Katy Lightburn is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has 10 years of industry experience, including prior roles at Merrill, Bank of America, and Stifel Independent Advisors. Outside of her advisory work, she serves as a director for the Bond Chapel Foundation, where she consults on restoration and community presentation efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, institutions, and charitable organizations. The firm emphasizes matching clients to advisory program models and third-party asset managers, offering a range of investment options without sponsoring its own wrap fee 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 financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. She has worked at several firms including Suntrust Advisory Services, Wells Fargo Clearing, Berthel, Fisher & Company Financial Services, and Morgan Stanley. Dieter has been with Merrill since 2021. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing 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 bringing 29 years of industry experience. His career includes roles at MML Investors Services, MassMutual, VOYA Financial Advisors, and Edward Jones. Outside of advisory work, he also serves as a baseball coach. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals and multiple platforms.

Ronald Cain Jr. is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2021, following five years at Wells Fargo Clearing. His prior experience includes roles at Scott & Stringfellow, LLC, and UBS Financial Services. Outside of his advisory work, he is a part-owner of Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to high-net-worth individuals, trusts, and institutions. The firm offers a broad range of planning services, including niche areas like business-owner transition and special-needs planning, supported by Wells Fargo research and tools.

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.

Broderick Michael Kelly is a Financial Advisor with the Clore Kelly Group based in Albany, New York, operating under Merrill Lynch Wealth Management. Since joining Merrill in 2018, Broderick has focused on investment management aimed at helping clients achieve their retirement lifestyles and multi-generational wealth goals. Broderick began his career in the financial services industry in 2014. He holds a Bachelor of Business Administration degree with minors in Economics and Marketing from High Point University, where he graduated in 2016. Prior to joining Merrill, he worked as an Administrative Assistant to an investment banking team at Goldman Sachs and later as a Client Associate at Merrill Lynch in Manhattan. Broderick holds the Personal Investment Advisor (PIA) designation. He engages with clients on areas including family wealth management strategies, legacy planning, retirement income, and portfolio management services. His personal interests include boating, camping, football, golfing, reading, skiing, soccer, spending time with family, traveling, and watching movies.

Erin Byer is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2012 and has been with Bank of America, N.A. since 2018. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Perlmutter is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Berlins Restaurant Supply, Rising Tide Marketing, and Hamilton Management Services Company. Outside of advising, he is involved in managing several rental properties and assists with real estate transitions through 2M Properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 advisors. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Gabriel Gould is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 21 years of industry experience, including roles at Northwestern Mutual, Carolina Capital Management, and New York Life. In addition to his advisory work, he maintains an outside insurance broker position specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes ongoing, collaborative planning engagements using firm-approved analytical tools and offers event-driven planning programs such as divorce and estate settlement.

Brian Diffily is a financial advisor at OSAIC Wealth with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Royal Alliance Associates and John Hancock/Signator. Outside of his advisory role, he serves as a member of the homeowners association board in his residential community. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, with options for discretionary management, third-party managers, and alternative investments.

Alexander Roliczek is a Series 66-credentialed financial advisor with three years of industry experience, currently associated with Cetera. He has held roles at multiple firms including Commonwealth Financial Group and Securian Financial Services Inc. Outside of advisory work, he has experience in fixed insurance sales and financial services. Cetera is an SEC-registered adviser operating a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and multiple program structures.

James Jones is a financial advisor with Charles Schwab, holding Series 63, Series 65, and Series 66 designations and 29 years of industry experience. He has worked at Charles Schwab since 2014 and also at Charles Schwab Bank, SSB since 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

James Plair Jr. is a ChFC® credentialed financial advisor with 41 years of industry experience, currently practicing at Equitable Advisors since 1999. Prior to that, he was associated with Axa Advisors, LLC. In addition to his advisory work, he operates an insurance brokerage business through his sole proprietorship, James B. Plair Jr & Associates. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a model-driven approach to match clients with appropriate investment strategies and utilizes a mix of proprietary and third-party asset management platforms.

James Mellette III is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1996. Outside of his advisory role, Mellette serves as a steward for the High Hills of Santee Historical Society, participating in meeting organization and membership oversight. 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, offering model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Roger Mulhern is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He holds a Series 66 designation. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning services.