Collin Graves is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He joined Fidelity in 2018 and has held various positions including Financial Consultant and Investment Solutions Consultant, bringing a broad understanding of financial planning and investment strategies. Prior to joining Fidelity, Collin worked as a Financial Consultant at AXA Advisors from 2014 to 2018. Throughout his career, Collin has focused on partnering with clients to identify their unique financial goals and provide guidance tailored to their complex needs. His approach emphasizes collaborative planning aimed at helping clients attain peace of mind by understanding the story behind the numbers. Outside of his professional responsibilities, Collin enjoys outdoor activities such as camping, fishing, football, hiking, kayaking, and sailing.

Craig Mcdonald Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2019 and previously worked at AXA Advisors, LLC and Fort Sumter Tours, Inc. Outside of his advisory role, he is involved as a referring agent in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jeffrey Percy is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions.

William Wennberg Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A., Le Cavalier, and Equitable Advisors, LLC. He has worked in various capacities outside finance, including at Dupont Country Club as a fitness desk attendant. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jake Wynn serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners with clients and their families to develop financial plans aimed at achieving their financial goals and providing peace of mind. He emphasizes building strong relationships and maintaining trust, reliability, and competency through open communication and ongoing plan evaluation. Prior to joining Fidelity Investments, Jake worked as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020 and as a Financial Advisor at Prudential Financial between 2015 and 2017. His career also includes experience as an Operations Manager at Palmetto from 2013 to 2016.

Thomas Clarke is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory duties, he is an organizer of Breakwater Holdings LLC, a real estate investment entity in Mount Pleasant, South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and structured discovery conversations in its financial planning process.

Brannigan Beam is a CFP® and ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Company, having previously worked for Northwestern Mutual in various capacities. Outside of his advisory role, he is an author and serves on a nonprofit board. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning, estate settlement, and employer-sponsored planning.

John Harris is a financial advisor with Raymond James & Associates in Mt. Pleasant, SC, holding a Series 63 designation and 44 years of industry experience. He worked at Citigroup Global Markets for 17 years before joining Raymond James & Associates in 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mattison McCurry is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. McCurry has been with Raymond James & Associates since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

James Greenho is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include positions at Raymond James & Associates and various divisions within Morgan Stanley since 2009. Outside of his advisory work, he volunteers as a tennis coach at Bishop England High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and analytical tools, managing approximately $2.74 trillion in client assets.

Matthew Brosey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in financial advising and has been with Merrill Lynch since 2009. He holds the Chartered Retirement Planning Counselor™ designation and the Personal Investment Advisor (PIA) credential. Matthew works with a select group of clients focusing on areas such as college education planning, liquidity management, retirement income, portfolio management services, and tax minimization. His approach involves managing cash flow, investment portfolios, and liabilities with an emphasis on tax efficiency. He also utilizes insurance and estate planning services to assist clients in wealth transfer to the next generation. He holds a bachelor's degree from Indiana University. Matthew resides in Mount Pleasant, South Carolina with his wife Ashley and their two children, Henry and Mimi. Outside of work, he enjoys fishing, football, golfing, and traveling.

Stephen Thomas is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with LPL Financial since 2013. He previously worked at Edward Jones from 2009 to 2013 and briefly at Wells Fargo Clearing. Outside of his advisory role, Thomas coaches youth soccer with the Asheville Buncombe Youth Soccer Organization. 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 offers a broad range of advisory and brokerage services supported by model portfolios, third-party asset management, and various institutional platforms.

Helen Bourdier is a financial advisor at Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation with two years of industry experience. She has been with Wells Fargo Clearing since 2011. Outside of her advisory role, she owns and operates Bourdier Properties LLC. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Anna Perkins is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. She has held roles outside of finance, including part-time work in catering and bartending at Relish Distinctive Catering and Snee Farm Country Club. Prior to her current position, she has worked in various roles across retail and education. 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 municipalities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Lynn Anne Gillen is a CFP® with 25 years of industry experience, currently affiliated with Cetera. She has worked at Cetera Wealth Services and Summit Financial Group in various advisory roles since 2012. Gillen also operates Gillen Wealth Management, LLC as a financial planner. Cetera is an SEC-registered adviser with a nationwide network of independent advisors serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Sean O'Keefe is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at firms including Nicholson Wealth Management Group, Wells Fargo Advisors, Commonwealth, and J.P. Morgan Chase & Co. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jennifer Gregory is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her work history includes roles at Wells Fargo Clearing and Fidelity prior to joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and tools to develop tailored recommendations.

William Coffey is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding the CFP® and ChFC® designations and over 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jenne Sevilla is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Her prior experience includes roles at Liberty Partners Capital Management, Northwestern Mutual Investment Management, and Securian Financial Services. In addition to her advisory work, Sevilla is involved in book sales and public speaking through her sole proprietorship and holds a Notary Public commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of financial planning and investment management services to individuals, retirement plans, banks, and institutions. The firm offers customizable portfolio strategies supported by research and technology tools, serving a large network of advisors and overseeing significant discretionary assets.

Michael Johnson Jr. is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Clearview Regional Medical Center. 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 and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.