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.

Vaso Sulkuqi is a financial advisor at Wells Fargo Clearing with three years of industry experience. Prior to joining Wells Fargo, Sulkuqi held roles at LPL Enterprise LLC and Ameriprise. He is registered with the Series 66 designation. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Robert Elrod is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in guiding clients through education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. Robert holds a Bachelor's Degree from the University of South Carolina System. He has earned multiple professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). His approach focuses on aligning financial plans with clients’ individual perspectives and priorities to help them achieve their long-term goals.

Ryan Atkinson is a financial advisor at Ameriprise in Columbia, SC, holding Series 63 and Series 66 designations with 14 years of industry experience. He previously worked at Merrill and Bank of America, N.A. for seven years. In addition to his advisory role, he is involved in independent insurance brokering focused on disability income. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice for clients nearing or in retirement. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security claiming guidance within a platform that integrates Ameriprise-managed assets and proprietary investment options.

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® certificant with 25 years of industry experience and is the sole advisor at Blackhawk Financial Advisors. She has previously worked with firms such as Securities Services Network and Charles Schwab, among others. Outside of her advisory role, she is involved in property management ventures and serves as a co-trustee for family trusts. Blackhawk Financial Advisors is an independent registered investment adviser serving primarily individual clients with portfolio management and related services. The firm operates with a small, dual-office setup and offers additional services through affiliated legal and insurance activities, distinguishing it from many peer firms.

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.