Jack Di Muzio is a financial advisor at OSAIC with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities Corporation for two years and has a background that includes roles in both the public and private sectors. He is also active as an insurance agent, involved in the sale and service of disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning, retirement consulting, unified managed accounts, and access to third-party money managers.

Lance Paulson is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding a Series 66 designation and with 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors dating back to 2013. He is also a 50% owner of Paulson Wealth Management, LLC, an investment-related business in Evergreen, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a wide range of financial planning and investment services. The firm provides tailored recommendations supported by proprietary research and planning tools, with a broad offering that includes specialized services such as business-owner transition and special-needs planning.

Sean Ludwick is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes service in the United States Air Force from 2018 to 2022 and work at The Citadel from 2023 to 2025. He is also involved with 1899 LLC and has studied through the University of Oklahoma online program. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

William Davis is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Charles Schwab, having previously worked at TD Ameritrade and Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory wrap fee programs and managed account services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Charles Hitchcock is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Company. Hitchcock is also president of Hitchcock Financial Group Inc., a business entity involved in investment-related activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services supported by LPL’s research, model portfolios, and third-party asset management with an integrated platform that includes insurance products and collateralized lending programs.

Park Dougherty is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Baird in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns a private music archive of his great-uncle’s compositions and serves as treasurer for a folk song preservation society and a college alumni association. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, separately managed accounts, and incorporates internal research and technology in its advisory process.

Eric Snyder is a financial advisor at Morgan Stanley in Charleston, SC, holding Series 66 and Series 65 licenses with nine years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held a position at Wood Group from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 offers services both directly and through corporate financial planning agreements.

Cole Bridges is a Wealth Management Planning Consultant at Fidelity Investments, where he supports clients by gathering and discussing financial planning information, handling service requests, and coordinating with all parties involved in the planning process. He prioritizes ensuring clients receive the highest level of care to accomplish their financial tasks and goals. Cole has worked at Fidelity Investments in various roles since 2018, beginning as a Workplace Planning Consultant and progressing through positions including Personalized Planning and Advice Representative and Investment Management Consultant before becoming a Wealth Management Planning Consultant in 2026. His experience spans client advisory and investment management support within the organization. Outside of his professional role, Cole has personal interests that include camping, concerts, golf, music, painting, and snowboarding.

Marc Howard is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Private Bank and BNY Mellon Wealth Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad array of capital markets services.

Andrew Ross Jr. is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously worked at Professional Financial Services from 2006 to 2023, with a one-year gap in employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Dustin Laporte is a CFP® professional with 31 years of experience in the financial services industry. He currently works at OSAIC and previously spent nine years at American Portfolios Financial Services, Inc. Outside of advising, he is involved in nonprofit leadership as the 2nd Vice Chair and Investment Committee Chair of the Girl Scouts of Eastern South Carolina Board of Directors and leads a weekly Bible study while authoring Christ-centered teachings. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction across a range of investment types, supporting both discretionary and non-discretionary accounts.

Brian Hartmann is a financial advisor with OSAIC in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He was previously with Jhfn Sii for five years before joining OSAIC in 2018. Outside of his advisory role, Hartmann serves as a board member for Gigi's Playhouse Charleston, a nonprofit supporting individuals with Down syndrome, and is the founder of a nonprofit networking group called Your Executive Round Table. OSAIC serves a diverse client base ranging from individual investors to institutional entities and offers integrated brokerage and investment advisory services. The firm employs various asset-allocation and portfolio construction tools and supports multiple advisory platforms and third-party managed-account solutions.

Brian Chirles is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2007 following his tenure as the founder of The Arezzo Chirles Team, established in 2003 at another financial institution. Brian holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. Brian provides tailored financial guidance to clients across these focus areas. Brian earned his high school diploma from John F Kennedy High School in Somers, NY, an associate degree from Northern Virginia Community College, and a bachelor's degree from James Madison University. Originally from New York, he resides in Reston, Virginia. In his personal time, Brian enjoys gardening, scuba diving, surfing, and traveling.

Matthew Brown is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their financial goals across short-, mid-, and long-term horizons. He provides guidance on a broad range of financial matters including investing, retirement planning, and preparing for unexpected expenses. Matthew also facilitates access to Bank of America specialists who offer additional services in banking, credit, home financing, and small business solutions. Matthew holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Roanoke College. He emphasizes a client-centered approach, aiming to uncover what matters most to clients and their families in order to create tailored financial strategies.

Kirk Lax is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and concurrently at Shoemaker Financial since 2016. Outside of his advisory work, he volunteers as a director at Reboot Combat Recovery, where he teaches combat veterans skills to manage combat-related trauma. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Louis Vingi is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and five years of industry experience. His prior work includes positions at Jefferies LLC and Continuous Software, and he has also worked in education and hospitality sectors. Outside of finance, he is involved in dog walking through a side business. 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 utilizes research and analytics to support its investment approach and offers both brokerage and advisory solutions.

Jeremy Marshall is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2018. Prior to his advisory career, he was employed at Textron Specialized Vehicles and the University of South Carolina. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement planning through written recommendation reports and ongoing annual advice. The firm employs an investment approach that integrates proprietary research and third-party data within a defined product ecosystem to deliver tax-aware withdrawal strategies and dependable income planning.

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.