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.

William Cooley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. His career includes roles at Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and focuses on using research, analytics, and diversification principles in its investment approach.

Constance Bergkessel is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 credential. Her prior experience includes roles at Raymond James and Associates, Wells Fargo Clearing, and Wells Fargo Advisors. She is based in Charleston, SC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Justin Hunt is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Morgan Stanley and E*Trade Securities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and long-term, fiduciary-focused investment management.

Nathan Marsden is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Merrill since 1993. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes tax-efficient investment strategies and benefits from its integration with Bank of America affiliates, supporting a comprehensive platform for trading, lending, and capital-markets activities.

Mary Simasek is a financial advisor with UBS Financial Services in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at UBS since 2017 and previously spent four years at PNC Financial Services. She is a member of the Board of Directors at St. Joseph's Seminary and College and serves on its Finance and Development Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm operates as both an investment adviser and broker-dealer, offering a broad range of financial services including wealth management, institutional trading, and capital markets solutions.

Trent Derrick is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and has 12 years of industry experience. He has been with LPL Financial since 2014 and previously worked at Maryland Financial Group, Inc. from 2014 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-focused technology.

Reagan Fitzgibbons is a financial advisor with Equitable Advisors holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2024, Reagan worked at Wells Fargo Clearing Services and held roles at Surrey Bank & Trust and Turret Investment Management. Equitable Advisors serves a broad client base including individual, corporate, pension, and charitable clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions.

William Green is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at TIAA in individual and institutional services for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Beau Marshall is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He previously worked at Merrill for eleven years before joining Wells Fargo. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

Robert Williams is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and A. G. Edwards & Sons. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Jennifer Phillips is a financial advisor with Mass Mutual Investors Services, holding Series 66 and Series 63 licenses and seven years of industry experience. She previously worked with Northwestern Mutual in various capacities from 2018 to 2025. Outside of advising, she is the CEO and owner of Echo Haus LLC, a business coaching and consulting firm specializing in advising business owners. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver collaborative, goal-based recommendations.

David Horine is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding the ChFC® and Series 63 credentials and bringing 13 years of industry experience. His prior roles include positions at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory work, he is an owner and partner of Mount Pleasant Tax LLC, where he is involved in tax preparation services, and serves as a non-compensated board member of the nonprofit Just Bee. 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, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.

Andrew Heinold is a CFP® certificant with 21 years of industry experience, currently practicing at Edward Jones since 2004. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Heinold is involved in real estate through ownership of Lawnboys Properties, LLC. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining extensive affiliated capabilities beyond traditional advisory services.

Eric Burn is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A., where he has been employed since 2002. 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 IPS-driven advisory process includes investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a broader product offering that includes insurance-related vehicles and bank deposit sweep options.