Joel Nesbitt is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years. Outside of his advisory role, he serves as an assistant pastor at Final Authority Christian Church. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brent Roof is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he coaches the boys golf team at AC Flora Athletics in Forest Acres, SC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Jason James is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and totaling 19 years of industry experience. He has worked at Wachovia Bank, N.A. since 2007 and has been with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan management, supported by research from Wells Fargo Investment Institute and third-party sources.

Jeremy Thomason is a CFP®, ChFC®, and Series 66-licensed financial advisor with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the owner of JKT Enterprises, LLC, a holding company related to real estate in South Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Brett Swisher is a CFP® professional with five years of industry experience, currently serving at OSAIC since 2025. His prior experience includes roles at WayForward, The Vanguard Group, TD Bank, and Stratos Wealth Partners. He is also involved with The Sturkie Wealth Management Group as a financial advisor specializing in financial planning. OSAIC Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services using firm-based tools and third-party platforms to create diversified investment portfolios with discretionary and non-discretionary management options.

Calvin Elam is a financial advisor with LPL Financial in Columbia, SC, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including 18 years with LPL Financial. Beyond his advisory role, Mr. Elam is an author and speaker, having written a book titled "Self-Reliance" and conducting seminars on leadership development based on his military career as a brigadier general. He also serves on the board of the South Carolina Public Employee Benefit System. LPL Financial is an SEC-registered investment adviser and broker-dealer that supports individuals, retirement plans, financial institutions, corporations, and nonprofits through a nationwide network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, combining discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

Jorge Sanchez is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Wells Fargo Bank, NA and JP Morgan Securities LLC. Outside of his advisory duties, he is involved with JOGA D'OR, LLC, where he helps review clothing designs. 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 extensive research and portfolio analysis.

Jan Jernigan is a financial advisor with Morgan Stanley in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she serves on the University of South Carolina Board of Dance and is a board member of the Capital City/Lake Murray Country Regional Tourism Board. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides a range of investment-related programs alongside other financial services.

Douglas Sheorn is a financial advisor with Ameriprise in Columbia, South Carolina, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise since 2005, including its affiliated entities. Outside of his advisory role, he is involved in business ownership with Mackey Tract Partners LLC and DMS Farms LLC, which manage timber and personal-use property. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jeffrey Anderson is a financial advisor at Merrill with 30 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America, LPL Financial, and CUNA Brokerage 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tomas Vallecillo is a financial advisor with Ameriprise in Columbia, SC, holding a Series 66 registration and one year of industry experience. Prior to joining Ameriprise, he worked with SOCO and has freelance experience as an animator. In addition to his advisory role, he performs light maintenance and operational duties at a shared workspace. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Amanda Gunn is a Series 66-licensed financial advisor at Raymond James & Associates with 17 years of industry experience. She has worked at Raymond James since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management strategies and affiliated research.

Ryan Wilcox is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2013 and has also been with Bank of America N.A. since 2024. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Nathaniel Price is a CFP®-designated financial advisor with Ameriprise in Lexington, SC, and has 10 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2015 to 2023. Outside of his advisory role, he has been involved with Anderson University since 2014. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, delivering written recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs algorithmic automation overseen by a dedicated committee and combines research and modeling techniques to support its advisory process.

Michael Powers is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade, Massmutual, and First Command Advisory Services. Powers is based in Irmo, South Carolina. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Lisa Bell is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo in various capacities since 2009. Outside of her advisory work, she is the sole owner of Bell Property LLC, an investment-related 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 both brokerage and advisory solutions.

Benjamin Ferguson is a financial advisor with Merrill in Columbia, SC, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Bank of America, Wingstem Wealth, and Insight Global. Outside of finance, he has been involved with media-related ventures such as Reflections Media Carolinas and Camera Monkey Media LLC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Eddington is a financial advisor with LPL Financial in Columbia, SC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company of America, and Northwestern Mutual Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced research to support diversified investment strategies.

Deborah Mc Cutchan is a Series 66 licensed financial advisor with Edward Jones in Columbia, SC, where she has worked since 2015. She has 11 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Jeffrey Inabinet Jr. is a Wealth Management Advisor with the Folline King Group at Merrill Lynch Wealth Management in Columbia, South Carolina. He focuses on serving high-net-worth business owners, corporate executives, retirees, and professional athletes, developing tailored wealth management strategies to address their unique financial needs and goals. Jeffrey has obtained the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, the Sports and Entertainment Accredited Wealth Management Advisor™ designation, as well as FINRA Series 7 and 66 registrations and Life & Health Insurance licenses. He is a graduate of the University of South Carolina, where he also played football for five years as the starting deep snapper. He is involved with the University of South Carolina Lettermen Association. His approach integrates services including asset management, social security, Medicare, executive suite services, estate planning in collaboration with legal and tax professionals, philanthropy, and personal banking through Bank of America.