David Pasciak is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he worked for 37 years at Signator Investors, Inc. He is president of VantagePointe Financial Group, an LLC through which he advises a large clientele and offers insurance and investment products. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and managed account solutions, using asset-allocation tools and various investment vehicles to construct portfolios tailored to client needs.

Stacy Cannon is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and 65 licenses and bringing 30 years of industry experience. She has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

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.

Dimitar Matouchev is a CFP® professional with 19 years of experience in the financial industry, all of which have been spent at Edward Jones since 2007. He is involved in a business entity, Morning Brew LLC, formed to invest in Cambio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Kyle Schnell is a financial advisor at LPL Financial holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Total Quality Logistics and has an educational background from Elon University. He is also involved with Sheehan Wealth Management, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Stanton Storm is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with tailored services and fiduciary oversight, and includes a broader range of financial product offerings than many large institutional advisers.

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.

James Cooper is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 47 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate financial planning agreements.

Magali Garcia is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials. She has been with LPL Enterprise since 2025 and was previously employed at Letourneau University and Southwest High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to managed portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.

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 at LPL Enterprise with Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, and MassMutual South Carolina. Outside of financial advising, Dalton serves as a drill sergeant in the U.S. Army Reserve and owns a tax preparation and accounting services business. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.

Jarrod Elvis is a Series 66-licensed financial advisor with Edward Jones, based in Mount Pleasant, South Carolina. He has 11 years of industry experience, including 12 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, maintaining a large nationwide network of financial advisors and branches while operating under a fiduciary standard.

Paul Zaio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he serves as a non-variable insurance agent with Book of Brokers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning, advisory programs, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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).

Emily Faulkner is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation, Heritage Wealth Management, LLC, Commonwealth Financial Network, and Securian Financial Services. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

John Felix is a Series 66-licensed financial professional with six years of industry experience. He is currently affiliated with Cetera and Commonwealth Financial Group. Outside of his advisory role, he serves as a captain for Hooked on Tail Charters, providing boat tours in Charleston, SC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, 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 various program structures and third-party money managers.

Brett Mc Clain is a financial advisor with Edward Jones in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

Heather Whitton is a financial advisor at Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses. She has approximately one year of experience with Morgan Stanley and previously worked at Bank of America for eight years. Her background includes roles in banking and retail sectors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and emphasizes client responsibility in plan implementation, offering a broad range of investment services alongside its advisory capabilities.