Costa Chakeris is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1993, bringing over 25 years of experience in wealth management. Costa holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds Series 7, 63, and 65 FINRA registrations. Costa earned a Bachelor of Science in Business Administration from the University of South Carolina. Outside of his professional role, he enjoys spending time with his family, playing tennis, golf, fishing, and hunting. He and his family are members of Grace Episcopal Church and he is involved with the USC Darla Moore School of Business Alumni Association as well as the Charleston Metro Exchange Club. Costa and his wife, Angie, live in Mt Pleasant with their two grown children, Mary Hope and David.

Dylan Davison is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 license and having less than one year of industry experience. Prior to his advisory role, he worked at Salesforce for six years and Blackbaud for seven years. 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 provides a range of advisory programs, financial planning, and consulting services, offering both discretionary and non-discretionary management with access to model portfolios and research.

Sean Harlan is a CFP®-certified financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at several firms, including Legacy Wealth Management and Brookstone Capital Management, before joining J.P. Morgan Securities in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Emilie Mercer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

Seth Turner is a financial advisor with LPL Financial and holds a Series 66 credential. He has one year of industry experience, including roles at SouthState Bank and Bank of America. Outside of finance, he is a business owner of SEEK Snacks, LLC and serves as a coach for the Charleston Ice Hockey Referee Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting supported by a national network of investment adviser representatives.

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 12 years of industry experience. His prior roles include positions at Edward Jones and UBS Financial Services. He also operates Oak Capital Management, LLC, an independent business involving fixed insurance products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

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.