Charles Cooper is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products and services in addition to investment advice. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jonathan Scheriff is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, N.A. from 2016 to 2024. Based in Mount Pleasant, SC, he joined RBC Capital Markets in 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

David Mccallum is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC and over two decades with Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Jesse Vitagliano is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 65 and Series 63 credentials and possessing 29 years of industry experience. He previously worked at UBS Financial Services Inc from 2009 to 2021 before joining Morgan Stanley in 2021. Outside of his advisory role, he is the sole proprietor of Vita Land Trust LLC, a private investment entity focused on real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Michael Wiggins is a CFP®-designated financial advisor with Edward Jones, based in Charleston, SC, and has 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over 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 large national network of advisors and branches.

Scott Laney is a financial advisor with Ameriprise in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, he owns Leisure Lane Stables, LLC, an LLC managing horse stables and pastures. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income recommendations are supported by proprietary research and third-party data and involve a collaborative, non-discretionary implementation process.

David Farbman is an investment advisor representative at Cambridge Investment Research Advisors with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cantella & Co., Inc. and Moors & Cabot. Farbman serves as a board member of a local homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients with financial planning, investment management, and retirement plan advisory services. The firm offers tailored portfolio management and model-based solutions through a network of independent financial professionals and maintains both proprietary and third-party investment strategies.

Jason Latos is a financial advisor with UBS Financial Services in Mount Pleasant, SC, holding a Series 63 designation and with 26 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans.

Barre Butler is a financial advisor with Stifel in Charleston, SC, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he is involved with The Oak Gun Club, LTD, a land management business in South Carolina. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Paul Hollins is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisor work, he serves as an executor for an estate. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects rather than ongoing relationships.

Megan Patterson is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has previously worked at Blackbaud, Strata Decision Technology, CDW, and Education Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jarad Plummer is a financial advisor with Mass Mutual Investors Services in Mount Pleasant, SC, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked with Mass Mutual and its affiliates since 2010 and previously operated the J Plummer Financial Group. Outside of advising, he is involved in life and health insurance sales through Lenox Advisors. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements and provides specialized programs such as divorce planning and estate-settlement services.

Charlotte Nicholas is a financial advisor at Wells Fargo Clearing with a Series 66 designation. She has one year of industry experience, including prior work at Minnow Swim and a background in full-time education. 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 combines research and analytics with diversification principles to provide brokerage and advisory solutions and supports a range of financial products through its bank and insurance affiliates.

Henry Hauhn III is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Sciuto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Thrivent Financial, TD Ameritrade, and periods of self-employment. 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 roughly $671 billion in assets and utilizes research and analytics to support diversified portfolio strategies.

Arthur Devereux is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and previously spent 13 years at Bank of America and Merrill. He is also involved with Leeward Insurance Services LLC, where he has been active since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

James Ullrich is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jeannette Vivas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services focused on investment policy development, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kenneth Kavanaugh is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at UBS since 2016, following prior tenures at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Gray Coulton is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He has been with Robert W. Baird since 2011. The DDK Group, where he works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of in-house and third-party strategies across traditional and non-traditional asset classes.