Meredith Wilson is a financial advisor at Thrivent Investment Management with two years of experience in the industry. She previously worked at Estates Management Company for 11 years before joining Thrivent Financial and Thrivent Investment Management. Wilson holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Cynthia Reninger is a CFP® certificant with 27 years of industry experience. She is currently with LPL Financial and previously worked at Triad Advisors, Inc. and Tricapital Financial Group, Inc. She operates under Carolina Retirement Solutions, an entity related to her LPL business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 licenses and previously worked at Stratos Wealth Partners, LPL Financial, and BB&T Investment Services. He is president of The Sturkie Wealth Management Group, an S Corporation that operates as his securities business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diverse portfolios tailored to client needs.

James Poole is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing, Stephens, Citigroup Global Markets, and Legg Mason Wood Walker. Poole operates Good Life Financial Advisors as a DBA for his LPL business and is involved in insurance sales through Good Life IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, asset management, and institutional platforms, supported by a large network of advisors and a comprehensive suite of tools and partnerships.

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 in Lexington, SC, holding a Series 66 designation and 24 years of industry experience. He has worked with Wells Fargo Advisors since 2018, and previously with Wells Fargo Clearing, First Citizens Asset Management, Inc., and Osaic FS, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers broad financial planning services tailored to clients meeting net-worth thresholds, covering areas such as retirement, education, risk, and wealth-transfer planning.

Josip Dunat is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at OSAIC Wealth, Inc. He previously worked at Merrill for 16 years and held roles at LPL Financial LLC and Stratos Wealth Partners, Ltd. Dunat is also president of Dunat Wealth Management, a sole-member LLC used for administrative purposes. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple investment platforms, employing asset-allocation tools and risk-tolerance assessments to build portfolios across various asset classes.

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 with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services since 2013 and has been self-employed since 1986. In addition to his advisory work, Mathis operates as an independent insurance agent specializing in disability, fixed annuities, and life/accident/health insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services through a network of over 10,000 independent advisors.

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 at Thrivent Investment Management with 35 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a board member for the Clemson University College of Business and participates on the finance committee of Mt. Horeb United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial topics through goal-based analyses without discretionary trading authority, and supports combining planning with managed-account programs under a consolidated billing option.

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.

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, Pruco Securities, LLC, and several companies outside the financial sector. Outside of advisory work, he co-owns two commercial properties in Irmo, South Carolina, that are leased to various local businesses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

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 four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Michelin North America for one year and Bridgestone Retail Operations for twelve years. He serves as president of a Business Networking International chapter in Columbia, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Frank Douglass is a CFP® with 18 years of industry experience currently serving at Cetera. He has worked at Avantax Insurance Agency LLC and Avantax Advisory Services, and he is the owner of Douglass Financial, LLC, where he provides financial planning and tax preparation services. He also has a teaching role at Midlands Technical College. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through an extensive network of advisors and a multi-manager platform.

Kathy Bradley Belstock is a Series 66 licensed financial advisor with Edward Jones in Lexington, SC, where she has worked since 2007. She has 19 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.