Carlos Reynoso is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, JPMorgan Chase Bank, and Wells Fargo Bank. 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 provides both brokerage and advisory solutions.

Samuel Winkler is a CFP® with nine years of industry experience, currently affiliated with Cetera. He has worked with Cetera Advisors LLC since 2017 and is a co-owner of Thiem McCutchen Winkler CPAs PA, a tax preparation firm. Winkler is also a partner at Lowcountry Financial Group, where he provides financial planning and investment advice. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 large network of independent advisors and utilizes multiple program structures and third-party managers.

Joseph Martinez is a financial advisor with Thrivent Investment Management in Mount Pleasant, SC. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services, Northwestern Mutual Life Insurance, Compass Group, the University of Denver, and Lincoln Financial Network Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering topics such as retirement, income tax, estate, and business continuation, with services available on a one-time or ongoing basis.

Zlati Matushev is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2014. 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 programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Ronald Hunter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Hilton Head Island, South Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Walton Robinson is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has worked at various Morgan Stanley entities since 2008, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, integrating firm-approved tools and research in its structured planning process.

James Sheehan is a CFP®-credentialed financial advisor at LPL Financial with 28 years of industry experience. He previously worked at Raymond James & Associates and UBS Financial Services, serving clients across multiple firms. Sheehan is based in Daniel Island, SC. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by proprietary research, third-party subadvisors, and various portfolio management options.

Stephen Smith is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Next Financial Group Inc for 16 years. Outside of advising, he is involved with the Smith Group General Partnership for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research to support diversified and alternative investment strategies.

Jon Seward is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions at Smartsheet and AT&T. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

April Mckinney is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, wealth-transfer, and niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to deliver tailored recommendations.

Meghan Stisher is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Raymond James & Associates, Wells Fargo Advisors, Bridge Commercial, and Colliers International. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Lyndsey Handschiegel is a financial advisor at Stifel with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Prior to that, she worked at Barclays Capital Inc. starting in 2013. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Mark Fell is a financial professional with 24 years of industry experience, currently with Cetera. He holds Series 63 and Series 66 credentials and has been associated with Cetera Advisors LLC since 2013. Fell is also co-owner of Conte Fell Advisors and serves as a board director for the nonprofit Communities in Schools. He is treasurer of The Latinx Exchange Club of Charleston, SC. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a large network of independent advisors. The firm serves individual and institutional clients with portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party managers.

Meredith Duffy is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021. Prior to joining Merrill, she was employed at South Carolina Federal Credit Union and has also worked at LOFT Outlet. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2022, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services through Wealth Advisors on a non-discretionary basis.

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.

Lynn Mack is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, Mack worked at MetLife Securities from 2014 to 2017 and has been affiliated with MassMutual Life Insurance since 2016. Outside of advisory roles, Mack is an insurance agent specializing in life, disability, long-term care, health, and fixed annuities, as well as a notary and owner of an LLC that manages administrative support and expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers investment guidance through collaborative, annual planning relationships and a range of educational programs.

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.