Rosalyn Glenn is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Glenn is a candidate for National Treasurer of Delta Sigma Theta Sorority, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Lee Parker is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2018 and concurrently works with William F Bodie CPA PA since 2013. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers several portfolio management approaches supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Amy Cain is a financial advisor at Edward Jones in Columbia, SC, holding a CFP® designation and a Series 66 license with four years of industry experience. She previously worked at Truist Investment Services and Truist Bank, as well as LPL Financial, LLC. Outside of her advisory role, she is a partner in a family farm in Sumter, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Erica Platt is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at NYLIFE Securities LLC and New York Life. Outside of her advisory role, she owns an online hair product business and manages a salon suite rental business in Columbia, SC. 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, offering model-based and discretionary investment strategies for a variety of individual and institutional clients.

Jeremy Pickens is a financial advisor with Edward Jones in Columbia, SC. He holds the Series 66 designation and has one year of industry experience. Prior to his financial advisory role, he served in the U.S. Army from 2012 to 2024. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

A. Dowl Knight is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he owns and operates A Dowl Knight & Company PC, a tax preparation business, and is also involved in fiduciary activities. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement, combining research and modeling to provide tax-efficient withdrawal strategies and income planning. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Shaun Egan is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor AXA Advisors since 2007. He is a member of the Knights of Columbus in Hicksville, NY. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through its network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and provides ERISA fiduciary services to qualified plans.

Daniel Hoefer is a CFP®-credentialed financial advisor with 22 years of industry experience, currently serving clients at Edward Jones since 2003. In addition to his advisory role, he owns and operates Sweet Iron Farm and Blue Steel Quarter Horses, LLC, an equine breeding business, as well as Blue Steel Distributors, LLC, a firearms dealership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Robert Hewitt II is a financial advisor with Edward Jones in Columbia, SC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at MWA Financial Services Inc and Modern Woodmen of America. He serves as Vice President of the Lambda Chi Alpha Alumni Corporation board, involved in managing and maintaining a fraternity house. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kenneth Matthews is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves as a military pilot in the U.S. Air Force Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Elise Bidwell is a CFP® with 19 years of experience at Edward Jones, where she has worked since 2007. She holds the Series 66 designation and is based in Columbia, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Eric Rivers is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has been associated with Cetera and affiliated entities since 2023. Outside of his advisory work, Rivers serves as a football official for the South Carolina Independent School Association and is involved in community activities including philanthropy through the Palmetto Men's Club and co-hosting a podcast focused on media, sports, and music topics. He also teaches a course at Midlands Technical College and serves as a board member for a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party managers across diverse program structures.

Beau Wolfe is a financial advisor with LPL Financial in Columbia, SC, holding a Series 66 designation and having five years of industry experience. His prior roles include positions at Waddell & Reed Inc and Gabriel Penfield, as well as experience outside finance at Sozo Fitness and with DTE Energy-Exos and Intel-Exos. 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 supported by model portfolios, third-party asset management, and various institutional platforms.

William Benjamin Herritage is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities. Outside of advising, he is involved in fixed insurance sales and co-owns an insurance agency. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services.

Gabriel Penfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Waddell & Reed and Relational Wealth Management, and has been involved in entrepreneurial ventures including co-founding Parking Lot Medic LLC and Tribal Coffee Company LLC. Penfield also serves as a board member for the Irmo Town Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and third-party asset management.

Lorena Edwards is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has worked at Cetera and its affiliated entities since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Edwards also teaches classes at Midlands Technical College and serves on the finance committee of Gateway Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers diverse portfolio management and consulting services, utilizing a multi-manager platform with options ranging from automated allocations to bespoke investment strategies.

Ronald Williams is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. His prior experience includes roles at FSC Securities and Investacorp, Inc. Outside of his advisory work, he is president of a local landowners association. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a variety of portfolio management strategies, including proprietary models and access to third-party managers, tailored to client objectives across multiple custody and platform arrangements.

Steven Junis is a financial advisor with Edward Jones in Columbia, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he held roles at Aqua Splash Inc. and Pool Patrol Service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Michael Copeland is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 38 years of industry experience. He previously worked at Gabriel Penfield, Waddell & Reed, Inc., and The O.N. Equity Sales Company. Outside of his advisory work, he has been a soccer referee since 2012 and is involved with the South Carolina Youth Soccer Association. 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, model portfolio programs, and institutional platforms.

Tanya Maldonado is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and Palmetto Citizens Federal Credit Union. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, focusing on clients’ Ameriprise-managed accounts and utilizing algorithmic automation under professional oversight.