John Brazell is a financial advisor with Charles Schwab in Irmo, South Carolina, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior work includes fourteen years at Scottrade, Inc. and he is also the manager and sole proprietor of Next Step LLC, a non-investment-related business. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 utilizes multi-asset model portfolios along with a formal alternative-investment process.

Patricia Dempster is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Mindy Young is a CFP®-certified financial advisor with Edward Jones, based in Lexington, SC. She has 21 years of industry experience and has been with Edward Jones since 2004. 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 assets of approximately $1.01 trillion through a large network of financial advisors and branch offices nationwide.

Paul Merz is a Series 66-licensed financial advisor with LPL Enterprise, based in Irmo, SC, and has four years of industry experience. His prior work history includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he is involved in commercial property ownership in Irmo, SC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of services including financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Caterina Zabala Otero is a financial advisor with Edward Jones in Lexington, SC, holding a Series 66 designation and one year of industry experience. She has worked at Edward Jones since 2021 and previously was employed at Starbucks Coffee. Outside of her advisory role, she provides occasional caregiving services through the South Carolina Respite Coalition, supporting her sister with special needs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michael Floyd is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1987 and with Raymond James Financial since 2009. Outside of his advisory role, he works as an independent contractor preparing federal and state individual income tax returns and owns a real estate brokerage focused on commercial rental office space management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals, employs advanced analytical tools, and supports institutional consulting and portfolio management through a large advisor network.

Christopher Whitehead is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Michelin North America for one year and Bridgestone Retail Operations for twelve years. He serves as president of a Business Networking International chapter in Columbia, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Frank Douglass is a CFP® with 18 years of industry experience currently serving at Cetera. He has worked at Avantax Insurance Agency LLC and Avantax Advisory Services, and he is the owner of Douglass Financial, LLC, where he provides financial planning and tax preparation services. He also has a teaching role at Midlands Technical College. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through an extensive network of advisors and a multi-manager platform.

Kathy Bradley Belstock is a Series 66 licensed financial advisor with Edward Jones in Lexington, SC, where she has worked since 2007. She has 19 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Adam Hagen is a financial advisor with Ameriprise in Lexington, SC, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and previously spent five years at Sage Wealth Advisors. Hagen is a partner in Atlas Resources LLC, a business established for shared operational infrastructure and expense management among team members. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jacob Aaron is a Series 66-licensed financial advisor with six years of industry experience, currently with Equitable Advisors in Irmo, SC. His prior work includes roles at North Greenville University, Cliffs at Glassy Golf, and Amazon. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of investment adviser representatives and third-party asset managers.

Edward Wells is a financial advisor with LPL Financial in Irmo, South Carolina, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at Merrill, Bank of America, and Waddell & Reed. Outside of his advisory work, he is the owner of JS Promotions LLC, a business unrelated to investment services. 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 portfolio programs, third-party asset management, and institutional platforms.

Jordan Sweetenburg is a Series 66-licensed financial advisor with Thrivent Investment Management and has two years of industry experience. Prior to his current role, he worked in behavioral therapy, assisting children with autism spectrum disorder as a registered behavior technician. He also has experience supporting Medicaid transportation services through contract assistance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across various areas including retirement, tax, and special needs planning. The firm combines planning with managed-account options under a consolidated billing service called “WealthPlan,” while maintaining separate planning and asset management services.

John Mendenhall is a financial advisor with Merrill in Columbia, SC, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Bank of America, Wells Fargo Bank, and First Command Financial Planning. He serves as a committee member on the finance committee of Union United Methodist Church, where he reviews budget and monitors spending. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Jeremy Thomason is a CFP®, ChFC®, and Series 66-licensed financial advisor with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the owner of JKT Enterprises, LLC, a holding company related to real estate in South Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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, supported by a nationwide network of more than 23,700 financial advisors.

Brett Swisher is a CFP® professional with five years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include positions at The Vanguard Group, WayForward, and TD Bank. He is involved with The Sturkie Wealth Management Group as a financial planning specialist. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisors.

Nathaniel Price is a CFP®-designated financial advisor with Ameriprise in Lexington, SC, and has 10 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2015 to 2023. Outside of his advisory role, he has been involved with Anderson University since 2014. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, delivering written recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs algorithmic automation overseen by a dedicated committee and combines research and modeling techniques to support its advisory process.

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.

Michael Lazarakis is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Merrill and BOFA Securities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.