Kathleen Corn is a financial advisor at Merrill with a Series 66 designation and 13 years of industry experience. She has been with Merrill Lynch since 2000. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Robert Swallen is a financial advisor with J.P. Morgan Securities in Mt. Pleasant, SC, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Christopher Bolig is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1999 and focuses on personalizing wealth management strategies for individuals to help meet financial goals such as education funding, home purchases, and retirement planning. Prior to entering the financial industry, Christopher served five years in the U.S. Navy. During his military service, he attended The College of William & Mary and Johnson & Wales University, where he earned bachelor's degrees in Culinary Arts and Business Administration. His career in financial services began with Edward Jones & Co., followed by roles at BB&T Investment Services managing multiple territories. Since 2005, he has been with Banc of America Investment Services, now part of Merrill Lynch. Christopher holds the Personal Investment Advisor (PIA) designation. Christopher lives on Daniel Island with his wife Sarah and their two children, Madison and Jackson.

Frank Wootton IV is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 66 registrations and 14 years of industry experience. His work history includes roles at Morgan Stanley Private Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a range of investment strategies, serving clients through direct and corporate financial planning agreements.

Christopher Black is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he manages Tight Lines Interests, LLC, a personal LLC focused on investing in direct residential real estate. UBS Financial Services 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 utilizes proprietary research and asset allocation models to tailor client plans.

Michelle Calalang is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2012. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathleen Flinton is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, Liberty Partners Financial Services, LLC, and Coastal Financial Planning Group. Outside of her advisory role, she is associated with Wilco Capital in a non-investment capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and a Model Wealth Portfolios wrap program.

David Bunce Jr. is a financial advisor with Ameriprise Financial Services in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Eugene Johnson IV is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. Prior to this, he worked at SunTrust Investment Services, Inc. for eight years. He is also a trustee for the Johnson Family ILIT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

John C. Troutman, Jr., CPWA®, CPFA, serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2011, he has focused on addressing the wealth management needs of affluent client families. His approach emphasizes personal attention and professional discipline, informed by over two decades of experience in the field and a family background in banking. John holds the Certified Private Wealth Advisor® designation and the Certified Plan Fiduciary Advisor credential. He earned bachelor's degrees in Finance and Management from the Moore School of Business and in Religious Studies from the College of Humanities at the University of South Carolina. His expertise encompasses a broad range of client focus areas, including family wealth management strategies, legacy and philanthropic planning, divorce transition planning, tax minimization, and portfolio management services. He works closely with clients, coordinating retirement, estate, and tax planning strategies with their CPAs and attorneys. In addition to his professional responsibilities, John is actively involved in community organizations. He serves on the board of The Historic Beaufort Foundation and has contributed to several other groups, such as the YMCA, Beaufort Rotary Endowment, Moore School of Business, Bluffton Self Help, and Penn Center. John resides on Lady’s Island with his wife Danielle and their four children.

Jackson Weeks is a financial advisor with Cetera, holding the Series 66 designation and two years of industry experience. He is the owner of Jackson Swim School, which provides swim lessons. Cetera Investment Advisers LLC serves a broad client base including individual, institutional, and retirement plan clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Randall Slawson Jr. is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at Pruco Securities, LLC and Converse. Outside of his advisory work, he coaches basketball at West Ashley High School. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Patrick Peterson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career there in 2001 after earning a Bachelor's degree in finance from Wofford College. Patrick focuses on assisting affluent families with complex financial challenges by developing well-designed, regularly reviewed, and clearly articulated wealth management plans. Patrick is a qualified Portfolio Manager who offers both traditional advice and customized portfolio strategies. His approach involves managing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification since 2008, the Chartered Retirement Planning Counselor™ (CRPC™) designation since 2003, and is a Personal Investment Advisor (PIA). Living in Charleston, Patrick enjoys spending time with his wife, Erin, and their three children, Rory, Teddy, and Knox. His personal interests include fishing, music, and reading.

Daniel Parsons is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2015 and at Bank of America from 2015 to 2024. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party asset managers.

Amal Gawle is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products through affiliated entities.

Jennifer Mills is a financial advisor at Raymond James & Associates with 27 years of industry experience. She has been with Raymond James since 2013 and holds Series 63 and Series 65 credentials. Mills and her husband own a condo in Winter Park, Colorado, which they manage as a short-term rental through a property management company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and charitable organizations. The firm offers financial planning and investment consulting with a range of portfolio management strategies, and it provides specialized municipal advisory services alongside its broad advisory and fiduciary solutions.

Bradley Worsham is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones in Charleston, SC since 2014. He provides private pickleball lessons in the Charleston area as an extracurricular activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Dalton Heffel is a CFP® professional with three years of industry experience, currently affiliated with OSAIC. He previously worked at the University of Wisconsin Whitewater for twelve years. He also operates Granite Bridge Wealth Management, his investment advisory business, and holds a position as an insurance broker. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Nicole Duvall is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, she works with a team of specialists to design comprehensive, customized wealth strategies aligned with each family's unique goals and priorities. She focuses on building enduring relationships based on trust and transparency and provides disciplined, forward-looking guidance to help clients navigate complexity and preserve wealth across generations. Nicole has extensive experience in wealth management and financial advising, having held various roles at Fidelity Investments since 2010, including Vice President and Branch Leader. Prior to joining Fidelity, she worked as a Financial Advisor at Wells Fargo Advisors and as a Private Risk Advisor at Wachovia Bank. She began her career as a State Farm Agent. Outside of her professional work, Nicole enjoys playing golf, table tennis, and tennis.

John Gibbs is a financial advisor with Merrill in Charleston, SC, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Merrill since 2013 and concurrently at BOFA Securities, Inc. since 2019. Outside of his advisory work, he serves on the board of directors for Sea Island Habitat for Humanity, a charitable organization in South Carolina. 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 strategies for individuals, high-net-worth clients, and institutional investors.