Joseph Purter is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Enterprise Holdings, Cintas Corporation, Spectrum, Pizza Hut, and Presbyterian College. Outside of his advisory duties, he is co-owner of Dreamers & Commanders Company LLC, an athletic development business, and serves on the board of Garnet & Blue Collective, which supports NIL opportunities for athletes at Presbyterian College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Denise Kelly is a financial advisor at Morgan Stanley with 41 years of industry experience. She has been with Morgan Stanley and its affiliate, Morgan Stanley Smith Barney LLC, since 2012. Kelly holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Patrick Buttarazzi Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following tenures at UBS Financial Services and Prudential Equity Group, 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Lassiter is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Apollon Wealth Management, among other firms. Outside of his advisory work, he is involved with Dogstar Pet Care, a recreation business in Charleston, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and modeling tools, focusing on advisory services rather than individual security recommendations.

Joshua Ayers is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked seven years with Dorchester School District Two. Outside of his advisory role, Ayers officiates high school football and softball games and owns a custom gifts business specializing in embroidery and vinyl products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Bobby Parham II is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017, previously working at Nationwide Securities LLC from 2013 to 2016. 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, wrap and model portfolio programs, and access to third-party asset managers, supported by technology tools and a variety of strategic and alternative investment options.

Charles Holbrook is a financial advisor at Edward Jones in Charleston, SC, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Uber for one year. 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 under management, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Aaron Barber is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Louis Dimuzio Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Financial Services since 2008 and Osaic FS, Inc. from 2004 to 2025. Outside of his advisory role, he is involved in several insurance-related business activities, including managing an insurance agency and assisting clients with life settlements. OSAIC serves a diverse clientele including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, consolidation activities, and a complex affiliate network that provides a broad platform of financial products and services.

Leighton Mitchell is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Primerica, Mitchell has held roles at various companies including Disney and has maintained business interests through Bo Mitchell Inc., where he serves as CEO. Outside of financial advising, he is involved in entrepreneurial activities connected to his private business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a network of advisors using model-driven investment strategies managed by unaffiliated asset managers.

Sofia Ward is a financial advisor at Morgan Stanley with 21 years of industry experience. She has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and has been affiliated with Citigroup Global Markets since 2004. She holds Series 63 and Series 65 licenses. 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 employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s return estimates.

Gene Potes is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Premier Wealth Partners, Sallyport Global, and Merrill. He is also associated with GAP Enterprise LLC, a business entity used for tax and investment purposes. 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 various investment strategies, supported by extensive technology and resources.

Jane Shipe is a financial advisor with Morgan Stanley in Ravenel, South Carolina, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and previously with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and portfolio modeling techniques.

John Dickson is a CFP® professional with 23 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has held previous roles at Truist Investment Services, BB&T, and KeyBanc Capital Markets. In addition to his advisory work, he is an associate at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, institutional clients, and charitable organizations. The firm employs a non-discretionary, goal-based approach utilizing analytical tools such as risk profiling and probability modeling.

David Mcnamara is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process incorporating firm-approved tools and market simulations.

Sherri Kirchhoff is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and 66 licenses and bringing 32 years of industry experience. She previously worked at Robert W. Baird & Co., Inc., Edward Jones, and Hein Wealth before joining Morgan Stanley Smith Barney in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

William Rader is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked for 13 years. He is based in Charleston, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non–high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Brent Tatum is a financial advisor with Edward Jones in Summerville, SC, holding CFP®, ChFC®, and Series 66 designations and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Andy OnCall and Mosquito Squad, and earlier at 911 Driving School. He serves as Chairman of the board for Dorchester Habitat for Humanity in Summerville. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Frederick Shreves is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Citigroup Global Markets for nine years before joining Wells Fargo in 2016. He serves as a co-trustee for his parents’ irrevocable trusts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Sam Anderson Jr. is a financial advisor at Edward Jones in North Charleston, SC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Visionary Financial Group, Principal Life Insurance Company, PlanMember Securities Corporation, and Strategic Wealth Advisory Group. Outside of finance, he owns and operates a business as a basketball official (referee). Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.