Shaun Egan is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor AXA Advisors since 2007. He is a member of the Knights of Columbus in Hicksville, NY. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through its network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and provides ERISA fiduciary services to qualified plans.

Paul Davis is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Waddell & Reed, and various insurance carriers. He serves as a board member for the BNI nonprofit in Columbia, SC. 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.

Rodney Dooley Jr. is a financial advisor with LPL Financial in Lexington, SC, holding the PFS™ and Series 66 designations and bringing 22 years of industry experience. He previously worked at Cetera and Carolina Wealth Management and has been involved with Dooley & Co, LLC since 1997. In addition to his advisory work, he is engaged in tax preparation and accounting through Dooley and Company, LLC, and is a business owner of Lexington Farm and Timber, LLC. 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 wide range of services including financial planning, third-party asset management, and institutional platforms, supporting investment strategies through discretionary and non-discretionary approaches.

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.

Kenneth Matthews is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves as a military pilot in the U.S. Air Force Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering 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 supports its clients through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Jose Garcia is a Series 66–licensed financial advisor with J.P. Morgan Securities in Lexington, SC, with one year of industry experience. His prior work includes roles at various financial and automotive firms such as Ameriprise Financial Services LLC, Thrivent Investment Management Inc, and Jim Hudson Automotive. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Dumitru Gasan is a Series 66 licensed financial advisor with Edward Jones, based in Gilbert, SC. He has 17 years of industry experience, all with Edward Jones since 2009. Outside of advising, he works as a soccer referee in Chicago. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Andy Shumpert is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Shumpert teaches voice at Edisto Performing Arts Studio and serves as Minister of Music at Roundhill Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

John Case is a financial advisor with LPL Financial in Lexington, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Next Financial Group for 21 years and Colonial Marketing Associates for 35 years. 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 and access to third-party asset management, utilizing various portfolio strategies implemented by investment adviser representatives.

William Benjamin Herritage is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities. Outside of advising, he is involved in fixed insurance sales and co-owns an insurance agency. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services.

Gabriel Penfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Waddell & Reed and Relational Wealth Management, and has been involved in entrepreneurial ventures including co-founding Parking Lot Medic LLC and Tribal Coffee Company LLC. Penfield also serves as a board member for the Irmo Town Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and third-party asset management.

Jason Kyzer is a financial advisor at Edward Jones in Lexington, SC, holding the ChFC® designation and Series 66 license with six years of industry experience. Before joining Edward Jones in 2019, he worked for 15 years at KYZER MASONRY INC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options through a nationwide network of advisors.

Jamie Junis is a Series 66-licensed financial advisor with Edward Jones, bringing a total of 11 years of industry experience. Jamie previously worked at Bonefish Grill before joining Edward Jones in 2015. 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 advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Angela Collins is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Christopher Jewett is a financial advisor with Edward Jones in Lexington, SC, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advisory work, he is involved in commercial property ownership through J Branch LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a large network of financial advisors and branch offices across the country.

Rodney Dooley Sr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has held roles at Cetera and Carolina Wealth Management. In addition to his advisory work, he is a CPA and operates Dooley and Company, a tax preparation and accounting firm, where he has been active since 1983. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives using both proprietary and third-party strategies.

Jeffrey Chassereau is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 18 years. In addition to his advisory role, he is involved in the sales and service of fixed annuities and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios.

Susan Yeatts is a financial advisor at Cetera with 26 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Cetera since 2013. Yeatts also operates tax and financial service businesses, including serving as an enrolled agent and tax preparer, and acts as an insurance agent selling life, health, disability, and fixed annuities in addition to her advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Michael Copeland is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 38 years of industry experience. He previously worked at Gabriel Penfield, Waddell & Reed, Inc., and The O.N. Equity Sales Company. Outside of his advisory work, he has been a soccer referee since 2012 and is involved with the South Carolina Youth Soccer Association. 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, model portfolio programs, and institutional platforms.

Meredith Wilson is a financial advisor at Thrivent Investment Management with two years of experience in the industry. She previously worked at Estates Management Company for 11 years before joining Thrivent Financial and Thrivent Investment Management. Wilson holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”