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 with LPL Enterprise, holding Series 63 and Series 65 licenses. She has one year of industry experience, having joined LPL Enterprise in 2025. Prior to her advisory role, she worked in education, including positions at Letourneau University and Southwest High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

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 with LPL Enterprise, holding Series 65 and Series 63 credentials and five years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. In addition to his advisory role, Dalton serves as a drill sergeant in the U.S. Army Reserve and owns a tax preparation business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, and institutional entities. The firm’s approach includes model-driven investment implementations and access to third-party asset managers, along with financial planning and various non-securities products and services.

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 in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by technological tools and a broad non-advisory financial services network.

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).

John Dierking is a Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in 2017, he has focused on wealth management, investment planning, and financial security. He works closely with clients to develop personalized strategies that address their unique financial goals. John specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He brings a values-driven perspective to financial planning, influenced by his upbringing on a farm in Hershey, Pennsylvania. He holds a High School Diploma from Pennsylvania Distance Learning Charter School and is a Personal Investment Advisor (PIA). Outside of work, John is involved with community organizations including Habitat for Humanity and Lowcountry Food Bank, and enjoys boating, music, scuba diving, soccer, softball, spending time with his family, and traveling.

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 with Series 65 and Series 63 licenses. She has prior experience at Bank of America, Lowe's, and South State Bank, totaling over a decade in related roles. Whitton is based in Charleston, SC, and joined Morgan Stanley in 2025. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process that incorporates firm-approved tools and models while generally acting in an advisory capacity for retirement accounts unless otherwise engaged.

Taylour Schutter is a financial advisor at Raymond James Financial with six years of industry experience and holds the Series 66 designation. Prior to joining Raymond James in 2023, Schutter held roles at Truist Investment Services, Truist Advisory Services, BB&T Scott & Stringfellow, BB&T Bank, and First Advantage Bank. Outside of advising, Schutter works as a financial advisor assistant supporting Pinnacle Partners and Pinnacle Asset Management in Mt. Pleasant, SC. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Caroline Edwards is a CFP® certificant with six years of industry experience. She has worked at Raymond James & Associates since 2020, following prior roles at RiskBand, Keller Williams Realty, and Arthur J. Gallagher & Co. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a focus on tailored, non-discretionary planning and a range of portfolio management styles.

Steven Clem is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. He has held roles at Avantax Advisory Services and Avantax Insurance Agency before joining Cetera in 2022. Clem is also the founder and president of The Clem Collaborative, LLC, where he provides tax preparation and planning services. He serves as vice president of SCNATP, coordinating continuing education offerings for its members. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers across various program structures.

Veronica O'Sullivan is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for Epiq for 22 years and had a brief role at Charleston Southern University. Outside of her advisory work, she owns Weather the Storms, LLC, a consulting business focused on leadership consulting, content creation, and book publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Paul Karnes is a financial advisor with OSAIC in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked with Signator Investors, Inc. and Atlantic Coast Advisory Group of Charleston. Karnes also operates RIM Financial as a sole proprietor, focusing on sales and marketing of fixed annuities, non-variable insurance, securities, and investment advisory products. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using various asset-allocation tools, third-party money managers, and a diverse selection of investment vehicles.

Joshua De Long is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials and one year of industry experience. He has worked with several firms, including Guardian Life Insurance Company and New York Life. There are no notable outside activities listed. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and employs firm-approved software for goal analysis and recommendations.

Kevin Brown is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Osaic Wealth, Royal Alliance Advisors, and Signator Investors. Outside of advising, he is president of R.E. Baxter & Associates, Inc., a support company based in Charleston, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.