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.

David Davis is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He has worked at Cetera since 2018 and previously held roles at Money Concepts Capital Corp and Heritage Trust Federal Credit Union. Davis is also involved in fixed insurance and variable contracts through a federal credit union insurance agency. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers across various program structures.

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.

Joshua Welch is a financial advisor with LPL Financial in Summerville, South Carolina, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at South Carolina Federal Credit Union and CUSO Financial Services since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

David Maningding is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America N.A. and the University of South Carolina. Outside of his advisory role, he has been involved with Flight Fit N Fun, LLC, a business related to air sports. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses model-based and discretionary strategies developed by internal and third-party managers, offering a range of asset allocation approaches including tax-aware options.

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.

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.

Angele Gerten is a financial advisor with Primerica Advisors in Summerville, SC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with PFS Investments Inc. since 2016 and with Primerica Financial Services since 2003. Gerten is also the owner of Gerten & Associates, LLC, which is used for Primerica business purposes. Primerica Advisors is a large-scale firm serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies developed by unaffiliated asset managers and offers a range of portfolio models including those focused on cryptocurrency exposure.

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.

Karyn Cavanaugh is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. She has worked at Ameriprise since 2020 and previously spent nine years at Voya. In addition to her advisory role, she serves as Chief Investment Officer for Carolinas Wealth Management Inc. in Mount Pleasant, SC. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports through a centralized consulting team.

William Gambino is a financial advisor at Edward Jones in Mount Pleasant, SC, holding a Series 66 designation. He has one year of industry experience, including prior roles at Cetera Advisor Networks LLC/Commonwealth Financial and UPS. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.