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.

Kathleen Flinton is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 14 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Liberty Partners Financial Services, and Coastal Financial Planning Group. Outside of her advisory work, she has been involved with Wilco Capital in a non-investment capacity. 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, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products supported by an integrated platform.

David Bunce Jr. is a financial advisor with Ameriprise in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Ameriprise Financial Services Inc. and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts and a product selection process that includes affiliated funds.

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.

Jackson Weeks is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. He is also the owner of Jackson Swim School, where he provides swim lessons. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform and various program structures.

Randall Slawson Jr. is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC and Converse. Outside of advising, he coaches basketball at West Ashley High School. LPL Enterprise 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

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 credentials. Prior to joining LPL Enterprise in 2024, she worked with The Prudential Insurance Company of America and Pruco Securities LLC for over 15 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Jennifer Mills is a financial advisor with Raymond James & Associates in Charleston, SC, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she and her husband own a condo in Winter Park, CO, which is managed as a short-term rental by a third-party company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of financial planning and investment consulting services, drawing on multiple portfolio management styles, affiliated research, and a notable municipal advisory capability.

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® with three years of industry experience, currently serving as an advisor at OSAIC since 2022. Prior to joining OSAIC, he worked for the University of Wisconsin Whitewater for twelve years. He also operates Granite Bridge Wealth Management as his investment advisory business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory platforms and asset-allocation tools to provide integrated brokerage and investment advisory services.

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.