Sherry Sheppard is a financial advisor at Thrivent Investment Management with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been with Thrivent and its related firms since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Monica Jaramillo Tatis is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Tranzact, and as an independent life insurance broker. Outside of finance, she is the sole proprietor of Kakaw LLC, a chocolate-making business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and diverse investment strategies, providing advisory services without individual security recommendations as part of its standalone planning program.

Donald Meade is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at MML Investors Services, MassMutual, VOYA Financial Advisors, and Edward Jones. Outside of advisory work, he also serves as a baseball coach. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals and multiple platforms.

Abigail Capasso is a financial advisor with Edward Jones in Charleston, SC, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2016. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Bryan Quinn is a CFP® with 21 years of experience in the financial services industry. He has worked at several firms, including J.P. Morgan Securities, M&T Securities, and Cuso Financial Services, before joining LPL Financial in 2025. Quinn also holds a role at South Carolina Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and third-party subadvisors across discretionary and non-discretionary strategies.

Daniel Perlmutter is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Berlins Restaurant Supply, Rising Tide Marketing, and Hamilton Management Services Company. Outside of advising, he is involved in managing several rental properties and assists with real estate transitions through 2M Properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 advisors. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Michael Alford is a CFP® professional with 25 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2010. Prior to his current role, he spent six years at Thrivent Investment Management. Alford is a member of the Board of Visitors at Charleston Southern University. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base across multiple platforms and provides access to proprietary model strategies and third-party advisors.

Ashley Carter is a CFP® professional with 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Herschel Harvey. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

David Armstrong II is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley in various capacities since 2008, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to joining Morgan Stanley, he was with Merrill from 2004 to 2008. Morgan Stanley Wealth Management provides 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 involves structured discovery conversations and utilizes firm-approved tools to model financial outcomes.

Leonard Hutchison IV is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that serves 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.

Jennifer Odell is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Publix Supermarkets. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various areas such as retirement, tax, estate, and special needs, with options to combine planning with managed account services under a consolidated billing program called WealthPlan.

David Pasciak is a ChFC® credentialed financial advisor with 45 years of industry experience. He has worked at OSAIC since 2018 and previously spent 37 years at Signator Investors, Inc. He is also president of Vantagepointe Financial Group, a role in which he manages advisors and serves a large clientele across insurance and investment products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a model-based investment process emphasizing asset allocation and portfolio optimization, supporting both advisory and brokerage services.

Stacy Cannon is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has worked at LPL Financial since 2007, with prior experience at Uvest Financial Services Group and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

Stanton Storm is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo entities since 2004, including Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Miranda Bloomingburg is a financial advisor at Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held roles at CUSO Financial Services, South Carolina Federal Credit Union, and Fidelity Investments. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Todd Welch is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

John Dierking is a Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in 2017, he has focused on wealth management, investment planning, and financial security. He works closely with clients to develop personalized strategies that address their unique financial goals. John specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He brings a values-driven perspective to financial planning, influenced by his upbringing on a farm in Hershey, Pennsylvania. He holds a High School Diploma from Pennsylvania Distance Learning Charter School and is a Personal Investment Advisor (PIA). Outside of work, John is involved with community organizations including Habitat for Humanity and Lowcountry Food Bank, and enjoys boating, music, scuba diving, soccer, softball, spending time with his family, and traveling.

Emily Faulkner is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation, Heritage Wealth Management, and Commonwealth Financial Network, among other firms. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with tools for portfolio optimization, offering both brokerage and advisory services through a multi-advisor platform.

Heather Whitton is a financial advisor at Morgan Stanley with Series 65 and Series 63 designations. She has professional experience at Morgan Stanley since 2025 and previously worked at Bank of America, Lowe's, and South State Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Veronica O'Sullivan is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for Epiq for 22 years and had a brief role at Charleston Southern University. Outside of her advisory work, she owns Weather the Storms, LLC, a consulting business focused on leadership consulting, content creation, and book publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.