Joshua Strimple is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in advising institutions and businesses on developing and managing their corporate qualified and non-qualified retirement plans. Joshua also provides services related to employee benefits, cash management, commercial financing, and business financial services in partnership with Bank of America. His client focus areas include corporate benefits, corporate executive services, divorce transition planning, services for endowments, foundations, non-profits, and investment consulting for defined contribution and defined benefit plans. Joshua has been working in the financial services industry since 2006 and joined Merrill Lynch Wealth Management in 2009. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joshua earned his bachelor's degree from the College of Charleston. In addition to his financial advisory work, he serves as a Lieutenant Colonel in the United States Army Reserve and is the Board President for Fisher House Charleston, supporting temporary accommodations for veterans and their families receiving medical care. Outside of his professional commitments, Joshua enjoys hiking, tennis, and spending time with his wife and daughter. He is currently working toward completing the 2200-mile Appalachian Trail and frequently visits Disney World with his family.

Matthew Costigan is a financial advisor with Ameriprise in Charleston, SC, holding a Series 66 license and six years of industry experience. His prior roles include positions at Fidelity Investments, Pruco Securities LLC, and multiple engagements with Ameriprise. Outside of finance, he has been involved with local golf courses and youth baseball programs. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Abigail Wilson is a CFP®-certified financial advisor with seven years of industry experience, currently with Ameriprise in Hanahan, SC. Her career includes prior roles at Merrill and LPL Financial, as well as experience in academic affairs for athletics at Liberty University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Carolyn Hash is a financial advisor with Raymond James & Associates in Mt. Pleasant, SC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2011. Outside of her advisory role, she is a partner and owner of Nicholson Carolina Group, a family-owned entity related to inherited property. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing various portfolio management styles and supported by extensive research and affiliated sub-advisers.

Zachary Dauscher is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation. He has diverse work experience including roles at Dewey Scientific and East End Dive Services, as well as time at Clemson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

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 Lynch Wealth Management. He specializes in college education planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Matthew has a Bachelor's Degree from St Edward's University and holds the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes understanding his clients' priorities to create strategies aligned with their financial goals. His approach includes providing ongoing advice and guidance as clients' needs evolve. Outside of his professional work, Matthew participates in community activities such as the Belize Lighthouse Ride. His personal interests include baseball, cooking, golfing, spending time with his family, and traveling.

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 experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his advisory role, he worked in legal services at Hawley, Kaufman & Kautzer Law Offices for 12 years and held positions in the Wisconsin Legislature supporting state senators. He serves on the Investment Committee Board for Trident United Way in North Charleston, SC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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. He has prior work history with The Prudential Insurance Company of America, Pruco Securities LLC, and The Citadel. Outside of his advisory role, Medert is employed as a security professional with Allied Universal. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

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.