Quintina Wallace is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in small business retirement plans, partnering with business owners to design, implement, and service retirement plans that support workforce and business objectives. Quintina assists plan sponsors in evaluating plan design, navigating fiduciary responsibilities, and improving participant outcomes by coordinating with recordkeepers, third-party administrators, accountants, and other service providers. Additionally, she serves as a qualified plan educator, providing retirement plan participants with education and personalized guidance to help them make informed financial decisions through life transitions such as retirement and career changes. Quintina holds a Bachelor's Degree from Albany State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is affiliated with organizations such as the Alzheimer's Association, COVA Christian Chamber of Commerce, and the National Association of Plan Advisors. Outside of her professional work, Quintina's personal interests include camping, hiking, and spending time with her family. Her mission is to help people build wealth with clarity and confidence through disciplined, data-driven strategies while supporting the healthcare, military, and nonprofit communities important to her.

William Rouse Jr. is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves on the board of a property owners association and holds ownership interests in several family and investment-related partnerships. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients meeting certain net-worth criteria. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.

Jacob Palmer is a financial advisor at LPL Enterprise with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He has also worked in the restaurant industry and held positions at the University of Rhode Island. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and access to a broad range of brokerage and insurance products through an integrated platform combining advisory and brokerage channels.

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.

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.

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 Series 66-licensed financial advisor with Robert W. Baird & Co. Inc. in Charleston, SC, where he has worked since 2011. He has 16 years of industry experience. Warren serves as a board member of the French Protestant Huguenot Church of Charleston, a nonprofit organization. He is part of the DDK Group within Baird’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations. The group offers a range of investment strategies and overlays, including traditional and non-traditional allocations, along with municipal advisory and public finance services.

Thomas Russo Jr. is a financial advisor with LPL Enterprise holding a Series 66 designation. He has experience at several firms including The Fiduciary Alliance and has worked in educational roles prior to entering the financial industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by a platform that integrates various financial products and third-party portfolio management.

Allan Proske Jr. is a CFP® professional with eight years of industry experience, currently advising at Cetera. His work history includes roles at Commonwealth Financial, Minnesota Life Insurance Co, and First Allied Securities. He is also a partner in Coastal Strategic Capital, a business engaged in financial and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Shannon Noonan is a financial advisor with Merrill in Mount Pleasant, SC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she works part-time for Southern Bear Catering, a catering company serving events around Charleston, SC. 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, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Lisa Layne is a financial advisor at Ameriprise with 24 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

William Hudson is a financial advisor with Raymond James & Associates in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he owns and manages a rental property business in Folly Beach, SC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Madeline Huggins is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Courtney Baker is a financial advisor with Merrill, holding a Series 66 designation and over one year of industry experience. She also works as a speech-language pathologist at Johns Island Post Acute, providing speech therapy in inpatient rehab. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, delivering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Charles Cooper is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products and services in addition to investment advice. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jonathan Scheriff is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, N.A. from 2016 to 2024. Based in Mount Pleasant, SC, he joined RBC Capital Markets in 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Michael Leonard is a financial advisor with MassMutual Investors Services in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes positions at MassMutual Life Insurance Company and MetLife Resources. He also works as a licensed insurance agent specializing in life, annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to deliver detailed, goal-based recommendations.

Jenna Pagano Bass is a financial advisor with LPL Enterprise, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Stride, where she works as a curriculum alignment contractor. She also has eight years of experience with Charleston County School District. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

William Velasco Jr. is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he serves on the membership committee of the Palmetto Club in South Carolina, where he contributes to growing the organization's membership. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans and offers both fee-based planning and discretionary portfolio management.