Jeremy Marshall is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2018. Prior to his advisory career, he was employed at Textron Specialized Vehicles and the University of South Carolina. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement planning through written recommendation reports and ongoing annual advice. The firm employs an investment approach that integrates proprietary research and third-party data within a defined product ecosystem to deliver tax-aware withdrawal strategies and dependable income planning.

Joshua Strimple is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in advising institutions and businesses on developing and managing their corporate qualified and non-qualified retirement plans. Joshua also provides services related to employee benefits, cash management, commercial financing, and business financial services in partnership with Bank of America. His client focus areas include corporate benefits, corporate executive services, divorce transition planning, services for endowments, foundations, non-profits, and investment consulting for defined contribution and defined benefit plans. Joshua has been working in the financial services industry since 2006 and joined Merrill Lynch Wealth Management in 2009. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joshua earned his bachelor's degree from the College of Charleston. In addition to his financial advisory work, he serves as a Lieutenant Colonel in the United States Army Reserve and is the Board President for Fisher House Charleston, supporting temporary accommodations for veterans and their families receiving medical care. Outside of his professional commitments, Joshua enjoys hiking, tennis, and spending time with his wife and daughter. He is currently working toward completing the 2200-mile Appalachian Trail and frequently visits Disney World with his family.

Matthew Costigan is a financial advisor with Ameriprise in Charleston, SC, holding a Series 66 license and six years of industry experience. His prior roles include positions at Fidelity Investments, Pruco Securities LLC, and multiple engagements with Ameriprise. Outside of finance, he has been involved with local golf courses and youth baseball programs. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Carolyn Hash is a financial advisor with Raymond James & Associates in Mt. Pleasant, SC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2011. Outside of her advisory role, she is a partner and owner of Nicholson Carolina Group, a family-owned entity related to inherited property. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing various portfolio management styles and supported by extensive research and affiliated sub-advisers.

Zachary Dauscher is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation. He has diverse work experience including roles at Dewey Scientific and East End Dive Services, as well as time at Clemson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Ginny Fletcher is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and previously worked at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC from 2019 to 2024. Before entering finance, she spent six years at Eyecare Specialties of Charleston. 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.

Carter Bidwick is a financial advisor at RBC Capital Markets with eight years of industry experience. He has been with RBC Capital Markets, LLC since 2017 and previously worked at The John Akridge Management Company from 2015 to 2017. He holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, employing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Thomas Ransone Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including roles at Cambridge Investment Research Advisors since 2016 and working as an independent insurance agent since 2000. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platforms, combining proprietary and unaffiliated strategies tailored to client objectives.

Matthew Johnson is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in college education planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Matthew has a Bachelor's Degree from St Edward's University and holds the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes understanding his clients' priorities to create strategies aligned with their financial goals. His approach includes providing ongoing advice and guidance as clients' needs evolve. Outside of his professional work, Matthew participates in community activities such as the Belize Lighthouse Ride. His personal interests include baseball, cooking, golfing, spending time with his family, and traveling.

Joseph Powers is a financial advisor with Merrill in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Merrill since 1994. Outside of his advisory role, Powers serves as a board member for Landmark For Families, a nonprofit focused on placement and services for foster children in the Charleston area. 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, and institutional investors.

Deirdre Marion is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for 11 years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice.

Jared Weber is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. His background includes roles in student affairs and education at Clemson University and the Fair Lawn Board of Education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services that emphasize tailored, non-discretionary advice supported by comprehensive research and various portfolio management strategies.

Keane Robinson is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. 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 utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Scott Saad is a Wealth Management Advisor and a founding partner of Saad Vannatta & Associates at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1992, providing services to both corporate and wealth management clients. His corporate clients receive guidance on retirement plan strategies, including vendor searches, benchmarking, fiduciary education, investment reviews, plan design, and participant education. For wealth management clients, Scott and his team offer comprehensive wealth management services tailored to physicians, business owners, executives, retirees, and high net worth individuals, with access to a range of specialists in banking, trusts, estate planning, insurance, lending, philanthropy, private finance, and family office services. Scott has earned the internal Retirement Benefits Consultant designation and holds the Certified Plan Fiduciary Advisor (CPFA) designation through the National Association of Plan Advisors. He was named to the Financial Times list of 401 Top Retirement Plan Advisors in 2016 and has been recognized on the Forbes Best-in-State Wealth Advisors list multiple times. The Saad Vannatta & Associates team has also received recognition on the Forbes Best-in-State Wealth Management Teams list in recent years. Scott is a graduate of the University of Dayton with a B.S. in Business Administration. He resides in Charleston, South Carolina, with his wife Elizabeth and their four children. Outside of his professional work, Scott enjoys football, traveling, and spending time with his family.

Alexander Mitchum is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2013 to 2017. Mitchum is also involved in various financial-related business activities, including consulting and sales roles with affiliated firms in Charleston. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements supported by proprietary software tools, with optional implementation through brokerage or insurance arrangements.

John Dirks III is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016. Outside of his advisory work, he serves as the Parish Finance Council Chair at the Cathedral of Saint John the Baptist in Charleston, SC, where he advises on financial matters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Dennis Klein is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds a Series 63 designation and has been with UBS since 2009. Located in Kiawah Island, SC, his long tenure reflects extensive experience in the field. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Harlie Garcia is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding a Series 63 license and bringing 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Garcia worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, Garcia is involved in investment-related trustee and guardian roles, as well as ownership and management of Henzo, LLC and Garcia GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing Wells Fargo research and tools, with clients having flexibility in implementing recommendations through brokerage or advisory programs.

Wendy Brewer is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding the PFS™ designation as well as Series 65 and Series 66 licenses. She has 12 years of industry experience, including roles at Wells Fargo Advisors, LLC, and has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is co-owner of Breathe In Breathe Out LLC, where she assists with decisions related to real estate maintenance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by investment policy statements and modern portfolio theory. The firm serves institutional clients with a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Zachary Volousky is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial and South Carolina Bank & Trust since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources.