David Fabian Jr. is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Charleston, SC, with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked for MSA Safety as a Principal Engineer, focusing on formulation chemistry and engineering support for gas sensor products. He is concurrently employed at MSA Safety, where he also handles environmental health and safety compliance for the manufacturing facility. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by firm research and planning tools. The firm serves clients with a broad range of planning needs, including retirement and wealth transfer, using a planning approach that is generally discrete rather than ongoing.

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.

Brandon Wilson is a financial advisor with MassMutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes a decade at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is involved with Bluewater Dental Advisors LLC and The Wilson Group, both investment-related ventures. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved software to develop client recommendations without discretionary authority.

Jackson Wood is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on planning and providing financial advice tailored to each client's needs and goals. Jackson takes time to understand what is important to clients in order to develop strategies aimed at pursuing short-, mid-, and long-term objectives. He acts as a resource for general investing, retirement planning, and saving for unexpected events. Additionally, Jackson provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Jackson holds the Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from North Carolina State University. He is registered with NMLS ID 2437865.

Ross Evans Sr. is a ChFC® and Series 66 credentialed financial advisor with 24 years of industry experience. He has been with Edward Jones in Mt Pleasant, SC since 2003. Outside of his advisory role, he is vice president of an LLC that operates a business offering alterations and window coverings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Paul Vannatta is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1997. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, credentials awarded by recognized industry boards. Paul graduated from Penn State University with a B.S. in Finance and also studied International Business and Economics at Cologne University in Germany. Paul focuses on various client areas including education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He works closely with his team and other trusted advisors to develop customized wealth management plans that take into account clients’ financial needs and objectives. Outside of his professional work, Paul enjoys biking, boating, football, ice hockey, running, soccer, and volleyball. He resides with his family in Sullivan's Island, South Carolina.

James Obrien is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes positions at Ameriprise since 2017 and prior roles at Wells Fargo Clearing and Wachovia Securities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which includes tailored recommendation reports and ongoing tax-aware withdrawal strategies.

David Magner is a financial advisor with Edward Jones in Charleston, SC. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he worked at Stericycle for eight years. 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, operating under a fiduciary standard.

Christopher Disharoon is a financial advisor with Edward Jones in Mount Pleasant, South Carolina, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018, following a six-year tenure at Raycom Media. Outside of his advisory role, he is involved as a member and organizer of an LLC called Tree Top Cottage in Cashiers, North Carolina. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicole Dubin is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and eight years of industry experience. She has worked with Wells Fargo Clearing for 18 years before joining Wells Fargo Advisors in 2023. Additionally, she is a commissioned notary public in Tucson, Arizona. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Jennifer Kline is a financial advisor with Equitable Advisors in North Charleston, SC. She holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to her current role, her work experience includes positions in the hospitality and service industries, including Patriots Point Links and Hooters. Equitable Advisors serves a broad client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Nicole Kitzerow is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing Services, LLC since 2019, following her tenure at Wells Fargo Bank NA and Bath and Body Works. Outside of her advisory role, she co-owns a rental property in Summerville, South Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brian Berry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at LPL Financial since 2020 and is also associated with Berry & Associates Financial Group, which he founded in 2011. Prior to that, he held roles at Eagle Strategies and New York Life-related firms from 2007 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lushen Evans is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. He provides guidance on various financial matters, including general investing, retirement planning, and saving for unexpected events. Evans holds a Bachelor's Degree from the College of Charleston and a Master of Business Administration (MBA) from The Citadel. He is also a Personal Investment Advisor (PIA). His approach emphasizes understanding what is important to clients and their families to create effective financial strategies. He collaborates with clients to address their concerns and questions, offering ongoing advice as their needs evolve.

Ray Evans III is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior work includes roles at Bank of America and Merrill. He is also a member of a family-held LLC, R T M Q LLC, which is an investment-related business. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Mark Simms is a Senior Financial Advisor with Merrill Lynch Wealth Management in Mount Pleasant, South Carolina. He has been in the financial services industry since 1994 and holds the Professional Investment Advisor (PIA) designation. Mark earned a Bachelor of Business Administration from Western Connecticut State University and is a veteran of the U.S. Navy. Mark focuses on delivering a comprehensive approach to managing wealth by connecting all aspects of clients' financial lives. He works with individuals and families to understand their financial situation, risk tolerance, time horizon, and liquidity needs, helping them articulate their short- and long-term goals. He combines personalized service with the investment insights of Merrill Lynch and the banking convenience of Bank of America to recommend financial strategies aligned with clients’ objectives. His client focus areas include personal retirement planning, women and wealth, and retirement income. Beyond his professional role, Mark has been involved in his community through leadership and volunteer roles. He served as president of the Newtown Country Club from 2007 to 2009 and was a team leader for HomeFront and Americares from 1998 to 2017. He enjoys golfing, running, and traveling.

Michael Wiggins is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked in retail and hospitality positions, including at Harris Teeter and Wild Dunes Resort. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Paul is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American Portfolios Financial Services, Inc. for 22 years. Outside of advising, he is the owner of a software development company, Empowry Inc., and serves on the Tupelo Community HOA Board. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate entities. The firm employs a model-based asset allocation and portfolio optimization approach, offering brokerage and advisory services through a multi-advisor platform that includes discretionary management, third-party money managers, and comprehensive financial planning.

Michael Roy II is a financial advisor with Equitable Advisors in North Charleston, SC, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2010 and was previously with Axa Advisors. Outside of his advisory role, he owns Meek Ventures, LLC and RNF Customs, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Pamela Bayard is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Morgan Stanley since 2010 and is currently associated with the Morgan Stanley Private Bank. Outside of her advisory role, Bayard serves as Treasurer for Cane Bay AA Group, a healthcare organization in South Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.