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.

Brent Tatum is a financial advisor with Edward Jones in Summerville, SC, holding CFP®, ChFC®, and Series 66 designations and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Andy OnCall and Mosquito Squad, and earlier at 911 Driving School. He serves as Chairman of the board for Dorchester Habitat for Humanity in Summerville. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Sam Anderson Jr. is a financial advisor at Edward Jones in North Charleston, SC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Visionary Financial Group, Principal Life Insurance Company, PlanMember Securities Corporation, and Strategic Wealth Advisory Group. Outside of finance, he owns and operates a business as a basketball official (referee). Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

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.

William Brown is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. 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 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.

Richard Olszewski is a financial advisor with Edward Jones in Summerville, SC, holding Series 63 and Series 66 designations and 23 years of industry experience. His prior roles include positions at WealthVest, MML Investors Services, MassMutual, and Foresters Financial Services. 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 mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Ansley Mellette is a financial advisor with UBS Financial Services, holding a Series 66 designation and 23 years of industry experience. Prior to joining UBS in 2023, Mellette worked at M Holdings Securities, Harbour Wealth Management Group, Raymond James & Associates, and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

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.

Troy Barrentine is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Equitable Advisors since 1999. Outside of his advisory work, he serves on the board of directors as treasurer for Portside Center, LLC. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through its network of Investment Adviser Representatives and third-party model sponsors.

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.

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.

Virginia Wilson is a CFP® with five years of industry experience, currently affiliated with Cetera. She has held roles at Cetera ADVISORS LLC and JBJ Investment Partners, LLC, and serves as Branch Operations Manager at Lowcountry Financial Group. Wilson also provides pro bono financial planning through the Foundation for Financial Planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary account options.

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.

Ira Riner is a financial advisor with UBS Financial Services in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor plans and asset allocations according to clients’ goals and risk tolerances.

Mark French is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with UBS since 2015. Outside of his advisory role, he serves on the finance committee of Charleston Catholic School and has done voice-over work for local radio commercials. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and research-driven planning to tailor investment strategies to client goals and risk tolerances.

Logan Young is a financial advisor with Ameriprise in Mt. Pleasant, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Liberty University from 2021 to 2024 and has teaching experience at the high school and middle school levels. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Anthony Valentino III is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked previously at Commonwealth Financial, Minnesota Life Insurance, and Securian Financial Services. Valentino is also involved as an advisor with Coastal Strategic Capital. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement model portfolios, third-party managers, or bespoke strategies.

Robert Reynolds is a financial advisor with Morgan Stanley based in Charleston, SC. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, as well as prior experience at Olivetree Financial, LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets across a range of retail and institutional services.