Derrick Sullivan is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in a recreational endeavor titled The Righteous Gemstones. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through various advisory programs and institutional arrangements.

Kevin Brazell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is one of the managing partners of WMB & Associates, where he focuses on providing customized wealth management strategies and estate planning services to high-net-worth families, executives, and business owners. He also serves as a client relationship manager, guiding clients through the retirement planning process and assisting them in maintaining their financial lifestyle. Kevin holds a Bachelor's Degree from the University of South Carolina. He has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Through his CEPA designation, he helps business owners build more valuable companies, align their personal goals, and increase the viability of their financial plans. In addition to his professional work, Kevin participates in his community by volunteering with organizations such as First Tee of Columbia and the Midlands Golf Foundation. His approach emphasizes understanding clients' life priorities to create personalized financial plans tailored to their goals and aspirations.

Waitus Avant Jr. is a financial advisor with Stifel who holds a Series 66 designation and has 22 years of industry experience. He has been with Stifel Nicolaus & Co Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Clayton Abel is a CFP® with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he worked at Nationwide Financial and Nationwide Securities, LLC from 2011 to 2016. He is also involved with the McKenna Agency, where he has been engaged since 2010. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Mary Beth Harlow is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2014, including her current role at Wells Fargo Clearing since 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Cathryn Cato is a financial advisor with LPL Financial in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. She has been with LPL Financial since 2014 and has been involved with Maryland Financial Group, Inc. since 2008. In addition to her advisory work, she provides tax preparation and accounting services as a CPA. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, with investment management supported by both discretionary and non-discretionary solutions and research from internal and third-party sources.

Stephen Tucker is a financial advisor at Merrill with Series 63 and Series 65 credentials and four years of industry experience. His work history includes positions at Bank of America, Wells Fargo, E*TRADE Securities, and Fidelity Investments. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Dalton Anglin is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory roles, he was involved with Alley Cat Allies from 2016 to 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Samuel Munn is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Merrill since 2009. Prior to that, he has been associated with Bank of America, N.A. since 1998. Outside of his advisory role, he serves on the community advisory board for Hilton Head Christian Academy. 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 a variety of clients including individuals, high-net-worth investors, and institutional entities.

Richard Kasprak is a financial advisor at Cetera with 48 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His career includes long-term roles at Avantax and Offerman & Company. Kasprak is also an insurance sales agent, specializing in individual major medical and Medicare supplement insurance policies. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a large nationwide network of over 10,000 advisors.

Zachary Anderson is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and its affiliated entities since 2019, following roles at Northwestern Mutual and engagements with Clemson University and the Charleston County Park and Recreation Commission. Outside of his advisory work, Anderson serves as treasurer for the Charleston County Clemson Club, an alumni association where he manages bookkeeping and organizes events and fundraisers. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a range of investment management and financial planning services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with discretionary and non-discretionary portfolio management across multiple program structures.

Duncan Tyson III is a Series 66-licensed financial advisor with Edward Jones in Charleston, SC, where he has worked since 2013. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Jackson is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Equitable Advisors for 12 years before joining LPL Financial in 2020. Outside of his advisory work, he has involvement with Covenant Insurance Group in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Elliott Chase is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has worked in hospitality as a barback and server. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Michael Battaglia is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and joined Commonwealth Capital Management LLC in 2025. Outside of advisory work, he is also an independent insurance agent selling fixed annuities and life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Lauren Ravenel is a financial advisor at Raymond James Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at RH Financial Services and Nativity School. Outside of her advisory role, she manages office operations for RH Financial LLC as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA plan consulting.

Christopher Williamson is a financial advisor with Mass Mutual Investors Services in Charleston, SC. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to his current role, he worked at Metlife Securities from 2011 to 2017. In addition to his advisory work, he is also an insurance agent specializing in individual and group life and health insurance, as well as fixed and variable annuities. 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 seminars, using firm-approved tools to provide written recommendations through an annual, collaborative planning process.

Lauren Brown is a financial advisor with Merrill in Mount Pleasant, South Carolina, holding Series 66 and Series 63 licenses and one year of industry experience. She has been associated with Bank of America, N.A. since 2025 and BOFA Securities, Inc. since 2016. Outside of advising, she serves as a board member for Black River United Way. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Wilson is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. Prior to joining Cetera, he worked at Uber and The Citadel. Additionally, he serves as a housing coordinator at Wild Dune Resort, overseeing employee temporary housing. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a variety of program options and custodial relationships.

Alan Green is a financial advisor with LPL Financial in Mt Pleasant, SC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Petersen Investments Inc for 12 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in tax preparation and accounting services as a CPA and president of Worth Our Wisdom. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and multiple investment strategies.