Carlos Reynoso is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, JPMorgan Chase Bank, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Zlati Matushev is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2014. 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 programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Ronald Hunter is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes roles at Morgan Stanley Dw Inc., PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Walton Robinson is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has worked at various Morgan Stanley entities since 2008, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, integrating firm-approved tools and research in its structured planning process.

Meghan Stisher is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Raymond James & Associates, Wells Fargo Advisors, Bridge Commercial, and Colliers International. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Frank Wootton IV is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 66 registrations and 14 years of industry experience. His work history includes roles at Morgan Stanley Private Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a range of investment strategies, serving clients through direct and corporate financial planning agreements.

Marie Freeman Fisher is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she works as an independent contractor delivering food for UberEats during evenings and weekends. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Bradley Worsham is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones in Charleston, SC since 2014. He provides private pickleball lessons in the Charleston area as an extracurricular activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Julie Hucks is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise in various capacities since 2001. Outside of her advisory work, she serves on the Board of Directors for Sculpture in the South, a local nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service offering tailored retirement income planning and tax-aware withdrawal strategies.

Ellis Hargadon is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Fidelity Investments and Massachusetts Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Jeremy Billew is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at McKenna Agency for 14 years. He is also a commissioned notary. 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, utilizing a range of strategic, tactical, and alternative investment options.

Alexander Shields is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has previously worked with Quail Valley Golf Course and Square Pizza LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and planning tools, with a focus on advisory services rather than individual security recommendations.

John Crawford is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Charles Williams Jr Jr. is a financial advisor at Edward Jones in Charleston, SC, holding the CFP®, ChFC®, and Series 66 credentials with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked in academic and security industries and served as a teaching pastor at First Baptist Church of North Charleston. Williams also preaches on occasion at Living by Faith Baptist Church and serves on the finance committee of a homeowners association. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Kayla Manore is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Her prior work includes roles in real estate and property management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice centered on reliable income sources and tax-aware withdrawal strategies.

Kristen Risher is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones. Outside of her advisory role, she is involved with Sollecito Advantage Group, a real estate and data entry business based in Murrells Inlet, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial product sales and referral channels.

Scott Fried is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes roles at Cowen and Company, LLC, BTIG LLC, and JP Morgan entities prior to joining Morgan Stanley Smith Barney LLC. He is based in Charleston, SC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including financial and estate planning services supported by advanced modeling tools.

Andrew Dalrymple is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. His prior experience includes roles at Sorrento Pacific Financial, LLC, Uvest Financial Services Group, Inc., and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

John Wood is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and four years of industry experience. Prior to joining Cambridge, he worked at ServisFirst Bank for six years. He serves on the boards of several local organizations in Summerville, South Carolina, including Children in Crisis in Dorchester County and the Greater Summerville Dorchester County Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of account platforms, proprietary model strategies, and access to third-party advisers.

Nicholas Kass is a CFP® and holds a Series 66 designation, with 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience at Wells Fargo Bank, N.A., and Signator Investors, Inc. He is based in Charleston, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.