Alexander Bukoski is a CFP® at Edelman Financial Engines with several years of experience in the financial services industry, including prior roles at AXA Advisors and New York Life Insurance Company. He has also worked in the restaurant industry and has experience in higher education. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online platforms.

Charles Glasser Jr. is a financial professional with 39 years of industry experience. He holds Series 63 and Series 65 credentials and is currently affiliated with Cetera. His work history includes roles at Cetera Advisors LLC since 2013 and self-employment dating back to 1990. Outside of financial services, he serves on the advisory board of the Carolina Film Alliance, a nonprofit organization focused on enhancing film production in South Carolina, and is a charter captain and fishing guide with Low Country Charters. Cetera operates as a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through multiple program structures and affiliations, managing over $256 billion in assets.

Elesparantae Powe is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has worked at several notable firms, including Fidelity Investments and TD Ameritrade. Outside of her advisory role, she is a member and owner of Atlantic Pearle LLC, a real estate investment holding company. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Gerald Rickenbaker is a Series 66-licensed financial advisor with Merrill in Mount Pleasant, SC, and has eight years of industry experience. His prior work includes roles at Citadel and a fixed costs reduction firm. 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 investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Mari Hendrickson is a financial advisor at Primerica Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PFS Investments, Inc. and Primerica Financial Service since 2005. In addition to investment advisory, she is involved in the sale of mortgage loan products and home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that emphasizes model-delivery strategies managed by unaffiliated asset managers and incorporates a range of investment models, including those involving exchange-traded funds with cryptocurrency exposure.

Kevin Mc Culloch is an International Wealth Advisor at Merrill Lynch Wealth Management, based in Greenwich, Connecticut. He holds the position of Senior Vice President and Senior Portfolio Manager, focusing on delivering personalized financial planning and portfolio management services to families, senior executives, entrepreneurs, and clients with international wealth management needs. Kevin's expertise includes family wealth management strategies, tax minimization, and the integration of investment management, wealth transfer, credit structuring, philanthropic endeavors, and family office services. He applies a customized approach to develop financial strategies that align with his clients' personal, professional, and philanthropic goals. Kevin earned a bachelor's degree from Harvard University and holds the Personal Investment Advisor (PIA) designation. Outside of work, he enjoys hiking, fishing, biking, cooking, surfing, reading, traveling, and spending time with his family.

Michael Glennon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Merrill Lynch, Truist Investment Services, and BB&T Securities. Glennon is also an associate at Pinnacle Asset Management, where he focuses on building relationships with Pinnacle partners and managing client investment accounts. 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 supports municipal and public finance work through a unique affiliation with a municipal advisor.

Hayden Sewell is a CFP® and Series 66-registered financial advisor with 10 years of industry experience, currently practicing at Edward Jones since 2015. He is based in Mount Pleasant, SC. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Brett Macko is a financial advisor at Merrill with Series 65 and Series 66 credentials. He has professional experience working at Bank of America, Regions Financial, and Neary Law LLC. Prior to entering the financial industry, he held roles at Charleston School of Law, Novo Nordisk, Elon University, and ETX Capital. 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.

Jeffery Mc Carragher is a financial advisor at Edward Jones in Charleston, SC, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Edward Jones, he has been self-employed since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and trust services, operating under a fiduciary standard.

Charlie Stephenson is a Planning Consultant at Fidelity Investments. He has held various roles at Fidelity Investments since 2022, including Relationship Manager, Financial Representative, and Client Relationship Advocate. Prior to his current role, Charlie gained experience in client relationship management and financial representation. As a veteran and former fighter jet technician, he applies discipline and steady focus to his professional relationships. His approach emphasizes service, integrity, and accountability, aiming to understand client goals and values to co-create personalized financial plans. Outside of his professional work, Charlie's interests include golf, music as an instrumentalist and singer, military service, reading, and traveling.

John Welsh is a financial professional with Cetera, holding a Series 66 credential and four years of industry experience. His career includes roles at Commonwealth Financial Group and Cetera Wealth Services, LLC. Outside of advisory work, he was involved with Wild Roots Candle Company from 2019 to 2021. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Moore is a Series 66-licensed financial advisor with Merrill, based in Mount Pleasant, SC, with 11 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. 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.

Charlotte Littleton is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Daniel Dupuis, Oak Capital Management, and ownership of The Blank House LLC, where she provides appraisal photography services. She is also involved with The Sustainable Warehouse, a nonprofit organization where she performs bookkeeping duties. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset-management programs. The firm implements a range of advisory models through third-party sponsors and provides ERISA fiduciary services, focusing on matching clients to suitable strategies without sponsoring its own wrap fee program.

George Jilich is a financial advisor at UBS Financial Services in Mt. Pleasant, SC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at The Bank of South Carolina, St. Phillips Episcopal Church, and The College of Charleston. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Henry Thompson III is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, SouthState Investment Services, and SouthState Bank since 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, model portfolios, third-party asset management, and institutional platforms.

Todd Turner is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and its affiliates since 2023 and previously was associated with Commonwealth Financial Services and Minnesota Life Insurance Company. Turner is also a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and affiliations.

Paul Callander is a financial advisor with LPL Financial in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera, VOYA Financial Advisors, Banc of America Investment Services, and BB&T Investment Services. Outside of advisory work, he is involved in non-variable insurance sales. 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 provides a range of advisory and brokerage services, including model portfolios, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Cameron Mactavish is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he consults with Affluence Consulting Group on business planning, including succession and exit strategies. MassMutual 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 with a focus on collaborative, goal-driven client relationships.

Craig Colby is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 37 years of industry experience. His prior roles include positions at Edward Jones, Liberty Partners Capital Management, Oppenheimerfunds Distributor, and Invesco AIM Private Asset Management. Outside of his advisory work, he co-founded and serves as board chairman of the St. Thomas Isle Business Group, a local business networking organization in Mt. Pleasant, SC. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.