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.

Madison Alexander is a financial advisor at Merrill with a Series 66 designation and 0 years of industry experience. Prior to joining Merrill in 2024, Madison worked at Bank of America from 2022 to 2024 and has held various roles in small businesses including Java Junction, Brew-IT, and Amore Mocha. Merrill, along 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.

Nathaniel Price is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ameriprise in Columbia, SC since 2023. Prior to this, he worked at Northwestern Mutual in various capacities from 2015 to 2023. He has also been affiliated with Anderson University since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 registrations and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and with Wells Fargo Bank NA since 2009. Outside of her advisory role, she is the owner of Bell Property LLC, a business involved in real estate investment. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources, focusing on diversification and modern portfolio theory.

Benjamin Ferguson is a financial advisor at Merrill in Columbia, SC, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Bank of America, Wingstem Wealth, Insight Global, and Newday Financial. Outside of finance, he has been involved with Reflections Media Carolinas since 2020 and has also worked with Camera Monkey Media and Clemson University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension 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 with 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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and multiple portfolio management options supported by proprietary research and technology.

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.

Michael Lazarakis is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Merrill and BOFA Securities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

John Martin is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at The Windermere Club from 2015 to 2017. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Virginia Mcmaster is a Series 66-credentialed financial advisor with Morgan Stanley in Columbia, SC, where she has worked since 2015. She has 11 years of industry experience and also serves as a board member for the Columbia YMCA, participating in fundraising activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Grant Robinson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms including TD Bank N.A., Ameriprise, and Robinson Risk Consulting. Robinson is based in Columbia, South Carolina. 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.

Taylor Seffels is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and was previously with Morgan Stanley and Morgan Stanley Private Bank from 2011 to 2017. 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 and provides both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.

Robert Balmer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His work history includes roles at Cetera Wealth Services, VOYA Financial Advisors, Lincoln Financial Securities Corporation, and his own firm, Balmer & Associates Inc. Outside of advisory work, he serves as chairman of COB Rugby, Incorporated, where he participates in meetings and assists with fundraising activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to various program platforms and third-party money managers.

Aaron Rowland is a financial advisor with Merrill in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Merrill since 1998. Outside of his advisory role, he works as a ride-share and food delivery driver for Uber and Lyft. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Carolyn Mendelssohn Drake is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1987. In addition to her advisory role, she is involved in the sale of investment-related products and receives compensation for referrals of home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

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.

Roger Colchin is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at VOYA Financial Advisors and Cetera Wealth Services, LLC. In addition to his advisory work, he serves as an instructor at Midlands Technical College, teaching a course on investment-related topics. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers and provides a range of program options from automated allocations to bespoke strategies.

Anna Jones is a financial advisor with Thrivent Investment Management in Columbia, SC. She holds the Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to joining the firm, she worked in financial coaching and for the South Carolina Department of Social Services. Outside of her advisory role, she owns and manages a short-term rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning across multiple areas. The firm offers these services as stand-alone engagements or in combination with managed-account programs under a consolidated billing option.