Samuel Winkler is a CFP® with nine years of industry experience, currently affiliated with Cetera. He has worked with Cetera Advisors LLC since 2017 and is a co-owner of Thiem McCutchen Winkler CPAs PA, a tax preparation firm. Winkler is also a partner at Lowcountry Financial Group, where he provides financial planning and investment advice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and third-party managers.

Zlati Matushev is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2014. 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 programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Walton Robinson is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has worked at various Morgan Stanley entities since 2008, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, integrating firm-approved tools and research in its structured planning process.

James Sheehan is a CFP®-certified financial advisor with 29 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Raymond James & Associates and UBS Financial Services. Sheehan is based in Daniel Island, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Jon Seward is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions at Smartsheet and AT&T. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

April Mckinney is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning solutions and integrates advisory services with other financial product offerings through a large network of advisors.

Mark Fell is a financial professional with 24 years of industry experience, currently with Cetera. He holds Series 63 and Series 66 credentials and has been associated with Cetera Advisors LLC since 2013. Fell is also co-owner of Conte Fell Advisors and serves as a board director for the nonprofit Communities in Schools. He is treasurer of The Latinx Exchange Club of Charleston, SC. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a large network of independent advisors. The firm serves individual and institutional clients with portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party managers.

Meredith Duffy is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021. Prior to joining Merrill, she was employed at South Carolina Federal Credit Union and has also worked at LOFT Outlet. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kathleen Corn is a financial advisor at Merrill with a Series 66 designation and 13 years of industry experience. She has been with Merrill Lynch since 2000. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Robert Swallen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2022, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services through Wealth Advisors on a non-discretionary basis.

Christopher Bolig is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1999 and focuses on personalizing wealth management strategies for individuals to help meet financial goals such as education funding, home purchases, and retirement planning. Prior to entering the financial industry, Christopher served five years in the U.S. Navy. During his military service, he attended The College of William & Mary and Johnson & Wales University, where he earned bachelor's degrees in Culinary Arts and Business Administration. His career in financial services began with Edward Jones & Co., followed by roles at BB&T Investment Services managing multiple territories. Since 2005, he has been with Banc of America Investment Services, now part of Merrill Lynch. Christopher holds the Personal Investment Advisor (PIA) designation. Christopher lives on Daniel Island with his wife Sarah and their two children, Madison and Jackson.

Frank Wootton IV is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 66 registrations and 14 years of industry experience. His work history includes roles at Morgan Stanley Private Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a range of investment strategies, serving clients through direct and corporate financial planning agreements.

Lynn Mack is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, Mack worked at MetLife Securities from 2014 to 2017 and has been affiliated with MassMutual Life Insurance since 2016. Outside of advisory roles, Mack is an insurance agent specializing in life, disability, long-term care, health, and fixed annuities, as well as a notary and owner of an LLC that manages administrative support and expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers investment guidance through collaborative, annual planning relationships and a range of educational programs.

Michelle Calalang is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2012. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eugene Johnson IV is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. Prior to this, he worked at SunTrust Investment Services, Inc. for eight years. He is also a trustee for the Johnson Family ILIT. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Jackson Weeks is a financial advisor with Cetera, holding the Series 66 designation and two years of industry experience. He is the owner of Jackson Swim School, which provides swim lessons. Cetera Investment Advisers LLC serves a broad client base including individual, institutional, and retirement plan clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Randall Slawson Jr. is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at Pruco Securities, LLC and Converse. Outside of his advisory work, he coaches basketball at West Ashley High School. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Patrick Peterson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career there in 2001 after earning a Bachelor's degree in finance from Wofford College. Patrick focuses on assisting affluent families with complex financial challenges by developing well-designed, regularly reviewed, and clearly articulated wealth management plans. Patrick is a qualified Portfolio Manager who offers both traditional advice and customized portfolio strategies. His approach involves managing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification since 2008, the Chartered Retirement Planning Counselor™ (CRPC™) designation since 2003, and is a Personal Investment Advisor (PIA). Living in Charleston, Patrick enjoys spending time with his wife, Erin, and their three children, Rory, Teddy, and Knox. His personal interests include fishing, music, and reading.

Daniel Parsons is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2015 and at Bank of America from 2015 to 2024. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party asset managers.

Marie Freeman Fisher is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she works as an independent contractor delivering food for UberEats during evenings and weekends. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.