Vanessa Koegler is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors and Primerica Financial Services prior to her current roles. Koegler also engages in outside insurance sales, focusing on life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved tools and offering a range of planning services including recent additions such as Divorce Planning.

Adam Epstein serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he applies his expertise in retirement planning and personal investment strategies to support clients' financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Adam earned his bachelor's degree from the University of South Carolina System.

Hunter Bradley is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he worked at Atlanta Voiceover Studio for four years and held positions with the Douglas County Board of Commissioners and Alexander High School. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sarah Banks is a financial advisor at Edward Jones with 18 years of industry experience. She has held her current position at Edward Jones since 2009 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

James Clifford Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at multiple firms including First Allied Advisory Services and currently serves as a partner at Clifford Bootes Asset Management. Outside of his advisory roles, he is the owner of Atlas Metals. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

John Bennett is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. With approximately 24 years of experience as a financial advisor, he specializes in working with affluent clients across the United States. Bennett offers personalized wealth management strategies that take into account clients’ full financial pictures and evolving market conditions. He provides access to Merrill’s investment insights and the banking and lending solutions of Bank of America. Bennett holds a Bachelor's Degree from Clemson University and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. He also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His professional affiliations include participation in the Hibernian Society, St Mary's Church, Porter Gaud School Parents Association, and Ronald McDonald House. He is actively involved in community organizations such as the Hibernian Society Foundation, Porter Gaud School Foundation, St Mary's Catholic Church, Windwood Farm Home for Boys, and Ronald McDonald House.

James Salmon is a financial advisor at Edward Jones in Summerville, SC, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Freeman Boatworks, Southeast Power Components, and Medix Specialty Vehicles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of investment advisory programs and services.

Alton Palmer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include work with United Community Bank, Guardian Life, and New York Life Insurance Company. He is also a business owner of Chucktown Startups, LLC. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Brockwell is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he held positions at Radford University Alumni Office, McKeever Electrical and Plumbing, James River Heating and Air, Radford University, Hanover Country Club, and Patrick Henry High School. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Josh Lucarelli is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He specializes in assisting clients with understanding their finances and developing personalized plans that align with their goals and lifestyles. His work involves simplifying complex financial topics and providing clear guidance tailored to clients' evolving needs and priorities. Prior to his current role, Josh served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Relationship Manager at the same company from 2021 to 2024. Through these roles, he has gained experience in financial planning, investment management, and client relationship management. Outside of his professional responsibilities, Josh has interests in beach activities, boating, golf, snowboarding, soccer, and traveling.

Brandon O'higgins is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and seven years of industry experience. He worked previously at Fox Dog LLC and Triangle Char & Bar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a large national network of advisors and branch offices.

Leslie Puckhaber is a financial advisor with Merrill in Mount Pleasant, SC, holding a Series 66 credential and 28 years of industry experience. She has been affiliated with Bank of America and Merrill since 1996. Outside of her advisory role, she is listed as a signatory for Puckhaber Construction, a limited liability company. 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, offering both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and various institutional entities.

Jennifer Blanchard is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. She previously worked at Securian Financial Services and Minnesota Life Insurance Company for 19 years and has been associated with The Commonwealth Financial Group for over two decades. Outside of her advisory work, she serves on the fundraising committee for The Samaritan House of Orangeburg and is a board member of the Orangeburg Civic Ballet. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves 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 incorporating both affiliated and third-party strategies.

Erik Lauricella is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley and its related entities since 2019 and previously held positions at Whiting Door and the University at Buffalo. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Stephen Whitman is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2013 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a trustee/co-trustee of a trust based in New Providence, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations as part of standalone planning.

Stephanie Harvey is a financial advisor at Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Osaic in 2024, she worked at Woodbury Financial Services and Equitable Advisors/AxA Advisors. Outside of her advisory role, she is president of Cane Bay Financial Planning LLC and owns a sole proprietorship offering insurance products. Osaic Wealth serves a diverse client base, including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types and supports various third-party platforms and managed-account solutions.

Gary Rivano is Vice President and Branch Leader at Fidelity Investments, where he leads a team of investment professionals focused on helping clients achieve their financial goals through comprehensive financial planning. He emphasizes the importance of strong relationships with clients and values the contributions of both employees and clients to foster an inclusive culture and provide an outstanding client experience. Gary has held multiple roles at Fidelity Investments since 2005, progressing from Support Specialist to his current leadership position. His experience includes positions as Financial Consultant, Investment Consultant, Investment Representative, Private Client Specialist, and Financial Representative. Prior to joining Fidelity, he worked as Assistant Vice President at Deutsche Bank from 2014 to 2016 and as Private Client Adviser at JP Morgan Chase from 2012 to 2014.

Josephine Beebe is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill for a total of ten years, with a brief period outside the industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and various institutions using model-based and discretionary strategies developed by internal and third-party teams.

Timothy Sease is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with LPL Financial and South State Bank. He previously worked at First Southeast Investor Services, Inc. for 18 years. His other business activities include serving as an executive officer and director of investment services at South State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, and institutions.

Victoria DuPre is a Planning Consultant at Fidelity Investments. She supports clients and advisors through collaborative financial planning focused on trust, transparency, and relationship-building. Victoria helps translate goals into actionable strategies and supports the implementation of thoughtful, client-centered plans. Victoria has been with Fidelity Investments since 2023, holding roles including Customer Relationship Advocate, Relationship Manager, and Investment Solutions Representative. Her experience spans client support and relationship management within the financial services industry. Outside of her professional work, Victoria enjoys board games, fitness, social events with friends, outdoor adventures, pets, and puzzles.