Heather Shaw is a financial advisor at Edward Jones in Summerville, SC, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julia Dotterer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. She serves on the advisory board for the Colonial Commons Commission in Charleston, South Carolina. Morgan Stanley Wealth Management provides a broad range of 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 utilizes structured discovery and firm-approved tools, supporting both direct client plans and corporate financial planning agreements.

Jessica Harper is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2016. Harper is a trustee for the Ada Harper 401(k) plan and has ownership roles in several investment-related entities including Ada Harper LLC and Millennium Private Wealth LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds and combines advisory services with other financial products and referral channels.

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 in Charleston, SC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with LPL Financial and its predecessor firms since 1995. Outside of his advisory role, he is involved in a land ownership venture with family members. 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 financial planning and investment management services through a large network of investment adviser representatives, combining advisory platforms with extensive non-advisory financial products and partnerships.

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 at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2009, following five years at Merrill and five years at AllianceBernstein L.P. Outside of his advisory role, he serves as President of Mountain Ridge Country Club, where he helps set policy and works with management to enhance member experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages a broad range of capital markets activities.

Richard Rossi is a financial advisor at Robert Baird & Co. in Charleston, SC, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert Baird & Co. since 2013. The DDK Group, part of Robert Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, wrap programs, and brokerage services, utilizing internal research and various investment 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 in Charleston, SC, holding Series 63 and Series 66 licenses. She has 42 years of industry experience, including previous roles at Morgan Stanley, Wells Fargo Clearing Services, and A.G. Edwards & Sons. Outside of her advisory work, she serves as a trustee for her mother’s trust and as executor for her father’s estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions.

Derek Ehman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Truist Advisory Services, Bb&T Securities, RBC Capital Markets, and Ferris, Baker Watts. He has ownership in LIVEWIRZ, LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, risk management, and specialized planning for business owners and other niche areas. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries.

Brian Noone is a Senior Financial Advisor at Merrill Lynch Wealth Management and a managing partner within the 712 Investment Group. He oversees the organizational structure of the team, coordinating internal partnerships and long-term strategic planning. Brian works with affluent individual clients to develop individualized financial strategies that align with their income and growth objectives. He provides comprehensive wealth analyses and collaborates with clients' other professionals, such as CPAs and tax/estate attorneys, to ensure cohesive financial planning. For institutional clients, he accesses Bank of America Consulting Services to assist endowments and foundations in designing investment policy statements. Brian began his career in financial services in 1998 and joined Merrill Lynch Wealth Management and the 712 Investment Group in 1999. He holds a bachelor's degree in finance from Villanova University, where he was a member of the men's basketball team. Brian has been named to the Forbes | SHOOK® "Best-in-State Wealth Advisors" list consecutively from 2019 through 2026. He holds the Personal Investment Advisor (PIA) and Sports & Entertainment (SE) professional designations. Brian is involved with several community organizations, including Folds of Honor. He coaches youth basketball with the Catholic Youth Organization (CYO), youth baseball with the Police Athletic League (PAL), and youth basketball with the Trident Basketball Association. Brian and his wife Jennifer live in Charleston, SC, with their five 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 Series 66-licensed financial advisor with Equitable Advisors, based in Mount Pleasant, SC, and has three years of industry experience. He previously worked with Colin Fogel - FP with Equitable and Jules & Associates, Inc. Outside of advising, Faust is the president and owner of TWR 2, Inc., an IT software and security business. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm emphasizes personalized advice through multiple advisory models and third-party managed accounts.

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 designations and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee and holds power of attorney for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Thomas Smythe is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including over a decade at Mass Mutual Investors Services and Massachusetts Life Insurance Co. Smythe serves as treasurer for a nonprofit organization. The DDK Group at Robert W. Baird & Co., where Smythe works, serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm utilizes a mix of manager-traded and model-traded strategies, tax management, and direct indexing, supported by home-office research and technology, and manages approximately $394 billion in regulatory assets.

Jack Pelt is a financial advisor at Charles Schwab in Mt. Pleasant, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at Greystar for three years and PricewaterhouseCoopers for two years. He also has a long-standing role at MAP Partners LLC since 2005. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a distinctive integrated operational structure.