Jack Di Muzio is a financial advisor at OSAIC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation. In addition to his advisory role, he is an insurance agent specializing in disability insurance, annuities, long-term care, and life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supported by a range of managed account and third-party money manager programs.

Eric Snyder is a financial advisor at Morgan Stanley in Charleston, SC, holding Series 66 and Series 65 licenses with nine years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Wood Group from 2013 to 2017. 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. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Louis Vingi is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and five years of industry experience. His prior work includes positions at Jefferies LLC and Continuous Software, and he has also worked in education and hospitality sectors. Outside of finance, he is involved in dog walking through a side business. 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 utilizes research and analytics to support its investment approach and offers both brokerage and advisory solutions.

Niccolo Myers is a financial advisor at Morgan Stanley in Charleston, SC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Jonathan Cummins and Jenis, as well as military service in the Armed Forces. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies.

Abigail Wilson is a CFP®-certified financial advisor with seven years of industry experience, currently with Ameriprise in Hanahan, SC. Her career includes prior roles at Merrill and LPL Financial, as well as experience in academic affairs for athletics at Liberty University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Zachary Dauscher is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation. He has diverse work experience including roles at Dewey Scientific and East End Dive Services, as well as time at Clemson University. 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. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

John Salley is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior experience includes 15 years with Cantella & Co., Inc. and two years at Raymond James Financial Services. He serves on the boards of The Set, Inc. and the Charleston Area Black Caucus. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and manages a multi-billion dollar asset base.

Keane Robinson is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Alexander Mitchum is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2013 to 2017. Outside of his advisory role, Mitchum is involved with several business activities, including membership and consulting roles at Affluence Financial Group LLC and Affluence Consulting Group LLC. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual financial planning engagements using firm-approved analytical tools.

Edward Flannery is a financial advisor with LPL Financial in Summerville, SC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, and Mass Mutual Investors Services. He is also involved as an insurance agent selling life, health, and accident policies. 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 third-party asset managers and institutional platforms.

Marilyn Allen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes prior roles at Bank of America, Merrill, and Scarborough Capital Management. She is also involved with Atlantic Wealth Management Group, LLC in connection with her LPL business. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Wendy Brewer is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding the PFS™ designation along with Series 65 and Series 66 licenses. She has 13 years of industry experience and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is co-owner of several business ventures with her spouse, including MOVE ON LLC and BREATHE IN BREATHE OUT LLC. 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 offers both brokerage and advisory solutions, utilizing research from internal and third-party sources to apply diversification principles and modern portfolio theory.

Julie Saunders is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. Prior to joining LPL, she worked at Premier Wealth Partners, Georgia United Credit Union, and held various roles including at Forsyth County Government and the University of North Georgia. She is also a commissioned notary in Summerville, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a broad array of affiliated financial activities.

Stephan Zacharkiw is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

John Elson is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and UBS Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools without providing individual security recommendations as part of standalone plans.

Jeffrey Malott is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and LGCY Power, among other firms. Outside of his advisory role, he volunteers with The Exchange Club of Charleston, a community organization that supports local nonprofits through events such as the Coastal Carolina Fair. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under consolidated billing while keeping these services distinct.

Jason Oates is a financial advisor with Wells Fargo Clearing in Mount Pleasant, SC. He holds a Series 66 designation and has 21 years of industry experience, including 15 years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Andrew Kernich is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at South Carolina Federal Credit Union and CUSO Financial Services, LP. Outside of advisory work, he has managed hospitality ventures such as Rooftop at The Vendue and Sole on the Green. 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 and access to model portfolios, utilizing a variety of investment strategies and technology tools.

Robert Hatala is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a sole proprietor in real estate investment. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by firm‑approved tools and extensive asset management.

Thomas Kerns III is a Series 66-registered financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.