Michael Copeland is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Gabriel Penfield, Waddell & Reed, Inc., The O.N. Equity Sales Company, Ohio National Financial Services, and National Planning Corporation. Outside of his financial career, he has served as a soccer referee since 2012 and is a member of the South Carolina Youth Soccer Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and an extensive suite of operational and research tools.

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.

Joel Taliaferro is a CFP®-credentialed financial advisor with 18 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Inkpointe Financial Group, Accumulus Financial Group, and Waddell & Reed Inc. He also has experience in insurance agencies and property management. 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, supported by extensive advisor tools and a large network of over 22,800 advisors.

Julian Jordan is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience and previously worked at the United States Department of Agriculture and Bank of America. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Johnathan Stackhouse is a financial advisor with LPL Financial in Irmo, South Carolina, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and various credit unions. He is also involved with Palmetto Citizens Federal Credit Union alongside his work at LPL Financial. 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 model portfolios and third-party asset management, supported by advisory tools and a broad range of financial products.

Dwight Szarkowski is a Private Wealth Advisor with Merrill Private Wealth Management and has been with Merrill since 1984. As one of the founding members of his team, he serves as the primary equity strategist and is responsible for evaluating derivative strategies, structuring fixed-income portfolios, and formulating asset allocation strategies for high-net-worth clients. His client focus areas include corporate executive services, family wealth management strategies, and managing new wealth. Dwight graduated magna cum laude from Washington and Lee University with bachelor's degrees in both Economics and French. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and French. Throughout his career, Dwight’s expertise has centered on advising ultra-affluent individuals, families, and institutions on wealth perpetuation, intergenerational wealth transfers, and philanthropic planning. Outside of his professional work, Dwight is involved in mentoring teens and supports organizations such as Family Place, UT Southwestern Medical Center, and the North Dallas High School Mentor Program. His personal interests include biking, boating, fishing, golfing, hunting, ice hockey, photography, scuba diving, tennis, and traveling.

Ethan Bidwell is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with two years of industry experience. He has worked at Edward Jones since 2020, with a brief period at Monroe Financial Group in 2023. Outside of his advisory role, he has been involved with Wildewood Country Club and education from 2014 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with 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 operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Amy Lynn is a financial advisor at Edward Jones in Columbia, SC, with six years of industry experience. She previously worked at WACHOVIA/Wells Fargo for 14 years before joining Edward Jones in 2022. Amy holds the Series 63 and Series 66 designations. 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 investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Christopher Eaker is a financial advisor with Edward Jones in Blythewood, SC, holding a Series 66 credential and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with G&S Adventures, Inc., a business engaged in construction and used car activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with over four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial services supported by a nationwide network of financial advisors and branch offices.

Jamie Porter is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at various Cetera entities since 2021 and also serves as a client service specialist at Sides Financial Strategies, Inc., where he provides customer service and assists with client reviews and account preparations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

James Poole is a financial advisor with LPL Financial in Irmo, South Carolina, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Wells Fargo Advisors, Stephens, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of advising, he is involved in nonprofit financial advisory activities under Good Life Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gabriel Glover is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation. He has prior experience at Arthur State Bank and Elliott Davis, and has worked in academic roles at Clemson University and Presbyterian College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of approximately 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies and provides additional services including tax-efficient management and affiliated mutual funds.

Lindsay Cox is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, Cox worked at South State Bank for four years and has experience in the food and beverage industry with roles at Old Mill Brewpub and Dupree Catering. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Floyd is a Series 66-licensed financial advisor with Ameriprise in Columbia, SC, and has 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages an advisory business under Kevin L Murphy, LLC. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Floyd is a financial advisor with LPL Enterprise in Columbia, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Floyd also has experience with the South Carolina Army National Guard and has been involved with Patricia Dempster in various capacities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Brad Blackburn is a financial advisor with LPL Financial in Columbia, SC, holding the CFP® and ChFC® designations and possessing 27 years of industry experience. Prior to joining LPL Financial in 2008, he worked at PRUCO Securities, LLC for seven years. Outside of his advisory role, he is involved with shirtsCANfly, a retail business connected to an aviation Facebook group called Carolina Aviators Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers comprehensive financial planning and asset management services through a broad platform including model portfolios, third-party asset managers, and institutional programs.

David Senn is a financial advisor with Edward Jones in Columbia, SC, holding a Series 66 designation and 13 years of experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices across the United States.

Kaarina Plotkin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings extensive experience in the financial services industry, with a focus on personalized attention and developing customized financial strategies tailored to the priorities of high net-worth individuals and families. Her areas of expertise include college education planning, executive compensation, family wealth management strategies, institutional investment consulting, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. Kaarina holds a Bachelor's degree from East Carolina University and has earned the Personal Investment Advisor (PIA) designation. She is affiliated with several professional organizations, including the Rolls Royce/Bentley Automobile Club, Valley Forge Signal Seekers Club, Purple Hearts Reunited, the Flight Simulator Association (FSA), and the Airplane Remote Control Organization (VFSS). Outside of her professional role, Kaarina is involved in community and philanthropic activities such as Smart Recovery Organization and has served as a board member for the American Technion Society and Temple Sholom in Broomall, Pennsylvania. She also engages in personal interests including antiquing, football, gardening, genealogy, ice hockey, photography, racquetball, and spending time with her family.

Cameron Prewitt is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2017, previously at Scottrade from 2014 to 2017. Outside of his financial advisory role, he serves as a pastoral advisor on finances for Gethsemane Baptist Church and acts as treasurer for a healthcare services business run by his wife. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory program. The firm integrates brokerage, custody, and advisory functions with a multi-asset, model portfolio investment approach.

Bob Azarieh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His work history includes roles at Ridgewood Savings Bank and Infinex Investments, Inc., where he has worked since 2018, as well as prior positions at HSBC Securities Inc., HSBC Bank USA N.A., and Arive Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, supported by a large network of advisors and advanced operational tools.