Jason Creech is a financial professional at Cetera with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Securian Financial Services and Commonwealth Financial Group, where he is also a partial owner. He serves as an officer and board member of the Commonwealth Cares Foundation and acts as a notary public in Daniel Island, SC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, employer-sponsored 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 affiliated and third-party managers across various program structures.

Devin Darcangelo is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 license and 24 years of industry experience. Prior to joining Morgan Stanley, he spent 14 years at UBS Financial Services Inc. He is a partner and owner of an investment vehicle, TBDD LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Ashley Stoll is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has served as a Client Service Manager at Commonwealth Financial Group, supporting new business and account maintenance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Michael Lilley is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. With over 26 years of experience, he supports individuals and families in navigating changing markets and economic cycles through coordinated financial planning and personalized advice. He assists clients by integrating investments, retirement planning, tax considerations, lending solutions, and estate planning to address important financial decisions. Michael holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, is a Chartered Retirement Planning Counselor (CRPC), and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Marist College. His approach centers on understanding the complete financial picture of his clients to bring clarity and coordination, helping them save time, preserve and grow wealth, and reduce financial stress. Outside of his professional work, Michael enjoys cooking, fishing, music, reading, running, spending time with his family, tennis, traveling, and yoga.

Alexis Tucker is a financial advisor with Ameriprise in North Charleston, SC, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, Alexis is the owner of Lala Loves You, LLC, a retail business. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service aimed at clients with significant investable assets, combining research and modeling with tailored recommendations delivered through a centralized consulting team.

Scott Koruba is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs.

Dorian Enhelder is a Certified Financial Planner (CFP®) with 24 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2026, following ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. 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 retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Madison Duffy is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Wells Fargo Clearing, Madison worked at The Vanguard Group, Inc. and Wells Fargo Advisors. Madison also has a background in education, having worked at Clemson University and Bishop England High School. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to guide its investment strategies.

Adam Epstein serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he applies his expertise in retirement planning and personal investment strategies to support clients' financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Adam earned his bachelor's degree from the University of South Carolina System.

Hunter Bradley is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he worked at Atlanta Voiceover Studio for four years and held positions with the Douglas County Board of Commissioners and Alexander High School. 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, and institutional investors.

Mary Mceachern is a CFP®-credentialed financial advisor at Morgan Stanley with 38 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Mary is also the sole proprietor of Duncan & Daly LLC, a real estate business based in Charleston, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning resources as part of its services.

John Bennett is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. With approximately 24 years of experience as a financial advisor, he specializes in working with affluent clients across the United States. Bennett offers personalized wealth management strategies that take into account clients’ full financial pictures and evolving market conditions. He provides access to Merrill’s investment insights and the banking and lending solutions of Bank of America. Bennett holds a Bachelor's Degree from Clemson University and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. He also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His professional affiliations include participation in the Hibernian Society, St Mary's Church, Porter Gaud School Parents Association, and Ronald McDonald House. He is actively involved in community organizations such as the Hibernian Society Foundation, Porter Gaud School Foundation, St Mary's Catholic Church, Windwood Farm Home for Boys, and Ronald McDonald House.

C Anthony Diclemente is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory work, he has participated as a background actor in Charleston, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including business-owner transition and special-needs planning, supported by Wells Fargo research and tools.

Jeffrey Jones is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Brockwell is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he held positions at Radford University Alumni Office, McKeever Electrical and Plumbing, James River Heating and Air, Radford University, Hanover Country Club, and Patrick Henry High School. 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, pension plans, corporations, and charitable organizations.

Robert Marion is a financial advisor with Raymond James & Associates in Charleston, SC, holding Series 63 and Series 65 credentials and nine years of industry experience. He worked at The Vanguard Group from 2017 to 2019 and was affiliated with Clemson University from 2013 to 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing 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.

Bobbie Cowan is an advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, Cowan worked at Children's National Hospital and O'Donnell's Market. Cowan's background includes a multi-year academic tenure at Clemson University. 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 that includes individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Josh Lucarelli is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He specializes in assisting clients with understanding their finances and developing personalized plans that align with their goals and lifestyles. His work involves simplifying complex financial topics and providing clear guidance tailored to clients' evolving needs and priorities. Prior to his current role, Josh served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Relationship Manager at the same company from 2021 to 2024. Through these roles, he has gained experience in financial planning, investment management, and client relationship management. Outside of his professional responsibilities, Josh has interests in beach activities, boating, golf, snowboarding, soccer, and traveling.

Leslie Puckhaber is a financial advisor with Merrill in Mount Pleasant, SC, holding a Series 66 credential and 28 years of industry experience. She has been affiliated with Bank of America and Merrill since 1996. Outside of her advisory role, she is listed as a signatory for Puckhaber Construction, a limited liability company. 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 both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and various institutional entities.

Luke Snyder is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds the Series 65 designation and has previously worked at McAdam LLC and the University of Pennsylvania. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process alongside planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.