John Sherman is a financial advisor with Merrill based in Charleston, SC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior work experience includes roles at Bank of America, BB&T, and Truist Advisory Services. 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.

John Crawford is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm’s financial planning emphasizes structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Charles Williams Jr Jr. is a financial advisor at Edward Jones in Charleston, SC, holding the CFP®, ChFC®, and Series 66 credentials with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked in academic and security industries and served as a teaching pastor at First Baptist Church of North Charleston. Williams also preaches on occasion at Living by Faith Baptist Church and serves on the finance committee of a homeowners association. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Evan King is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he has been involved with R&E Estate Holdings LLC and R&E Ventures LLC, both in property acquisition and management. Outside of finance, he works as a teacher and golf coach at North Hills School District and serves as a waiter at Bellevue Fine Dining. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm serves clients with a range of planning needs including retirement, risk, education, and specialized areas like business-owner transition and sports and entertainment planning.

Dane Depolo is a financial advisor with LPL Financial located in Mt. Pleasant, SC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill, RBC Capital Markets, and PCR Consulting. 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 portfolio programs, third-party asset management, and institutional platforms.

Thomas Jahn is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2015. He previously worked at Morgan Stanley from 2011 to 2015. Outside of his advisory role, Jahn is also a pilot for American Airlines. 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 and access to model portfolios and third-party asset management.

Kayla Manore is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at H&H Homes, Lake Norman Realty Property Management, Park Avenue Properties, Retirement Direct, and Pro Beauty Supply. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kristen Risher is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones. Outside of her advisory role, she is involved with Sollecito Advantage Group, a real estate and data entry business based in Murrells Inlet, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial product sales and referral channels.

Scott Fried is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes roles at Cowen and Company, LLC, BTIG LLC, and JP Morgan entities prior to joining Morgan Stanley Smith Barney LLC. He is based in Charleston, SC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including financial and estate planning services supported by advanced modeling tools.

Andrew Dalrymple is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. His prior experience includes roles at Sorrento Pacific Financial, LLC, Uvest Financial Services Group, Inc., and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

John Wood is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Summerville, South Carolina. He has four years of experience in the industry, including prior roles at ServisFirst Bank. Wood serves on the boards of several local organizations, including Children in Crisis in Dorchester County and the Greater Summerville Dorchester County Chamber of Commerce. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charities, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.

Carley Elvis is a Series 66 licensed financial advisor with Wells Fargo Advisors in Charleston, SC, bringing one year of industry experience. Prior to joining Wells Fargo Advisors, Carley worked at Millennium Private Wealth and has held various roles outside finance, including positions at Hot Stacks Cafe and The Landing at the Boathouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu with specialized services and uses Wells Fargo research and tools to develop tailored client recommendations.

Amanda Millen Cole is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Merrill since 2013 and joined UBS in 2022. Cole serves as an officer of the Junior League of the Grand Strand and is a member of the boards of directors for both the Junior League and Girl Scouts of Eastern South Carolina. She also advises collegiate women in the Zeta Gamma Chapter of the Chi Omega Fraternity at the College of Charleston. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients' goals and risk tolerances.

Leroy Summers Jr. is a financial advisor at LPL Enterprise with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Pruco Securities, MML Investors Services, MassMutual, AXA Advisors, and the Carolina Panthers organization. Summers also operates a property and casualty insurance agency, Comparion Insurance Agency, in North Charleston, SC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, 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.

Nicholas Kass is a CFP® with 12 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has been affiliated with Wells Fargo Bank, N.A. since 2014 and worked with Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Zachary Kallick is a financial advisor with Merrill in Mount Pleasant, South Carolina, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Merrill since 2003. Outside of his advisory role, he is a limited partner in a for-profit LLC focused on improving and selling real estate properties. 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.

David Gay is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group and includes services such as fee-based financial planning and recommendations of third-party advisers.

Jody Hyden is a Series 66-licensed financial advisor with Ameriprise, based in Daniel Island, SC, and has 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Hyden owns My Circle, LLC, a holding company for an app and potential social communication website, and serves on the board of the Coastal Educational Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Eric Robb is a financial advisor with Stifel in Charleston, SC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory role, he serves as president of The Roy & Gretta Hogan Foundation and is a board member of the Wichita Falls Area Community Foundation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Nicole Schleier is a financial advisor with Ameriprise in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes roles at Ameriprise since 2017 and prior experience at Wells Fargo Advisors from 2009 to 2017. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, providing detailed, research-driven Recommendation Reports that incorporate tax-smart strategies and Social Security options. The firm combines algorithmic tools with expert oversight to deliver tailored retirement advice and offers a broad range of advisory, brokerage, and insurance solutions.