Leander Mc Guigan is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Summerville, SC. He joined Thrivent in 2025, following a 13-year career with the Berkeley County School District. Outside of his advisory role, Mc Guigan serves as secretary of the Parent/Teacher Association Board for Howe Hall AIMS Elementary School and works as an education consultant, providing temporary advice to schools and districts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a range of topics but does not provide portfolio management for institutional clients.

Noah Tremaine is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo and Minnesota Life Insurance Company. Outside of his advisory role, he is also a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Derek Ehman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Truist Advisory Services, Bb&T Securities, RBC Capital Markets, and Ferris, Baker Watts. He has ownership in LIVEWIRZ, LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, risk management, and specialized planning for business owners and other niche areas. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries.

Brian Noone is a Senior Financial Advisor at Merrill Lynch Wealth Management and a managing partner of the 712 Investment Group. He oversees the organizational structure of the team, coordinating internal partnerships and long-term strategic planning. Brian works with both individual affluent clients and institutions, providing tailored strategies to fit income and growth objectives. For individuals, he offers comprehensive wealth analyses and collaborates with clients' other professionals, such as CPAs and trusts and estates attorneys, to ensure cohesive financial planning. For institutions, he accesses services from Bank of America Merrill Consulting Services to assist endowments and foundations with investment policy statements. Brian began his career in financial services in 1998 and joined Merrill Lynch in 1999. He was named to the Forbes | SHOOK® "Best-in-State Wealth Advisors" list multiple times from 2019 through 2026. He holds a bachelor's degree in finance from Villanova University, where he was a member of the men's basketball team. Brian holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment (SE) and is associated with the professional organization Folds of Honor. Brian is involved in community activities including coaching youth basketball and baseball through the Catholic Youth Organization (CYO), Police Athletic League (PAL), and Trident Basketball Association. He lives in Charleston, South Carolina with his wife Jennifer and their five children.

Raihan Samnani is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, he held roles at California State University, Fullerton, Carlson & Jayakumar, LLP, and taught at Irvine Valley College and Woodbridge High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Joel Schoonover is a financial advisor with Wells Fargo Advisors in Charleston, SC. He holds a Series 66 designation and has held various roles including at Quantum Financial Advisors and the University of Pittsburgh. Prior to entering financial services, he worked in education and operated a plumbing and heating business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically offered on a discrete basis.

Chad Faust is a Series 66-licensed financial advisor with Equitable Advisors, based in Mount Pleasant, SC, and has three years of industry experience. He previously worked with Colin Fogel - FP with Equitable and Jules & Associates, Inc. Outside of advising, Faust is the president and owner of TWR 2, Inc., an IT software and security business. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm emphasizes personalized advice through multiple advisory models and third-party managed accounts.

Ryan Reeves Sr. is a CFP® professional affiliated with LPL Financial, with 25 years of experience in the financial industry. He has worked at South State Bank and LPL Financial since 2014 and held prior positions with Sorrento Pacific Financial, LLC and Uvest Financial Services Group, Inc. In addition to his advisory role, he is involved with South State Investment Services, a business related to his LPL activities. 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 provides a range of advisory and brokerage services utilizing both proprietary and third-party investment strategies, supported by extensive technology and a broad platform of financial products.

Jack Pelt is a financial advisor at Charles Schwab in Mt. Pleasant, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at Greystar for three years and PricewaterhouseCoopers for two years. He also has a long-standing role at MAP Partners LLC since 2005. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a distinctive integrated operational structure.

David Fabian Jr. is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. He has worked as a Principal Engineer at MSA Safety since 2018, where he focuses on formulation chemistry, engineering support, and environmental health and safety compliance. Prior to that, he was employed at the University of California, Irvine from 2013 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients with a broad range of needs including retirement, education, risk management, and specialized planning areas.

Jackson Wood is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on planning and providing financial advice tailored to each client's needs and goals. Jackson takes time to understand what is important to clients in order to develop strategies aimed at pursuing short-, mid-, and long-term objectives. He acts as a resource for general investing, retirement planning, and saving for unexpected events. Additionally, Jackson provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Jackson holds the Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from North Carolina State University. He is registered with NMLS ID 2437865.

Paul Vannatta is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1997. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, credentials awarded by recognized industry boards. Paul graduated from Penn State University with a B.S. in Finance and also studied International Business and Economics at Cologne University in Germany. Paul focuses on various client areas including education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He works closely with his team and other trusted advisors to develop customized wealth management plans that take into account clients’ financial needs and objectives. Outside of his professional work, Paul enjoys biking, boating, football, ice hockey, running, soccer, and volleyball. He resides with his family in Sullivan's Island, South Carolina.

Christopher Thomson is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2017. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cheri Greene is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Edward Jones, where she has worked since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Nicole Dubin is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and eight years of industry experience. She has worked with Wells Fargo Clearing for 18 years before joining Wells Fargo Advisors in 2023. Additionally, she is a commissioned notary public in Tucson, Arizona. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Jennifer Kline is a financial advisor with Equitable Advisors in North Charleston, SC. She holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to her current role, her work experience includes positions in the hospitality and service industries, including Patriots Point Links and Hooters. Equitable Advisors serves a broad client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Brian Berry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at LPL Financial since 2020 and is also associated with Berry & Associates Financial Group, which he founded in 2011. Prior to that, he held roles at Eagle Strategies and New York Life-related firms from 2007 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lushen Evans is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. He provides guidance on various financial matters, including general investing, retirement planning, and saving for unexpected events. Evans holds a Bachelor's Degree from the College of Charleston and a Master of Business Administration (MBA) from The Citadel. He is also a Personal Investment Advisor (PIA). His approach emphasizes understanding what is important to clients and their families to create effective financial strategies. He collaborates with clients to address their concerns and questions, offering ongoing advice as their needs evolve.

Ray Evans III is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior work includes roles at Bank of America and Merrill. He is also a member of a family-held LLC, R T M Q LLC, which is an investment-related business. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Mark Simms is a Senior Financial Advisor with Merrill Lynch Wealth Management in Mount Pleasant, South Carolina. He has been in the financial services industry since 1994 and holds the Professional Investment Advisor (PIA) designation. Mark earned a Bachelor of Business Administration from Western Connecticut State University and is a veteran of the U.S. Navy. Mark focuses on delivering a comprehensive approach to managing wealth by connecting all aspects of clients' financial lives. He works with individuals and families to understand their financial situation, risk tolerance, time horizon, and liquidity needs, helping them articulate their short- and long-term goals. He combines personalized service with the investment insights of Merrill Lynch and the banking convenience of Bank of America to recommend financial strategies aligned with clients’ objectives. His client focus areas include personal retirement planning, women and wealth, and retirement income. Beyond his professional role, Mark has been involved in his community through leadership and volunteer roles. He served as president of the Newtown Country Club from 2007 to 2009 and was a team leader for HomeFront and Americares from 1998 to 2017. He enjoys golfing, running, and traveling.