Paul Shorter Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Charleston, SC, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at Truist Advisory Services and SunTrust Investment Services. Additionally, he works as a licensed bank advisor with Pinnacle Asset Management, where he consults clients on banking and investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, as well as specialized retirement plan consulting.

Adam Sciuto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Thrivent Financial, TD Ameritrade, and periods of self-employment. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and utilizes research and analytics to support diversified portfolio strategies.

James Carden Jr. is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including PRUCO Securities, The Prudential Insurance Company of America, and Securian Financial Services. Outside of advisory work, he is involved in fixed insurance sales through Carolina Capital Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Arthur Devereux is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and previously spent 13 years at Bank of America and Merrill. He is also involved with Leeward Insurance Services LLC, where he has been active since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Lisa Villamizar is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, The Vanguard Group, and Apollon Wealth Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.

James Ullrich is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Eric Alberico is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with JPMorgan entities since 2007, including various roles within JPMorgan Securities and JPMorgan Chase Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Jeannette Vivas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services focused on investment policy development, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kenneth Kavanaugh is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at UBS since 2016, following prior tenures at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Palmer Skoglund is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career as a bond trader specializing in mortgage-backed securities, US Treasury notes, and fixed-income portfolio risk analysis for large institutions. In 1998, Palmer transitioned to a financial advisory role at Merrill, bringing extensive market experience through varying economic cycles. He focuses on helping clients navigate their financial lives with strategies that provide comfort during changing market conditions and life events. Palmer's areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Washington & Lee University. Committed to the Merrill tradition of community involvement, Palmer volunteers with local organizations. Outside of work, he enjoys hiking, spending time with his family, playing tennis, and traveling.

William Senn is a financial advisor with Edward Jones in Charleston, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked with the Hibernian Society and The Charleston RiverDogs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network.

Christopher Doherty is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing a range of solutions including fee-based financial planning, portfolio management, and capital markets services.

John Prickett is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He has previously worked with Bank of America and has a military background as an officer in the South Carolina National Guard. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Dupuis is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, LLC. Outside of his advisory role, Dupuis is involved in local business networking groups, serving as vice president and secretary of the Park Circle Group and running the bi-weekly Liberty Networking meetings. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through third-party managers and operates a hybrid model combining advisory and brokerage services.

Gray Coulton is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He has been with Robert W. Baird since 2011. The DDK Group, where he works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of in-house and third-party strategies across traditional and non-traditional asset classes.

Matthew Moeller is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Northwestern Mutual, and Wells Fargo Asset Management. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Wright is a financial advisor with OSAIC, holding a Series 66 designation and 15 years of industry experience. He has been with OSAIC since 2016 and also maintains a role at Bank of America, N.A. since 2011. Wright is a licensed realtor who assists with buying and selling primary residences for friends. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to manage portfolios with a range of investment options.

Kenneth Pugno is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Jeffry Carman is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with AIG American General Life Insurance Company for over two decades. Outside of his advisory role, he operates a sole proprietorship focused on life insurance evaluation and recommendations. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with financial planning and utilizes various tools and third-party platforms to construct and manage client portfolios.

Daniel Koval is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Prudential Insurance Company of America, Pruco Securities LLC, and Mass Mutual Investors Services. Outside of his advisory work, he has held positions in the hospitality sector, including as a server at Hall’s Chophouse II and in labor and restocking at Trader Joe’s. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.