William Craine is a financial advisor with First Citizens Investor Services, Inc. in Charleston, SC. He holds Series 66 and Series 63 designations and has 13 years of industry experience. Prior to joining First Citizens Investor Services in 2021, he worked at UMB Scout Brokerage Services and UMB Bank from 2005 to 2020. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, model portfolios, a Guided Investing platform, and tax-aware services, focusing on a client process that assesses financial needs and risk tolerance through fundamental, quantitative, and technical analysis.

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. 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.

Arthur Connor is a financial advisor with Cambridge Investment Research Advisors in Summerville, SC, holding the ChFC® and Series 63 designations and having 52 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2012 and serves on the board of directors for Blue Island Citizens for Persons with Developmental Disabilities. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing multiple custody platforms and a variety of investment strategies, including proprietary models and third-party manager referrals.

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.

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.

Randall Tepatti is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Avantax Advisory Services, Bulloch Telephone Cooperative, and other firms. In addition to advising, he operates Tepatti Financial, LLC, where he provides accounting services and tax preparation for individuals and small businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and employs a multi-manager platform with various program options.

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 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.

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 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.