Quintina Wallace is a Financial Advisor at Merrill Lynch Wealth Management, specializing in small business retirement plans and qualified plan education. She partners with business owners to design, implement, and service retirement plans that align with their workforce needs and business objectives. Quintina helps plan sponsors evaluate plan designs, fulfill fiduciary responsibilities, and improve participant outcomes by coordinating with recordkeepers, TPAs, accountants, and other service providers. Quintina holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's degree from Albany State University. Quintina also serves as a resource for retirement plan participants, providing education and personalized guidance to assist them in making informed financial decisions throughout life transitions such as retirement and career changes. Beyond her professional role, Quintina is involved with organizations such as the Alzheimer's Association, the COVA Christian Chamber of Commerce, and the National Association of Plan Advisors. Her personal interests include camping, hiking, and spending time with her family.

Arthur Connor is a financial advisor with Cambridge Investment Research Advisors in Summerville, SC, holding the ChFC® and Series 63 designations and having 52 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2012 and serves on the board of directors for Blue Island Citizens for Persons with Developmental Disabilities. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing multiple custody platforms and a variety of investment strategies, including proprietary models and third-party manager referrals.

William Rouse Jr. is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He worked at UBS Financial Services from 2000 to 2016 before joining Wells Fargo Advisors in 2016. Outside of his advisory role, he serves on the board of a property owners association in Charleston and manages several family and investment-related partnerships. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, using proprietary research and planning tools, and integrates advisory services with banking, lending, trustee, and fund strategies.

Jacob Palmer is a financial advisor at LPL Enterprise with five years of industry experience and a Series 66 credential. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles outside finance, such as positions at Davenports Family Restaurant and Georges of Galilee. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and affiliated insurance and trust custody services.

Holly Hollar is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2025. She has been with Fidelity since 2010, with a career that includes positions as Head of Coaching and Development from 2020 to 2024, Regional Coaching Consultant from 2018 to 2020, and Regional Planning Consultant and Financial Advisor from 2010 to 2018. Throughout her tenure at Fidelity, Holly has focused on supporting advisors and clients to achieve their financial goals. She values the commitment to kindness, respect, and lifelong learning instilled by her parents and finds alignment with Fidelity’s values in her professional work. Outside of her professional life, Holly enjoys cooking and baking, fitness activities, exploring food-related interests, music, outdoor adventures, and spending time with pets.

Randall Tepatti is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His background includes roles at Avantax Advisory Services and Bulloch Telephone Cooperative, and he also owns Tepatti Financial, LLC, where he provides accounting and tax preparation services to individuals and small businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of independent advisors.

Maurice Brown is a financial advisor with Edward Jones in Moncks Corner, SC, holding a Series 66 license and seven years of industry experience. He previously worked at Farmers and Merchants Bank for three years and has concurrently been employed at Publix Grocery for over fifteen years. Outside of his advisory role, he is the CEO of two small businesses in Summerville, SC, including a courier service and a janitorial services company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, comprehensive service offerings, and fiduciary standard of care.

Robert Wills is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and utilizes firm-approved tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates for modeling outcomes.

Thomas Russo Jr. is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has worked with several firms, including The Fiduciary Alliance and Globe Life. Outside of his advisory work, he is involved in a non-variable insurance agency based in Florence, SC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Allan Proske Jr. is a CFP® professional with eight years of industry experience, currently advising at Cetera. His work history includes roles at Commonwealth Financial, Minnesota Life Insurance Co, and First Allied Securities. He is also a partner in Coastal Strategic Capital, a business engaged in financial and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Shannon Noonan is a financial advisor with Merrill in Mount Pleasant, SC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she works part-time for Southern Bear Catering, a catering company serving events around Charleston, SC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

William Everett is a CFP®-certified financial advisor with Edward Jones, based in Summerville, SC. He has 20 years of industry experience, all of which has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice President of the Azalea Referral Group in Summerville, coordinating speakers and membership for weekly meetings. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of approximately 23,700 financial advisors.

Madeline Huggins is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Courtney Baker is a financial advisor with Merrill, holding a Series 66 designation and over one year of industry experience. She also works as a speech-language pathologist at Johns Island Post Acute, providing speech therapy in inpatient rehab. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, delivering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Leonard is a financial advisor with MassMutual Investors Services in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes positions at MassMutual Life Insurance Company and MetLife Resources. He also works as a licensed insurance agent specializing in life, annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to deliver detailed, goal-based recommendations.

Jenna Pagano Bass is a Series 66-registered financial advisor with LPL Enterprise, based in Mt. Pleasant, SC, and has three years of industry experience. Prior to joining LPL Enterprise in 2024, she worked with The Prudential Insurance Company of America and Stride, a learning company where she serves as a curriculum alignment contractor. She also has eight years of experience with the Charleston County School District. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning, consulting, and insurance products.

William Velasco Jr. is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he serves on the membership committee of the Palmetto Club in South Carolina, where he contributes to growing the organization's membership. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans and offers both fee-based planning and discretionary portfolio management.

John Pavlinec is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with UBS Financial Services since 2011. Outside of his advisory role, he serves on the homeowners association board for Mariners Cay Yacht & Racquet Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Aaron Gore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Voya Financial Advisors. In addition to his advisory work, he is involved with Wordsworth Management Group Inc., a business entity active for tax and investment purposes. 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 financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Francis Ford III is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services that leverage structured planning tools and market modeling techniques.