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.

Brian Zalakar is a financial advisor at Wells Fargo Advisors with five years of industry experience. His background includes positions at RBC Capital Markets and McTighe Markets Inc., as well as work in home improvements and health-related roles. Zalakar holds a Series 66 designation and is based in Charleston, SC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation available through various brokerage and advisory programs.

Cornelius Bissell Jr. is a financial advisor with Raymond James & Associates in Charleston, SC, holding a Series 66 credential and 24 years of industry experience. He has been with Raymond James & Associates since 2013. He serves on the finance and investment committee of the Kappa Alpha Order Educational Foundation. 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, providing financial planning and investment consulting with a range of portfolio management styles and research resources.

Mary Condon Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch for over 30 years, providing wealth management recommendations to affluent individuals and families, corporate executives, business owners, and nonprofit organizations. Mary focuses on helping clients reach their financial goals by carefully determining investment objectives and developing appropriate asset allocations. She specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Mary is a graduate of Clemson University and holds the Personal Investment Advisor (PIA) designation. She is actively involved in her community, particularly through her participation with Bishop England High School and Christ Our King Church. Mary's extensive experience and commitment to client goals reflect her professional approach to financial advising. Outside of her professional life, Mary enjoys spending time with her family, boating, fishing, golfing, reading, and traveling.

Barre Butler is a financial advisor with Stifel in Charleston, SC, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he is involved with The Oak Gun Club, LTD, a land management business in South Carolina. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sean Bennett is a Certified Financial Planner (CFP®) with 33 years of experience in the financial industry. He has worked at Cambridge Investment Research Advisors since 2011 and previously held a position at Tower Square Securities, Inc. from 2004 to 2011. Outside of his advisory role, he serves as a state senator in the South Carolina General Assembly. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and custodians, and manages affiliated model strategies under the Founders Gate Capital brand.

Paul Hollins is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing from 2016 to 2025 and Prudential Equity Group, LLC from 1999 to 2003. Outside of his advisory role, he serves as an executor for his mother's estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services and integrates advisory services with other financial products and referral channels.

Megan Patterson is a financial advisor at Edward Jones in Mt Pleasant, SC, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Blackbaud, Strata Decision Technology, CDW, and Education Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ross Evans Jr. is a financial advisor at Edward Jones in Mt Pleasant, SC, holding the Series 66 designation with three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, DoorDash Inc., and Pruco Securities LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors.

Kirk Weichsel is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on integrating multiple aspects of clients' financial lives by developing customized financial strategies and investment portfolios tailored to clients' objectives. His client focus areas include family wealth management, institutional investment consulting, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Kirk holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), and Certified Plan Fiduciary Advisor® (CPFA®). He earned his MBA from Duke University and a bachelor's degree in mechanical engineering from Texas A&M University. Prior to joining Merrill Lynch Wealth Management in 2005, Kirk spent fifteen years as a management consultant developing trading and risk management capabilities for major investment banks and global energy companies. He is active in the Charleston sailing community and a member of the Charleston Ocean Racing Association. Kirk enjoys boating, tennis, fly fishing, and spending time with his family in Mt. Pleasant, South Carolina.