Karen Noethen is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Charles Schwab. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

Thomas Kerns III is a Series 66-registered financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.

Isaac Poplin is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. Outside of his advisory role, he is involved in a financial practice through PFSG LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with various financial product and referral channels.

Amy Cole is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked with Pinnacle Financial Partners and SunTrust Advisory Services during her career. Cole is based in Mount Pleasant, SC, and serves as an Investment Advisor Associate while also supporting marketing and advisory activities at affiliated firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors across diverse advisory programs.

Curt Hall is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Wells Fargo Advisors in 2018. Outside of his advisory work, he serves as treasurer for the Fisher Middle School PTSA in Greenville, SC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a comprehensive range of planning solutions supported by Wells Fargo research and tools.

Sherry Sheppard is a financial advisor at Thrivent Investment Management with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been with Thrivent and its related firms since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Monica Jaramillo Tatis is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Tranzact, and as an independent life insurance broker. Outside of finance, she is the sole proprietor of Kakaw LLC, a chocolate-making business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and diverse investment strategies, providing advisory services without individual security recommendations as part of its standalone planning program.

Tyler Tenaglia is a financial professional with Cetera, holding Series 63 and Series 65 designations and five years of industry experience. His background includes roles at Commonwealth Financial Group, BNY Mellon, and other firms. Outside of his advisory duties, he provides consulting services through his own company, TTKG Consulting, LLC, focusing on financial modeling related to physical real estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various investment program options, combining discretionary and non-discretionary portfolio management across multiple custodial relationships.

Whitney Dieter is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. She has worked at several firms including Suntrust Advisory Services, Wells Fargo Clearing, Berthel, Fisher & Company Financial Services, and Morgan Stanley. Dieter has been with Merrill since 2021. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Strecker is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliates since 2008. He is the sole owner of Drecker Holdings LLC, which supports the expenses and daily operations of his advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Philip Blevins is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1983 and has more than 36 years of experience in financial and wealth management. His focus has been on market analysis and portfolio management, with primary responsibilities including investment research and managing client investment portfolios. As a qualified Portfolio Manager, Philip provides traditional financial advice and guidance while helping clients pursue their objectives through personalized or defined strategies. These strategies may incorporate individual stocks and bonds, Merrill model portfolios, and third-party options. When working with clients in the firm’s Investment Advisory Program, he may manage strategies on a discretionary basis. Philip holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Dematha High.

Donald Meade is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and having 29 years of industry experience. His prior work includes roles at MML Investors Services, MassMutual, and VOYA Financial Advisors. Outside of his advisory practice, he serves as a baseball coach in Charleston, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Todd Lowen is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In his role, he collaborates with clients to develop financial plans tailored to their unique needs and goals, focusing on actionable steps and consistent follow-through to help clients achieve their objectives. Todd has accumulated extensive experience at Fidelity Investments, holding various positions since 2015, including Investment Consultant, Planning Consultant, Central Relationship Manager, Investment Solutions Representative, and Portfolio Advisory Service Representative. This progression reflects his comprehensive understanding of financial services and client relationship management. Outside of his professional work, Todd has personal interests that include board games, football, music, and parenthood.

Rudolf Hein is a financial advisor with Ameriprise in Mount Pleasant, SC, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hein owns Hein Land Management, LLC, a business focused on managing land and commercial property. Ameriprise provides a retirement-income planning service targeted at clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Broderick Michael Kelly is a Financial Advisor with the Clore Kelly Group based in Albany, New York, operating under Merrill Lynch Wealth Management. Since joining Merrill in 2018, Broderick has focused on investment management aimed at helping clients achieve their retirement lifestyles and multi-generational wealth goals. Broderick began his career in the financial services industry in 2014. He holds a Bachelor of Business Administration degree with minors in Economics and Marketing from High Point University, where he graduated in 2016. Prior to joining Merrill, he worked as an Administrative Assistant to an investment banking team at Goldman Sachs and later as a Client Associate at Merrill Lynch in Manhattan. Broderick holds the Personal Investment Advisor (PIA) designation. He engages with clients on areas including family wealth management strategies, legacy planning, retirement income, and portfolio management services. His personal interests include boating, camping, football, golfing, reading, skiing, soccer, spending time with family, traveling, and watching movies.

Erin Byer is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2012 and has been with Bank of America, N.A. since 2018. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bryan Quinn is a CFP® with 21 years of experience in the financial services industry. He has worked at several firms, including J.P. Morgan Securities, M&T Securities, and Cuso Financial Services, before joining LPL Financial in 2025. Quinn also holds a role at South Carolina Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and third-party subadvisors across discretionary and non-discretionary strategies.

Daniel Perlmutter is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Berlins Restaurant Supply, Rising Tide Marketing, and Hamilton Management Services Company. Outside of advising, he is involved in managing several rental properties and assists with real estate transitions through 2M Properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 advisors. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Michael Alford is a CFP® professional with 25 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2010. In addition to his advisory role, he serves on the Board of Visitors at Charleston Southern University. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through independent Financial Professionals, utilizing a range of proprietary and third-party investment strategies across multiple platform arrangements.

Alexander Roliczek is a Series 66-credentialed financial advisor with three years of industry experience, currently associated with Cetera. He has held roles at multiple firms including Commonwealth Financial Group and Securian Financial Services Inc. Outside of advisory work, he has experience in fixed insurance sales and financial services. Cetera is an SEC-registered adviser operating a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and multiple program structures.