Jamie Junis is a Series 66-licensed financial advisor with Edward Jones, bringing a total of 11 years of industry experience. Jamie previously worked at Bonefish Grill before joining Edward Jones in 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

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.

Angela Collins is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

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.

Rodney Dooley Sr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has held roles at Cetera and Carolina Wealth Management. In addition to his advisory work, he is a CPA and operates Dooley and Company, a tax preparation and accounting firm, where he has been active since 1983. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives using both proprietary and third-party strategies.

Frank Wall II is a CFP® with 32 years of industry experience, currently serving as an advisor at OSAIC since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of his role at OSAIC, he operates 2849 Wealth, a sole proprietorship where he provides wealth management and financial planning services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for both discretionary and non-discretionary accounts.

Jeffrey Chassereau is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 18 years. In addition to his advisory role, he is involved in the sales and service of fixed annuities and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios.

Susan Yeatts is a financial advisor at Cetera with 26 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Cetera since 2013. Yeatts also operates tax and financial service businesses, including serving as an enrolled agent and tax preparer, and acts as an insurance agent selling life, health, disability, and fixed annuities in addition to her advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

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.

Meredith Wilson is a financial advisor at Thrivent Investment Management with two years of experience in the industry. She previously worked at Estates Management Company for 11 years before joining Thrivent Financial and Thrivent Investment Management. Wilson holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.