Bornaschella is a financial advisor with Wells Fargo Clearing in Columbia, South Carolina, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Blake Loggins is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill in various capacities since 2017. Outside of his advisory role, he serves as a head coach for a youth travel baseball program in Columbia, South Carolina. 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, and institutional investors.

Sean Buckley is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 following a brief tenure at Wells Fargo Advisors, LLC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lindsey Connell is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in wealth management at Merrill Lynch in 2013 and joined The Vaughan Group in 2020. Lindsey works closely with individuals and families to plan for their unique financial futures, focusing on managing new wealth, personal retirement planning, and retirement income. She graduated from the University of South Carolina with a bachelor's degree in Journalism and Mass Communications. Lindsey holds the Personal Investment Advisor (PIA) designation. She is an active member of First Presbyterian Church and the Junior League of Greenville, reflecting her commitment to community involvement. Lindsey resides in Greenville, South Carolina with her husband, John, their daughter, Addison, and their golden retriever, Owen. In her spare time, she enjoys spending time at the lake with her family and cheering on the Gamecocks.

Robb Kinder is a financial advisor at Morgan Stanley in Columbia, SC, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at Mutual of America and Cambridge Investment Research, as well as positions outside the financial sector, including at MyGolfSpy and in education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and research-based modeling.

Kristen Rodgers is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is the sole proprietor of FlyView Farms, an agricultural and recreational property management business in South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Shannon Jackson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank NA since 2013. Outside of her advisory role, she is an assistant store manager at Life Storage, overseeing rental, cleaning, and maintenance of self-storage units. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Jacob Aaron is a Series 66-licensed financial advisor with six years of industry experience, currently with Equitable Advisors in Irmo, SC. His prior work includes roles at North Greenville University, Cliffs at Glassy Golf, and Amazon. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of investment adviser representatives and third-party asset managers.

Robert Farish is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has been with Wells Fargo Bank, N.A. since 2023 and joined Wells Fargo Clearing in 2026. Prior to this, he has experience in coding education and real estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dorian Gonzalez Jr is a financial advisor with UBS Financial Services and holds a Series 66 designation. He began his advisory career in 2025 and previously worked at the University of Miami and Belen Jesuit Preparatory School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Ivy Holley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. Her prior work includes roles at Wells Fargo Bank, One Main Financial Services, the University of South Carolina, and Juniper. Outside of her advisory career, she has a part ownership interest in a photo booth rental business. 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 a range of brokerage and advisory solutions supported by proprietary research and third-party analytics.