Avron Lesser is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Ryan Birge is a financial advisor at LPL Financial with 18 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, RBC Capital Markets, and Citigroup Global Markets. 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 services, including financial planning, model portfolio programs, and institutional platforms, with a focus on diverse investment strategies supported by research and technology.

Nicholas Brown is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Securities America Advisors, Inc. from 2010 to 2012. Outside of his advisory work, he has involvement in independent tax and investment activities through Brown-Hogue LLC. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Ray Evans IV is a financial advisor at UBS Financial Services with a Series 66 designation. He joined UBS in 2026 and has prior experience at IFC Advisors and Vuori, as well as a background that includes roles at Santa Clara University and the Country Club of Charleston. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Danny Young is a financial advisor at OSAIC with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has held roles at Lincoln Financial Securities and Collins and Associates. Outside of his advisory work, he is involved in insurance-related businesses, including managing Alpha Omega Wealth Partners and providing life settlement services as a sole proprietor. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory, and retirement plan consulting services with access to third-party money managers and multiple advisory platforms.

Melissa Horne is the Vice President, Wealth Planner at Fidelity Investments. In this role, she works with high net worth individuals and families to help preserve and grow their wealth while aligning financial strategies with clients' personal values, family goals, and long-term legacy plans. She emphasizes delivering clarity, structure, and confidence across all aspects of a client's financial life. Ms. Horne has extensive experience in financial services, having held positions as a Financial Consultant at Fidelity Investments from 2022 to 2023, a Senior Registered Associate at Morgan Stanley from 2020 to 2022, and an Equity Salestrader at Deutsche Bank from 2005 to 2018. Her personal interests include boating, cars, concerts, food, and traveling.

Craig Hoffman is a financial advisor with Cambridge Investment Research Advisors in Mt. Pleasant, SC. He holds a Series 65 designation and has been with Cambridge since 2026. Prior to this role, he held positions at firms including Greystar Real Estate Partners and various gig-economy companies. Outside of advising, he has been involved with Melalueca since 2016. Cambridge Investment Research Advisors serves a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple custody platforms.

Paul Shorter Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Charleston, SC, holding a Series 66 designation and bringing 15 years of industry experience. His prior experience includes roles at Truist Advisory Services, Truist/SunTrust Investment Services, and SunTrust Bank. He is also involved with Pinnacle Asset Management as a licensed bank advisor, where he discusses banking and investment needs with clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal finance work through an affiliated municipal advisor.

Lester Chou is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he owns a business entity used to manage expenses related to his Ameriprise franchise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients in or approaching retirement.

Leah Kutil is a Series 66-licensed financial advisor at Merrill with five years at the firm and four years of industry experience. Her prior work includes roles at Beaufort Memorial Hospital and Nashville Audio Visual. Outside of her advisory role, she teaches Mahjong weekly at The Mahjong League in Beaufort, SC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Villamizar is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, The Vanguard Group, and Apollon Wealth Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Eric Alberico is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 65 and Series 66 designations and has been with various J.P. Morgan entities since 2007. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Nolan Pehrson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 registrations and six years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at U.S. Bancorp Investments, Inc. from 2019 to 2025. He has also held roles outside finance, including work at Paychex, multiple high schools, and an entrepreneurial venture, Celly Hard LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to implement customized investment solutions.

Palmer Skoglund is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career as a bond trader specializing in mortgage-backed securities, US Treasury notes, and fixed-income portfolio risk analysis for large institutions. In 1998, Palmer transitioned to a financial advisory role at Merrill, bringing extensive market experience through varying economic cycles. He focuses on helping clients navigate their financial lives with strategies that provide comfort during changing market conditions and life events. Palmer's areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Washington & Lee University. Committed to the Merrill tradition of community involvement, Palmer volunteers with local organizations. Outside of work, he enjoys hiking, spending time with his family, playing tennis, and traveling.

William Senn is a financial advisor with Edward Jones in Charleston, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked with the Hibernian Society and The Charleston RiverDogs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network.

William Morgan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He began his advisory career in 2024 and has experience with Primerica Financial Services and various roles at Clemson University and W International. His other business activities include sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process, with a tiered wrap-fee structure distinguishing its approach.

John Palen III is a CFP®-certified financial advisor with Edward Jones, bringing 28 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, John is involved with the Low Country Muscle Car Club in Charleston, SC, where he helps coordinate car shows that support local community charities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches nationwide.

Christopher Doherty is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing a range of solutions including fee-based financial planning, portfolio management, and capital markets services.

John Prickett is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America and service as an officer in the South Carolina National Guard. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Dupuis is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he is involved in business networking groups and participates in managing commercial real estate ventures related to his financial advisory business. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party and proprietary programs and provides ERISA fiduciary services to qualified plans via credentialed representatives.