Anthony Polidoro is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has previously worked with CITIGROUP and Truist Investment Services and Advisory Services. Outside of his advisory work, he owns AP Rustic Creations, a handmade leather crafts business based in Moore, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm operates with a large scale of assets under management and integrates research and analytics to guide its investment approach.

Christine Lewis is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Patrick Blewett III is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices across the United States.

Barry Laban is a financial advisor at Cetera with 26 years of industry experience and holds a Series 66 designation. He has previously worked at Avantax Advisory Services, Avantax Investment Services, and 1 St Global Advisors, among others. Outside of his advisory role, he is the president of the Columbia Jewish Community Center. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

John Mendenhall is a financial advisor with Merrill in Columbia, South Carolina, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, Merrill, Wells Fargo, and First Command Financial Planning. He serves as a committee member on the Finance Committee of Union United Methodist Church, where he reviews budgets and monitors spending. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gabriel Smith is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he serves as the finance chairman of the Village of Hope Community Development Corporation, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a variety of portfolio management and model-based strategies.

Vincent Sims is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. He joined Wells Fargo Bank, N.A. in 2024 and Wells Fargo Clearing in 2025. Prior to his financial industry roles, he worked at Top Golf and ViTe Inc, and attended the College of Charleston. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap‑fee programs, 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 supported by research from Wells Fargo Investment Institute and third-party databases.

William Caskey is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1995. In his role, he collaborates with individuals and businesses to identify, prioritize, and develop strategies aimed at achieving their long-term financial goals. His experience includes working with high-net-worth individuals, businesses, and national restaurant franchises. Before joining Merrill Lynch, William served as a Captain in the United States Army and was deployed internationally, including missions in Buenos Aires, Germany, Haiti, Saudi Arabia, and Kuwait during Operation Desert Storm. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William earned a Bachelor of Business Administration degree in Business Management from Augusta State University.

Jack Griffith Jr. is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Sigma Financial Corporation, and Spc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from various sources.

Ramon Mejia is a financial advisor with LPL Financial based in Columbia, SC, holding a Series 66 license and 10 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 10 years and also operates RM Mejia Tax & Accounting Services, a tax preparation and accounting firm. He is also active as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mark Horman is a financial advisor with LPL Financial in Columbia, SC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at MetLife Securities, MassMutual Life Insurance, and Mass Mutual Investors Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by internal and external research.

Christopher Roberts is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is also an independent contractor for 2SR's Family Enterprises, LLC, which contracts with Vision Wealth Group. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting using risk profiling and modeling tools, and is noted for its municipal advisor affiliation and specialized advisory programs.

Van Hobbs Jr. is a financial advisor with Ameriprise in Columbia, SC, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is co-owner of The Wyboo Lead Dog LLC, a real estate business. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver these services and offers a broad range of advisory, brokerage, and insurance solutions.

Reginald Graham is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. He previously worked at Lincoln Financial Securities Corporation and has a background in management from his 14 years at Olive Garden-Darden. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, with various custody and platform options tailored to client goals.

Cathy Hinson is a financial advisor with Merrill in Columbia, South Carolina, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2000 and with Bank of America, N.A. since 2023. Outside her advisory role, she is a co-owner of a family rental property business in North 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Robert Banish is a financial advisor with Merrill in Columbia, SC, holding a Series 66 designation and 16 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2019 and previously spent eight years with First Citizens Asset Management and three years with First Citizens Investor Services. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Corrie Crawford is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 65 and Series 63 designations and has been with Wells Fargo in various capacities since 2009. 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 supported by research from Wells Fargo Investment Institute and third-party analytics.

David Salinas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Kingswood Wealth Advisors, Benchmark Advisory Services, Benchmark Investments, and Newbridge Securities Corporation. He is based in Columbia, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from the Wells Fargo Investment Institute and third-party sources.

Margaret Randle is a financial advisor at Merrill with a Series 66 license and two years of industry experience. She previously worked at FP1 Strategies and has held various roles since 2016, including a position at Martin Horn, Inc. and involvement with Wofford College Football. 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 and profit-sharing plans, corporations, and charitable organizations.

C. Mcnair is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves on the Investment Committee of the General Synod of the Associate Reformed Presbyterian Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.