Philip Gephart is a financial advisor at Cannon Advisors in Camden, SC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Cannon Advisors, he owned and directed Workout Anytime, a fitness business, where he remains involved as Owner and Fitness Director. Cannon Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and limited consulting. The firm employs a range of investment strategies informed by client-specific policy statements and manages approximately $181.6 million across about 228 clients.

Craig Schinke is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 designations and has 39 years of industry experience. He previously worked at Kovack Securities Inc. from 2014 to 2018. Outside of his advisory role, he is involved in fixed insurance sales and financial, retirement, and estate planning through his affiliated business, Tenet Wealth Management. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisors provides portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with strategies tailored across a range of investment types.

William Galloway Jr. is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Advisory Services Network since 2019, following positions at BB&T Securities and Scott & Stringfellow. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on client objectives and risk tolerances.

William Morris is a financial advisor at Advisory Services Network with a Series 66 credential and one year of industry experience. His prior work includes roles at Kovack Securities Inc., Tenet Wealth Management, and North American Senior Benefits. Outside of financial services, he has experience in event management with Triple T Events and has worked in various roles including at Shipyard Baseball Complex and Sea World Orlando. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment strategies and flexible engagement models.

Jonathan Fike is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His work history includes roles at Kovack Securities, Inc. since 2014 and Advisory Services Network since 2011. Outside of his advisory work, Fike is involved in leading a capital campaign for Village Church in South Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and retirement-plan services, managing approximately $8.6 billion in client assets.

Craig Cochran is a financial advisor at Advisory Services Network with 13 years of industry experience. He holds a Series 66 designation and has been with Advisory Services Network since 2015. Cochran serves on the finance committee of Trinity Methodist Church, advising on the church's financial decisions. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on clients’ objectives and risk tolerances.

Justin Dorton is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has two years of industry experience and has worked at firms including Kovack Securities, Tenet Wealth Management, and Allstate Insurance. Outside of financial services, he serves as an assistant youth baseball coach in Camden, South Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting with tailored strategies across various asset classes, managing approximately $8.6 billion in client assets.

Wade Engebretson is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 credential and has previously worked at firms including GWFS Equities, First Citizens Bank, Icon Global Business Consulting, JP Morgan Chase Bank, JP Morgan Securities, University of Phoenix, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm delivers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Stephen Cooper is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked for Wells Fargo Clearing and Wells Fargo Bank over a ten-year span. Outside of finance, he serves as President of the Mallard Creek Crossing Homeowners Association in Charlotte, NC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to selected retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions within plan lineups chosen by sponsors.

Mitchell Hilburn is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 credentials and has been in the industry since 2025. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, applying fundamental, quantitative, and technical analysis to manage client assets.

Roy Fakoury is a CFP® professional affiliated with LPL Financial in Camden, SC, with 29 years of industry experience. He has previously worked at Wells Fargo Advisors Financial Network LLC and held multiple roles at Morgan Stanley over nearly a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Nickolas King is a Financial Advisor with Merrill Lynch Wealth Management, where he integrates investment management with tax-aware and estate-conscious strategies to help clients align their financial decisions with both current priorities and long-term objectives. He focuses on supporting clients through life's transitions including divorce, retirement, and small business strategies, aiming to develop personalized wealth management strategies that are as flexible as changing market conditions. With over a decade of experience, Nickolas began his financial planning career after graduating from Flowery Branch High School and building a foundation in one of the nation's financial planning programs at the University of Georgia. He holds the Chartered Financial Consultant (ChFC) designation and Personal Investment Advisor (PIA) credentials, which support his approach to helping clients make informed decisions aligned with their values and life goals. Beyond his professional work, Nickolas has interests in chess, football, music, and pickleball. His work philosophy centers on helping clients uncover what matters most to them and their families to create strategies aimed at pursuing their financial goals with confidence.

Erica Chappell is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Ameriprise Financial. She is the registered agent and owner of EC Specialties LLC, a company used for tax purposes without her active involvement. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Preston Kohn is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding clients' personal priorities to develop tailored strategies that address their short-, mid-, and long-term financial goals. His role encompasses areas such as legacy planning, liquidity management, new wealth management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Preston provides comprehensive resources ranging from general investing and retirement planning to saving for unexpected events, working collaboratively with clients to address their financial concerns and questions. He also coordinates access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. Preston holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from the University of South Carolina System. Outside of his professional work, Preston enjoys activities such as biking, fishing, running, skiing, soccer, and traveling. He also enjoys spending time watching soccer and fly fishing.

Thomas Marshall is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients and their families to plan for their financial futures by developing personalized strategies tailored to various life stages, including planning for education, retirement, and healthcare costs. He collaborates with a team of advisors at Merrill Lynch to provide clients with comprehensive expertise and resources. Marshall holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Additionally, he maintains Series 7, 63, and 66 FINRA registrations. He earned his Bachelor's Degree from the University of South Carolina System.

Elizabeth Baker is a financial advisor with LPL Financial in Camden, South Carolina, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Wells Fargo Advisors Financial Network and Morgan Stanley. Outside of her advisory work, she is involved in reptile breeding through a separate non-investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions with a large network of advisors and notable resources in technology and operational support.

Wilson Branham is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 credential and previously worked at Edward Jones for five years before joining LPL Financial in 2021. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Edwin Kohn III serves as the Resident Director at Merrill Lynch Wealth Management and has been with the firm since 1996. His professional focus is on assisting individuals in meeting their financial goals through personalized wealth management strategies. He employs a process that involves understanding each client's financial priorities, current situation, and future objectives to build trust and develop customized plans that address their retirement, income, and tax minimization needs. Edwin holds a Bachelor of Science degree in Business Administration from the College of Charleston. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Prior to his financial services career, he served as a Navy Pilot flying FA-18s and F-16Ns, and is a graduate of the Navy Fighter Weapons School "Top Gun." He has been active in community organizations, including serving as Past President of Kershaw County American Red Cross, Kershaw County United Way, and KershawHealth Board of Visitors. Additionally, he has been on the Board of Directors for the Fine Arts Center of Kershaw County and is involved with the Boys and Girls Club of Kershaw County and his church. Edwin is married with three boys and enjoys running, biking, and swimming in his free time.

Jonathan Pace is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Edward Jones in Camden, SC since 1999. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

C Spring II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and has been in the financial services industry since 1991. He focuses on developing strategies for individuals and institutions that consider risk tolerance, time horizon, liquidity needs, investment goals, and related costs. His approach to wealth management is consultative. He listens to and reviews clients' financial situations, considering their concerns and goals. He offers asset allocation recommendations that reflect clients' income and growth expectations. He takes into account clients' complete financial lives, including insurance, debt, education planning, wealth transference, and philanthropy. He follows up throughout the year to review performance and track changes in clients' financial pictures. C Spring II holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor's degree from the College of Charleston. His personal interests include cooking, golfing, hiking, and reading.