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 with UBS Financial Services, holding a Series 66 designation and six years of industry experience. He has worked at UBS since 2020 and previously spent four years at Wells Fargo Private Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations to tailor client plans.

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 over 31 years of experience in the financial industry. He currently works with Osaic and has previously been affiliated with firms including American Portfolios Financial Services, Cetera Advisors, and Wells Fargo Clearing. Outside of his advisory role, Laporte is active as a Bible teacher and author, leading weekly studies through a faith-based platform, and serves on the Board of Directors and as Investment Committee Chair for the Girl Scouts of Eastern South Carolina. Osaic Wealth serves a diverse client base ranging from individual investors to institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a variety of managed account programs and third-party manager options.

Brian Hartmann is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Osaic since 2018, following five years at Jhfn Sii. Outside of his advisory role, he is a founder and member of Your Executive Round Table, a nonprofit networking group, and serves as a board member for Gigi's Playhouse Charleston, a nonprofit providing services for individuals with Down syndrome and their families. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various account types and third-party manager selections.

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 at Cetera with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Shoemaker Financial and Minnesota Life Insurance Co. Lax serves as a director for Reboot Combat Recovery, a nonprofit teaching combat veterans skills to address trauma. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

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.

Niccolo Myers 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 Jonathan Cummins and Jenis, as well as military service in the Armed Forces. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies.

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.

Carolyn Hash is a financial advisor with Raymond James & Associates in Mt. Pleasant, SC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2011. Outside of her advisory role, she is a partner and owner of Nicholson Carolina Group, a family-owned entity related to inherited property. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing various portfolio management styles and supported by extensive research and affiliated sub-advisers.

Zachary Dauscher is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation. He has diverse work experience including roles at Dewey Scientific and East End Dive Services, as well as time at Clemson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

John Salley is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior experience includes 15 years with Cantella & Co., Inc. and two years at Raymond James Financial Services. He serves on the boards of The Set, Inc. and the Charleston Area Black Caucus. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and manages a multi-billion dollar asset base.

Ginny Fletcher is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and previously worked at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC from 2019 to 2024. Before entering finance, she spent six years at Eyecare Specialties of Charleston. Merrill, along 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 teams.

Carter Bidwick is a financial advisor at RBC Capital Markets with eight years of industry experience. He has been with RBC Capital Markets, LLC since 2017 and previously worked at The John Akridge Management Company from 2015 to 2017. He holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, employing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Matthew Johnson is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior experience includes roles at Bank of America, N.A., Kevin Hicks, and Toyota Financial Savings Bank. He has also been involved with the Dallas Tigers Baseball Club. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed accounts, discretionary portfolio management, and brokerage services. The firm is noted for its integration with Bank of America affiliates and its tax-focused investment management capabilities.