Karen Noethen is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Charles Schwab. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

Thomas Kerns III is a Series 66-registered financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.

James Swallow Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Swallow serves on the board of directors for a condominium association in Charlestown, Massachusetts. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations in partnership with its advisors.

Ty Peterson is a financial advisor at LPL Financial based in Charleston, SC. He holds the Series 66 designation and has been with LPL Financial since 2026. Prior to his advisory role, he worked at several organizations including Extreme Snowboard and Ski, First Citizens Bank, and Appalachian State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Isaac Poplin is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of advisory work, he is involved in a financial practice through PFSG LLC in Greenville, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services through a network of advisors, combining research and planning tools with optional implementation via brokerage or advisory programs.

Wallace Cook II is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and Cetera Wealth Services since 2023. Prior to this, he was engaged with Shoemaker Financial from 2015 and held roles at Minnesota Life Insurance Co and Securian Financial Services INC during 2015 to 2023. Outside of advising, he is involved in fixed insurance sales through Shoemaker Financial. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies across multiple program structures.

Amy Cole is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked with Pinnacle Financial Partners and SunTrust Advisory Services during her career. Cole is based in Mount Pleasant, SC, and serves as an Investment Advisor Associate while also supporting marketing and advisory activities at affiliated firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors across diverse advisory programs.

Michael Struckman is a financial advisor with Raymond James & Associates in Charleston, SC, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior firms include Morgan Stanley, LPL Financial, Truist Investment Services, and Gladstone Institutional Advisory. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and affiliated research.

Curt Hall is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Wells Fargo Advisors in 2018. Outside of his advisory work, he serves as treasurer for the Fisher Middle School PTSA in Greenville, SC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a comprehensive range of planning solutions supported by Wells Fargo research and tools.

Thomas Barnwell is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2004. Outside of his advisory work, Barnwell is involved in a family business managing a vacation property in South Carolina. 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. 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 managers.

Monica Jaramillo Tatis is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Tranzact, and as an independent life insurance broker. Outside of finance, she is the sole proprietor of Kakaw LLC, a chocolate-making business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and diverse investment strategies, providing advisory services without individual security recommendations as part of its standalone planning program.

Tyler Tenaglia is a financial professional with Cetera, holding Series 63 and Series 65 designations and five years of industry experience. His background includes roles at Commonwealth Financial Group, BNY Mellon, and other firms. Outside of his advisory duties, he provides consulting services through his own company, TTKG Consulting, LLC, focusing on financial modeling related to physical real estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various investment program options, combining discretionary and non-discretionary portfolio management across multiple custodial relationships.

Jeffrey Adams is a financial advisor with UBS Financial Services in Mount Pleasant, South Carolina. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 18 years at UBS. Outside of his advisory role, he serves on the Board of Directors of Arizina Alpha Housing Corporation, a nonprofit organization supporting undergraduate housing management for Sigma Phi Epsilon at Arizona State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial plans and portfolio management based on proprietary research and capital market assumptions.

Whitney Dieter is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Merrill, where she has worked since 2021. Her prior roles include positions at SunTrust Advisory Services and Wells Fargo Advisors. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Daniel Strecker is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliates since 2008. He is the sole owner of Drecker Holdings LLC, which supports the expenses and daily operations of his advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Philip Blevins is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1983 and has more than 36 years of experience in financial and wealth management. His focus has been on market analysis and portfolio management, with primary responsibilities including investment research and managing client investment portfolios. As a qualified Portfolio Manager, Philip provides traditional financial advice and guidance while helping clients pursue their objectives through personalized or defined strategies. These strategies may incorporate individual stocks and bonds, Merrill model portfolios, and third-party options. When working with clients in the firm’s Investment Advisory Program, he may manage strategies on a discretionary basis. Philip holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Dematha High.

Donald Meade is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and having 29 years of industry experience. His prior work includes roles at MML Investors Services, MassMutual, and VOYA Financial Advisors. Outside of his advisory practice, he serves as a baseball coach in Charleston, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Ronald Cain Jr. is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He has held various roles within the Wells Fargo organization since 2009. Outside of his advisor role, he is involved as a trustee for multiple family trusts and holds a significant ownership stake in Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Abigail Capasso is a financial advisor with Edward Jones in Charleston, SC, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2016. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Todd Lowen is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In his role, he collaborates with clients to develop financial plans tailored to their unique needs and goals, focusing on actionable steps and consistent follow-through to help clients achieve their objectives. Todd has accumulated extensive experience at Fidelity Investments, holding various positions since 2015, including Investment Consultant, Planning Consultant, Central Relationship Manager, Investment Solutions Representative, and Portfolio Advisory Service Representative. This progression reflects his comprehensive understanding of financial services and client relationship management. Outside of his professional work, Todd has personal interests that include board games, football, music, and parenthood.