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.

Christopher Randazzo is a financial professional with 39 years of industry experience. He is currently with Cetera and holds Series 63 and Series 65 credentials. Randazzo also operates as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts 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 access to various investment strategies and custodial relationships.

John Le May is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials and six years of industry experience. Prior to his current role, he worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance. He serves as Chair of the Millennials At The Top council for the Southeastern Chamber of Commerce, a nonprofit focused on regional business and tourism development. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jared Larrow is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with TrueGuidance Holdings, LLC as a registered team member managing an advisory business. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm serves a broad client base through its extensive advisory, brokerage, and insurance offerings typical of a large institutional provider.

Christopher Barton is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2014. Outside of his advisory role, he is also involved as an insurance agent with Life Policy Pros. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios from various sources.

Julie Hucks is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its related entities since 2001. Outside of her advisory work, she serves on the board of directors for Sculpture in the South, a local arts organization. Ameriprise offers retirement-income planning services primarily for individuals near or in retirement with significant investable assets, combining research and modeling with tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Ellis Hargadon is a financial advisor at Morgan Stanley in Charleston, SC, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at Fidelity Investments and Massachusetts Financial Services. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its service offerings.

Charles Matthews is a financial advisor at Cetera with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Trinity Wealth Securities, Florida Financial Advisors, and First Citizens. Outside of advisory work, he has experience in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Lindsey Rickards is a financial advisor at UBS Financial Services with 10 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, ARAMARK, and Merrill. She holds Series 63 and Series 65 designations. Outside of her advisory work, she serves as an assistant coach with First Tee–Greater Baltimore, a youth education organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Eric Rozzi is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior roles include work at Commonwealth Financial Group and involvement with Patrick Property Hospitality Group. Outside of finance, he has experience in education and community service, having worked at the University of South Carolina, Trident Technical College, Wando High School, and held a position in the South Carolina Senate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment options.

Jeremy Billew is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at McKenna Agency for 14 years. Outside of his advisory role, he is a commissioned notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various investment strategies.

Natalie Bodker is a Series 66 certified financial advisor with nine years of industry experience, currently practicing at Edward Jones in Johns Island, SC. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Neal Webb is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has been affiliated with LPL Financial and South Carolina Bank & Trust since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Alexander Shields is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he had roles at Quail Valley Golf Course and managed two small businesses, Square Pizza LLC and Southern Set-up LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.