Douglas Geron is a financial advisor at OSAIC with 14 years of industry experience. His previous roles include positions at LPL Financial, Morgan Stanley Private Bank, and Morgan Stanley. He holds Series 63 and Series 65 licenses. OSAIC Wealth serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across various programs, including comprehensive financial planning and Unified Managed Accounts. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and risk management.

Joseph Powers is a financial advisor with Merrill in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Merrill since 1994. Outside of his advisory role, Powers serves as a board member for Landmark For Families, a nonprofit focused on placement and services for foster children in the Charleston area. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Deirdre Marion is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for 11 years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice.

Jared Weber is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. His background includes roles in student affairs and education at Clemson University and the Fair Lawn Board of Education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services that emphasize tailored, non-discretionary advice supported by comprehensive research and various portfolio management strategies.

Keane Robinson is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Benjamin Nesvold is a financial advisor at Edward Jones in Mount Pleasant, SC, holding CFP® and Series 66 licenses with seven years of industry experience. Before joining Edward Jones in 2019, he worked in legislative roles, including for State Senator Leah Vukmir and the Leah for Senate campaign from 2016 to 2019, and spent twelve years at Hawley, Kaufman & Kautzer Law Offices, S.C. He serves on the Investment Committee Board for Trident United Way in North Charleston, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm supports both high-net-worth and non-high-net-worth households and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Saad is a Wealth Management Advisor and a founding partner of Saad Vannatta & Associates at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1992, providing services to both corporate and wealth management clients. His corporate clients receive guidance on retirement plan strategies, including vendor searches, benchmarking, fiduciary education, investment reviews, plan design, and participant education. For wealth management clients, Scott and his team offer comprehensive wealth management services tailored to physicians, business owners, executives, retirees, and high net worth individuals, with access to a range of specialists in banking, trusts, estate planning, insurance, lending, philanthropy, private finance, and family office services. Scott has earned the internal Retirement Benefits Consultant designation and holds the Certified Plan Fiduciary Advisor (CPFA) designation through the National Association of Plan Advisors. He was named to the Financial Times list of 401 Top Retirement Plan Advisors in 2016 and has been recognized on the Forbes Best-in-State Wealth Advisors list multiple times. The Saad Vannatta & Associates team has also received recognition on the Forbes Best-in-State Wealth Management Teams list in recent years. Scott is a graduate of the University of Dayton with a B.S. in Business Administration. He resides in Charleston, South Carolina, with his wife Elizabeth and their four children. Outside of his professional work, Scott enjoys football, traveling, and spending time with his family.

Alexander Mitchum is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2013 to 2017. Outside of his advisory role, Mitchum is involved with several business activities, including membership and consulting roles at Affluence Financial Group LLC and Affluence Consulting Group LLC. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual financial planning engagements using firm-approved analytical tools.

Alex Hale is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Fidelity Investments, Morgan Stanley, J.P. Morgan Institutional Investments, Mesirow Financial, and Balasa Dinverno Foltz. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Kevin Medert is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory role, he is also employed as a security professional with Allied Universal. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and other related services through its network of investment adviser representatives.

John Dirks III is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016. Outside of his advisory work, he serves as the Parish Finance Council Chair at the Cathedral of Saint John the Baptist in Charleston, SC, where he advises on financial matters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Clarence Blanton Jr. is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Enterprise. He has held roles at several firms including Cambridge Investment Research Advisors, Dempsey Lord Smith, and Thrivent Investment Management. Outside of financial advising, he owns a charter boat company and serves on the board of the South Carolina Lutheran Retreat Centers. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a notable presence in non-securities products and affiliated insurance and trust services.

Edward Flannery is a financial advisor with LPL Financial in Summerville, SC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, and Mass Mutual Investors Services. He is also involved as an insurance agent selling life, health, and accident policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Valetta Burgess is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and two years of industry experience. Her prior roles include positions at First Command Advisory Services and Cornerstone Insurance Company, as well as military service with the South Carolina Army National Guard. She maintains an affiliation with the SC Army National Guard in a governmental capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Marilyn Allen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes prior roles at Bank of America, Merrill, and Scarborough Capital Management. She is also involved with Atlantic Wealth Management Group, LLC in connection with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Robert Morrow is a CFP® and ChFC® with 35 years of industry experience. He is currently with Cetera and has prior experience at Shoemaker Financial, Minnesota Life Insurance Company, and New England Securities. Outside of advisory work, he owns a real estate rental business focused on vacation rentals. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a wide range of program structures and custodial relationships.

Harlie Garcia is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding a Series 63 designation and 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Garcia worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, he is a trustee and guardian for his son and owns Henzo, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations. The firm offers specialized planning options and integrates advisory services with other financial products and referral channels.

Wendy Brewer is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding the PFS™ designation along with Series 65 and Series 66 licenses. She has 13 years of industry experience and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is co-owner of several business ventures with her spouse, including MOVE ON LLC and BREATHE IN BREATHE OUT LLC. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from internal and third-party sources to apply diversification principles and modern portfolio theory.

Alexa Alchevsky is a Planning Consultant at Fidelity Investments, based in the Mount Pleasant office. In her current role, she supports advisors by conducting annual plan reviews to help clients stay on track with their financial goals. Prior to this, she worked as a Relationship Manager at Fidelity Investments from 2024 to 2025. Alexa has a professional background focused on financial planning and client relationship management. Outside of work, she has interests in music, soccer, and traveling.

Richard Malinowski is a Financial Advisor specializing in wealth management and retirement planning at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Richard earned a Bachelor's Degree from the University of South Carolina. Outside of his professional work, Richard has interests in football, golfing, and running.