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.

Julia Monroe is a CFP® with 23 years of experience in financial advising, currently serving at Sanctuary Advisors, LLC. She has held roles at Raymond James Financial Services and operates Monroe Financial Group, LLC, a full-service financial advisory firm specializing in retirement planning and wealth management. Outside of financial services, Monroe owns a retail business focused on dog breed-specific merchandise and participates in nonprofit work with organizations supporting orphaned youth and international medical missions. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pensions, trusts, estates, and charitable organizations through over 400 independent investment adviser representatives. The firm offers a variety of portfolio management and financial planning services, employing multiple analytical approaches and acting as a fiduciary when advisory agreements are in place.

Stephen Cooper is a financial advisor with Empower Advisory Group in Lugoff, SC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked for Wells Fargo Clearing and Wells Fargo Bank NA for ten years. Outside of his advisory role, Cooper serves as president of the Mallard Creek Crossing Homeowners Association in Charlotte, NC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and selected retail brokerage clients. The firm delivers integrated services through Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

John Monroe Jr. is a financial advisor with Sanctuary Advisors, LLC in Columbia, SC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior work includes roles at Morgan Keegan & Company, LLC and Raymond James Financial Services Advisors, Inc. He is also the owner of Monroe Financial Group LLC. Outside of his advisory work, Monroe owns an investment property in Tulum, Mexico. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, employing multiple analytical approaches and managing accounts on both discretionary and non-discretionary bases.

Emily Phillips is a financial advisor at Sanctuary Advisors, LLC in Columbia, SC, holding a Series 66 designation with nine years of industry experience. Her prior roles include positions at Raymond James Financial Services and Morgan Stanley. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, employing a range of analytical approaches and maintaining fiduciary standards where agreements exist.

Kelly Steelman is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation. Steelman has been with Sanctuary Advisors since 2026 and has prior experience at Sanctuary Securities, Inc., Village Christian Academy, and involvement with Village Church and Steelman Company. Sanctuary Advisors, LLC serves a diverse clientele including individuals, corporations, pension plans, trusts, and charitable organizations, offering services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers. The firm employs various analytical methods and offers both discretionary and non-discretionary account management, with distinctive features including negotiated performance-based fees for certain clients and a multi-custodian platform.

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.

Elise Bidwell is a CFP® with 19 years of experience at Edward Jones, where she has worked since 2007. She holds the Series 66 designation and is based in Columbia, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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 collaborates with clients to develop and implement financial plans aimed at achieving financial freedom, focusing on understanding individual priorities and creating tailored strategies. He is part of a multi-generational advisory team specializing in retirement planning. Preston's expertise includes legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He 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 biking, fishing, running, skiing, soccer, and traveling.

Ethan Bidwell is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with two years of industry experience. He has worked at Edward Jones since 2020, with a brief period at Monroe Financial Group in 2023. Outside of his advisory role, he has been involved with Wildewood Country Club and education from 2014 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

David Holton is a financial advisor with Edward Jones in Camden, SC, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Alliance Group and Combined Insurance. Outside of his advisory role, he manages a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and fiduciary services. The firm is notable for its large network of advisors and branches, as well as its affiliated investment and lending capabilities.

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.

Ramon Mejia is a financial advisor with LPL Financial in Columbia, SC, holding a Series 66 designation and 11 years of industry experience. Before joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 10 years and has operated RM Mejia Tax & Accounting Services since 2010. He also serves as a notary and provides tax preparation and accounting services through his own firm. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Jonathan Pace is a CFP® professional with 26 years of industry experience, currently serving at Edward Jones since 1999. He holds Series 63 and Series 66 licenses and is based in Camden, SC. Edward Jones is a full-service wealth management firm that serves 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 and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.