Jeannette Vivas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Oak Advisors, LLC and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Kenneth Kavanaugh is a financial advisor with UBS Financial Services in Mount Pleasant, SC, holding a Series 66 designation and 28 years of industry experience. He previously worked at Merrill for 17 years before joining UBS in 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

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 a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America and service 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 worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he is involved in business networking groups and participates in managing commercial real estate ventures related to his financial advisory business. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party and proprietary programs and provides ERISA fiduciary services to qualified plans via credentialed representatives.

William Williams III is a financial advisor at Edward Jones in Summerville, SC, holding a Series 66 designation with 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a network of more than 23,000 financial advisors and over 15,000 branch offices nationwide.

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 at OSAIC with 15 years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2016. Prior to that, he was employed at Bank of America and Merrill, gaining experience at both firms. Outside of his advisory role, Wright holds a real estate license and acts as a realtor, assisting friends with buying and selling primary residences. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various management strategies and third-party platforms.

Kenneth Pugno is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 39 years of industry experience. He previously worked at UBS Financial Services for 12 years and Morgan Stanley for one year. 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 and third-party asset management, supported by extensive technology tools and a broad suite of non-advisory financial products.

Jeffry Carman is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Carman also operates a sole proprietorship focused on life insurance evaluation and recommendations. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process centered on model-based asset allocation and portfolio optimization.

Daniel Koval is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities LLC, and MassMutual Investor Services. Outside of his advisory role, he has held positions in the service industry, including work as a server and restocker at Trader Joe's. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm offers financial planning, access to third-party asset managers and TAMPs, and utilizes model-driven investment implementation primarily through portfolios developed by LPL’s Research Department and third-party strategists.

Emma Bieling is a Planning Consultant at the Mount Pleasant Investor Center, where she collaborates with clients to provide education and support throughout their financial journeys. In her role, she focuses on helping individuals develop confidence in their financial goals by fostering long-term relationships built on trust, connection, and collaboration. Emma's professional experience includes her current position as Planning Consultant at Fidelity Investments since 2024. Prior to this, she worked at Fidelity Investments in several roles, including Planning and Advice Help Desk from 2023 to 2024 and Investment Solutions Representative from 2021 to 2023. She also served as a Financial Advisor at UBS Financial Services in 2021. Outside of her professional work, Emma enjoys spending time at the beach, staying active through fitness and Pilates, engaging in social events with friends, caring for pets, and traveling.

Jennifer Simpson is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 license. She joined Edward Jones in 2026 and has prior experience working with the Charleston Baptist Association and Kew Baptist Church, as well as in the construction industry at Structures Building Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Brian Reese is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in outside employment with Bottles LLC as a Wine Associate and works as a dog walker and tax preparer in the Charleston area. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and provides financial planning, consulting, and access to third-party asset managers.

Gabriel Brogden is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at South Carolina Federal Credit Union, Cuso Financial Services, LP, and BB&T Investment Services. 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 portfolios, third-party asset management access, and institutional platforms.

Penn Saad is a Financial Advisor with Merrill Lynch Wealth Management. He is part of an 11-person wealth management team that partners with Merrill and Bank of America specialists, providing clients with tailored services similar to those offered by a Family Office. Penn works alongside his father, who has decades of experience in building long-term client relationships, to deliver guidance throughout clients' retirement journeys. Before joining Merrill Lynch, Penn spent 15 years as a golf professional, developing a passion for relationship-building and helping others achieve their goals. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and earned a degree in Business Management from Clemson University. Penn's client focus areas include family wealth management strategies, tax minimization, and retirement income. Penn is involved with the First Tee of Greater Charleston and participates in the YAC First Tee of Greater Charleston organization. His personal interests include adventure sports, fishing, football, golfing, hunting, ice hockey, music, skiing, spending time with family, and traveling.

Joseph Mcauley Jr. is a financial advisor at Robert W. Baird & Co. in Charleston, SC, with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2014. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized investment advice and portfolio management services utilizing both in-house and third-party managers, offering a variety of strategies from traditional allocations to more complex approaches.