Miranda Bloomingburg is a financial advisor at Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held roles at CUSO Financial Services, South Carolina Federal Credit Union, and Fidelity Investments. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

James Cooper is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 47 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate financial planning agreements.

Magali Garcia is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses. She has one year of industry experience, having joined LPL Enterprise in 2025. Prior to her advisory role, she worked in education, including positions at Letourneau University and Southwest High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

John Diefenbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies aimed at pursuing their long-term goals. His approach focuses on understanding each client’s full financial picture and creating flexible strategies that adapt to changing market conditions. John provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' wealth management needs. John holds a Bachelor’s Degree from the University of Virginia and an MBA from Lake Forest Graduate School of Management. He carries the Professional designation of Personal Investment Advisor (PIA). In addition to his advisory role, John participates in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.

Todd Welch is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jacob Dalton is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and five years of industry experience. He has worked at several firms, including Prudential Insurance Company of America and MassMutual South Carolina. In addition to his advisory role, Dalton serves as a Drill Sergeant in the U.S. Army Reserve and owns a tax preparation and accounting business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Jarrod Elvis is a financial advisor with Edward Jones in Mount Pleasant, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large nationwide network of advisors and branch offices as well as its affiliated services beyond advisory offerings.

Paul Zaio is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bradford Rawlings is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management planning, including trust planning, estate planning services, and legacy planning. Brad works directly with individual and small business clients to align their wealth management plans with their long-term financial goals. Brad began his career in the financial services industry in 1997 and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree in Accounting and Business Administration from the College of Charleston and completed executive education studies in Investment Strategies and Portfolio Pension Management at the Wharton Business School Aresty Institute, University of Pennsylvania. Brad resides in Summerville with his wife, Dalyn, and their four daughters. His personal interests include golf, fishing, boating, adventure sports, camping, reading, and traveling. He is involved in the community through the Dorchester County Water Authority (DCWA).

John Felix is a Series 66-licensed financial professional with six years of industry experience. He is currently affiliated with Cetera and Commonwealth Financial Group. Outside of his advisory role, he serves as a captain for Hooked on Tail Charters, providing boat tours in Charleston, SC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party money managers.

Brett Mc Clain is a financial advisor with Edward Jones in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

Heather Whitton is a financial advisor at Morgan Stanley with Series 65 and Series 63 designations. She has professional experience at Morgan Stanley since 2025 and previously worked at Bank of America, Lowe's, and South State Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Taylour Schutter is a financial advisor at Raymond James Financial with six years of industry experience and holds the Series 66 designation. Prior to joining Raymond James in 2023, Schutter held roles at Truist Investment Services, Truist Advisory Services, BB&T Scott & Stringfellow, BB&T Bank, and First Advantage Bank. Outside of advising, Schutter works as a financial advisor assistant supporting Pinnacle Partners and Pinnacle Asset Management in Mt. Pleasant, SC. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Caroline Edwards is a CFP® certificant with six years of industry experience. She has worked at Raymond James & Associates since 2020, following prior roles at RiskBand, Keller Williams Realty, and Arthur J. Gallagher & Co. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a focus on tailored, non-discretionary planning and a range of portfolio management styles.

Steven Clem is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. He has held roles at Avantax Advisory Services and Avantax Insurance Agency before joining Cetera in 2022. Clem is also the founder and president of The Clem Collaborative, LLC, where he provides tax preparation and planning services. He serves as vice president of SCNATP, coordinating continuing education offerings for its members. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers across various program structures.

Paul Karnes is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at OSAIC since 2018, RIM Financial since 2016, and previously worked at Signator Investors, Inc. and Atlantic Coast Advisory Group of Charleston. In addition to his advisory work, he operates a sole proprietorship focused on the sales and marketing of fixed annuities, insurance products, and investment advisory services. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm also supports various managed account programs and retirement plan consulting, operating with a complex affiliate network and private-equity ownership.

Joshua De Long is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials and one year of industry experience. He has worked with several firms, including Guardian Life Insurance Company and New York Life. There are no notable outside activities listed. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and employs firm-approved software for goal analysis and recommendations.

Kevin Brown is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Osaic Wealth, Royal Alliance Advisors, and Signator Investors. Outside of advising, he is president of R.E. Baxter & Associates, Inc., a support company based in Charleston, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.

Stephen Bejsiuk is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 65 and Series 66 designations and 12 years of industry experience. His prior work includes roles at Empire Asset Management, Divine Capital Markets LLC, Divine Asset Management LLC, Ivy Securities, Inc., and Credit Suisse Securities (USA) 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 combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to evaluate investment options.

Jeffrey Powell is a financial advisor at Cetera with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at several firms including Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he is the CEO of Arrow Advisory and volunteers with Canoeing for Kids, assisting with fundraising and program events. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary management, providing access to a variety of portfolio strategies and third-party managers.