Jared Harmon is a financial advisor with Fidelity and holds a Series 66 designation. He has four years of industry experience, including prior roles in media and communications. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios and manages several registered investment companies and fund-of-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 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.

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 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.

Laura Batsche is a financial advisor at LPL Financial with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Linsco/Private Ledger Corp. since 2003, following a four-year tenure at KeyBanc Capital Markets Inc. Additionally, she is associated with Batsche Financial Services, LLC. 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.

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.

Mark Horman is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MassMutual Investor Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of advisory work, he is also an agent selling life, long-term care, disability insurance, and fixed annuities. 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 financial planning, model portfolio programs, and third-party asset management, supporting its network of over 22,800 advisors with a range of advisory and institutional platforms.

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 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.

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 with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His work history includes roles at Cetera Wealth Services, VOYA Financial Advisors, Lincoln Financial Securities Corporation, and his own firm, Balmer & Associates Inc. Outside of advisory work, he serves as chairman of 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 range of portfolio management, financial planning, and retirement services, with access to various program platforms and third-party money managers.

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.