Bobby Parham II is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017, previously working at Nationwide Securities LLC from 2013 to 2016. 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 and brokerage services, including financial planning, wrap and model portfolio programs, and access to third-party asset managers, supported by technology tools and a variety of strategic and alternative investment options.

Mc Kenna Hough is a financial advisor with Merrill and holds a Series 66 designation. She has seven years of industry experience, including roles at Bank of America and Merrill since 2019. Prior to her current positions, she worked in various capacities across sectors such as logistics, events, wellness, and accounting. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs a range of model-based and discretionary investment strategies, supported by internal and third-party managers.

Charles Holbrook is a financial advisor at Edward Jones in Charleston, SC, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Uber for one year. 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 under management, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Aaron Barber is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Gene Swindle Jr. is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked for seven years. Prior to joining Raymond James, he spent six years at American Bancshares Mortgage, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Louis Dimuzio Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Financial Services since 2008 and Osaic FS, Inc. from 2004 to 2025. Outside of his advisory role, he is involved in several insurance-related business activities, including managing an insurance agency and assisting clients with life settlements. OSAIC serves a diverse clientele including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, consolidation activities, and a complex affiliate network that provides a broad platform of financial products and services.

Mallory Smith is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Carolinas Wealth Management, Voya Financial Advisors from 2014 to 2018. 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, pension and profit-sharing plans, corporations, and charitable organizations.

David Reed is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with Equitable Advisors since 2014 and previously with Axa Advisors, LLC. Outside of his advisory role, he serves on the board of directors for the Colgate University football program. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, focusing on personalized client assessment and fiduciary services for qualified plans.

Susan Randolph is a Series 66-licensed financial advisor with Merrill, where she has worked since 1997, totaling 27 years of industry experience. She is based in Mount Pleasant, 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. The firm offers model-based and discretionary strategies for a variety of client types, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Rhodes is a financial advisor with Merrill in Charleston, SC, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. 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 various institutional investors.

Donald Kellerman Jr. is a financial advisor at Raymond James Financial with 29 years of industry experience. He has previously worked at Merrill and Bank of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation, along with targeted advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Sofia Ward is a financial advisor at Morgan Stanley with 21 years of industry experience. She has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and has been affiliated with Citigroup Global Markets since 2004. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s return estimates.

Tamilla Tillman is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. She focuses on helping individuals, families, and business owners with college education planning, family wealth management strategies, personal retirement planning, small business strategies, and tax minimization. Her work involves creating personalized plans tailored to clients' unique ambitions and priorities, aiming to simplify the complexities of investing and wealth planning. Tamilla holds a Personal Investment Advisor (PIA) designation and completed an Accredited Certificate Program from the University of Arkansas System. She serves clients including high-net-worth individuals, business owners, retirees, and young professionals, providing advice on retirement income, individual and corporate investment strategies, and financial planning for women, sports, and entertainment professionals. Outside of her professional role, Tamilla enjoys adventure sports, basketball, cooking, dancing, football, music, swimming, tennis, traveling, and spending time with her family.

Jane Shipe is a financial advisor with Morgan Stanley in Ravenel, South Carolina, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and previously with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and portfolio modeling techniques.

Emily Wood is a financial advisor with Merrill in Mount Pleasant, SC, holding a Series 66 license and 21 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, Wood serves as Treasurer for the Eliza Lucas Pinkney Chapter of the South Carolina National Society of the Daughters of the American Revolution and assists with special events at the Golf Club at Briars Creek. 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 accounts.

John Wilder is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work history includes positions at Guardian Life Insurance Company, City National Bank of Florida, and Park Avenue Securities. Outside of finance, he has experience working in the food and service industry, including at Truffles Cafe and Carolina Carwash. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and planning tools to deliver written recommendations tailored to client goals.

Jennifer Herron is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing, Robinhood Financial, LLC, and The Vanguard Group, Inc. Herron is based in Charleston, SC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Christine Grillo is a financial advisor at Merrill with 40 years of industry experience. She has held her current role since 2008. Grillo holds the Series 63 and Series 66 designations. 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.

John Dickson is a CFP® professional with 23 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has held previous roles at Truist Investment Services, BB&T, and KeyBanc Capital Markets. In addition to his advisory work, he is an associate at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, institutional clients, and charitable organizations. The firm employs a non-discretionary, goal-based approach utilizing analytical tools such as risk profiling and probability modeling.

Michael Huskey Jr. is a CFP® with 10 years of industry experience, currently serving at MassMutual Investors Services. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Wells Fargo. He is a nonprofit board member and treasurer for Going Places, involved in financial oversight and fundraising for the organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm focuses on collaborative, annual planning relationships using firm-approved analytical tools and offers event-driven planning programs including estate and employer-sponsored planning.