Jarrett Strickland is a financial advisor at UBS Financial Services with 14 years of industry experience. He has held positions at MSC Insurance Group and Investacorp Advisory Services before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, tailored investment solutions.

Amy Nagel is a Series 65-licensed financial advisor with Cetera Investment Advisers LLC and has one year of industry experience. She previously worked at The Boulevard Company and spent over two decades at Keller Williams Realty. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services and supports various program structures and custodial relationships across a large network of independent advisors.

James Trenor is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at PMC for eight years and spent one year with Hilton/Doubletree. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charlotte Nicholas is a financial advisor at Wells Fargo Clearing with a Series 66 designation. She has one year of industry experience, including prior work at Minnow Swim and a background in full-time education. 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 combines research and analytics with diversification principles to provide brokerage and advisory solutions and supports a range of financial products through its bank and insurance affiliates.

Patrick Kramer is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He previously worked at Pruco Securities LLC and The Prudential Insurance Company of America before joining Mass Mutual and its affiliated firms in 2018. Outside of his advisory role, he is also licensed as an insurance agent, offering life, disability, long-term care, health insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and structured planning processes to deliver written recommendations, allowing clients to decide on implementation separately.

Keating Simons is a financial professional with eight years of industry experience, currently affiliated with Cetera. He holds Series 65 and Series 63 credentials and has worked at firms including Commonwealth Financial Group and Securian Financial Services. Outside of his advisory role, he owns Sweet Grass Digital, an author-focused LLC with no current activity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a nationwide network of advisors, utilizing multiple program structures and third-party managers.

Avron Lesser is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Ryan Birge is a financial advisor at LPL Financial with 18 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, RBC Capital Markets, and Citigroup Global Markets. 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 services, including financial planning, model portfolio programs, and institutional platforms, with a focus on diverse investment strategies supported by research and technology.

Nicholas Brown 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 2012 and previously worked at Securities America Advisors, Inc. from 2010 to 2012. Outside of his advisory work, he has involvement in independent tax and investment activities through Brown-Hogue LLC. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Ray Evans IV is a financial advisor at UBS Financial Services with a Series 66 designation. He joined UBS in 2026 and has prior experience at IFC Advisors and Vuori, as well as a background that includes roles at Santa Clara University and the Country Club of Charleston. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Danny Young is a financial advisor at OSAIC with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has held roles at Lincoln Financial Securities and Collins and Associates. Outside of his advisory work, he is involved in insurance-related businesses, including managing Alpha Omega Wealth Partners and providing life settlement services as a sole proprietor. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory, and retirement plan consulting services with access to third-party money managers and multiple advisory platforms.

Melissa Horne is the Vice President, Wealth Planner at Fidelity Investments. In this role, she works with high net worth individuals and families to help preserve and grow their wealth while aligning financial strategies with clients' personal values, family goals, and long-term legacy plans. She emphasizes delivering clarity, structure, and confidence across all aspects of a client's financial life. Ms. Horne has extensive experience in financial services, having held positions as a Financial Consultant at Fidelity Investments from 2022 to 2023, a Senior Registered Associate at Morgan Stanley from 2020 to 2022, and an Equity Salestrader at Deutsche Bank from 2005 to 2018. Her personal interests include boating, cars, concerts, food, and traveling.

Craig Hoffman is a financial advisor with Cambridge Investment Research Advisors in Mt. Pleasant, SC. He holds a Series 65 designation and has been with Cambridge since 2026. Prior to this role, he held positions at firms including Greystar Real Estate Partners and various gig-economy companies. Outside of advising, he has been involved with Melalueca since 2016. Cambridge Investment Research Advisors serves a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple custody platforms.

Henry Hauhn III is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Shorter Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Charleston, SC, holding a Series 66 designation and bringing 15 years of industry experience. His prior experience includes roles at Truist Advisory Services, Truist/SunTrust Investment Services, and SunTrust Bank. He is also involved with Pinnacle Asset Management as a licensed bank advisor, where he discusses banking and investment needs with clients. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal finance work through an affiliated municipal advisor.

Lester Chou is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he owns a business entity used to manage expenses related to his Ameriprise franchise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients in or approaching retirement.

Adam Sciuto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Thrivent Financial, TD Ameritrade, and periods of self-employment. 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 utilizes research and analytics to support diversified portfolio strategies.

James Carden Jr. is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including PRUCO Securities, The Prudential Insurance Company of America, and Securian Financial Services. Outside of advisory work, he is involved in fixed insurance sales through Carolina Capital Management. Cetera Investment Advisers LLC serves a broad client base including 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 with access to affiliated and third-party money managers.

Arthur Devereux is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and previously spent 13 years at Bank of America and Merrill. He is also involved with Leeward Insurance Services LLC, where he has been active since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Lisa Villamizar is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, The Vanguard Group, and Apollon Wealth Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.