Alan Hyatt is a financial advisor with Thrivent Investment Management in Lexington, SC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Hyatt serves as a board member at Clemson University’s College of Business and is involved with the finance committee at Mt. Horeb United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering holistic, goal-based planning across a range of financial topics without discretionary trading authority.

Raymond Bradley is a Series 66-credentialed financial advisor with Thrivent Investment Management, with nine years of experience at the firm and eight years in the industry overall. Prior to his current role, he held positions at the South Carolina Baptist Convention and Columbia International University. Outside of his financial advisory work, he serves as Board Chairman for Bethel Christian Camp and is an elder at Mill City Church, where he oversees communications and the children’s ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans that cover a broad range of topics including retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under a consolidated billing option but does not accept discretionary trading authority for its planning services.

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 with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers services through advisory and brokerage channels, utilizing model portfolios, third-party asset management, and a range of financial products, including insurance.

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.

Micah Inman is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Fisher Investments since 2021 and previously held positions at TD Ameritrade, Charles Schwab, and Schwab Bank. Outside of his advisory work, he is the sole owner of a rental property management business. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative screening and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and defensive tactics to manage risk and positioning.

Paul Merz is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in managing commercial properties in Irmo, South Carolina. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Brian Beasley is a financial advisor with LPL Financial in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife. In addition to his advisory work, he is involved as a life coach, an activity separate from his investment-related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services including financial planning, retirement plan consulting, and brokerage services, with investment management supported by LPL Research and third-party subadvisors.

George Skinner is a financial advisor at Ameriprise in Lexington, SC, holding a Series 66 designation. He has prior service experience in the United States Marine Corps and the United States Navy, including the Naval Academy, before beginning his financial advisory career in 2024. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with automated and committee-reviewed recommendations, focusing on clients with assets held in Ameriprise Managed Accounts.

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.

Duncan White is a financial advisor with LPL Financial based in Irmo, SC, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Inkpointe Financial Group, DEW Divorce Solutions, and Waddell & Reed. He has also been involved with community organizations such as the Deerfield Elementary PTO and the Lexington Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology across discretionary and non-discretionary management.

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 Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, he worked at Michelin North America and Bridgestone Retail Operations. Whitehead serves as president of the Columbia, SC chapter of Business Networking International, where he leads weekly meetings and participates on the leadership team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Frank Douglass is a CFP® with 17 years of experience in financial planning and tax preparation. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025. Prior to this, he worked over a decade at Avantax Insurance Agency LLC and related entities. Douglass also works as an owner and sole proprietor of Douglass Financial, LLC, and has served as an instructor at Midlands Technical College for over a decade. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a large network of independent advisors.

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 Chapin, South Carolina, holding a Series 66 designation and six years of industry experience. He previously worked at Sage Wealth Advisors for five years before joining Ameriprise and has a role as a partner in Atlas Resources LLC, a business focused on shared operational infrastructure and expense management among team members. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.

Jacob Aaron is a financial advisor with Equitable Advisors in Irmo, SC, holding a Series 66 designation and six years of industry experience. Before joining Equitable Advisors in 2020, he held positions at Cliffs at Glassy Golf, Outdoor Underwriters, North Greenville University, and Amazon. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Edward Wells is a financial advisor with LPL Financial in Irmo, SC, holding a Series 66 credential and eight years of industry experience. He has worked at several firms, including Merrill and Bank of America, and is also the owner of JS Promotions LLC, a business unrelated to investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jordan Sweetenburg is a financial advisor with Thrivent Investment Management in Irmo, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, Jordan worked in behavioral therapy and healthcare support roles, including as a Registered Behavior Technician assisting children with autism spectrum disorder. Jordan also supports a transportation service focused on Medicaid clients by assisting with contract and sponsor acquisition. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary portfolio management. The firm delivers these services through a large network of advisors and allows clients to combine planning with managed-account programs under a consolidated billing option.

John Mendenhall is a financial advisor with Merrill in Columbia, South Carolina, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, Merrill, Wells Fargo, and First Command Financial Planning. He serves as a committee member on the Finance Committee of Union United Methodist Church, where he reviews budgets 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.