Regina Ryan is a financial advisor at Bison Wealth Management, LLC with 12 years of industry experience. She holds a Series 63 designation and previously worked at Summit Capital Inc for 12 years before joining Bison Wealth Management in 2026. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm’s investment approach is primarily long-term focused, with portfolio construction based on ETFs, individual equities, bonds, and low-cost mutual funds, supplemented by fundamental, technical, and quantitative analysis.

Kevin Keller is a financial advisor with Delta Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Carolina Piedmont Investments, Retirement Wealth Advisors, and Ohio National Financial Services. Outside of advising, he is involved in managing a timber farm and supports marketing and business management for a real estate firm. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, also serving as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning with asset management.

Charles Mansfield is a CFA® charterholder with 24 years of industry experience. He is currently a financial advisor at MissionSquare Retirement, where he has worked since 2018, and previously worked at LPL Financial LLC from 2016 to 2018. Outside of his advisory role, Mansfield serves as a Higher Education Academic Specialist at Wake Forest University, instructing courses in Quantitative Methods, Macroeconomics, Managerial Economics, and Finance. He also participates as an actor in interactive dinner theater shows. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management, employing asset-class allocation models and a total wealth approach tailored to client information.

Scott Vanderlinden is a financial advisor with Chelsea Advisory Services, Inc. in Lancaster, SC, holding Series 63 and Series 65 designations and 23 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. Vanderlinden also operates a sole proprietorship, Veritus Financial Strategies, where he markets investment, insurance, and financial planning services. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios with an option for discretionary account management and allowing client-imposed investment restrictions.

George Mcdow is a CFP® with 18 years of industry experience, currently serving with Mutual Of Omaha Investor Services, Inc. since 2013. He is also the owner of The McDow Group, LLC, an insurance agency offering life, health, annuities, dental, property and casualty, disability, and Medicare supplement lines. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and financial planning. The firm operates using a platform relationship with Envestnet and offers a range of model portfolios and retirement plan consulting services.

Garry Pakozdy is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Foundations Investment Advisors since 2018 and has been involved with Chadmere Capital since 2012, where he serves as an insurance and annuities agent. Additionally, he manages Coastal Real Estate SC, LLC, overseeing property management operations. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and retirement plans, utilizing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.

Quinton Huntley is a financial advisor with First Citizens Investor Services, Inc. in Lancaster, SC. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Citizens, he worked at Good News Lawn Care and Vulcan Property Group, and he attended the University of South Carolina Lancaster. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process incorporating fundamental, quantitative, and technical analysis to manage portfolios including equities, fixed income, mutual funds, and ETFs.

Derick Pitaksit is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and seven years of industry experience. Prior to joining First Citizens in 2025, he worked for Bank of America and Merrill for ten years. First Citizens Investor Services serves individual and institutional clients, offering advisory and brokerage services through a range of portfolio management strategies and financial planning. The firm emphasizes IAR-led client assessments and employs fundamental, quantitative, and technical analysis to manage diversified investment allocations.

Blayne Small is a financial advisor with Edward Jones in Lancaster, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Prospect Select Baseball and has an academic background from the University of South Carolina. Edward Jones is a full-service wealth management firm serving more than 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 nationwide network of over 23,700 financial advisors.

Mary Robertson is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for the Lancaster County School District for ten years. Outside of her advisory role, she is co-owner of a goat breeding and selling operation in Lancaster, South Carolina, which she manages in part for her son. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of investment advisory programs and fiduciary services. The firm is known for its large retail advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

Jeremy King is a financial advisor with RBC Capital Markets in Lancaster, SC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at RBC Capital Markets since 2017 and previously spent one year at Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs combining in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles and preferences.

Carrie Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. She has been associated with Wells Fargo Bank, N.A. since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Toni Glass is a financial advisor at Edward Jones with two years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, she worked in veterinary hospital settings and fitness centers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Angela Wallace is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms, including Avantax Investment Services and Founders Federal Credit Union, and concurrently operates Hess Financial Planning Inc., where she provides financial and tax planning services. Cetera Investment Advisers LLC serves a wide range of clients, offering portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party managers.

Joseph Santos is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Robinhood Markets, The Vanguard Group, Lyft, The Fresh Market, and Enterprise Rent-A-Car. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Carl Tolson III is a financial advisor with LPL Financial in Lancaster, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include work at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. He is currently involved with Founders Federal Credit Union. 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, and institutional platforms, supported by various investment strategies and advisor tools.

John Hess is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His background includes roles at Avantax Advisory Services and Avantax Insurance Agency, as well as ownership and leadership positions in multiple tax and accounting firms. Outside of his advisory work, he serves as treasurer for a local church and holds board and trustee roles in community organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining proprietary and third-party strategies, and manages over $256 billion in assets through more than 10,000 advisors nationwide.

Robert Legg Jr. is a CFP®-certified financial advisor with Edward Jones in Lancaster, SC, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, Legg serves on the Board of Visitors for the University of South Carolina - Palmetto College and is a member of the finance committee at Second Baptist Church, where he also helps oversee Lancaster Christian Academy. 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 through a broad network of advisors and branch offices nationwide.

Drake Hess is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Cetera. He has held roles at Avantax and Founders Federal Credit Union and also operates Hess Financial Planning Inc and Hess Tax & Accounting Group LLC, providing tax and accounting services. Additionally, he serves as treasurer for the Moriah Baptist Association. Cetera Investment Advisers LLC is a large SEC-registered advisory firm with over 10,000 advisors, offering a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management and financial planning services.

David Hamrick is a financial advisor with Edward Jones in Lancaster, SC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm 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.

Colby Wallace is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and is also involved with Hess Financial Planning Inc., where he provides financial services. Additionally, he works with Hess Tax and Accounting LLC, preparing tax returns. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary arrangements.

Katie Stogner is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Founders Federal Credit Union. Outside of her advisory role, she is involved with the Center for Student Leadership & Engagement and the YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various model portfolio and third-party asset management programs.

James Mullis III is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax advisory and insurance services from 2021 to 2025. Outside of his advisory role, he has experience assisting with tax return processing and serves as a poll manager during elections in Lancaster County, SC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a wide range of investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, with more than 10,000 advisors managing over $256 billion in assets.

Garry Milbrod is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, with 36 years of industry experience. He has worked at several firms including VOYA Financial Advisors and Zenith Marketing Group, and currently manages GIM Financial Solutions LLC. Milbrod also sells fixed insurance products such as life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through multiple program structures and custodial relationships.

Elliott Wall is a financial advisor with Edward Jones in Lancaster, SC, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Meadow Wood Farms, LLC. 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 nationwide.