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.

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 Series 66-registered financial advisor with LPL Enterprise, based in Mt. Pleasant, SC, and has three years of industry experience. Prior to joining LPL Enterprise in 2024, she worked with The Prudential Insurance Company of America and Stride, a learning company where she serves as a curriculum alignment contractor. She also has eight years of experience with the Charleston County School District. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning, consulting, and insurance products.

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.

John Pavlinec is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with UBS Financial Services since 2011. Outside of his advisory role, he serves on the homeowners association board for Mariners Cay Yacht & Racquet Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Sarah Dahdouh is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She has worked at Raymond James since 2013 and previously at Wells Fargo Advisors from 2007 to 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing about $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Aaron Gore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Voya Financial Advisors. In addition to his advisory work, he is involved with Wordsworth Management Group Inc., a business entity active for tax and investment purposes. 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 a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Daniel Parker is a financial advisor with Raymond James & Associates in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Parker participates in fundraising efforts for Charleston Day School, an independent school serving grades 1 through 8. 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 municipal entities, offering financial planning, advisory programs, and institutional consulting with a focus on tailored, non-discretionary solutions supported by a broad range of portfolio management styles and firm research.

David Mccallum is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Wachovia Bank, N.A. and Harrisdirect LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions.

Francis Ford III is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services that leverage structured planning tools and market modeling techniques.

Andrea Hardy is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2007. 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.