Heather Whitley is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked for Forrest Insurance Agency for ten years. Whitley is based in Lexington, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brandy Otterbacher Ragan is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their long-term goals, drawing on her understanding of each client's full financial picture. Her areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Brandy has been in the financial services industry since 2008. A Toledo native, she earned both her bachelor's degree and her Master of Business Administration from the University of Toledo. She adheres to the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of her professional work, Brandy enjoys golfing, rock climbing, and running.

Shaun Egan is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor AXA Advisors since 2007. He is a member of the Knights of Columbus in Hicksville, NY. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through its network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and provides ERISA fiduciary services to qualified plans.

Paul Davis is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Waddell & Reed, and various insurance carriers. He serves as a board member for the BNI nonprofit in Columbia, SC. 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 portfolios, third-party asset management, and institutional platforms.

Leanne Robuck is a financial advisor with Ameriprise in West Columbia, SC, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. for a combined 20 years. Robuck also has a longstanding role at Columbia College dating back to 2004. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Rodney Dooley Jr. is a financial advisor with LPL Financial in Lexington, SC, holding the PFS™ and Series 66 designations and bringing 22 years of industry experience. He previously worked at Cetera and Carolina Wealth Management and has been involved with Dooley & Co, LLC since 1997. In addition to his advisory work, he is engaged in tax preparation and accounting through Dooley and Company, LLC, and is a business owner of Lexington Farm and Timber, LLC. 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 wide range of services including financial planning, third-party asset management, and institutional platforms, supporting investment strategies through discretionary and non-discretionary approaches.

Daniel Hoefer is a CFP®-credentialed financial advisor with 22 years of industry experience, currently serving clients at Edward Jones since 2003. In addition to his advisory role, he owns and operates Sweet Iron Farm and Blue Steel Quarter Horses, LLC, an equine breeding business, as well as Blue Steel Distributors, LLC, a firearms dealership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

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 Series 66 licensed financial advisor with Edward Jones, based in Gilbert, SC. He has 17 years of industry experience, all with Edward Jones since 2009. Outside of advising, he works 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 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 under management.

Eric Rivers is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has been associated with Cetera and affiliated entities since 2023. Outside of his advisory work, Rivers serves as a football official for the South Carolina Independent School Association and is involved in community activities including philanthropy through the Palmetto Men's Club and co-hosting a podcast focused on media, sports, and music topics. He also teaches a course at Midlands Technical College and serves as a board member for a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party managers across diverse program structures.

Beau Wolfe is a financial advisor with LPL Financial in Columbia, SC, holding a Series 66 designation and having five years of industry experience. His prior roles include positions at Waddell & Reed Inc and Gabriel Penfield, as well as experience outside finance at Sozo Fitness and with DTE Energy-Exos and Intel-Exos. 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 supported by model portfolios, third-party asset management, and various institutional platforms.

Charlis Wright is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Their career includes roles at Edward Jones, CUSO Financial Services, and South Carolina Federal Credit Union. Charlis also has experience in transportation management through C K Wright Transportation LLC. 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 portfolios, third-party asset management, and institutional platforms.

Paul Jasinski is a financial advisor at Edward Jones in Cayce, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Clemson University and BiLo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large national network of financial advisors and branch offices.

John Case is a financial advisor with LPL Financial in Lexington, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Next Financial Group for 21 years and Colonial Marketing Associates for 35 years. 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 and access to third-party asset management, utilizing various portfolio strategies implemented by investment adviser representatives.

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.

Christopher Burnette is a financial advisor with LPL Enterprise LLC in West Columbia, SC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Cetera, Prudential Insurance Company of America, and Morgan Stanley. Burnette teaches at the University of South Carolina Darla Moore School of Business and serves as a board member for the Indian Waters Council, Boy Scouts of America. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios from LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance product sales through affiliated entities.

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.

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.