Kaylee Wilhite is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She has worked at Ameriprise since 2020, with prior roles including market research and positions at Augusta National Golf Club and the University of South Carolina. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendations that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its planning approach and provides a broad range of advisory, brokerage, and insurance solutions.

Samantha Froggatt is a financial advisor at Cetera with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Avantax Advisory Services and Cetera-affiliated firms. Froggatt serves on the boards of two social clubs, La Cima Club and The Constellation Club, as well as on the advisory board for the Customer Experience Program at the University of Tennessee, Knoxville. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Clay Hershey is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Citigroup Global Markets. Hershey serves as a board member for the PruittCares Foundation, a for-profit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm supports its large network of advisors with various investment programs and operational tools while providing both discretionary and non-discretionary account management.

T. Naples is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with the firm since 2011, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Naples serves as a board member for the Atrium Villas condominium association in Hudson, Ohio. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers financial plans based on structured discovery and firm-approved tools.

Patrick Buttarazzi Jr. is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a three-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment searches, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within their investment menus.

Robert Klein is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various financial topics, with options to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Charles Knowlton Jr. is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, employing a range of investment strategies including traditional and non-traditional allocations, and provides both discretionary and non-discretionary management options.

Charles Hess is a financial advisor with Edward Jones in Mount Pleasant, SC, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Keegan Hornbuckle is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has worked at City National Bank and Morgan Stanley Private Bank prior to his current role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

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.

Donald Rhodes is a financial advisor with Merrill in Charleston, SC, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

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.

Matthew Aronson is the Director of Advanced Planning at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with Fidelity financial advisors, planners, and other professionals to facilitate Advanced Planning educational discussions with clients. His focus is on assisting clients in pursuing their estate and wealth transfer goals. Matthew's expertise lies in advanced financial planning strategies, particularly in estate and wealth transfer areas. His professional responsibilities involve partnering with various professionals to provide specialized guidance and education to clients, supporting their financial objectives. Outside of his professional role, Matthew's personal interests include attending concerts, engaging in family activities, and participating in sports such as football, golf, and table tennis. He also has an interest in music.

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.

Kevin Mulkern Jr. is a financial advisor at UBS Financial Services with 19 years of industry experience. He previously worked at Jpmorgan Chase Bank NA and Jpmorgan Securities LLC for 13 years before joining UBS in 2020. Outside of his advisory role, he owns and operates Good For You Candy Company, a business that makes and sells whole food candy using dried fruit and maple syrup. 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, utilizing proprietary research and model-based asset allocations to tailor client strategies.

John Wilder is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work history includes positions at Guardian Life Insurance Company, City National Bank of Florida, and Park Avenue Securities. Outside of finance, he has experience working in the food and service industry, including at Truffles Cafe and Carolina Carwash. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and planning tools to deliver written recommendations tailored to client goals.

Michael Huskey Jr. is a CFP® professional with nine years of experience currently serving at Mass Mutual Investors Services. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Wells Fargo. He serves as Treasurer and board member for a nonprofit organization involved in financial oversight and fundraising. MassMutual Investors Services operates as both a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-based planning supported by analytic tools and offers a range of investment and educational services.

Justin Kiddy is a financial advisor at Cetera with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Veris LLC and Avantax Advisory Services, where he worked for over a decade. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

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.