Adam Hagen is a financial advisor with Ameriprise in Lexington, SC, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and previously spent five years at Sage Wealth Advisors. Hagen is a partner in Atlas Resources LLC, a business established for shared operational infrastructure and expense management among team members. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jacob Aaron is a Series 66-licensed financial advisor with six years of industry experience, currently with Equitable Advisors in Irmo, SC. His prior work includes roles at North Greenville University, Cliffs at Glassy Golf, and Amazon. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of investment adviser representatives and third-party asset managers.

Jordan Sweetenburg is a Series 66-licensed financial advisor with Thrivent Investment Management and has two years of industry experience. Prior to his current role, he worked in behavioral therapy, assisting children with autism spectrum disorder as a registered behavior technician. He also has experience supporting Medicaid transportation services through contract assistance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across various areas including retirement, tax, and special needs planning. The firm combines planning with managed-account options under a consolidated billing service called “WealthPlan,” while maintaining separate planning and asset management services.

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 as a financial advisor at OSAIC. His prior roles include positions at The Vanguard Group, WayForward, and TD Bank. He is involved with The Sturkie Wealth Management Group as a financial planning specialist. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisors.

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 with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His work history includes roles at Cetera Wealth Services, VOYA Financial Advisors, Lincoln Financial Securities Corporation, and his own firm, Balmer & Associates Inc. Outside of advisory work, he serves as chairman of 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 range of portfolio management, financial planning, and retirement services, with access to various program platforms and third-party money managers.

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 12 years of industry experience. He holds a Series 65 designation and has 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 assets on a mostly non-discretionary basis and is distinguished by its smaller scale and its affiliation with an insurance company, allowing advisors to offer insurance products alongside investment advice.