Joshua Friedlander is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Lion Street Advisors, Lion Street Financial, and Mass Mutual Investors Services. Outside of his advisory work, he owns Arisgarde Risk Management LLC, an insurance sales business, and also operates an accounting and management company. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans, offering a range of services such as portfolio management, financial planning, and third-party manager referrals through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm delivers investment advice via discretionary accounts, model portfolios, and third-party sub-advisers, supporting various allocation strategies and retention of ERISA fiduciary responsibilities where authorized.

Michael Outlaw is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley for 22 years before joining various entities within the Rockefeller organization. Outside of his advisory work, he is an investor in Secure Companies, an insurance-related business. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates a registered broker-dealer and offers a range of investment solutions through its consolidated platform, Rockefeller Global Investment Management.

Michael Theres is a CFP® and ChFC® with 27 years of industry experience. He has been with First Command Advisory Services since 2015 and has held various roles within affiliated entities of First Command since 1999. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using selected third-party managers and model portfolios.

Christine Torrey is a financial advisor at Hightower Advisors with 25 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Torrey holds a Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment strategies.

Michael Bock is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. His career includes roles at LPL Financial, TIAA-CREF, Oppenheimer, and Raymond James Financial. He is also involved with Aflac in a non-variable insurance capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party strategies supported by technology platforms.

William Craine is a financial advisor with First Citizens Investor Services, Inc. in Charleston, SC, holding Series 66 and Series 63 designations and bringing 13 years of industry experience. His career includes roles at UMB Scout Brokerage Services and UMB Bank spanning 15 years prior to joining First Citizens. First Citizens Investor Services serves a broad client base including individuals, pension plans, charitable organizations, and businesses, offering a range of advisory and brokerage services such as portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led financial needs assessments and employs fundamental, quantitative, and technical analysis in portfolio allocation.

Brianna Pedraza is a financial advisor at Truist Advisory Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments, Cummings Wealth Management Group, and Truist Investment Services. Pedraza has also been involved in education at the College of Charleston and Meeting Street Schools. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled equity research and inter-affiliate integration.

Jared Baize is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at SunTrust Advisory Services, SunTrust Investment Services, and Wells Fargo Clearing and Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Marla Warner is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her career includes roles at LPL Financial and DaVinci Financial Designs, LLC. She has also worked as a part-time tax preparer for Brim and Associates CPAs. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a mix of discretionary and non-discretionary portfolio management strategies supported by technology platforms and access to third-party managers.

Seth Bennett is a financial advisor with TIAA-CREF in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with TIAA-CREF and TIAA since 2014 and was previously associated with T. Rowe Price from 2020 to 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides point-in-time planning services separate from ongoing discretionary portfolio management, operates within a vertically integrated group using affiliated funds, and serves as adviser to a donor-advised fund.

Helen Gordon is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 13 years before joining Stifel in 2023. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Quintina Wallace is a Financial Advisor at Merrill Lynch Wealth Management, specializing in small business retirement plans and qualified plan education. She partners with business owners to design, implement, and service retirement plans that align with their workforce needs and business objectives. Quintina helps plan sponsors evaluate plan designs, fulfill fiduciary responsibilities, and improve participant outcomes by coordinating with recordkeepers, TPAs, accountants, and other service providers. Quintina holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's degree from Albany State University. Quintina also serves as a resource for retirement plan participants, providing education and personalized guidance to assist them in making informed financial decisions throughout life transitions such as retirement and career changes. Beyond her professional role, Quintina is involved with organizations such as the Alzheimer's Association, the COVA Christian Chamber of Commerce, and the National Association of Plan Advisors. Her personal interests include camping, hiking, and spending time with her family.

William Rouse Jr. is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He worked at UBS Financial Services from 2000 to 2016 before joining Wells Fargo Advisors in 2016. Outside of his advisory role, he serves on the board of a property owners association in Charleston and manages several family and investment-related partnerships. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, using proprietary research and planning tools, and integrates advisory services with banking, lending, trustee, and fund strategies.

Jacob Palmer is a financial advisor at LPL Enterprise with five years of industry experience and a Series 66 credential. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles outside finance, such as positions at Davenports Family Restaurant and Georges of Galilee. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and affiliated insurance and trust custody services.

Nelson Link Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior experience includes roles at UBS Financial Services and City National Bank. He serves as a director of the Presbyterian Community Center, a nonprofit providing food and after-school services to at-need families. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and advisory programs, combining in-house and third-party investment managers with options for tax management and responsible-investing screens.

Holly Hollar is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2025. She has been with Fidelity since 2010, with a career that includes positions as Head of Coaching and Development from 2020 to 2024, Regional Coaching Consultant from 2018 to 2020, and Regional Planning Consultant and Financial Advisor from 2010 to 2018. Throughout her tenure at Fidelity, Holly has focused on supporting advisors and clients to achieve their financial goals. She values the commitment to kindness, respect, and lifelong learning instilled by her parents and finds alignment with Fidelity’s values in her professional work. Outside of her professional life, Holly enjoys cooking and baking, fitness activities, exploring food-related interests, music, outdoor adventures, and spending time with pets.

Maurice Brown is a financial advisor with Edward Jones in Moncks Corner, SC, holding a Series 66 license and seven years of industry experience. He previously worked at Farmers and Merchants Bank for three years and has concurrently been employed at Publix Grocery for over fifteen years. Outside of his advisory role, he is the CEO of two small businesses in Summerville, SC, including a courier service and a janitorial services company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, comprehensive service offerings, and fiduciary standard of care.

Robert Wills is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and utilizes firm-approved tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates for modeling outcomes.

John Warren is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and has worked at Baird since 2011, following two years at Morgan Stanley. He serves as a board member of the French Protestant Huguenot Church of Charleston, contributing to the management of its endowment. John is part of the DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a mix of manager-traded and model-traded strategies supported by internal research and technology.

Thomas Russo Jr. is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has worked with several firms, including The Fiduciary Alliance and Globe Life. Outside of his advisory work, he is involved in a non-variable insurance agency based in Florence, SC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.