Vanessa Koegler is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors and Primerica Financial Services prior to her current roles. Koegler also engages in outside insurance sales, focusing on life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved tools and offering a range of planning services including recent additions such as Divorce Planning.

Adam Epstein serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he applies his expertise in retirement planning and personal investment strategies to support clients' financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Adam earned his bachelor's degree from the University of South Carolina System.

Hunter Bradley is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he worked at Atlanta Voiceover Studio for four years and held positions with the Douglas County Board of Commissioners and Alexander High School. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Mary Mceachern is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Morgan Stanley. Her prior experience includes roles at Wells Fargo Clearing, Merrill, and Citigroup Global Markets. She is also the sole proprietor of Duncan & Daly LLC, a real estate business based in Charleston, South Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and an Estate Planning Strategies Group.

John Bennett is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. With approximately 24 years of experience as a financial advisor, he specializes in working with affluent clients across the United States. Bennett offers personalized wealth management strategies that take into account clients’ full financial pictures and evolving market conditions. He provides access to Merrill’s investment insights and the banking and lending solutions of Bank of America. Bennett holds a Bachelor's Degree from Clemson University and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. He also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His professional affiliations include participation in the Hibernian Society, St Mary's Church, Porter Gaud School Parents Association, and Ronald McDonald House. He is actively involved in community organizations such as the Hibernian Society Foundation, Porter Gaud School Foundation, St Mary's Catholic Church, Windwood Farm Home for Boys, and Ronald McDonald House.

C Anthony Diclemente is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within Wells Fargo entities since 2016. Outside of finance, he is involved as a background actor in Charleston, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients meeting certain net-worth criteria.

Alton Palmer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include work with United Community Bank, Guardian Life, and New York Life Insurance Company. He is also a business owner of Chucktown Startups, LLC. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Jones is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo since 2016 and previously at Merrill from 1998 to 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

John Brockwell is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he held positions at Radford University Alumni Office, McKeever Electrical and Plumbing, James River Heating and Air, Radford University, Hanover Country Club, and Patrick Henry High School. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Marion is a financial advisor with Raymond James & Associates in Charleston, SC, holding Series 63 and Series 65 credentials and nine years of industry experience. He worked at The Vanguard Group from 2017 to 2019 and was affiliated with Clemson University from 2013 to 2017. Raymond James & Associates 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, non-discretionary investment consulting, and institutional fiduciary services.

Bobbie Cowan is an advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, Cowan worked at Children's National Hospital and O'Donnell's Market. Cowan's background includes a multi-year academic tenure at Clemson University. 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 that includes individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Josh Lucarelli is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He specializes in assisting clients with understanding their finances and developing personalized plans that align with their goals and lifestyles. His work involves simplifying complex financial topics and providing clear guidance tailored to clients' evolving needs and priorities. Prior to his current role, Josh served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Relationship Manager at the same company from 2021 to 2024. Through these roles, he has gained experience in financial planning, investment management, and client relationship management. Outside of his professional responsibilities, Josh has interests in beach activities, boating, golf, snowboarding, soccer, and traveling.

Brandon O'higgins is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and seven years of industry experience. He worked previously at Fox Dog LLC and Triangle Char & Bar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a large national network of advisors and branch offices.

Leslie Puckhaber is a financial advisor with Merrill in Mount Pleasant, SC, holding a Series 66 credential and 28 years of industry experience. She has been affiliated with Bank of America and Merrill since 1996. Outside of her advisory role, she is listed as a signatory for Puckhaber Construction, a limited liability company. 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 both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and various institutional entities.

Luke Snyder is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds the Series 65 designation and has previously worked at McAdam LLC and the University of Pennsylvania. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process alongside planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

James Mc Kenna is a financial advisor with Cetera Wealth Services LLC, holding a Series 66 designation and five years of industry experience. He has worked with several firms, including Minnesota Life Insurance Co and Mass Mutual Life Insurance Company, and is also engaged as a fixed insurance agent with Shoemaker Financial. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Jennifer Blanchard is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. She previously worked at Securian Financial Services and Minnesota Life Insurance Company for 19 years and has been associated with The Commonwealth Financial Group for over two decades. Outside of her advisory work, she serves on the fundraising committee for The Samaritan House of Orangeburg and is a board member of the Orangeburg Civic Ballet. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves 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 incorporating both affiliated and third-party strategies.

Erik Lauricella is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley and its related entities since 2019 and previously held positions at Whiting Door and the University at Buffalo. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Stephen Whitman is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2013 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a trustee/co-trustee of a trust based in New Providence, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations as part of standalone planning.

Stephanie Harvey is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Equitable Advisors. Harvey is also president of Cane Bay Financial Planning LLC and offers insurance products as a sole proprietor. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that provides brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.