Richard Loy is a financial advisor at Empower Advisory Group with 23 years of industry experience. His prior roles include positions at LPL Financial, Palmetto Citizens Federal Credit Union, CUNA Brokerage Services, Inc., and Lincoln Financial Securities Corporation. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jack Pietra is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at LPL Financial since 2003 and previously spent two years at Woodbury Financial Services, Inc. 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 access, and institutional platforms, supporting advisors with technology-enabled tools while managing over $819 billion in discretionary assets.

Dominic Enzastiga is a financial advisor with Ameriprise in Lexington, SC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ameriprise, he has been involved with the Lexington Soccer Academy as a youth soccer coach and has served with the United States Soccer Federation since 2015. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research-based modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Thompson is a financial advisor with Equitable Advisors in Irmo, South Carolina, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC from 2007 to 2020. Outside of his advisory role, he is a member of Lake Murray Advisory Group, an LLC based in Irmo. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing various third-party asset managers and advisory platforms.

Jackson Brazell is a financial advisor at Charles Schwab with three years of industry experience and holds a Series 66 designation. His prior work history includes roles at Next Step LLC and Amazon. Charles Schwab & Co., Inc. serves primarily 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 provides integrated brokerage, custody, and advisory services.

David Wallace is a CFP® certificant and Series 66 license holder with 12 years of experience, all with Edward Jones since 2014. He is a 30% passive owner and investor in GarnerFit, a physical training business in Columbia, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing approximately $1.01 trillion in assets through a network of over 23,000 advisors and more than 15,000 branch offices nationwide.

Elijah Harris is a financial advisor with Thrivent Investment Management in Lexington, SC, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent Financial and its related entities since 2017. Prior to his financial career, he was involved with Sardis Baptist Church and Columbia International University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

Milton Cooley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cetera since 2000 and operates Tax on Wheels, LLC, a tax consulting and return preparation firm he founded in 1991. Additionally, he is involved in medical insurance as a licensed agent and owns websites that generate Google advertising revenue. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets with more than 10,000 advisors.

Dennis Bull is a financial advisor with Cetera in Lexington, SC, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Cetera since 2025 and previously held roles with Avantax Advisory Services and related entities for over two decades. Outside of his advisory work, he serves as secretary for a local nonprofit organization, Sertoma. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and access to third-party money managers.

Jonathan Tan is a financial advisor with LPL Financial in Lexington, SC, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and a variety of investment platforms.

Brandon Powell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Powell is also affiliated with Founders Federal Credit Union, where he has held financial institution duties since 2013. 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, model portfolios, third-party asset management, and institutional platforms.

Christopher Smith Jr. is a CFP® with 12 years of industry experience. He has worked at Edward Jones from 2014 to 2026 and currently serves as an advisor at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Grant Stoffle III is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked for The Vrdolyak Law Group LLC from 2014 to 2020. 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 large nationwide network of financial advisors and branch offices.

Andrew Sullivan is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Cetera Wealth Services, LLC in 2025, he worked at Avantax Investment Services, Inc. and Avantax Advisory Services. In addition to his work in finance, Sullivan is the owner and attorney at Sullivan Law, LLC, a legal practice specializing in estate planning, including wills, trusts, probate, and succession planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of investment and retirement services through a multi-manager platform with discretionary and non-discretionary account management, supporting various program structures and access to third-party managers.

William Mc Ree is a financial advisor with Ameriprise in Lexington, SC, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has ownership interests in a timber LLC and non-investment-related real estate holdings. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kathryn Paxton Thigpen is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2019 and previously worked at Virtual Business Office from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Karen Ross is a financial advisor with Edward Jones in Lexington, SC, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, she worked at Cushman Wakefield, The Beach Company, Blue Ridge Company, and Cee Squared Services. She is also the owner and agent of Karen Ross Properties, Inc., a real estate business based in Irmo, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Burkhardt Tennent serves as a Senior Resident Director and Wealth Management Advisor with Merrill. In this role, he works closely with clients to develop personalized financial strategies that reflect their individual goals and adapt to evolving market conditions. He leverages investment insights from Merrill alongside banking and lending solutions from Bank of America to support clients in areas such as family wealth management, personal retirement planning, and addressing the unique financial needs of women. Mr. Tennent holds a Bachelor's Degree from Ohio State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His approach emphasizes active portfolio management informed by economic analysis, helping clients manage risk and address concerns related to sustaining their wealth through retirement. Outside of his professional work, Mr. Tennent is involved in community volunteering, reflecting the Merrill tradition of local engagement. His personal interests include biking, cooking, hiking, and practicing yoga.

Heather Whitley is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked for Forrest Insurance Agency for ten years. Whitley is based in Lexington, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brandy Otterbacher Ragan is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their long-term goals, drawing on her understanding of each client's full financial picture. Her areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Brandy has been in the financial services industry since 2008. A Toledo native, she earned both her bachelor's degree and her Master of Business Administration from the University of Toledo. She adheres to the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of her professional work, Brandy enjoys golfing, rock climbing, and running.