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, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, and previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2011 to 2017. 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 a range of brokerage and advisory solutions supported by research and analytics.

Robert Balmer is a financial advisor at Cetera with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at VOYA Financial Advisors and Lincoln Financial Securities Corporation. Outside of his advisory role, he serves as chairman for 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 multi-manager platform with discretionary and non-discretionary management options, providing access to third-party money managers and model portfolios.

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.

Jason Brown is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Wells Fargo Bank, RTO National, and Shellpoint Mortgage Servicing. 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 combines research from its investment institute and third-party sources to implement diversified portfolio strategies.

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.

Steven Junis is a CFP® professional with 42 years of experience in the financial industry. He has been with Edward Jones since 1982, serving clients from Columbia, SC. Outside of his advisory role, he is involved in commercial real estate through ownership of Junis Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Atkinson is a financial advisor with Ameriprise in Lexington, SC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2015 to 2022. Outside of his advisory role, he is involved in independent insurance brokering, focusing on disability income. Ameriprise offers a retirement-income planning service targeting clients with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to support personalized retirement planning within a large institutional framework.

Jeffrey Brockelsby is a Series 65-licensed financial advisor with 17 years of industry experience. He is the sole advisor at Brockelsby Investment Services in Irmo, South Carolina. Outside of financial advising, he serves as corporate treasurer and a board member of Black Hills Reptile Gardens, a tourist attraction where he manages the corporate investment portfolio and advises on budgeting and financial matters. Brockelsby Investment Services provides investment advisory and portfolio management services primarily to individual clients, operating on a mainly non-discretionary basis where clients retain final decision-making authority on transactions.

Diane Johnson is a CFP® professional with 24 years of industry experience. She is the sole advisor at Blackhawk Financial Advisors, an independent firm she has led since 2023. Her prior experience includes roles at Securities Services Network, Securities America, and SSN Advisory. Outside of advisory work, she serves as a co-trustee of her parents’ trusts. Blackhawk Financial Advisors is a single-advisor independent firm serving primarily individual clients with portfolio management and related advisory services. The firm operates from a small multi-office structure and offers a range of financial services, including estate planning and insurance products.

Peter Scovill is a financial advisor with Advocacy Wealth Management, LLC in Columbia, SC, holding a Series 65 designation and seven years of industry experience. He has been with Advocacy Wealth Management since 2019 and operates Forge Consulting LLC, an insurance agency, where he serves as an agent. Advocacy Wealth Management is a multi-team firm with 28 advisors, providing wealth management services to its clients.