Howard Bridges is a financial advisor with Fidelity Investments in Mount Pleasant, SC, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career at Fidelity includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and conflicts of interest with established governance procedures.

David Armstrong II is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley in various capacities since 2008, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to joining Morgan Stanley, he was with Merrill from 2004 to 2008. Morgan Stanley Wealth Management provides 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 involves structured discovery conversations and utilizes firm-approved tools to model financial outcomes.

Robert Butler is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked in financial services and legal protection roles, as well as operational positions in the shipping and marine repair sectors. Outside of Cetera, he is also a financial advisor at Commonwealth Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Leonard Hutchison IV is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jennifer Odell is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Publix Supermarkets. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various areas such as retirement, tax, estate, and special needs, with options to combine planning with managed account services under a consolidated billing program called WealthPlan.

David Pasciak is a ChFC® credentialed financial advisor with 45 years of industry experience. He has worked at OSAIC since 2018 and previously spent 37 years at Signator Investors, Inc. He is also president of Vantagepointe Financial Group, a role in which he manages advisors and serves a large clientele across insurance and investment products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a model-based investment process emphasizing asset allocation and portfolio optimization, supporting both advisory and brokerage services.

Stacy Cannon is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has worked at LPL Financial since 2007, with prior experience at Uvest Financial Services Group and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

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.

Kyle Schnell is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Total Quality Logistics and Sheehan Wealth Partners. Schnell has a background that includes time at Elon University and Ridgewood High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 a broad range of financial activities.

Stanton Storm is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo entities since 2004, including Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

Magali Garcia is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses. She has one year of industry experience, having joined LPL Enterprise in 2025. Prior to her advisory role, she worked in education, including positions at Letourneau University and Southwest High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

John Diefenbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies aimed at pursuing their long-term goals. His approach focuses on understanding each client’s full financial picture and creating flexible strategies that adapt to changing market conditions. John provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' wealth management needs. John holds a Bachelor’s Degree from the University of Virginia and an MBA from Lake Forest Graduate School of Management. He carries the Professional designation of Personal Investment Advisor (PIA). In addition to his advisory role, John participates in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.

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 with LPL Enterprise holding Series 65 and Series 63 credentials and five years of industry experience. He has worked at several firms, including Prudential Insurance Company of America and MassMutual South Carolina. In addition to his advisory role, Dalton serves as a Drill Sergeant in the U.S. Army Reserve and owns a tax preparation and accounting business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Paul Zaio is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bradford Rawlings is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management planning, including trust planning, estate planning services, and legacy planning. Brad works directly with individual and small business clients to align their wealth management plans with their long-term financial goals. Brad began his career in the financial services industry in 1997 and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree in Accounting and Business Administration from the College of Charleston and completed executive education studies in Investment Strategies and Portfolio Pension Management at the Wharton Business School Aresty Institute, University of Pennsylvania. Brad resides in Summerville with his wife, Dalyn, and their four daughters. His personal interests include golf, fishing, boating, adventure sports, camping, reading, and traveling. He is involved in the community through the Dorchester County Water Authority (DCWA).

John Dierking is a Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in 2017, he has focused on wealth management, investment planning, and financial security. He works closely with clients to develop personalized strategies that address their unique financial goals. John specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He brings a values-driven perspective to financial planning, influenced by his upbringing on a farm in Hershey, Pennsylvania. He holds a High School Diploma from Pennsylvania Distance Learning Charter School and is a Personal Investment Advisor (PIA). Outside of work, John is involved with community organizations including Habitat for Humanity and Lowcountry Food Bank, and enjoys boating, music, scuba diving, soccer, softball, spending time with his family, and traveling.