Ryan Radloff is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with VALIC Financial Advisors since 2011 and has been affiliated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, with a portfolio construction process supported by Envestnet's UMA models.

Michael Mcfaul is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation and Fidelity Brokerage Services LLC. Outside of advising, Mcfaul works as an Uber driver on a part-time basis. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based arrangements across multiple program structures.

Scott Engell is a financial advisor with Cetera, holding the Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Cetera since 2021 and previously spent seven years at Voya Financial Advisors. Engell also owns Engell Insurance Brokerage, Inc., which offers insurance licensing classes and fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Amanda Wise is a Series 66 licensed financial advisor with Merrill, based in Summerville, SC. She has four years of industry experience and has been with Merrill since 2020, also working with Bank of America, N.A. during that time. Prior to her financial services career, she had roles in the restaurant industry. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Wiggins is a CFP®-designated financial advisor with Edward Jones, based in Charleston, SC, and has 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.

Danny Young is a financial advisor at OSAIC with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has held roles at Lincoln Financial Securities and Collins and Associates. Outside of his advisory work, he is involved in insurance-related businesses, including managing Alpha Omega Wealth Partners and providing life settlement services as a sole proprietor. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory, and retirement plan consulting services with access to third-party money managers and multiple advisory platforms.

Henry Hauhn III is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Senn is a financial advisor with Edward Jones in Charleston, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked with the Hibernian Society and The Charleston RiverDogs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network.

John Prickett is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He has previously worked with Bank of America and has a military background as an officer in the South Carolina National Guard. 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 for individuals, high-net-worth clients, and institutional investors.

Daniel Koval is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Prudential Insurance Company of America, Pruco Securities LLC, and Mass Mutual Investors Services. Outside of his advisory work, he has held positions in the hospitality sector, including as a server at Hall’s Chophouse II and in labor and restocking at Trader Joe’s. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Gabriel Brogden is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Charleston, SC. He has previously worked with South Carolina Federal Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research and diverse investment strategies.

Catherine Latto is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Osaic Wealth, Inc. since 2018. She previously worked at Signator Investors, Inc. and has been the owner and president of Latto & Associates Inc. since 1982, where she also engages in selling fixed insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers. The firm offers a range of brokerage, advisory, and financial planning services, utilizing various investment tools and access to multiple third-party platforms.

Thomas Furse is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Zlati Matushev is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Megan Schieber is a financial advisor with Morgan Stanley, holding a Series 66 designation and having four years of industry experience. She previously worked at Merrill from 2015 to 2023 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Albert Russo is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. In addition to his advisory role, Russo is a 50% owner and partner at Schaible, Russo & Co., LLP, a CPA firm providing tax planning, forensic accounting, and management consulting services. He also serves on the finance committee for Crossroads4Hope, a nonprofit organization, and is a board member of the Lamington Falls Homeowners Association. OSAIC serves a diverse range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated financial advisers. The firm utilizes various asset-allocation tools and offers integrated brokerage and advisory services, managed portfolios, and access to third-party money managers and wrap programs.

Christopher Black is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he manages Tight Lines Interests, LLC, a personal LLC focused on investing in direct residential real estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor client plans.

Bradley Worsham is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones in Charleston, SC since 2014. He provides private pickleball lessons in the Charleston area as an extracurricular activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Jared Larrow is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with TrueGuidance Holdings, LLC as a registered team member managing an advisory business. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm serves a broad client base through its extensive advisory, brokerage, and insurance offerings typical of a large institutional provider.

Jeremy Billew is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at McKenna Agency for 14 years. Outside of his advisory role, he is a commissioned notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various investment strategies.