Christopher Doherty is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing a range of solutions including fee-based financial planning, portfolio management, and capital markets services.

John Prickett is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He has previously worked with Bank of America and has a military background as an officer in the South Carolina National Guard. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Dupuis is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he is involved in business networking groups and participates in managing commercial real estate ventures related to his financial advisory business. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party and proprietary programs and provides ERISA fiduciary services to qualified plans via credentialed representatives.

William Williams III is a financial advisor at Edward Jones in Summerville, SC, holding a Series 66 designation with 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a network of more than 23,000 financial advisors and over 15,000 branch offices nationwide.

Shawn Gaffin is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill, First Citizens Investor Services, and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Gray Coulton is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He has been with Robert W. Baird since 2011. The DDK Group, where he works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of in-house and third-party strategies across traditional and non-traditional asset classes.

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 with LPL Financial, holding Series 63 and Series 66 credentials and 39 years of industry experience. He previously worked at UBS Financial Services for 12 years and Morgan Stanley for one year. 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 advisory and brokerage services, including financial planning and third-party asset management, supported by extensive technology tools and a broad suite of non-advisory financial products.

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.

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 at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in outside employment with Bottles LLC as a Wine Associate and works as a dog walker and tax preparer in the Charleston area. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and provides financial planning, consulting, and access to third-party asset managers.

Gabriel Brogden is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at South Carolina Federal Credit Union, Cuso Financial Services, LP, and BB&T Investment Services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

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 with Merrill, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior roles include positions at FNB Corporation, Essey Consulting Group, WebsterRogers LLP, Wells Fargo Clearing, and other firms. She is also an officer at Essey Consulting LLC, a consulting and research firm. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Andrew Smith is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior experience at UBS Financial Services from 2012 to 2016. Outside of his advisory role, he is listed as an officer of Devine Design, a non-investment-related business based in Kiawah Island, SC. 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 combines research from Wells Fargo Investment Institute with modern portfolio theory to offer diversified investment solutions.

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.