Pamela Postma is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2024. She previously worked at Frango Financial from 2015 to 2024. In addition to her advisory role, she provides tax preparation services during the tax season. Mercer Global Advisors offers investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Kathryn Wise is a financial advisor at Valic Financial Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for CUSO Financial Services, LP for 10 years before joining Valic in 2022. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing a discretionary unified managed account platform and centralized technology solutions.

Isaac Wood is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior firms include Nationwide Investment Services Corporation, Fiduciary Wise, and National Life Group. He is also the founder of The Woodpile Co., a nonprofit ministry based in Johns Island, SC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments.

Kirk Matenaer is a CFP® professional with two years of industry experience, currently serving as an advisor at Farther. He previously worked at Capasso Planning Partners and Franklin & Associates. Outside of his advisory role, he offers insurance as a broker or agent through various insurance companies, including an affiliated firm. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform along with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Scott Engell is a financial advisor with Cetera, holding the Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Cetera since 2021 and previously spent seven years at Voya Financial Advisors. Engell also owns Engell Insurance Brokerage, Inc., which offers insurance licensing classes and fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Thomas Olson is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 designations and has 34 years of industry experience. He has worked at Robert Baird & Co. since 1993 and at Northwestern Mutual Investment Services since 2001. The DDK Group, where Olson serves, is part of Robert W. Baird & Co.’s Private Wealth Management department, providing financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, tax management, and internal research, including artificial intelligence, to support client investment advice.

Michael Wiggins is a CFP®-designated financial advisor with Edward Jones, based in Charleston, SC, and has 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.

Nancy Sides is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 36 years of industry experience. She has worked at Cetera since 2021 and has been president of Sides Financial Strategies, Inc. since 1995. Additionally, she teaches financial strategies at Midlands Technical College. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program options and custodial relationships.

Henry Hauhn III is a Certified Financial Planner (CFP®) with 17 years of industry experience, all of which he has spent at Edward Jones. He is based in Johns Island, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Koval is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities LLC, and MassMutual Investor Services. Outside of his advisory role, he has held positions in the service industry, including work as a server and restocker at Trader Joe's. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm offers financial planning, access to third-party asset managers and TAMPs, and utilizes model-driven investment implementation primarily through portfolios developed by LPL’s Research Department and third-party strategists.

Megan Schieber is a financial advisor with Morgan Stanley, holding a Series 66 designation and having four years of industry experience. She previously worked at Merrill from 2015 to 2023 before joining Morgan Stanley Smith Barney LLC. 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 supported by structured discovery conversations and firm-approved tools.

Albert Russo is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has an extensive background including long tenure at Securities Service Network, Inc. and ownership in a CPA firm specializing in tax planning and forensic accounting. Outside of advisory work, he serves on a nonprofit finance committee and is a board member of a homeowners association. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services supported by a model-based investment approach, portfolio optimization tools, and multiple program options designed to accommodate a range of client needs.

Christopher Black is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he manages Tight Lines Interests, LLC, a personal LLC focused on investing in direct residential real estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor client plans.

Jared Larrow is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with TrueGuidance Holdings, LLC as a registered team member managing an advisory business. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm serves a broad client base through its extensive advisory, brokerage, and insurance offerings typical of a large institutional provider.

Natalie Bodker is a Series 66 certified financial advisor with nine years of industry experience, currently practicing at Edward Jones in Johns Island, SC. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kevin Keating is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Citigroup Global Markets from 1992 to 2009 and at Morgan Stanley Smith Barney since 2009, currently working with Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

David Neville is a financial advisor at LPL Financial with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has been with LPL Financial since 2007. 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, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.

Adam Monical is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Edward Jones, TD Ameritrade, and Central Bank of St. Louis. Outside his advisory work, he has been involved with Bulldog Tours. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, with clients retaining final decision-making authority.

Shelby Meyer is a financial advisor at Edelman Financial Engines with 34 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Financial Engines Advisors L.L.C. and TD Ameritrade, Inc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

Thomas Ransone Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and has been an independent insurance agent since 2000. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform offerings.