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.

Harry Cromer III 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 2008. Outside of his advisory work, he owns a photography business called Feathers and Frames in Chapin, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

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.

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.

Michael O'Shaughnessey is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MML Investors Services since 2012. Outside of advisory work, he is also an agent involved in life, disability, fixed life, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements supported by technology tools and also delivers specialized programs such as divorce planning and employer-sponsored planning.

Ronald Williams is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. His prior experience includes roles at FSC Securities and Investacorp, Inc. Outside of his advisory work, he is president of a local landowners association. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a variety of portfolio management strategies, including proprietary models and access to third-party managers, tailored to client objectives across multiple custody and platform arrangements.

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.

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.

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.

Joel Taliaferro is a CFP® with 17 years of industry experience, currently advising at LPL Financial since 2021. His prior experience includes roles at Inkpointe Financial Group and Accumulus Financial Group. Outside of his advisory work, he is involved in a real estate rental business through Taliaferro Properties, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services supported by research and diversified investment strategies.

Frank Mc Leod is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for The Rotary Club of St Matthews. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Mary Zamboni is a CFP® with 41 years of experience in the financial services industry. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013 and is also a principal of Zamboni & Sipes, Inc., where she serves as president and board member of a non-public entity. Outside of advisory work, she is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and both proprietary and third-party strategies.

Johnathan Stackhouse is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His career includes prior roles at CUSO Financial Services, South Carolina Federal Credit Union, and Modern Family Asset Management. He is also involved with Palmetto Citizens Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining both discretionary and non-discretionary management with access to proprietary and third-party research.

Brady Allen is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with one year of experience in the industry. Prior to joining Edward Jones, he worked with the Detroit Tigers and Miami Marlins, and has experience in educational roles at the University of South Carolina and George Jenkins High School. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Sturkie is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Stratos Wealth Partners and LPL Financial. He is president of The Sturkie Wealth Management Group, an S Corp focused on securities, and is also involved in fixed annuity purchases for clients. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on a discretionary or non-discretionary basis.

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 at LPL Financial with 40 years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Poole holds Series 63 and Series 65 designations. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with model portfolios and research from various sources.

Lindsay Cox is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, Cox worked at South State Bank for four years and has experience in the food and beverage industry with roles at Old Mill Brewpub and Dupree Catering. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Westmoreland is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of advising, he owns Westmoreland Consulting Group, LLC, which manages the operating expenses of his practice, and serves as president of Atlas Resources, LLC, focused on shared operational infrastructure and expense management among his team members. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice on tax-aware withdrawal strategies and dependable income sources.

Josip Dunat is a CFP® professional affiliated with Osaic Wealth, Inc. He has 10 years of experience in the financial services industry, with previous roles at Merrill and LPL Financial. Dunat also serves as president of Dunat Wealth Management, a non-client-facing entity he uses for business expense management. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and a range of investment options to manage portfolios on both discretionary and non-discretionary bases.