Van Hobbs Jr. is a financial advisor with Ameriprise in Columbia, SC, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is co-owner of The Wyboo Lead Dog LLC, a real estate business. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver these services and offers a broad range of advisory, brokerage, and insurance solutions.

Joel Nesbitt is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years. Outside of his advisory role, he serves as an assistant pastor at Final Authority Christian Church. 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 applying an ESG eligibility framework in its recommendations.

Tomas Vallecillo is a financial advisor with Ameriprise in Columbia, SC, holding a Series 66 registration and one year of industry experience. Prior to joining Ameriprise, he worked with SOCO and has freelance experience as an animator. In addition to his advisory role, he performs light maintenance and operational duties at a shared workspace. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Powers is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade, Massmutual, and First Command Advisory Services. Powers is based in Irmo, South Carolina. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals 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 offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Deborah Mc Cutchan is a Series 66 licensed financial advisor with Edward Jones in Columbia, SC, where she has worked since 2015. She has 11 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

John Martin is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at The Windermere Club from 2015 to 2017. 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 approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Robert Balmer is a financial advisor at Cetera with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at VOYA Financial Advisors and Lincoln Financial Securities Corporation. Outside of his advisory role, he serves as chairman for COB Rugby, Incorporated, where he participates in meetings and assists with fundraising activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary management options, providing access to third-party money managers and model portfolios.

Carolyn Mendelssohn Drake is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1987. In addition to her advisory role, she is involved in the sale of investment-related products and receives compensation for referrals of home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

Roger Colchin is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at VOYA Financial Advisors and Cetera Wealth Services, LLC. In addition to his advisory work, he serves as an instructor at Midlands Technical College, teaching a course on investment-related topics. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers and provides a range of program options from automated allocations to bespoke strategies.

Anna Jones is a financial advisor with Thrivent Investment Management in Columbia, SC. She holds the Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to joining the firm, she worked in financial coaching and for the South Carolina Department of Social Services. Outside of her advisory role, she owns and manages a short-term rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning across multiple areas. The firm offers these services as stand-alone engagements or in combination with managed-account programs under a consolidated billing option.

Steven Junis is a CFP® professional with 42 years of experience in the financial industry. He has been with Edward Jones since 1982, serving clients from Columbia, SC. Outside of his advisory role, he is involved in commercial real estate through ownership of Junis Properties LLC. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Brockelsby is a Series 65-licensed financial advisor with 17 years of industry experience. He is the sole advisor at Brockelsby Investment Services in Irmo, South Carolina. Outside of financial advising, he serves as corporate treasurer and a board member of Black Hills Reptile Gardens, a tourist attraction where he manages the corporate investment portfolio and advises on budgeting and financial matters. Brockelsby Investment Services provides investment advisory and portfolio management services primarily to individual clients, operating on a mainly non-discretionary basis where clients retain final decision-making authority on transactions.