Christopher Thomson is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Cheri Greene is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment solutions, operating under a fiduciary standard.

Nicole Dubin is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2005 and Wells Fargo Advisors since 2023. Outside of her advisory role, she is a commissioned notary public in Tucson, Arizona. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients having the option to implement recommendations through various brokerage or advisory programs.

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 held roles at LPL Financial since 2020 and founded Berry & Associates Financial Group, LLC in 2011. Prior to that, he worked with New York Life and its affiliated entities for over a decade. 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 wide range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and various management approaches.

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 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at American Portfolios Financial Services, Inc. for 22 years. Outside of his advisory role, he owns a software development company and serves on a local homeowners association board. OSAIC serves a broad range of retail and institutional clients and offers integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple portfolio management options, including access to third-party money managers.

Michael Avant is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and 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 across a wide range of account types. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Michael Roy II is a financial advisor with Equitable Advisors in North Charleston, SC, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2010. Outside of his advisory role, he owns Meek Ventures, LLC and RNF Customs, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels and tailoring services based on client goals and risk tolerance.

Amanda Davis is a Series 66-licensed financial advisor with Edward Jones in Summerville, SC, and has two years of industry experience. Prior to her advisory role, she worked for three years at Charleston Dog House. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

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.

Morgan Campbell is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Maugeri is a CFP® and Series 63-licensed advisor with 26 years of industry experience, currently practicing at Cetera in Mt Pleasant, SC. He has managed Maugeri Wealth Management since 2011 and has been affiliated with Cetera and its related entities since 2010. Maugeri also owns a tax consulting business in Peachtree City, GA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management options and financial planning services, supported by a nationwide network of more than 10,000 advisors.

Anna Van Bourgondien is a Financial Consultant at Fidelity Investments. She holds the CERTIFIED FINANCIAL PLANNER® designation and works closely with clients to develop and support their long-term financial plans and strategies. Her experience at Fidelity Investments spans multiple roles since 2022, including Investment Consultant, Planning Consultant, and Workplace Planning and Advice Team Leader. Through these positions, she has assisted thousands of clients in achieving their personal and financial goals. Anna has built her career at Fidelity by progressing through various consulting and advisory roles. This progression has equipped her with a comprehensive understanding of financial planning and investment consulting within the workplace planning context.

Jennifer Hatton is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She previously worked at D.A. Davidson & Co. for 12 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Lisa Dehaven is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked with South State Bank since 2014 and was previously with First Southeast Investor Services, Inc. for 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various investment strategies.