James Poole is a financial advisor with LPL Financial in Irmo, South Carolina, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Wells Fargo Advisors, Stephens, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of advising, he is involved in nonprofit financial advisory activities under Good Life Financial Advisors. 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.

Lindsay Cox is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, Cox worked at South State Bank for four years and has experience in the food and beverage industry with roles at Old Mill Brewpub and Dupree Catering. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Westmoreland is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of advising, he owns Westmoreland Consulting Group, LLC, which manages the operating expenses of his practice, and serves as president of Atlas Resources, LLC, focused on shared operational infrastructure and expense management among his team members. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice on tax-aware withdrawal strategies and dependable income sources.

Noel Fields is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Clearing. Wells Fargo Advisors is a large institutional firm serving a broad client base with a range of investment services.

Josip Dunat is a CFP® professional affiliated with Osaic Wealth, Inc. He has 10 years of experience in the financial services industry, with previous roles at Merrill and LPL Financial. Dunat also serves as president of Dunat Wealth Management, a non-client-facing entity he uses for business expense management. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and a range of investment options to manage portfolios on both discretionary and non-discretionary bases.

Derek R. Johnson is a Managing Director and Senior Financial Advisor based in the San Jose, California Merrill Lynch Wealth Management office. In this role, he employs a disciplined process to deliver a personalized wealth management experience that takes into account each client's full financial picture. Derek works closely with individuals and business professionals to understand their values and priorities, enabling him to establish appropriate objectives, develop tailored strategies, and recommend solutions aligned with clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals. He draws upon the comprehensive resources of Merrill Lynch to integrate all aspects of clients’ financial lives. With 26 years of experience as a financial advisor since joining Merrill Lynch in 1996, Derek specializes in areas including college education planning, corporate benefits and executive services, divorce transition planning, family wealth management strategies, and investment consulting for defined contribution plans. He conducts regular reviews with clients to monitor progress and adjust strategies as necessary in response to changes in their personal or business circumstances. Derek holds a Bachelor's degree in Finance from San Jose State University and has earned multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His professional philosophy centers on developing one-on-one, personalized financial strategies designed to help clients pursue their long-term goals. In addition to his work, Derek is involved in community service, upholding Merrill’s tradition of volunteer participation. Outside of his professional and community activities, he enjoys spending time with family and friends as well as engaging in adventure sports, biking, boating, camping, horseback riding, surfing, traveling, billiards, and yoga.

Joseph Floyd is a financial advisor with LPL Enterprise in Columbia, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Floyd also has experience with the South Carolina Army National Guard and has been involved with Patricia Dempster in various capacities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

David Senn is a financial advisor with Edward Jones in Columbia, SC, holding a Series 66 designation and 13 years of experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices across the United States.

Kaarina Plotkin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings extensive experience in the financial services industry, with a focus on personalized attention and developing customized financial strategies tailored to the priorities of high net-worth individuals and families. Her areas of expertise include college education planning, executive compensation, family wealth management strategies, institutional investment consulting, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. Kaarina holds a Bachelor's degree from East Carolina University and has earned the Personal Investment Advisor (PIA) designation. She is affiliated with several professional organizations, including the Rolls Royce/Bentley Automobile Club, Valley Forge Signal Seekers Club, Purple Hearts Reunited, the Flight Simulator Association (FSA), and the Airplane Remote Control Organization (VFSS). Outside of her professional role, Kaarina is involved in community and philanthropic activities such as Smart Recovery Organization and has served as a board member for the American Technion Society and Temple Sholom in Broomall, Pennsylvania. She also engages in personal interests including antiquing, football, gardening, genealogy, ice hockey, photography, racquetball, and spending time with her family.

William Mathis is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been self-employed since 1986. Mathis has also worked at Cetera Wealth Services since 2013 and is an independent insurance agent specializing in disability, fixed annuities, and life/accident/health insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services and access to third-party money managers, supporting over 10,000 advisors and $256 billion in assets under management.

Michele Zimmerman is a Series 66 licensed financial advisor with Merrill in Irmo, South Carolina. She has 11 years of industry experience and has been with Merrill since 2010. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erica Sellers is a financial advisor at Edward Jones with 12 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Edward Jones since 2017. Prior to that, she was with Saybrus Partners and Saybrus Equity Services from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Fogle is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2016. He has nine years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, tax-efficient services, and advisory programs operating under a fiduciary standard.

Alan Hyatt is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a board member for the Clemson University College of Business and participates on the finance committee of Mt. Horeb United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial topics through goal-based analyses without discretionary trading authority, and supports combining planning with managed-account programs under a consolidated billing option.

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.

Ann Overcash is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Northbridge Wealth Management and Wilson Financial Group, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Neil Stalker is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he manages commercial rental properties in Chapin, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

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.

Myron Hunt is a financial advisor with Edward Jones in Prosperity, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Dempster is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.