Christopher Molineaux is a financial advisor at Morgan Stanley with a Series 66 designation. He joined the firm in 2026 and has prior experience at the College of Charleston and the University of Alabama, as well as positions outside the financial industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and various advisory programs, managing approximately $2.74 trillion in client assets.

Timothy Kane is a financial advisor at Morgan Stanley in Charleston, SC, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized estate planning groups.

Huy Le is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Edward Jones, Newport Group, UBS Financial Services, and Merrill. Additionally, he operates Oak Capital Management, LLC and works as an independent agent focusing on fixed insurance products. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Kevin Madden is a financial advisor with Edward Jones in Mount Pleasant, SC, holding Series 63 and Series 66 licenses. He has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household types and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Butler is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel, he worked for seven years at the South Carolina State Fiscal Accountability Authority. Outside of his advisory role, he is a limited partner in a family-owned LLC, Butler Oaks LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Austin Graham is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at the New York Mets and HomeAdvisor, as well as involvement with the No Limit Ballers Lacrosse Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research.

Kathleen Edwards is a financial advisor at Cetera with 2 years of industry experience and holds the PFS™ designation. She is also a partner and Director of Accounting and Tax at Arrow Advisory, where she leads the tax and accounting team, reviews income tax returns, and implements tax planning strategies. Her prior work includes roles at Avantax Advisory Services and NCGS, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program options and extensive custodial relationships.

Adam Monical is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Edward Jones, TD Ameritrade, and the Central Bank of St. Louis. Outside of finance, he has been involved with Bulldog Tours. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm serves clients on a non-discretionary basis, offering asset-allocation advice, investment manager searches, and customized performance reporting.

James Vance is a Series 66 registered financial advisor with Wells Fargo Clearing, based in Charleston, SC, with 14 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves as a trustee for his father’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Ellerie Walker is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently with Cetera and has previously worked at Commonwealth Financial Group, Securian Financial Services, and Minnesota Life Insurance Co. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Emily Pearson is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and NORC at the University of Chicago. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research resources.

Kayla Bailey is a Planning Consultant who collaborates with Financial Consultants to support clients in achieving confidence about their financial futures. She focuses on making financial planning approachable and ensuring clients feel supported throughout the process. Her professional experience includes roles as a Relationship Manager at Fidelity Investments in 2025, a Financial Representative at Fidelity Investments from 2023 to 2025, and a Financial Representative at Western and Southern in 2023.

Nicholas Penna is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having 15 years of industry experience. He previously worked at Morgan Stanley for eight years before joining Raymond James in 2019. He also serves as an independent contractor financial advisor for IronRidge Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and uses a variety of analytical tools to support client goals.

Blair Rice is a financial advisor with Mass Mutual Investors Services in Charleston, South Carolina. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. Outside of his advisory role, he is involved as a sales agent in health and life insurance. 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 offers financial planning, asset management, and educational seminars, utilizing firm-approved tools to provide written recommendations through collaborative annual planning engagements.

Conor Duggan is a financial advisor with Merrill in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Regions Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 teams and third-party managers.

Karyn Cavanaugh is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. She has worked at Ameriprise since 2020 and previously spent nine years at Voya. In addition to her advisory role, she serves as Chief Investment Officer for Carolinas Wealth Management Inc. in Mount Pleasant, SC. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports through a centralized consulting team.

William Gambino is a financial advisor at Edward Jones in Mount Pleasant, SC, holding a Series 66 designation. He has one year of industry experience, including prior roles at Cetera Advisor Networks LLC/Commonwealth Financial and UPS. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jack Di Muzio is a financial advisor at OSAIC with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities Corporation for two years and has a background that includes roles in both the public and private sectors. He is also active as an insurance agent, involved in the sale and service of disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning, retirement consulting, unified managed accounts, and access to third-party money managers.

Lance Paulson is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding a Series 66 designation and with 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors dating back to 2013. He is also a 50% owner of Paulson Wealth Management, LLC, an investment-related business in Evergreen, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a wide range of financial planning and investment services. The firm provides tailored recommendations supported by proprietary research and planning tools, with a broad offering that includes specialized services such as business-owner transition and special-needs planning.

Sean Ludwick is a financial advisor with LPL Financial located in Mount Pleasant, SC. He holds a Series 66 designation and has been active in the industry since 2025. Prior to his current role, he served in the United States Air Force from 2018 to 2022 and has experience with organizations such as The Citadel and Charleston Retirement Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.