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 in Charleston, SC, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Louis Dimuzio Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has served at Lincoln Financial Services since 2008. In addition to his advisory role, he is involved in life settlements and insurance, offering products such as accident, health, disability insurance, and fixed and indexed annuities. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk analysis to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Leighton Mitchell is a financial advisor with Primerica Advisors in Summerville, SC, holding Series 63 and Series 65 licenses and having two years of industry experience. His background includes roles at Primerica Financial Services and entrepreneurial ventures such as Bo Mitchell Inc. and Home for Skateboarding Inc. Outside of advising, he serves as CEO and proprietor of Bo Mitchell Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure.

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 licenses and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at Premier Wealth Partners, LLC for six years and Sallyport Global for two years. He is also involved with GAP Enterprise LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with a range of discretionary and non-discretionary management options and access to diverse model portfolios and research.

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.

Peter Wint is a financial advisor with Wells Fargo Clearing in Sumter, SC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

John Dickson is a CFP® professional with 22 years of industry experience, currently affiliated with Raymond James Financial in Charleston, SC. His career includes roles at Truist Investment Services, BB&T, and Pinnacle Financial Partners. He is also an associate employee at Pinnacle Asset Management in a non-investment-related support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to individuals, high-net-worth clients, corporations, and institutions. The firm employs a tailored, non-discretionary planning approach using analytical tools and supports municipal and public-finance work, along with specialized advisory programs.

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 at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior firms include Robert W. Baird & Co., Inc., Edward Jones, and Hein Wealth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a variety of advisory programs.

William Rader is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Charleston, SC. 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 through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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 in Charleston, SC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as co-trustee for his father's and mother's irrevocable trusts. 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 and analytics.

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.

Steven Baller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has involvement with Chucktown Homes, LLC since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Olszewski is a financial advisor with Edward Jones in Summerville, SC, holding Series 63 and Series 66 designations and 23 years of industry experience. His prior roles include positions at WealthVest, MML Investors Services, MassMutual, and Foresters Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

William Rogers is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as Board Chair and is involved in fundraising and committee work for The Able Life Foundation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning that includes scenario modeling without individual security recommendations as part of standalone plans.

Darryl Fyall is a financial advisor with Cambridge Investment Research Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Center Street Advisors, among others. He is also active as an insurance agent involved with non-variable insurance products in several locations. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a variety of portfolio management approaches across multiple platform arrangements and maintains proprietary and third-party investment strategies.

Joseph Caughman is a financial advisor at Morgan Stanley with 11 years of industry experience. He previously worked at Merrill and Bank of America, N.A. for ten years. He holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that incorporates market outlooks and scenario modeling.