Benjamin Nesvold is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his current role, he worked with Leah for Senate and served in the Wisconsin Legislature for three years. He is a member of 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, including high-net-worth households and corporate entities. The firm offers a broad range of advisory services and maintains a large nationwide network of financial advisors and branch offices.

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 12 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2013 to 2017. Mitchum is also involved in various financial-related business activities, including consulting and sales roles with affiliated firms in Charleston. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements supported by proprietary software tools, with optional implementation through brokerage or insurance arrangements.

Alex Hale is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Fidelity Investments, Morgan Stanley, J.P. Morgan Institutional Investments Inc., J.P. Morgan Investment Management Inc., and Mesirow Financial, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm operates under a fiduciary standard and is notable for its large retail advisor network and comprehensive service offerings, including trust services and securities-based lending.

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 LLC in Mt. Pleasant, SC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL, she held roles at First Command Advisory Services, First Command Insurance Services, and Cornerstone Insurance Company. She also serves in the South Carolina Army National Guard. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 34 years of industry experience, currently affiliated with Cetera. He has held roles at Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of advisory work, he is involved in fixed insurance sales and owns a vacation rental business through Hits BIH, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers multiple portfolio management options, financial planning, and access to third-party money managers, managing over $256 billion in assets through a variety of program structures.

Harlie Garcia is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding a Series 63 license and bringing 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Garcia worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, Garcia is involved in investment-related trustee and guardian roles, as well as ownership and management of Henzo, LLC and Garcia GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing Wells Fargo research and tools, with clients having flexibility in implementing recommendations through brokerage or advisory programs.

Wendy Brewer is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding the PFS™ designation as well as Series 65 and Series 66 licenses. She has 12 years of industry experience, including roles at Wells Fargo Advisors, LLC, and has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is co-owner of Breathe In Breathe Out LLC, where she assists with decisions related to real estate maintenance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by investment policy statements and modern portfolio theory. The firm serves institutional clients with a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Zachary Volousky is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and possessing 12 years of industry experience. He has worked at LPL Financial and South Carolina Bank & Trust since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial products and technology tools.

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.

Jerome Hornowski is a financial advisor at UBS Financial Services with 46 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions supported by proprietary research and capital markets expertise.

Cynthia Sellers is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. She has worked at Merrill since 2004 and has been affiliated with Bank of America, N.A. since 2015. 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 investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Stiles III is a financial advisor with Ameriprise in Mt Pleasant, SC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Robert W Baird for six years before joining Ameriprise in 2020. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Health Guidance Center and is involved in independent insurance brokering and business administration through Bluestar Venture Group LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized retirement income service team that collaborates with financial advisors to provide tailored Recommendation Reports using proprietary research and third-party data.

Aaron Watkins is a CFP® professional with 17 years of industry experience, currently advising clients at Ameriprise since 2020. His prior experience includes roles at Bank of America, Merrill, and Ameriprise Financial Services Inc. He is also the owner and manager of Aaron Watkins Holdings, LLC, a business used to manage miscellaneous expenses related to financial planning. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.