Kalli Jones is a financial advisor at Morgan Stanley in Columbia, SC, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, Jones worked at Stock Yards Bank & Trust and Bancorp South Bank. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and focuses on delivering tailored financial plans without providing individual security recommendations as part of standalone planning.

Lawton Smith is a financial advisor with LPL Financial in Columbia, SC, holding a Series 66 designation and over 10 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2020. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Logan Schmitt is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked at Equitable Advisors LLC. Outside of his advisory role, he has ongoing involvement with Mosa Monthly LLC and the Daniel Island Club. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Stephen McKenzie is a financial advisor at J.P. Morgan Securities with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Ameriprise, Comerica Bank, and Wells Fargo Bank. He is also employed with Comerica Wealth Management in Charleston, SC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Edward Wells is a financial advisor with LPL Financial in Irmo, South Carolina, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at Merrill, Bank of America, and Waddell & Reed. Outside of his advisory work, he is the owner of JS Promotions LLC, a business unrelated to investment services. 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.

Jonathan Wynkoop II is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Leventis Financial. Outside of advising, he is an owner of Golfwave, an online clothing brand, and serves as a board member for the USC Association of Letterman. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kurt Murphy is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63, 65, and 66 designations and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked in related Wells Fargo entities since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sara Moffat is a financial advisor with Morgan Stanley in Columbia, SC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Her prior work includes positions at Raymond James & Associates and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets.

Jordan Sweetenburg is a financial advisor with Thrivent Investment Management in Irmo, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, Jordan worked in behavioral therapy and healthcare support roles, including as a Registered Behavior Technician assisting children with autism spectrum disorder. Jordan also supports a transportation service focused on Medicaid clients by assisting with contract and sponsor acquisition. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary portfolio management. The firm delivers these services through a large network of advisors and allows clients to combine planning with managed-account programs under a consolidated billing option.

Henry Bolin Jr. is a financial advisor at LPL Financial in Columbia, SC, holding a Series 66 designation with four years of industry experience. He has worked with Accumulus Financial Group, LLC and LPL Financial since 2021. Prior to his advisory career, he was involved in various roles including positions at the University of South Carolina Honors College and Christ Covenant Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, banks, trust companies, and institutions.

David Martin is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65 licenses. He has two years of experience at Wells Fargo Clearing and four years at Wells Fargo Bank, N.A. Prior to his current roles, he was involved in real estate with Jeff Cook Real Estate for six years. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Summer Cox is a financial advisor at UBS Financial Services with 10 years of industry experience. She previously worked at Merrill from 2002 to 2023, with a brief period at North American Petroleum Store, LLC in 2020. Cox holds the Series 66 designation and is based in Columbia, SC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment plans to client goals and risk tolerances.

Christopher Burke is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for over a decade at Prisma Health. He is also the owner of Hodges Burke Financial LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations tailored to client goals.

Lindsey Griffin is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America since 2019. Griffin serves as a committee member for SustainSC, a nonprofit focused on economic growth and conservation in South Carolina, and is a board member of the Emerging Leaders Division of the South Carolina Bankers Association. 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.

F Ronald Dennis is a Private Wealth Advisor at Merrill Lynch Wealth Management, where he has spent his entire career since joining in 1994. He serves the complex financial needs of ultra-high-net-worth families, trustees of family and charitable trusts, and captive insurance companies. In his role, he collaborates closely with clients and their personal advisors to develop and implement strategies aimed at managing financial risk, aligning cash flow needs, and minimizing taxes. He also serves as a Managing Director and Merrill Institutional Consultant, leading a team within the firm's Global Institutional Consulting group that provides financial advice to captive insurance companies. Ronnie Dennis holds several certifications, including the Certified Exit Planning Advisor (CEPA) and the Certified Investment Management Analyst (CIMA) designations. He is an associate of the International Center for Captive Insurance Education (ICCIE) program and a Merrill Institutional Consultant. Mr. Dennis earned a Bachelor of Science degree in Finance and Real Estate from the University of South Carolina. Outside of his professional work, his personal interests include reading, running, bird hunting, and offshore fishing.

Kurt Schroyer is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding a Series 66 designation and 19 years of industry experience. He worked at Merrill for 10 years before joining Wells Fargo Clearing in 2017. 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 through a large network of advisors and offers both brokerage and advisory solutions.

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.