Kathy Bradley Belstock is a Series 66 licensed financial advisor with Edward Jones in Lexington, SC, where she has worked since 2007. She has 19 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Adam Hagen is a financial advisor with Ameriprise in Chapin, South Carolina, holding a Series 66 designation and six years of industry experience. He previously worked at Sage Wealth Advisors for five years before joining Ameriprise and has a role as a partner in Atlas Resources LLC, a business focused on shared operational infrastructure and expense management among team members. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.

Jacob Aaron is a financial advisor with Equitable Advisors in Irmo, SC, holding a Series 66 designation and six years of industry experience. Before joining Equitable Advisors in 2020, he held positions at Cliffs at Glassy Golf, Outdoor Underwriters, North Greenville University, and Amazon. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Jordan Sweetenburg is a financial advisor with Thrivent Investment Management in Irmo, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, Jordan worked in behavioral therapy and healthcare support roles, including as a Registered Behavior Technician assisting children with autism spectrum disorder. Jordan also supports a transportation service focused on Medicaid clients by assisting with contract and sponsor acquisition. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary portfolio management. The firm delivers these services through a large network of advisors and allows clients to combine planning with managed-account programs under a consolidated billing option.

Jeremy Thomason is a CFP®, ChFC®, and Series 66-licensed financial advisor with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the owner of JKT Enterprises, LLC, a holding company related to real estate in South Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Brett Swisher is a CFP® professional with five years of industry experience, currently serving at OSAIC since 2025. His prior experience includes roles at WayForward, The Vanguard Group, TD Bank, and Stratos Wealth Partners. He is also involved with The Sturkie Wealth Management Group as a financial advisor specializing in financial planning. OSAIC Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services using firm-based tools and third-party platforms to create diversified investment portfolios with discretionary and non-discretionary management options.

Nathaniel Price is a CFP®-designated financial advisor with Ameriprise in Lexington, SC, and has 10 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2015 to 2023. Outside of his advisory role, he has been involved with Anderson University since 2014. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, delivering written recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs algorithmic automation overseen by a dedicated committee and combines research and modeling techniques to support its advisory process.

Michael Lazarakis is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Merrill and BOFA Securities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Robert Balmer is a financial advisor at Cetera with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at VOYA Financial Advisors and Lincoln Financial Securities Corporation. Outside of his advisory role, he serves as chairman for COB Rugby, Incorporated, where he participates in meetings and assists with fundraising activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary management options, providing access to third-party money managers and model portfolios.

Ryan Atkinson is a financial advisor with Ameriprise in Lexington, SC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2015 to 2022. Outside of his advisory role, he is involved in independent insurance brokering, focusing on disability income. Ameriprise offers a retirement-income planning service targeting clients with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to support personalized retirement planning within a large institutional framework.

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.

Greggory Vaughn is a financial advisor at Treehouse Financial, Inc. with 11 years of industry experience. He holds a Series 65 designation and previously worked at Becket Financial Group, H & R Block, and Kleen Sites Geoservices Inc. Treehouse Financial, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm manages approximately $1.43 million in assets across four client relationships and offers primarily non-discretionary account management alongside insurance products through an affiliated insurance company.