Jack Pietra is a financial advisor with LPL Financial in Irmo, South Carolina, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from internal and third-party sources.

Dominic Enzastiga is a financial advisor with Ameriprise in Lexington, SC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ameriprise, he has been involved with the Lexington Soccer Academy as a youth soccer coach and has served with the United States Soccer Federation since 2015. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research-based modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Thompson is a financial advisor with Equitable Advisors in Irmo, South Carolina, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including its prior affiliation as Axa Advisors, LLC. Outside of his advisory role, he is a member of Lake Murray Advisory Group, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management access through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services.

Kevin Swander is a CFP® with three years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Northwestern Mutual Wealth Management Company and the University of South Carolina. In addition to his advisory work, he engages in outside insurance sales focusing on life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning tailored to clients’ needs.

Jackson Brazell is a financial advisor at Charles Schwab with three years of industry experience and holds a Series 66 designation. His prior work history includes roles at Next Step LLC and Amazon. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

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.

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.

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.

Gregg Newman is a Series 63 licensed financial advisor with Ameriprise in Columbia, SC, with 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is the captain of a fishing charter business and is involved in timber management through White Oak Timber Company LLC. Ameriprise provides retirement-income planning services primarily to individuals nearing or in retirement who meet specific asset criteria, offering detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured, algorithm-assisted process to support personalized retirement income planning.

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.

Robert Kopp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has worked at Thrivent Financial and its related entities since 2020 and previously spent six years at Able South Carolina. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm offers both one-time and ongoing planning relationships and integrates planning with managed-account programs under a consolidated billing option.

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.

Madison King is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has been with Ameriprise Financial Services in various capacities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendations and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

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.

Henry Summer is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 license, and has 39 years of industry experience. He is also a CPA and attorney with over 50 years of professional experience, including prior roles at Avantax Advisory Services and extensive independent practice. Outside of his advisory work, he serves as a board member and treasurer for the Newberry Area Council on Ministries of the United Methodist Church. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management and model-based solutions tailored to client objectives under multiple custody and platform arrangements.

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.

Eric Rivers is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has been affiliated with Cetera and its related entities since 2023. Outside of financial advising, Rivers serves as a football official for the South Carolina Independent School Association and co-hosts a podcast focused on media, sports, and music topics. He is also involved in community organizations, including serving as a philanthropy representative for the Palmetto Men’s Club and as an instructor at Midlands Technical College. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, third-party money managers, and financial planning services, operating across multiple program structures and custodial relationships.

Beau Wolfe is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Waddell & Reed Inc and Gabriel Penfield. He has also worked outside the financial sector, including a two-year period at Sozo Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.