Joel Taliaferro is a CFP®-credentialed financial advisor with 18 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Inkpointe Financial Group, Accumulus Financial Group, and Waddell & Reed Inc. He also has experience in insurance agencies and property management. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Julian Jordan is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience and previously worked at the United States Department of Agriculture and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Johnathan Stackhouse is a financial advisor with LPL Financial in Irmo, South Carolina, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and various credit unions. He is also involved with Palmetto Citizens Federal Credit Union alongside his work at LPL Financial. 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 and access to model portfolios and third-party asset management, supported by advisory tools and a broad range of financial products.

Ethan Bidwell is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with two years of industry experience. He has worked at Edward Jones since 2020, with a brief period at Monroe Financial Group in 2023. Outside of his advisory role, he has been involved with Wildewood Country Club and education from 2014 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with 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 operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Amy Lynn is a financial advisor at Edward Jones in Columbia, SC, with six years of industry experience. She previously worked at WACHOVIA/Wells Fargo for 14 years before joining Edward Jones in 2022. Amy holds the Series 63 and Series 66 designations. 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 investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Christopher Eaker is a financial advisor with Edward Jones in Blythewood, SC, holding a Series 66 credential and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with G&S Adventures, Inc., a business engaged in construction and used car activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with over four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial services supported by a nationwide network of financial advisors and branch offices.

Jamie Porter is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at various Cetera entities since 2021 and also serves as a client service specialist at Sides Financial Strategies, Inc., where he provides customer service and assists with client reviews and account preparations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

James Poole is a financial advisor with LPL Financial in Irmo, South Carolina, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Wells Fargo Advisors, Stephens, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of advising, he is involved in nonprofit financial advisory activities under Good Life Financial Advisors. 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 portfolio programs, third-party asset management, and institutional platforms.

Gabriel Glover is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation. He has prior experience at Arthur State Bank and Elliott Davis, and has worked in academic roles at Clemson University and Presbyterian College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of approximately 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies and provides additional services including tax-efficient management and affiliated mutual funds.

Jennifer Floyd is a Series 66-licensed financial advisor with Ameriprise in Columbia, SC, and has 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages an advisory business under Kevin L Murphy, LLC. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Floyd is a financial advisor with LPL Enterprise in Columbia, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Floyd also has experience with the South Carolina Army National Guard and has been involved with Patricia Dempster in various capacities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Brad Blackburn is a financial advisor with LPL Financial in Columbia, SC, holding the CFP® and ChFC® designations and possessing 27 years of industry experience. Prior to joining LPL Financial in 2008, he worked at PRUCO Securities, LLC for seven years. Outside of his advisory role, he is involved with shirtsCANfly, a retail business connected to an aviation Facebook group called Carolina Aviators Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers comprehensive financial planning and asset management services through a broad platform including model portfolios, third-party asset managers, and institutional programs.

David Senn is a financial advisor with Edward Jones in Columbia, SC, holding a Series 66 designation and 13 years of experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices across the United States.

Kaarina Plotkin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings extensive experience in the financial services industry, with a focus on personalized attention and developing customized financial strategies tailored to the priorities of high net-worth individuals and families. Her areas of expertise include college education planning, executive compensation, family wealth management strategies, institutional investment consulting, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. Kaarina holds a Bachelor's degree from East Carolina University and has earned the Personal Investment Advisor (PIA) designation. She is affiliated with several professional organizations, including the Rolls Royce/Bentley Automobile Club, Valley Forge Signal Seekers Club, Purple Hearts Reunited, the Flight Simulator Association (FSA), and the Airplane Remote Control Organization (VFSS). Outside of her professional role, Kaarina is involved in community and philanthropic activities such as Smart Recovery Organization and has served as a board member for the American Technion Society and Temple Sholom in Broomall, Pennsylvania. She also engages in personal interests including antiquing, football, gardening, genealogy, ice hockey, photography, racquetball, and spending time with her family.

Cameron Prewitt is a financial advisor with Charles Schwab in Columbia, SC, holding a Series 66 license and 20 years of industry experience. His prior roles include positions at Scottrade, TD Ameritrade, and Ameriprise. Outside of his advisory work, he serves as a pastoral advisor on financial matters for Gethsemane Baptist Church and is involved in healthcare services administration through Sleep Then Awake LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options supported by centralized custody and research services.

Bob Azarieh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His work history includes roles at Ridgewood Savings Bank and Infinex Investments, Inc., where he has worked since 2018, as well as prior positions at HSBC Securities Inc., HSBC Bank USA N.A., and Arive Capital Markets. 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 financial planning and investment management services, supported by a large network of advisors and advanced operational tools.

Brandon Briggs is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at Davidson, Wren and DeMasters, P.A. from 2016 to 2020 before joining Ameriprise in 2021. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Mathis is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been self-employed since 1986. Mathis has also worked at Cetera Wealth Services since 2013 and is an independent insurance agent specializing in disability, fixed annuities, and life/accident/health insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services and access to third-party money managers, supporting over 10,000 advisors and $256 billion in assets under management.

Michele Zimmerman is a Series 66 licensed financial advisor with Merrill in Irmo, South Carolina. She has 11 years of industry experience and has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Brazell is a financial advisor with Charles Schwab in Irmo, South Carolina, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior work includes fourteen years at Scottrade, Inc. and he is also the manager and sole proprietor of Next Step LLC, a non-investment-related business. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 utilizes multi-asset model portfolios along with a formal alternative-investment process.