Ginny Fletcher is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and previously worked at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC from 2019 to 2024. Before entering finance, she spent six years at Eyecare Specialties of Charleston. 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 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 teams.

Carter Bidwick is a financial advisor at RBC Capital Markets with eight years of industry experience. He has been with RBC Capital Markets, LLC since 2017 and previously worked at The John Akridge Management Company from 2015 to 2017. He holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, employing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Thomas Ransone Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including roles at Cambridge Investment Research Advisors since 2016 and working as an independent insurance agent since 2000. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platforms, combining proprietary and unaffiliated strategies tailored to client objectives.

Matthew Johnson is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior experience includes roles at Bank of America, N.A., Kevin Hicks, and Toyota Financial Savings Bank. He has also been involved with the Dallas Tigers Baseball Club. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed accounts, discretionary portfolio management, and brokerage services. The firm is noted for its integration with Bank of America affiliates and its tax-focused investment management capabilities.

Douglas Geron is a financial advisor at Osaic with 14 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Morgan Stanley and LPL Financial. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using a variety of asset-allocation tools and investment strategies.

Joseph Powers is a financial advisor with Merrill in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Merrill since 1994. Outside of his advisory role, Powers serves as a board member for Landmark For Families, a nonprofit focused on placement and services for foster children in the Charleston area. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Deirdre Marion is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for 11 years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice.

Jared Weber is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. His background includes roles in student affairs and education at Clemson University and the Fair Lawn Board of Education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services that emphasize tailored, non-discretionary advice supported by comprehensive research and various portfolio management strategies.

Keane Robinson is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. 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 utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Benjamin Nesvold is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his current role, he worked with Leah for Senate and served in the Wisconsin Legislature for three years. He is a member of the Investment Committee Board for Trident United Way in North Charleston, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of advisory services and maintains a large nationwide network of financial advisors and branch offices.

Scott Saad is a Wealth Management Advisor and a founding partner of Saad Vannatta & Associates at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1992, providing services to both corporate and wealth management clients. His corporate clients receive guidance on retirement plan strategies, including vendor searches, benchmarking, fiduciary education, investment reviews, plan design, and participant education. For wealth management clients, Scott and his team offer comprehensive wealth management services tailored to physicians, business owners, executives, retirees, and high net worth individuals, with access to a range of specialists in banking, trusts, estate planning, insurance, lending, philanthropy, private finance, and family office services. Scott has earned the internal Retirement Benefits Consultant designation and holds the Certified Plan Fiduciary Advisor (CPFA) designation through the National Association of Plan Advisors. He was named to the Financial Times list of 401 Top Retirement Plan Advisors in 2016 and has been recognized on the Forbes Best-in-State Wealth Advisors list multiple times. The Saad Vannatta & Associates team has also received recognition on the Forbes Best-in-State Wealth Management Teams list in recent years. Scott is a graduate of the University of Dayton with a B.S. in Business Administration. He resides in Charleston, South Carolina, with his wife Elizabeth and their four children. Outside of his professional work, Scott enjoys football, traveling, and spending time with his family.

Alexander Mitchum is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2013 to 2017. Mitchum is also involved in various financial-related business activities, including consulting and sales roles with affiliated firms in Charleston. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements supported by proprietary software tools, with optional implementation through brokerage or insurance arrangements.

Alex Hale is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Fidelity Investments, Morgan Stanley, J.P. Morgan Institutional Investments Inc., J.P. Morgan Investment Management Inc., and Mesirow Financial, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm operates under a fiduciary standard and is notable for its large retail advisor network and comprehensive service offerings, including trust services and securities-based lending.

Kevin Medert is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory role, he is also employed as a security professional with Allied Universal. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and other related services through its network of investment adviser representatives.

John Dirks III is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016. Outside of his advisory work, he serves as the Parish Finance Council Chair at the Cathedral of Saint John the Baptist in Charleston, SC, where he advises on financial matters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Clarence Blanton Jr. is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Enterprise. He has held roles at several firms including Cambridge Investment Research Advisors, Dempsey Lord Smith, and Thrivent Investment Management. Outside of financial advising, he owns a charter boat company and serves on the board of the South Carolina Lutheran Retreat Centers. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a notable presence in non-securities products and affiliated insurance and trust services.

Valetta Burgess is a financial advisor with LPL Enterprise LLC in Mt. Pleasant, SC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL, she held roles at First Command Advisory Services, First Command Insurance Services, and Cornerstone Insurance Company. She also serves in the South Carolina Army National Guard. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Robert Morrow is a CFP® and ChFC® with 34 years of industry experience, currently affiliated with Cetera. He has held roles at Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of advisory work, he is involved in fixed insurance sales and owns a vacation rental business through Hits BIH, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers multiple portfolio management options, financial planning, and access to third-party money managers, managing over $256 billion in assets through a variety of program structures.

Harlie Garcia is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding a Series 63 license and bringing 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Garcia worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, Garcia is involved in investment-related trustee and guardian roles, as well as ownership and management of Henzo, LLC and Garcia GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing Wells Fargo research and tools, with clients having flexibility in implementing recommendations through brokerage or advisory programs.

Wendy Brewer is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding the PFS™ designation as well as Series 65 and Series 66 licenses. She has 12 years of industry experience, including roles at Wells Fargo Advisors, LLC, and has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is co-owner of Breathe In Breathe Out LLC, where she assists with decisions related to real estate maintenance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by investment policy statements and modern portfolio theory. The firm serves institutional clients with a range of investment options, including insurance-related vehicles and bank deposit sweep programs.