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.

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 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.

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.

William Everett is a CFP®-certified financial advisor with Edward Jones, based in Summerville, SC. He has 20 years of industry experience, all of which has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice President of the Azalea Referral Group in Summerville, coordinating speakers and membership for weekly meetings. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of approximately 23,700 financial advisors.

Lisa Layne is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and possessing 25 years of industry experience. Her career includes roles at Wells Fargo Clearing, UBS Financial Services, and PRUCO Securities. She is currently based in Charleston, SC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

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 with J.P. Morgan Securities in Charleston, SC, holding a Series 66 designation and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously held roles at Bank of America and Merrill. Cooper is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework.

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.