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 financial advisor with Edward Jones in Gilbert, SC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves 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 oversees approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors.

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.

Andy Shumpert is a financial advisor with Edward Jones in Leesville, South Carolina, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Shumpert teaches voice lessons 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 over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

John Case is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Next Financial Group and Colonial Marketing Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

William Benjamin Herritage is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His career includes roles at LPL Financial and Crown Capital Securities, among others. He is also involved in fixed insurance sales and co-owns an insurance agency. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering a multi-manager platform that allows advisors to implement various portfolio management strategies through discretionary and non-discretionary programs.

Gabriel Penfield is a financial advisor with LPL Financial in Irmo, South Carolina, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Waddell & Reed and Relational Wealth Management. Outside of his advisory work, he co-founded Parking Lot Medic LLC and serves on the Irmo Town Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven portfolio management options.

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.

Lorena Edwards is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has worked at Cetera and its affiliated entities since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Edwards also teaches classes at Midlands Technical College and serves on the finance committee of Gateway Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers diverse portfolio management and consulting services, utilizing a multi-manager platform with options ranging from automated allocations to bespoke investment strategies.

Angela Collins is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 66 and Series 63 credentials. Her prior experience includes roles 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, institutional and pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 26 years of industry experience. He holds the Series 63 designation and has previously worked at Cetera and Carolina Wealth Management. Outside of advising, he is a business owner involved with Dooley and Company, a CPA firm. 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 financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and multiple portfolio management options.

Jeffrey Chassereau is a financial advisor with OSAIC in Lexington, SC, holding Series 65 and Series 63 designations and bringing 26 years of industry experience. He worked at Lincoln Financial Advisors from 2007 to 2025 before joining OSAIC. Outside of his advisory role, he is involved in the sales and service of fixed annuities and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors and advisory platforms. The firm uses a range of tools for portfolio construction and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers and managed-account solutions.

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 in Irmo, SC, holding Series 63, 65, and 66 credentials and bringing 38 years of industry experience. His prior roles include positions at Gabriel Penfield, Waddell & Reed, and Ohio National Financial Services. Outside of his advisory work, he has served as a soccer referee since 2012 and is a member of the South Carolina Youth Soccer Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management and utilizing research from LPL and third-party providers.

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.”

Cynthia Reninger is a financial advisor with LPL Financial in Lexington, SC, holding CFP® and Series 63 designations and bringing 27 years of industry experience. She previously worked at Triad Advisors, Inc. for nine years and at Tricapital Financial Group, Inc. for 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support a range of investment strategies.