Michael Knuff is a CFP® and Series 66-registered financial advisor with Wells Fargo Clearing, bringing 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is also a musician, performing as a singer and guitarist. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 CFP® professional with 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Outside of his advisory role, Bennett serves as a South Carolina state senator. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals.

Paul Hollins is a financial advisor with Wells Fargo Advisors in Mount Pleasant, SC, holding Series 63 and Series 65 credentials and having 45 years of industry experience. He has previously worked within Wells Fargo entities since 2009. Outside of his advisory work, he serves as an executor for his mother’s estate. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Megan Patterson is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation with three years of industry experience. Her prior work history includes roles at Blackbaud, Strata Decision Technology, CDW, Education Solutions, and Computer Packages Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial services supported by a large nationwide network of 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 helps clients integrate multiple aspects of their financial lives by developing customized financial strategies and investment portfolios tailored to meet their goals and objectives. His client focus areas include Family Wealth Management Strategies, Institutional Investment Consulting, Services for Endowments, Foundations, and Non-profits, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, Tax Minimization, and Retirement Income. Kirk holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA). He earned a Master’s degree from Duke University and a Bachelor's degree in mechanical engineering from Texas A&M University. Before 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. Outside of his professional work, Kirk is active in the Charleston sailing community and is a member of the Charleston Ocean Racing Association. He enjoys boating, pickleball, fly fishing, tennis, and spending time with his family in Mt. Pleasant, South Carolina.

James Sharp Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. In addition to his advisory role, he serves as a contractor managing an advisory business through DHS Office Works LLC. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Coalter Smith is a financial advisor at Morgan Stanley in Charleston, SC, holding a Series 66 designation. He began his advisory career in 2026 and previously worked with the PGA Tour Americas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Jarad Plummer is a financial advisor with Mass Mutual Investors Services in Mount Pleasant, SC, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked with Mass Mutual and its affiliates since 2010 and previously operated the J Plummer Financial Group. Outside of advising, he is involved in life and health insurance sales through Lenox Advisors. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements and provides specialized programs such as divorce planning and estate-settlement services.

Patrick O'Brien is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including two years at Immedion before joining Edward Jones. Based in Mount Pleasant, SC, he serves clients through his role at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Michael McCay is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments in various roles since 2012, gaining extensive experience in financial consulting and retirement planning. Prior to his current role, Michael worked as a Financial Consultant at Fidelity from 2019 to 2022 and has also held positions such as Dedicated Retirement Planner and Retirement Relationship Manager at the firm. His career includes experience at Vanguard and Linden Thomas & Company, as well as roles in audit and accounting early on. With over 20 years of experience in finance, Michael has developed a deep knowledge of financial markets and the challenges clients face in pursuing retirement goals. He partners with clients to create integrated financial plans tailored to their unique needs and preferences, aiming to help them pursue their goals with confidence. His background includes positions in financial advisory, wealth advising, client service, and trading. Outside of his professional work, Michael has interests in fitness, football, golf, music, sailing, and surfing.

Jarrett Strickland is a financial advisor at UBS Financial Services with 14 years of industry experience. He has held positions at MSC Insurance Group and Investacorp Advisory Services before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, tailored investment solutions.

Amy Nagel is a Series 65-licensed financial advisor with Cetera Investment Advisers LLC and has one year of industry experience. She previously worked at The Boulevard Company and spent over two decades at Keller Williams Realty. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services and supports various program structures and custodial relationships across a large network of independent advisors.

James Trenor is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at PMC for eight years and spent one year with Hilton/Doubletree. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charlotte Nicholas is a financial advisor at Wells Fargo Clearing with a Series 66 designation. She has one year of industry experience, including prior work at Minnow Swim and a background in full-time education. 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 combines research and analytics with diversification principles to provide brokerage and advisory solutions and supports a range of financial products through its bank and insurance affiliates.

Patrick Kramer is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He previously worked at Pruco Securities LLC and The Prudential Insurance Company of America before joining Mass Mutual and its affiliated firms in 2018. Outside of his advisory role, he is also licensed as an insurance agent, offering life, disability, long-term care, health insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and structured planning processes to deliver written recommendations, allowing clients to decide on implementation separately.

Keating Simons is a financial professional with eight years of industry experience, currently affiliated with Cetera. He holds Series 65 and Series 63 credentials and has worked at firms including Commonwealth Financial Group and Securian Financial Services. Outside of his advisory role, he owns Sweet Grass Digital, an author-focused LLC with no current activity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a nationwide network of advisors, utilizing multiple program structures and third-party managers.

Avron Lesser is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.