Sherri Kirchhoff is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior firms include Robert W. Baird & Co., Inc., Edward Jones, and Hein Wealth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a variety of advisory programs.

William Rader is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Charleston, 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 through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Lindsay Loignon is a financial professional with 15 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 credentials and has previously worked at Citigroup Global Markets, Securian Financial Service Inc, and Minnesota Life Insurance Company. Outside of advisory work, she is an independent advocate for Green Compass, LLC, a retailer of clean and organic wellness products. Cetera Investment Advisers LLC provides a comprehensive range of services to individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers multiple portfolio management options, financial planning, retirement services, and access to third-party money managers within a multi-manager platform managing over $256 billion in assets.

Croft Chestnut serves as a Financial Consultant at Fidelity Investments, a position he has held since 2026. His approach centers on aligning client goals with sound investments and planning, emphasizing a collaborative process that addresses clients' unique situations and adopts a holistic view of their financial picture. Croft's experience at Fidelity Investments spans several roles, including Investment Consultant, Planning Consultant, Relationship Manager, Central Relationship Manager, College Planning Specialist, and Customer Relationship Advocate, reflecting a comprehensive background in financial services and client relationship management. Outside of his professional responsibilities, Croft has interests in baseball, comedy, fitness, football, social events with friends, and golf.

Frederick Shreves is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as co-trustee for his father's and mother's irrevocable trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Sarah Exell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. Sarah brings experience from various roles within the financial services industry, including analytical and trading support, banking, and financial advising, having begun her career in New York in 2007. Sarah holds a bachelor's degree in international business and French from the College of Charleston. She is a CERTIFIED FINANCIAL PLANNER™ and a Personal Investment Advisor. She actively participates in community service through Bank of America Community Volunteers and is involved in the local art community. Outside of work, Sarah enjoys gardening, golfing, painting, and photography, and resides on Johns Island with her husband, Eric.

Steven Baller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has involvement with Chucktown Homes, LLC since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Brown is a Wealth Management Advisor and the founder of The Brown Hurray Plantz Group at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1982, bringing extensive experience to assist clients with complex financial affairs. His team serves an accomplished clientele including senior corporate executives, business owners, and multi-generational families, focusing on areas such as investment management, retirement strategy, executive services, and trust and estate planning. The group emphasizes detailed analysis and client-centered service to support meaningful financial goals through coordinated implementation. Bill holds the CERTIFIED FINANCIAL PLANNER (CFP) and Certified Investment Management Analyst (CIMA) designations and earned a bachelor's degree from Allegheny College. He has been recognized by Barron's and the Financial Times in their rankings of top financial advisors. His professional involvement has included service on the finance committee for Sewickley Presbyterian Church and trusteeships with Watson Institute and Allegheny College, where he also served as chairman of the Investment Committee. His personal interests include boating, chess, golfing, music, skiing, spending time with family, traveling, and yoga.

William Rogers is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as Board Chair and is involved in fundraising and committee work for The Able Life Foundation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning that includes scenario modeling without individual security recommendations as part of standalone plans.

Darryl Fyall is a financial advisor with Cambridge Investment Research Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Center Street Advisors, among others. He is also active as an insurance agent involved with non-variable insurance products in several locations. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a variety of portfolio management approaches across multiple platform arrangements and maintains proprietary and third-party investment strategies.

Joseph Caughman is a financial advisor at Morgan Stanley with 11 years of industry experience. He previously worked at Merrill and Bank of America, N.A. for ten years. He holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that incorporates market outlooks and scenario modeling.

Constance Bergkessel is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 credential. Her prior experience includes roles at Raymond James and Associates, Wells Fargo Clearing, and Wells Fargo Advisors. She is based in Charleston, SC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Lindsey Green is a Series 66 licensed advisor with Merrill, based in Mount Pleasant, SC, and has 19 years of experience with the firm. She has eight years of industry experience overall. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Virgil Willard III is a CFP®-designated financial advisor with eight years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has also been involved with Financial 360, Inc. since 2015. Additionally, he serves as an insurance agent, providing insurance needs analysis and recommendations to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Mary Simasek is a financial advisor with UBS Financial Services in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at UBS since 2017 and previously spent four years at PNC Financial Services. She is a member of the Board of Directors at St. Joseph's Seminary and College and serves on its Finance and Development Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm operates as both an investment adviser and broker-dealer, offering a broad range of financial services including wealth management, institutional trading, and capital markets solutions.

Trent Derrick is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014 and previously worked at Maryland Financial Group, Inc. Derrick has involvement in multiple investment-related business activities affiliated with LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.

Lawrence Williford is a CFP® professional with 18 years of industry experience, currently serving at Raymond James & Associates since 2014. He holds the Series 66 designation and is based in Charleston, SC. Outside of his advisory role, he is a partner in Charleston Angel Partners and serves on the investment committees for the Episcopal Diocese of South Carolina and Grace Church Cathedral. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rocco Cassone Jr. is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Outside of his advisory role, he is involved with Uber in a contractor capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning supported by structured discovery processes and advanced modeling tools.

Paige Statton is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has concurrent experience at CitiGroup Global Markets Inc since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Beau Marshall is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He previously worked at Merrill for eleven years before joining Wells Fargo. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.