William Benjamin Herritage is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities. Outside of advising, he is involved in fixed insurance sales and co-owns an insurance agency. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services.

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, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Waddell & Reed and Relational Wealth Management, and has been involved in entrepreneurial ventures including co-founding Parking Lot Medic LLC and Tribal Coffee Company LLC. Penfield also serves as a board member for the Irmo Town Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and third-party asset management.

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, holding Series 63, 65, and 66 licenses and 38 years of industry experience. He previously worked at Gabriel Penfield, Waddell & Reed, Inc., and The O.N. Equity Sales Company. Outside of his advisory work, he has been a soccer referee since 2012 and is involved with the South Carolina Youth Soccer Association. 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, model portfolio programs, and institutional platforms.

Cynthia Reninger is a CFP® certificant with 27 years of industry experience. She is currently with LPL Financial and previously worked at Triad Advisors, Inc. and Tricapital Financial Group, Inc. She operates under Carolina Retirement Solutions, an entity related to her LPL business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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 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.

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 licenses and previously worked at Stratos Wealth Partners, LPL Financial, and BB&T Investment Services. He is president of The Sturkie Wealth Management Group, an S Corporation that operates as his securities business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diverse portfolios tailored to client needs.

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 holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing, Stephens, Citigroup Global Markets, and Legg Mason Wood Walker. Poole operates Good Life Financial Advisors as a DBA for his LPL business and is involved in insurance sales through Good Life IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, asset management, and institutional platforms, supported by a large network of advisors and a comprehensive suite of tools and partnerships.

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 with 10 years of industry experience, currently serving as a financial advisor at OSAIC Wealth, Inc. He previously worked at Merrill for 16 years and held roles at LPL Financial LLC and Stratos Wealth Partners, Ltd. Dunat is also president of Dunat Wealth Management, a sole-member LLC used for administrative purposes. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple investment platforms, employing asset-allocation tools and risk-tolerance assessments to build portfolios across various asset classes.