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 in Charleston, SC, holding Series 63 and Series 65 licenses. She has approximately one year of experience with Morgan Stanley and previously worked at Bank of America for eight years. Her background includes roles in banking and retail sectors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and emphasizes client responsibility in plan implementation, offering a broad range of investment services alongside its advisory capabilities.

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 with OSAIC in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked with Signator Investors, Inc. and Atlantic Coast Advisory Group of Charleston. Karnes also operates RIM Financial as a sole proprietor, focusing on sales and marketing of fixed annuities, non-variable insurance, securities, and investment advisory products. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using various asset-allocation tools, third-party money managers, and a diverse selection of investment vehicles.

Andrew Schmidt is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at firms including LPL Enterprise, Modern Woodmen of America, and Microsoft. Outside of financial advising, he serves as Chief Operating Officer at Mount Pleasant Tax LLC, overseeing business operations, staffing, and technology. MassMutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-driven planning process focusing on investment categories and strategies rather than specific product selections.

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 at Wells Fargo Clearing with 12 years of industry experience. He holds Series 65 and Series 66 designations. His prior roles include positions at Empire Asset Management, Divine Capital Markets LLC, Divine Asset Management LLC, and Ivy Securities, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors, providing a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

James Mcdowell III is a CFP® professional with 14 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Royal Alliance since 2016 and BFC PLANNING, Inc. since 2014. In addition to his advisory roles, he is a managing director at Roadstead Capital Partners, LLC and owns a beach rental property business called The Hidden Palm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided tools and multiple advisory platforms to construct diversified portfolios that include various asset classes and investment vehicles.

Andrew Craig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo since 2009, initially with Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he owns a 20% interest in Big T's Coastal Provisions in Mount Pleasant, SC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with over 14,000 financial advisors, providing both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Tara Schiavoni is a financial advisor at Merrill with 3 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1998. 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 for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Julia Dotterer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. She serves on the advisory board for the Colonial Commons Commission in Charleston, South Carolina. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, supporting both direct client plans and corporate financial planning agreements.

Jessica Harper is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2016. Harper is a trustee for the Ada Harper 401(k) plan and has ownership roles in several investment-related entities including Ada Harper LLC and Millennium Private Wealth LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds and combines advisory services with other financial products and referral channels.

James Sumner is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously as a Medicare Agent Representative and with firms including Imagine Financial, AE Wealth Management, and Amercare Royal. 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, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffrey Burton is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as the head golf coach for Bishop England High School in Charleston. Wells Fargo Advisors Financial Network provides 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 special-needs analysis, using proprietary research and planning tools.

Donald Allen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1995. Outside of his advisory work, he is involved in a joint venture owning underdeveloped land with family and associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Jessica Bellamy is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she owns and manages real estate through her single-member LLCs. 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 supported by firm-approved tools and global investment resources.