Cynthia Reninger is a financial advisor with LPL Financial in Lexington, SC, holding CFP® and Series 63 designations and bringing 27 years of industry experience. She previously worked at Triad Advisors, Inc. for nine years and at Tricapital Financial Group, Inc. for 25 years. 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. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support a range of investment strategies.

Douglas Rickert is a financial advisor with Edward Jones in Leesville, South Carolina. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he operated Rickert Lawncare for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Frank Mc Leod is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for The Rotary Club of St Matthews. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Stephen Sturkie is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Stratos Wealth Partners and LPL Financial. He is president of The Sturkie Wealth Management Group, an S Corp focused on securities, and is also involved in fixed annuity purchases for clients. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on a discretionary or non-discretionary basis.

James Poole is a financial advisor at LPL Financial with 40 years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Poole holds Series 63 and Series 65 designations. 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, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with model portfolios and research from various sources.

Ryan Westmoreland is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of advising, he owns Westmoreland Consulting Group, LLC, which manages the operating expenses of his practice, and serves as president of Atlas Resources, LLC, focused on shared operational infrastructure and expense management among his team members. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice on tax-aware withdrawal strategies and dependable income sources.

Noel Fields is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Clearing. Wells Fargo Advisors is a large institutional firm serving a broad client base with a range of investment services.

Josip Dunat is a CFP® professional affiliated with Osaic Wealth, Inc. He has 10 years of experience in the financial services industry, with previous roles at Merrill and LPL Financial. Dunat also serves as president of Dunat Wealth Management, a non-client-facing entity he uses for business expense management. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and a range of investment options to manage portfolios on both discretionary and non-discretionary bases.

Derek R. Johnson is a Managing Director and Senior Financial Advisor based in the San Jose, California Merrill Lynch Wealth Management office. In this role, he employs a disciplined process to deliver a personalized wealth management experience that takes into account each client's full financial picture. Derek works closely with individuals and business professionals to understand their values and priorities, enabling him to establish appropriate objectives, develop tailored strategies, and recommend solutions aligned with clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals. He draws upon the comprehensive resources of Merrill Lynch to integrate all aspects of clients’ financial lives. With 26 years of experience as a financial advisor since joining Merrill Lynch in 1996, Derek specializes in areas including college education planning, corporate benefits and executive services, divorce transition planning, family wealth management strategies, and investment consulting for defined contribution plans. He conducts regular reviews with clients to monitor progress and adjust strategies as necessary in response to changes in their personal or business circumstances. Derek holds a Bachelor's degree in Finance from San Jose State University and has earned multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His professional philosophy centers on developing one-on-one, personalized financial strategies designed to help clients pursue their long-term goals. In addition to his work, Derek is involved in community service, upholding Merrill’s tradition of volunteer participation. Outside of his professional and community activities, he enjoys spending time with family and friends as well as engaging in adventure sports, biking, boating, camping, horseback riding, surfing, traveling, billiards, and yoga.

William Mathis is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been self-employed since 1986. Mathis has also worked at Cetera Wealth Services since 2013 and is an independent insurance agent specializing in disability, fixed annuities, and life/accident/health insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services and access to third-party money managers, supporting over 10,000 advisors and $256 billion in assets under management.

Michele Zimmerman is a Series 66 licensed financial advisor with Merrill in Irmo, South Carolina. She has 11 years of industry experience and has been with Merrill since 2010. 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.

Alan Hyatt is a financial advisor with Thrivent Investment Management in Lexington, SC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Hyatt serves as a board member at Clemson University’s College of Business and is involved with the finance committee at Mt. Horeb United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering holistic, goal-based planning across a range of financial topics without discretionary trading authority.

Raymond Bradley is a Series 66-credentialed financial advisor with Thrivent Investment Management, with nine years of experience at the firm and eight years in the industry overall. Prior to his current role, he held positions at the South Carolina Baptist Convention and Columbia International University. Outside of his financial advisory work, he serves as Board Chairman for Bethel Christian Camp and is an elder at Mill City Church, where he oversees communications and the children’s ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans that cover a broad range of topics including retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under a consolidated billing option but does not accept discretionary trading authority for its planning services.

Mindy Young is a CFP®-certified financial advisor with Edward Jones, based in Lexington, SC. She has 21 years of industry experience and has been with Edward Jones since 2004. 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 assets of approximately $1.01 trillion through a large network of financial advisors and branch offices nationwide.

Micah Inman is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Fisher Investments since 2021 and previously held positions at TD Ameritrade, Charles Schwab, and Schwab Bank. Outside of his advisory work, he is the sole owner of a rental property management business. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative screening and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and defensive tactics to manage risk and positioning.

Paul Merz is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in managing commercial properties in Irmo, South Carolina. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

George Skinner is a financial advisor at Ameriprise in Lexington, SC, holding a Series 66 designation. He has prior service experience in the United States Marine Corps and the United States Navy, including the Naval Academy, before beginning his financial advisory career in 2024. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with automated and committee-reviewed recommendations, focusing on clients with assets held in Ameriprise Managed Accounts.

Caterina Zabala Otero is a financial advisor with Edward Jones in Lexington, SC, holding a Series 66 designation and one year of industry experience. She has worked at Edward Jones since 2021 and previously was employed at Starbucks Coffee. Outside of her advisory role, she provides occasional caregiving services through the South Carolina Respite Coalition, supporting her sister with special needs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Christopher Whitehead is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, he worked at Michelin North America and Bridgestone Retail Operations. Whitehead serves as president of the Columbia, SC chapter of Business Networking International, where he leads weekly meetings and participates on the leadership team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Frank Douglass is a CFP® with 17 years of experience in financial planning and tax preparation. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025. Prior to this, he worked over a decade at Avantax Insurance Agency LLC and related entities. Douglass also works as an owner and sole proprietor of Douglass Financial, LLC, and has served as an instructor at Midlands Technical College for over a decade. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a large network of independent advisors.