Jason Stubbings is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, he serves as vice president of the Charleston Referral Exchange, a business networking group, and chairs the Investment Committee for the Carolinas District of Kiwanis International. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers across a range of investment strategies and accounts.

David Marion is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. He is also a notary public in Mount Pleasant, SC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including cash-flow, retirement, education, and specialized planning solutions. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.

Ethan Cobb is a financial advisor with LPL Financial in Mount Pleasant, SC. He holds a Series 66 designation and has been with LPL Financial since 2025. Prior to entering the financial industry, he worked in education at Trinity College and several schools from 2015 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

John Steiner is a financial advisor at Wells Fargo Advisors in Charleston, SC, holding a Series 66 designation with 23 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Steiner is also a 16.66% owner of Panorama Wealth Partners, LLC, where he provides financial advice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm combines research, planning tools, and advisory options with brokerage and other financial products to deliver tailored recommendations to its clients.

Leslie Boykin is a financial advisor at Edward Jones with 21 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Saleah Hewitt is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds a Series 66 credential and has worked at firms including LPL Financial and Integrated Wealth Concepts LLC. Hewitt is also the owner and CEO of InvestEd Consulting, Inc., a support company based in Mount Pleasant, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Michael Hrubala Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Michael has previously worked with Jeremy Anderson State Farm and has been involved with Jeter Hrubala Wealth Strategies, LLC, where he supports client reviews and investment research. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and analytical tools to support client goals while maintaining specialized municipal and public finance capabilities.

Michael Davenport is a CFP®, ChFC®, and Series 63-registered financial advisor with Edward Jones, based in Summerville, SC. He has 35 years of industry experience, all of which have been with Edward D. Jones & Co., L.P. since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Whitney is a financial advisor at Morgan Stanley with 29 years of industry experience. Her prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Deutsche Bank Securities, and Lehman Brothers. Outside of finance, she is an investor and silent partner in Longfellow Wines LLC, a winery based in Oakland, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, supported by structured discovery processes and firm-approved planning tools.

Costa Chakeris is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1993, bringing over 25 years of experience in wealth management. Costa holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds Series 7, 63, and 65 FINRA registrations. Costa earned a Bachelor of Science in Business Administration from the University of South Carolina. Outside of his professional role, he enjoys spending time with his family, playing tennis, golf, fishing, and hunting. He and his family are members of Grace Episcopal Church and he is involved with the USC Darla Moore School of Business Alumni Association as well as the Charleston Metro Exchange Club. Costa and his wife, Angie, live in Mt Pleasant with their two grown children, Mary Hope and David.

Dylan Davison is a financial advisor with LPL Financial based in Charleston, SC. He holds the Series 66 designation and has recently started his career in the industry, with prior work experience at Salesforce and Blackbaud. 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 variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive advisory and non-advisory financial activities.

Emilie Mercer is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Charleston, SC. She has 22 years of industry experience, including prior roles at Morgan Stanley and Citigroup Global Markets. Mercer has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Seth Turner is a financial advisor with LPL Financial in North Charleston, SC, holding a Series 66 designation and one year of industry experience. He previously worked at SouthState Bank, Bank of America, Merrill, and Supreme Lending. Outside of his advisory role, Turner is the owner of SEEK Snacks, LLC, and is involved as a coach with the Charleston Ice Hockey Referee Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Maxwell Boyd is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of his advisory work, Boyd is involved in managing investment properties through Boyd Investment Group, LLC. Equitable Advisors serves individuals across a range of wealth levels, as well as institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes both proprietary and third-party investment models and offers ERISA fiduciary services through a network of Investment Adviser Representatives.

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 Series 66-licensed financial advisor with Morgan Stanley in Charleston, SC, with 17 years of industry experience. He has been with Morgan Stanley and its affiliates since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and proprietary tools to support client outcomes and delivers services through a combination of advisory and brokerage capacities.

Huy Le is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Edward Jones, Newport Group, UBS Financial Services, and Merrill. Additionally, he operates Oak Capital Management, LLC and works as an independent agent focusing on fixed insurance products. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

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.