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.

Jesse Vitagliano is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes positions at Morgan Stanley Private Bank, UBS Financial Services, Wells Fargo Clearing, and Morgan Stanley DW Inc. Vitagliano is also the sole proprietor of Vita Land Trust LLC, a private real estate investment business. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Amanda Wise is a Series 66 licensed financial advisor with Merrill, based in Summerville, SC. She has four years of industry experience and has been with Merrill since 2020, also working with Bank of America, N.A. during that time. Prior to her financial services career, she had roles in the restaurant industry. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Wiggins is a CFP®-designated financial advisor with Edward Jones, based in Charleston, SC, and has 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.

Scott Laney is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and over 30 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wachovia Securities. Outside of advising, he owns Leisure Lane Stables, LLC, which manages horse stables and pastures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jonathan Carroll is a financial professional with 20 years of industry experience, currently serving at Cetera since 2023. He holds Series 63 and Series 65 credentials and has prior experience with Commonwealth Financial Group, Securian Financial Insurance, and Minnesota Life Insurance Company. Outside of advising, he is a business owner and volunteers as a board member for Kids Chance of South Carolina. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various discretionary and non-discretionary program options.

David Farbman is an investment advisor representative at Cambridge Investment Research Advisors with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2022, following prior roles at Cantella & Co., Inc. and Moors & Cabot. He serves as a board member of a homeowners association in Mt Pleasant, SC. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple custodial platforms.

William Milton Jr. is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2001. Outside of his advisory work, Milton serves as Chairman of the financial stewardship committee at Mt. Moriah Missionary Baptist Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs and third-party managers, focusing on tailored advice based on client risk tolerance and needs.

Hannah Richardson is a CFP® with 10 years of industry experience, currently advising clients at Edward Jones since 2016. She holds a Series 66 license and is based in Daniel Island, SC. Outside of her advisory role, she manages a rental property in North Charleston, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terri Murray is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Jonathan Hungerford is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Bank of America and Merrill from 2009 to 2021. Outside of his advisory role, he holds a 40% ownership stake in Febrees Brothers, LLC, a non-investment-related business based in Greenville, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services supported by Wells Fargo’s research and planning tools. The firm offers a broad range of planning options, including specialized services for business owners, sports and entertainment professionals, and clients with unique needs.

Jason Latos is a financial advisor with UBS Financial Services in Mount Pleasant, SC, holding a Series 63 designation and with 26 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans.