Michael Byrns is a CFP®-designated financial advisor with Edward Jones, where he has worked for 10 years. He has a total of 9 years of industry experience, including a prior role at Winona Delivery. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kimberly Kanagy is a Series 66-credentialed financial advisor with Ameriprise in Aiken, SC, bringing 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, Kimberly serves as a notary public, providing notarization services to clients at no charge. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach integrates proprietary research and third-party data, emphasizing dependable income sources and tax-aware withdrawal strategies.

Mark Dimm is a financial advisor with Ameriprise in North Augusta, SC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at Ameriprise since 2017 and previously spent six years with Merrill. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice.

Corbin Asay is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has worked in the financial services industry since 2020, including positions at J.P. Morgan Securities and America First Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Charles Marvin IV is a CFP® with 29 years of experience and is currently affiliated with Morgan Stanley in Augusta, GA. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Cara Gorman is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Merrill, along 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 a range of clients including individuals, high-net-worth investors, and institutions.