Elizabeth Couturier is a Series 66-licensed financial advisor with Merrill in Mount Pleasant, SC, bringing 21 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004. Outside of her advisory role, she serves as a volunteer committee member on the Charleston County School District's Health Advisory Committee, assisting with curriculum materials for comprehensive health education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies constructed by internal and third-party investment teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Felton II is a CFP® professional with 22 years of industry experience, currently advising at Ameriprise in Charleston, SC. Prior to joining Ameriprise in 2025, he spent 11 years at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Edmond Coxe Jr. is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial and Securian Financial Services. Coxe also serves as a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering diverse portfolio management options and serves over 10,000 advisors and approximately 800,000 clients nationwide.

Steven Potter is a financial advisor with Ameriprise in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining Ameriprise in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2021. His other business activities include fiduciary duties as an executor. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary advice, supported by a centralized consulting team and algorithmic tools.

Howard Bridges is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity entities since 1993. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

David Armstrong II is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2009, currently serving at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Robert Butler is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at US Lawshield, Marine Repair Services, Mediterranean Shipping Company, and several positions connected to educational institutions and hospitality in South Carolina. He is also involved as a financial advisor with Commonwealth Financial Group. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program options and custodial relationships.

Leonard Hutchison IV is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS‑driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stacy Cannon is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and 65 licenses and bringing 30 years of industry experience. She has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

David Rodenberg is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Colten Brewer is an Investment Consultant who collaborates with clients to develop personalized retirement and investment strategies aimed at supporting their long-term financial objectives. His approach involves assessing clients' current financial situations and future aspirations to create tailored plans. He assists clients in crafting retirement roadmaps, evaluating investment opportunities, and making informed financial decisions. From 2024 to 2026, Colten worked as a Workplace Planning Consultant at Fidelity Investments. His experience includes helping clients with workplace financial planning and investment solutions. Outside of his professional work, Colten has personal interests that include spending time at the beach, boating, enjoying food, following football, caring for pets, and reading.

Henry Ravenel Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He is the owner and president of H L Ravenel, Inc., a support company through which he conducts business outside of Raymond James. He also owns RH Financial Services LLC, another support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, with notable offerings including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Dimitar Matouchev is a CFP® professional with 19 years of experience in the financial industry, all of which have been spent at Edward Jones since 2007. He is involved in a business entity, Morning Brew LLC, formed to invest in Cambio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Kyle Schnell is a financial advisor at LPL Financial holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Total Quality Logistics and has an educational background from Elon University. He is also involved with Sheehan Wealth Management, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Stanton Storm is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with tailored services and fiduciary oversight, and includes a broader range of financial product offerings than many large institutional advisers.

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 at LPL Enterprise with Series 63 and Series 65 credentials. She has been with LPL Enterprise since 2025 and was previously employed at Letourneau University and Southwest High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to managed portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.

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 at LPL Enterprise with Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, and MassMutual South Carolina. Outside of financial advising, Dalton serves as a drill sergeant in the U.S. Army Reserve and owns a tax preparation and accounting services business. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.