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.

Patricia Dempster is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Pamela Joyner is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Ashland LLC and Pharmachem Laboratories, Inc. She is involved in sales of investment-related products and also receives compensation for referrals of home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Mindy Young is a CFP®-certified financial advisor with Edward Jones, based in Lexington, SC. She has 21 years of industry experience and has been with Edward Jones since 2004. 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 and investment strategies, managing assets of approximately $1.01 trillion through a large network of financial advisors and branch offices nationwide.

Paul Merz is a Series 66-licensed financial advisor with LPL Enterprise, based in Irmo, SC, and has four years of industry experience. His prior work history includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he is involved in commercial property ownership in Irmo, SC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of services including financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Brian Beasley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife. Outside of his advisory role, Beasley is a certified life coach. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Duncan White is a Series 66 licensed financial advisor with LPL Financial, based in Irmo, South Carolina, and has 16 years of industry experience. His prior roles include positions at Inkpointe Financial Group, Accumulus Financial Group, and Waddell & Reed. He has also been involved with community organizations such as the Deerfield Elementary PTO and the Lexington Chamber of Commerce. 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 leveraging model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Michael Floyd is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1987 and with Raymond James Financial since 2009. Outside of his advisory role, he works as an independent contractor preparing federal and state individual income tax returns and owns a real estate brokerage focused on commercial rental office space management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals, employs advanced analytical tools, and supports institutional consulting and portfolio management through a large advisor network.

Alison Eaker is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, Alison serves as a worship leader at New Kirk Presbyterian Church and holds a leadership position related to financial oversight with the Sandlapper Singers in Columbia, SC. 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 broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Frederick Sellers is a financial advisor with Edward Jones in Columbia, SC, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has been with Edward Jones since 1996. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

David Holton is a Series 66-licensed financial advisor with six years at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, he worked at Alliance Group, Combined Insurance, Chick Fil A, and Elmwood Church of God. Outside of his advisory work, he owns and manages a rental property in Simpsonville, SC. Edward Jones is a full-service wealth management firm serving over four million 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 operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

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.

Edward Wells is a financial advisor with LPL Financial in Irmo, South Carolina, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at Merrill, Bank of America, and Waddell & Reed. Outside of his advisory work, he is the owner of JS Promotions LLC, a business unrelated to investment services. 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.

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.

John Mendenhall is a financial advisor with Merrill in Columbia, SC, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Bank of America, Wells Fargo Bank, and First Command Financial Planning. He serves as a committee member on the finance committee of Union United Methodist Church, where he reviews budget and monitors spending. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ramon Mejia is a financial advisor with LPL Financial in Columbia, SC, holding a Series 66 designation and 11 years of industry experience. Before joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 10 years and has operated RM Mejia Tax & Accounting Services since 2010. He also serves as a notary and provides tax preparation and accounting services through his own firm. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Mark Horman is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MassMutual Investor Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of advisory work, he is also an agent selling life, long-term care, disability insurance, and fixed annuities. 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 financial planning, model portfolio programs, and third-party asset management, supporting its network of over 22,800 advisors with a range of advisory and institutional platforms.