Timothy Kane is a financial advisor at Morgan Stanley in Charleston, SC, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 provides services through Financial Advisors and specialized estate planning groups.

William Butler is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel, he worked for seven years at the South Carolina State Fiscal Accountability Authority. Outside of his advisory role, he is a limited partner in a family-owned LLC, Butler Oaks LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Austin Graham is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at the New York Mets and HomeAdvisor, as well as involvement with the No Limit Ballers Lacrosse Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research.

Adam Monical is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Edward Jones, TD Ameritrade, and the Central Bank of St. Louis. Outside of finance, he has been involved with Bulldog Tours. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm serves clients on a non-discretionary basis, offering asset-allocation advice, investment manager searches, and customized performance reporting.

James Vance is a Series 66 registered financial advisor with Wells Fargo Clearing, based in Charleston, SC, with 14 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves as a trustee for his father’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Ellerie Walker is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently with Cetera and has previously worked at Commonwealth Financial Group, Securian Financial Services, and Minnesota Life Insurance Co. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Emily Pearson is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has previous experience at Merrill and NORC at the University of Chicago. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliated network.

Kayla Bailey is a Planning Consultant who collaborates with Financial Consultants to support clients in achieving confidence about their financial futures. She focuses on making financial planning approachable and ensuring clients feel supported throughout the process. Her professional experience includes roles as a Relationship Manager at Fidelity Investments in 2025, a Financial Representative at Fidelity Investments from 2023 to 2025, and a Financial Representative at Western and Southern in 2023.

Nicholas Penna is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having 15 years of industry experience. He previously worked at Morgan Stanley for eight years before joining Raymond James in 2019. He also serves as an independent contractor financial advisor for IronRidge Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and uses a variety of analytical tools to support client goals.

Blair Rice is a financial advisor with Mass Mutual Investors Services in Charleston, South Carolina. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. Outside of his advisory role, he is involved as a sales agent in health and life insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools to provide written recommendations through collaborative annual planning engagements.

Conor Duggan is a financial advisor with Merrill in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Regions Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 teams and third-party managers.

Jack Di Muzio is a financial advisor at OSAIC with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities Corporation for two years and has a background that includes roles in both the public and private sectors. He is also active as an insurance agent, involved in the sale and service of disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning, retirement consulting, unified managed accounts, and access to third-party money managers.

Lance Paulson is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding a Series 66 designation and with 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors dating back to 2013. He is also a 50% owner of Paulson Wealth Management, LLC, an investment-related business in Evergreen, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a wide range of financial planning and investment services. The firm provides tailored recommendations supported by proprietary research and planning tools, with a broad offering that includes specialized services such as business-owner transition and special-needs planning.

Shelby Meyer is a financial advisor at Edelman Financial Engines with 34 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Financial Engines Advisors L.L.C. and TD Ameritrade, Inc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

Park Dougherty is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Dougherty owns the Celius Dougherty Music Archive and serves as treasurer for both The Society for the Preservation of Spirituals and the Dartmouth Club of the Lowcountry. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations through customized financial planning and portfolio management strategies that include both traditional and non-traditional investments.

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. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held a position at Wood Group from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a 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 services both directly and through corporate financial planning agreements.

Cole Bridges is a Wealth Management Planning Consultant at Fidelity Investments, where he supports clients by gathering and discussing financial planning information, handling service requests, and coordinating with all parties involved in the planning process. He prioritizes ensuring clients receive the highest level of care to accomplish their financial tasks and goals. Cole has worked at Fidelity Investments in various roles since 2018, beginning as a Workplace Planning Consultant and progressing through positions including Personalized Planning and Advice Representative and Investment Management Consultant before becoming a Wealth Management Planning Consultant in 2026. His experience spans client advisory and investment management support within the organization. Outside of his professional role, Cole has personal interests that include camping, concerts, golf, music, painting, and snowboarding.

Brian Chirles is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2007 following his tenure as the founder of The Arezzo Chirles Team, established in 2003 at another financial institution. Brian holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. Brian provides tailored financial guidance to clients across these focus areas. Brian earned his high school diploma from John F Kennedy High School in Somers, NY, an associate degree from Northern Virginia Community College, and a bachelor's degree from James Madison University. Originally from New York, he resides in Reston, Virginia. In his personal time, Brian enjoys gardening, scuba diving, surfing, and traveling.

Matthew Brown is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their financial goals across short-, mid-, and long-term horizons. He provides guidance on a broad range of financial matters including investing, retirement planning, and preparing for unexpected expenses. Matthew also facilitates access to Bank of America specialists who offer additional services in banking, credit, home financing, and small business solutions. Matthew holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Roanoke College. He emphasizes a client-centered approach, aiming to uncover what matters most to clients and their families in order to create tailored financial strategies.

Louis Vingi is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Jefferies LLC and Continuous Software. Outside of finance, he works occasionally as a dog walker. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a network of over 14,000 advisors and offers both brokerage and advisory solutions.