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Todd H
ChFC®, Series 63, Series 65
Blythewood, SC
The Bridge Financial Advisors
Todd Henning is a financial advisor at The Bridge Financial Advisors with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his advisory role, he worked at BlueCross BlueShield for six years. The Bridge Financial Advisors provides investment advice and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach emphasizes diversification and fundamental analysis, managing both discretionary and non-discretionary accounts with a focus on mutual funds, ETFs, equities, fixed income, and options.
Scott S
Series 63, Series 65
Ridgeway, SC
&PARTNERS
Scott Spang is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for seven years. Outside of his advisory role, he serves as president of the Plantation Pointe Homeowners Association. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through discretionary and non-discretionary approaches using a combination of proprietary and third-party strategies.
Chrisjon S
Series 63, Series 66
Ridgeway, SC
TIAA-CREF
Chrisjon Smith is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time financial planning and ongoing discretionary management, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.
Daylon L
Series 63, Series 65
Blythwood, SC
GWN Securities Inc.
Daylon Laws is a financial advisor with GWN Securities Inc. in Blythewood, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with GWN Securities since 2010. Outside of his advisory role, Laws serves as the treasurer for the Blythewood High School Education Foundation, managing scholarship funds and financial records on a volunteer basis. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies uncommon among similarly sized firms.
Adam R
Series 66
Blythwood, SC
GWN Securities Inc.
Adam Russell is a financial advisor with GWN Securities Inc., holding a Series 66 designation and six years of industry experience. He has worked at GWN Securities since 2019 and previously at The MIL Corporation. In addition to his financial advising career, he serves as a Cyber Operations Officer in the United States Air Force Reserve. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a legacy of market-timing and momentum-based strategies.
Shada J
Series 66
Blythewood, SC
Empower Advisory Group
Shada Jasper is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, Shada worked at Operation HOPE for six years and held positions at BB&T (now Truist) from 2016 to 2020. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated solutions through Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns, annual rebalancing, and savings rates, serving a large participant base with a higher client-to-advisor workload than many peers.
Stephen C
Series 63, Series 65
Lugoff, SC
Empower Advisory Group
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 H
Series 63, Series 65
Elgin, SC
First Citizens Investor Services, Inc.
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.
Brian L
CFP®, Series 66
Blythewood, SC
Ameriprise
Brian Lee is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Blythewood, SC. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.
Rosalyn G
Series 63, Series 65
Columbia, SC
LPL Enterprise
Rosalyn Glenn is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Glenn is a candidate for National Treasurer of Delta Sigma Theta Sorority, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
A. Dowl K
Series 66
Blythewood, SC
Ameriprise
A. Dowl Knight is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he owns and operates A Dowl Knight & Company PC, a tax preparation business, and is also involved in fiduciary activities. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement, combining research and modeling to provide tax-efficient withdrawal strategies and income planning. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.
Tanya M
Series 63, Series 65
Blythewood, SC
Ameriprise
Tanya Maldonado is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and Palmetto Citizens Federal Credit Union. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, focusing on clients’ Ameriprise-managed accounts and utilizing algorithmic automation under professional oversight.
Christopher E
Series 66
Blythewood, SC
Edward Jones
Christopher Eaker is a financial advisor with Edward Jones in Blythewood, SC, holding a Series 66 credential and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with G&S Adventures, Inc., a business engaged in construction and used car activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with over four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial services supported by a nationwide network of financial advisors and branch offices.
Cameron P
Series 66
Columbia, SC
Charles Schwab
Cameron Prewitt is a financial advisor with Charles Schwab in Columbia, SC, holding a Series 66 license and 20 years of industry experience. His prior roles include positions at Scottrade, TD Ameritrade, and Ameriprise. Outside of his advisory work, he serves as a pastoral advisor on financial matters for Gethsemane Baptist Church and is involved in healthcare services administration through Sleep Then Awake LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options supported by centralized custody and research services.
Bob A
Series 63, Series 66
Blythewood, SC
LPL Financial
Bob Azarieh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His work history includes roles at Ridgewood Savings Bank and Infinex Investments, Inc., where he has worked since 2018, as well as prior positions at HSBC Securities Inc., HSBC Bank USA N.A., and Arive Capital Markets. 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 financial planning and investment management services, supported by a large network of advisors and advanced operational tools.
Alison E
Series 66
Blythewood, SC
Edward Jones
Alison Eaker is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, Alison serves as a worship leader at New Kirk Presbyterian Church and holds a leadership position related to financial oversight with the Sandlapper Singers in Columbia, SC. 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 broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
David H
Series 66
Columbia, SC
Edward Jones
David Holton is a Series 66-licensed financial advisor with six years at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, he worked at Alliance Group, Combined Insurance, Chick Fil A, and Elmwood Church of God. Outside of his advisory work, he owns and manages a rental property in Simpsonville, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.
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