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.

John Adelman is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he serves as President of Mountain Ridge Country Club in New Jersey, where he leads board meetings and helps set policy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm operates with extensive institutional trading capabilities alongside wealth management services.

Richard Rossi is a financial advisor with Robert Baird & Co. in Charleston, SC, holding Series 65 and Series 63 designations and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2013. Richard is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, advanced tools, and a mix of manager-traded and model-traded strategies.

Noah Tremaine is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo and Minnesota Life Insurance Company. Outside of his advisory role, he is also a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Anne Shore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She has worked at Wells Fargo in various capacities since 2014, with a brief tenure at Morgan Stanley in 2018-2019. Outside of her advisory role, she serves as a trustee and executor related to family estates. 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 advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Derek Ehman is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2019, following prior roles at Truist Advisory Services, Truist Investment Services, Inc., and Bb&T Securities, LLC. Outside of his advisory work, he is involved with LIVEWIRZ, LLC, an investment-related business. 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 using proprietary research and tools, with clients able to implement recommendations through brokerage or advisory programs as they choose.

Brian Noone is a Senior Financial Advisor with Merrill Lynch Wealth Management and a managing partner of The 712 Investment Group. He began his career in financial services in 1998 and joined Merrill Lynch in 1999. In his role, Brian oversees the organizational structure of the team, coordinating internal and external partnerships and long-term strategic planning. He helps clients create individualized strategies tailored to their income and growth objectives, focusing on asset preservation and risk management. Additionally, Brian provides services for endowments and foundations, utilizing Bank of America Merrill Consulting Services to assist in designing investment policy statements. Brian holds a bachelor's degree in finance from Villanova University, where he was also a member of the men's basketball team from 1995 to 1998. He holds professional designations as a Personal Investment Advisor (PIA) and in Sports & Entertainment (SE). His client focus areas include services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, sports and entertainment, tax minimization, and retirement income. He is actively involved in community service, volunteering with the Catholic Youth Organization (CYO), Police Athletic League (PAL), and the Trident Basketball Association by coaching youth basketball and baseball. Brian resides in Charleston, South Carolina, with his wife Jennifer and their five young children.

Raihan Samnani is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, he held roles at California State University, Fullerton, Carlson & Jayakumar, LLP, and taught at Irvine Valley College and Woodbridge High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Joel Schoonover is a financial advisor with Wells Fargo Advisors in Charleston, SC. He holds a Series 66 designation and has held various roles including at Quantum Financial Advisors and the University of Pittsburgh. Prior to entering financial services, he worked in education and operated a plumbing and heating business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically offered on a discrete basis.

Chad Faust is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Colin Fogel - FP with Equitable from 2021 to 2023 and has been President and Owner of TWR 2, Inc., an IT software and security company, since 2020. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that leverages multiple program sponsors and offers both advisory and brokerage/insurance channels.

Nicholas Verano IV is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary management and separately managed accounts, utilizing a range of traditional and non-traditional investment strategies.

Kingsland Bland is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. He serves as co-trustee and holds power of attorney for his mother. 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 integrates research and analytics with a broad range of brokerage and advisory solutions.

Robert Mc Coll is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses, with four years of industry experience. He has previously been associated with Knights of Columbus Insurance and related advisory firms. Outside of his advisory role, he serves as a board member for two nonprofit churches and owns an inspection services business. LPL Enterprise 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, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Thomas Smythe is a ChFC® credentialed financial advisor with 12 years of industry experience. He currently works at Robert W. Baird & Co., joining the firm in 2025 after 12 years at Mass Mutual Investors Services and Massachusetts Life Insurance Co. Smythe serves as treasurer for a nonprofit organization. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including traditional and alternative investment strategies.

Jack Pelt is a Series 66-licensed financial advisor with Charles Schwab in Mt. Pleasant, South Carolina. He has prior experience at PricewaterhouseCoopers and Greystar, and has been involved with MAP Partners LLC since 2005. His industry experience as a financial advisor began in 2025. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and integrates brokerage, custody, and cash-sweep services.

David Fabian Jr. is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. He has worked as a Principal Engineer at MSA Safety since 2018, where he focuses on formulation chemistry, engineering support, and environmental health and safety compliance. Prior to that, he was employed at the University of California, Irvine from 2013 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients with a broad range of needs including retirement, education, risk management, and specialized planning areas.

David Aylor is a financial advisor at Raymond James & Associates with 11 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for over a decade. He holds Series 63 and Series 66 designations. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.