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 with OSAIC, holding a Series 66 designation and 15 years of industry experience. He has been with OSAIC since 2016 and also maintains a role at Bank of America, N.A. since 2011. Wright is a licensed realtor who assists with buying and selling primary residences for friends. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to manage portfolios with a range of investment options.

Kenneth Pugno is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Jeffry Carman is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with AIG American General Life Insurance Company for over two decades. Outside of his advisory role, he operates a sole proprietorship focused on life insurance evaluation and recommendations. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with financial planning and utilizes various tools and third-party platforms to construct and manage client portfolios.

Daniel Koval is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Prudential Insurance Company of America, Pruco Securities LLC, and Mass Mutual Investors Services. Outside of his advisory work, he has held positions in the hospitality sector, including as a server at Hall’s Chophouse II and in labor and restocking at Trader Joe’s. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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 with LPL Enterprise based in Mt. Pleasant, SC, holding a Series 66 designation and two years of industry experience. His prior professional roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he is involved in wine sales through Bottles LLC and provides dog walking services in the Charleston area. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance products and lending solutions.

Gabriel Brogden is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Charleston, SC. He has previously worked with South Carolina Federal Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research and diverse investment strategies.

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.

Elizabeth Kramer is a financial advisor at Merrill with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at FNB Corporation, Essey Consulting Group, and WebsterRogers LLP. In addition to her advisory role, she serves as an officer of Essey Consulting LLC, providing general consulting and research. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary investment strategies for a range of individual and institutional clients.

Andrew Smith is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is an officer of Devine Design, a non-investment-related business based in Kiawah Island, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Bride is a financial advisor with Merrill in Charleston, SC, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.

Catherine Latto is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Osaic Wealth, Inc. since 2018. She previously worked at Signator Investors, Inc. and has been the owner and president of Latto & Associates Inc. since 1982, where she also engages in selling fixed insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers. The firm offers a range of brokerage, advisory, and financial planning services, utilizing various investment tools and access to multiple third-party platforms.

Elizabeth Parker is a financial advisor with Raymond James & Associates, holding a Series 66 designation and totaling two years of industry experience. Her prior roles include positions at UBS Financial Services and The University of Alabama. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Susan Alvarez is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. She has worked at Merrill since 2018, following roles at Bayview Manor and Agape Hospice. Outside of her advisory work, she holds power of attorney responsibilities for family members' financial matters. 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.

Thomas Furse is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Justin Slattery is a financial advisor with Mass Mutual Investors Services in Mount Pleasant, South Carolina. He holds Series 66 and Series 63 licenses and has 17 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is also an agent specializing in property/casualty, group life, group health, and group benefits. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, typically structuring engagements as annual, collaborative relationships focused on goals analysis rather than discretionary investment management.

Jesse Lempesis is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at MetLife Securities Inc. and holds officer and agent positions in various consulting and marketing firms, including Affluence Consulting Group LLC and Affluence Marketing Group LLC. He also serves as a board member for the One Cool Blow Condominium Association. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements using firm-approved tools and offers programs including wrap accounts, money-manager programs, and educational seminars.