James Jones is a financial advisor with Charles Schwab, holding Series 63, Series 65, and Series 66 designations and 29 years of industry experience. He has worked at Charles Schwab since 2014 and also at Charles Schwab Bank, SSB since 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

James Plair Jr. is a ChFC® credentialed financial advisor with 41 years of industry experience, currently practicing at Equitable Advisors since 1999. Prior to that, he was associated with Axa Advisors, LLC. In addition to his advisory work, he operates an insurance brokerage business through his sole proprietorship, James B. Plair Jr & Associates. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a model-driven approach to match clients with appropriate investment strategies and utilizes a mix of proprietary and third-party asset management platforms.

James Mellette III is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1996. Outside of his advisory role, Mellette serves as a steward for the High Hills of Santee Historical Society, participating in meeting organization and membership oversight. 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 model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Thomas Rogers is a Wealth Management Advisor with Merrill Lynch Wealth Management, working with the Chakeris Group in the Charleston, SC area. He has been with Merrill Lynch since 2017. In his role, Thomas focuses on assisting clients with various financial planning needs including education planning, family wealth management strategies, managing new wealth, retirement income, and socially responsible investing among others. His approach involves understanding each client's individual priorities and concerns to develop tailored investment strategies aimed at achieving their desired retirement lifestyle. Thomas holds a B.S. in Financial Management with a corporate emphasis and a minor in accounting from Clemson University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and holds Series 7 and 66 FINRA registrations. He also has designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Thomas values building long-term relationships based on trust and transparency, and he is dedicated to educating his clients to help them make informed financial decisions. Born and raised in Charleston, Thomas enjoys being back in the Lowcountry. Outside of work, he spends time with his wife, Tanner, and they enjoy outdoor activities such as boating and golfing. He is passionate about Clemson athletics and is a member of the Clemson Young Alumni Association. Thomas is also involved with the American Red Cross.

Tyler Scott is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bank of America, Thrivent, and Lucas Concrete Products, as well as employment at Sewanee: The University of the South and South Mecklenburg High School. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jyh Yee Lan is a Wealth Management Advisor with over four decades of experience in the financial services industry. She has been with Merrill Lynch Wealth Management since 1982, providing personalized financial advice that addresses a broad range of client needs and objectives. Jyh focuses on helping individuals, families, and businesses navigate the complexities of the financial marketplace to achieve both their financial and life goals. Her expertise includes education planning, liquidity management, managing new wealth, retirement planning, small business strategies, investment strategy, tax minimization, and retirement income. Jyh holds a bachelor's degree in Finance from The Ohio State University. She maintains professional designations that include CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support her ability to develop and refine strategies that evolve with changing market conditions. Jyh is also active in community organizations such as The Ohio State University Foundation, Wing’s Charitable Foundation, and The American Revolutionary War Museum. Outside of her professional work, Jyh enjoys biking, cooking, golfing, spending time with her family, and traveling.

Elizabeth Couturier is a Series 66-licensed financial advisor with Merrill in Mount Pleasant, SC, bringing 21 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004. Outside of her advisory role, she serves as a volunteer committee member on the Charleston County School District's Health Advisory Committee, assisting with curriculum materials for comprehensive health education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies constructed by internal and third-party investment teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edmond Coxe Jr. is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial and Securian Financial Services. Coxe also serves as a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering diverse portfolio management options and serves over 10,000 advisors and approximately 800,000 clients nationwide.

Howard Bridges is a financial advisor with Fidelity Investments in Mount Pleasant, SC, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career at Fidelity includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and conflicts of interest with established governance procedures.

David Armstrong II is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley in various capacities since 2008, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to joining Morgan Stanley, he was with Merrill from 2004 to 2008. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools to model financial outcomes.

Robert Butler is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked in financial services and legal protection roles, as well as operational positions in the shipping and marine repair sectors. Outside of Cetera, he is also a financial advisor at Commonwealth Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Jennifer Odell is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Publix Supermarkets. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various areas such as retirement, tax, estate, and special needs, with options to combine planning with managed account services under a consolidated billing program called WealthPlan.

David Pasciak is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he worked for 37 years at Signator Investors, Inc. He is president of VantagePointe Financial Group, an LLC through which he advises a large clientele and offers insurance and investment products. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and managed account solutions, using asset-allocation tools and various investment vehicles to construct portfolios tailored to client needs.

Stacy Cannon is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has worked at LPL Financial since 2007, with prior experience at Uvest Financial Services Group and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

Colten Brewer is an Investment Consultant who collaborates with clients to develop personalized retirement and investment strategies aimed at supporting their long-term financial objectives. His approach involves assessing clients' current financial situations and future aspirations to create tailored plans. He assists clients in crafting retirement roadmaps, evaluating investment opportunities, and making informed financial decisions. From 2024 to 2026, Colten worked as a Workplace Planning Consultant at Fidelity Investments. His experience includes helping clients with workplace financial planning and investment solutions. Outside of his professional work, Colten has personal interests that include spending time at the beach, boating, enjoying food, following football, caring for pets, and reading.

Kyle Schnell is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Total Quality Logistics and Sheehan Wealth Partners. Schnell has a background that includes time at Elon University and Ridgewood High School. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities.

Miranda Bloomingburg is a financial advisor at Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held roles at CUSO Financial Services, South Carolina Federal Credit Union, and Fidelity Investments. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Magali Garcia is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses. She has one year of industry experience, having joined LPL Enterprise in 2025. Prior to her advisory role, she worked in education, including positions at Letourneau University and Southwest High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Todd Welch is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jacob Dalton is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and MassMutual South Carolina. Outside of his advisory work, he serves as a drill sergeant in the U.S. Army Reserve and owns a tax preparation and accounting business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation with access to third-party asset managers and offers a range of financial planning and consulting services.