James Grogan is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior roles include leadership positions at Lowcountry Financial Group, Cetera Advisors LLC, and Low Country Retirement. He serves as a board member of the Exchange Club, a civic organization focused on preventing child abuse. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Steven Meyer is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he is actively involved in multiple investment-related business ventures, including ownership positions in several LLCs focused on financial services and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, delivering tailored recommendations through comprehensive planning tools and integrating advisory services with other financial products and referral channels.

Nathan Heinlein is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has prior experience at Ignite Digital Services and educational institutions. Heinlein also serves as an associate on the financial planning team at Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jacob Davis is a financial advisor at Morgan Stanley in Charleston, SC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as involvement with Effee's Frozen Favorites and JD Long Masonry. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

James Cestone is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His work history includes roles at the United States Postal Service and Gateway Logistic Corp prior to joining Raymond James in 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Daniel Pegues is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over twenty years of experience in investment advising across registered securities and real estate. Before joining Merrill Lynch, Daniel assisted families of the armed forces with personal financial planning. He focuses on assisting entrepreneurs, small business owners, and corporate clients in achieving their personal and business financial goals through cash flow management, capital budgeting, monetary and benefits structuring, tax efficiency, and succession planning. Daniel earned a Bachelor of Science in Business Administration from The College of Charleston, with minors in Marketing, Supply-Chain Management, and Physics, and holds a Master of Business Administration from The Citadel. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Active in his community, Daniel supports various non-profit organizations such as the Preservation Society of Charleston and participates in a local wine tasting club. He enjoys sailing and equestrian activities and resides in Charleston, South Carolina, with his wife and son.

Jason Ridings is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Bank of America, including roles with Merrill and Morgan Stanley Smith Barney. Ridings serves as a board member of The Pennington School in New Jersey. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate-sponsored financial planning services.

Michael Bayless is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His prior roles include positions with Avantax and Prudential Insurance Company of America. He also provides financial planning and wealth management services through Arrow Advisory. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and retirement services. The firm operates a multi-manager platform offering access to affiliated and third-party money managers and manages over $256 billion in assets across more than 10,000 advisors.

Walker King is a financial advisor at Edward Jones in Charleston, SC, with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Saybrus Equity Services Inc and Saybrus Partners from 2014 to 2020. Outside of advising, he has been involved with MAC3 Holdings LLC, a single-family rental property business in Greenville, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its large network of advisors and branch offices and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Korey Banks is a financial advisor at Edward Jones in Summerville, SC, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Evans III is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and investment modeling to support client financial goals.