Jared Harmon is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to his current role, he worked in media at The Newberry Observer and held positions in communications and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios, and it is noted for its use of algorithmic methods and a formal advisory role to multiple registered funds.

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.

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.

Thaddeus Dulin is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. His outside activities include serving on nonprofit boards such as the Clemson University Board of Visitors, the South Carolina Governors School for the Arts and Humanities Foundation as treasurer, and the Neighborhood Cancer Connection, where he chairs the finance committee. He has also held leadership roles in local community and political organizations. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

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.

Laura Batsche is a financial advisor with LPL Financial in Prosperity, SC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. She has been associated with Linsco/Private Ledger Corp. since 2003. Laura has a related business activity under Batsche Financial Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 with access to various model portfolios, research, and advanced portfolio management technologies.

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.

Mark Horman is a financial advisor with LPL Financial in Columbia, SC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at MetLife Securities, MassMutual Life Insurance, and Mass Mutual Investors Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by internal and external research.

Elizabeth Mathis is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked for nearly three decades at the University of South Carolina as an IT Manager, overseeing internal services for the university’s Data Center Operations team. 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, supported by a large network of financial advisors and branch offices nationwide.

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.

Brett Swisher is a CFP® professional with five years of industry experience, currently serving at OSAIC since 2025. His prior experience includes roles at WayForward, The Vanguard Group, TD Bank, and Stratos Wealth Partners. He is also involved with The Sturkie Wealth Management Group as a financial advisor specializing in financial planning. OSAIC Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services using firm-based tools and third-party platforms to create diversified investment portfolios with discretionary and non-discretionary management options.

Tomas Vallecillo is a financial advisor with Ameriprise in Columbia, SC, holding a Series 66 registration and one year of industry experience. Prior to joining Ameriprise, he worked with SOCO and has freelance experience as an animator. In addition to his advisory role, he performs light maintenance and operational duties at a shared workspace. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Robert Balmer is a financial advisor at Cetera with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at VOYA Financial Advisors and Lincoln Financial Securities Corporation. Outside of his advisory role, he serves as chairman for COB Rugby, Incorporated, where he participates in meetings and assists with fundraising activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary management options, providing access to third-party money managers and model portfolios.

David Senn is a financial advisor at Edward Jones in Newberry, SC, with 24 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 registrations. His son, William R. Senn, is also a financial advisor based in Charleston, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Roger Colchin is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at VOYA Financial Advisors and Cetera Wealth Services, LLC. In addition to his advisory work, he serves as an instructor at Midlands Technical College, teaching a course on investment-related topics. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers and provides a range of program options from automated allocations to bespoke strategies.

Jeffrey Brockelsby is a Series 65-licensed financial advisor with 17 years of industry experience. He is the sole advisor at Brockelsby Investment Services in Irmo, South Carolina. Outside of financial advising, he serves as corporate treasurer and a board member of Black Hills Reptile Gardens, a tourist attraction where he manages the corporate investment portfolio and advises on budgeting and financial matters. Brockelsby Investment Services provides investment advisory and portfolio management services primarily to individual clients, operating on a mainly non-discretionary basis where clients retain final decision-making authority on transactions.