Jyh Yee Lan is a Wealth Management Advisor with over four decades of experience in the financial services industry. She has been with Merrill Lynch Wealth Management since 1982, providing personalized financial advice that addresses a broad range of client needs and objectives. Jyh focuses on helping individuals, families, and businesses navigate the complexities of the financial marketplace to achieve both their financial and life goals. Her expertise includes education planning, liquidity management, managing new wealth, retirement planning, small business strategies, investment strategy, tax minimization, and retirement income. Jyh holds a bachelor's degree in Finance from The Ohio State University. She maintains professional designations that include CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support her ability to develop and refine strategies that evolve with changing market conditions. Jyh is also active in community organizations such as The Ohio State University Foundation, Wing’s Charitable Foundation, and The American Revolutionary War Museum. Outside of her professional work, Jyh enjoys biking, cooking, golfing, spending time with her family, and traveling.

Kirk Baser is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He has worked at Cetera and related entities since 2015 and previously at Summit Financial Group Inc. Outside of his advisory role, he owns Dead Solid Golf Marketing, a golf marketing business he has operated since 1998. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with various portfolio management and consulting services, combining affiliated and third-party managers across discretionary and non-discretionary program structures.

John Atkinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Cuna Mutual Group, Executive Benefits Group, Inc., KESTRA Investment Services, LLC, and Charon Planning. He is also involved in managing business entities for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies delivered through a large network of advisors using a range of discretionary and non-discretionary approaches.

Elizabeth Couturier is a Series 66-licensed financial advisor with Merrill in Mount Pleasant, SC, bringing 21 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004. Outside of her advisory role, she serves as a volunteer committee member on the Charleston County School District's Health Advisory Committee, assisting with curriculum materials for comprehensive health education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies constructed by internal and third-party investment teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Felton II is a CFP® professional with 22 years of industry experience, currently advising at Ameriprise in Charleston, SC. Prior to joining Ameriprise in 2025, he spent 11 years at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Edmond Coxe Jr. is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial and Securian Financial Services. Coxe also serves as a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering diverse portfolio management options and serves over 10,000 advisors and approximately 800,000 clients nationwide.

Steven Potter is a financial advisor with Ameriprise in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining Ameriprise in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2021. His other business activities include fiduciary duties as an executor. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary advice, supported by a centralized consulting team and algorithmic tools.

Howard Bridges is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity entities since 1993. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

David Armstrong II is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley in various capacities since 2008, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to joining Morgan Stanley, he was with Merrill from 2004 to 2008. Morgan Stanley Wealth Management provides 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 involves structured discovery conversations and utilizes firm-approved tools to model financial outcomes.

Robert Butler is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked in financial services and legal protection roles, as well as operational positions in the shipping and marine repair sectors. Outside of Cetera, he is also a financial advisor at Commonwealth Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Leonard Hutchison IV is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jennifer Odell is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Publix Supermarkets. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various areas such as retirement, tax, estate, and special needs, with options to combine planning with managed account services under a consolidated billing program called WealthPlan.

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, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has worked at LPL Financial since 2007, with prior experience at Uvest Financial Services Group and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

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 with one year of industry experience. He holds the Series 66 designation and has previously worked at Total Quality Logistics and Sheehan Wealth Partners. Schnell has a background that includes time at Elon University and Ridgewood High School. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities.

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.