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 Series 66-credentialed financial advisor with LPL Financial, based in Lexington, SC. He has 16 years of industry experience and has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technology tools to support both discretionary and non-discretionary management.

Brandon Powell is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also involved with Founders Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Christopher Smith Jr. is a CFP® professional with 12 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Edward Jones for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Rosalyn Glenn is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is a candidate for National Treasurer of Delta Sigma Theta Sorority, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and insurance products via its integrated platform.

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 with Edward Jones in Lexington, SC, holding a Series 66 designation and having three years of industry experience. She has worked at Edward Jones since 2019 and was previously employed at Virtual Business Office from 2015 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Karen Ross is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at Cushman Wakefield, The Beach Company, Blue Ridge Company, and Cee Squared Services. Outside of her advisory role, Ross owns Karen Ross Properties, Inc., a real estate management business, though this activity has been put on hold since she began her position at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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.

Shaun Egan is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with AXA Advisors, LLC from 2007 to 2020. Outside of his advisory role, he is a member of the Knights of Columbus in Hicksville, New York. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services with tailored client intake processes and multiple third-party asset managers.

Paul Davis is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial and South State Bank in 2023, he worked at Bank of America, Merrill, and Waddell & Reed. He serves as a board member for a nonprofit organization in Columbia, SC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Rodney Dooley Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds the PFS™ and Series 66 credentials and has worked at Cetera and Carolina Wealth Management, among other firms. Outside of his advisory work, he is involved with Dooley & Company, LLC, a tax preparation and accounting business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and a broad array of investment strategies.

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.