Marc Howard is a financial advisor with UBS Financial Services, holding a Series 66 designation and six years of industry experience. He has worked at UBS since 2020 and previously spent four years at Wells Fargo Private Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations to tailor client plans.

Niccolo Myers is a financial advisor at Morgan Stanley in Charleston, SC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Jonathan Cummins and Jenis, as well as military service in the Armed Forces. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies.

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.

Abigail Wilson is a CFP®-certified financial advisor with seven years of industry experience, currently with Ameriprise in Hanahan, SC. Her career includes prior roles at Merrill and LPL Financial, as well as experience in academic affairs for athletics at Liberty University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

John Salley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior experience includes 15 years at Cantella & Co., Inc. He serves as a board member for The Set, Inc. and the Charleston Area Black Caucus. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management and model-based strategies across multiple custody platforms.

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.

Matthew Johnson is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior experience includes roles at Bank of America, N.A., Kevin Hicks, and Toyota Financial Savings Bank. He has also been involved with the Dallas Tigers Baseball Club. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed accounts, discretionary portfolio management, and brokerage services. The firm is noted for its integration with Bank of America affiliates and its tax-focused investment management capabilities.

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.

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.

Benjamin Nesvold is a financial advisor at Edward Jones in Mount Pleasant, SC, holding CFP® and Series 66 licenses with seven years of industry experience. Before joining Edward Jones in 2019, he worked in legislative roles, including for State Senator Leah Vukmir and the Leah for Senate campaign from 2016 to 2019, and spent twelve years at Hawley, Kaufman & Kautzer Law Offices, S.C. He serves on the Investment Committee Board for Trident United Way in North Charleston, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm supports both high-net-worth and non-high-net-worth households and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 13 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2013 to 2017. Outside of his advisory role, Mitchum is involved with several business activities, including membership and consulting roles at Affluence Financial Group LLC and Affluence Consulting Group LLC. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual financial planning engagements using firm-approved analytical tools.

Alex Hale is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Fidelity Investments, Morgan Stanley, J.P. Morgan Institutional Investments, Mesirow Financial, and Balasa Dinverno Foltz. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Kevin Medert is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory role, he is also employed as a security professional with Allied Universal. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and other related services through its network of investment adviser representatives.

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.

Clarence Blanton Jr. is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Enterprise. He has held roles at several firms including Cambridge Investment Research Advisors, Dempsey Lord Smith, and Thrivent Investment Management. Outside of financial advising, he owns a charter boat company and serves on the board of the South Carolina Lutheran Retreat Centers. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a notable presence in non-securities products and affiliated insurance and trust services.

Edward Flannery is a financial advisor with LPL Financial in Summerville, SC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, and Mass Mutual Investors Services. He is also involved as an insurance agent selling life, health, and accident policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Valetta Burgess is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at First Command Advisory Services and the South Carolina Army National Guard. She serves in the South Carolina Army National Guard in a political and government capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers services such as financial planning, consulting, and insurance product sales through affiliated entities.

Marilyn Allen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes prior roles at Bank of America, Merrill, and Scarborough Capital Management. She is also involved with Atlantic Wealth Management Group, LLC in connection with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Harlie Garcia is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding a Series 63 designation and 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Garcia worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, he is a trustee and guardian for his son and owns Henzo, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations. The firm offers specialized planning options and integrates advisory services with other financial products and referral channels.