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.

Thomas Johnson is a financial advisor at Edward Jones in Summerville, SC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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.

Leander Mc Guigan is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Summerville, SC. He joined Thrivent in 2025, following a 13-year career with the Berkeley County School District. Outside of his advisory role, Mc Guigan serves as secretary of the Parent/Teacher Association Board for Howe Hall AIMS Elementary School and works as an education consultant, providing temporary advice to schools and districts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a range of topics but does not provide portfolio management for institutional clients.

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.

Ryan Reeves Sr. is a CFP® professional affiliated with LPL Financial, with 25 years of experience in the financial industry. He has worked at South State Bank and LPL Financial since 2014 and held prior positions with Sorrento Pacific Financial, LLC and Uvest Financial Services Group, Inc. In addition to his advisory role, he is involved with South State Investment Services, a business related to his LPL activities. 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 provides a range of advisory and brokerage services utilizing both proprietary and third-party investment strategies, supported by extensive technology and a broad platform of financial products.

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.

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.