Viktor Hammer is a Series 66 licensed financial advisor with 12 years of industry experience, currently practicing at Morgan Stanley in Charleston, SC. He has been affiliated with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Hammer also serves as a board member of the Armand Hammer Foundation, which focuses on education and the arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment research in its financial planning process.

Jamie Nix is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides financial planning, portfolio management, and consulting services to individuals, families, pensions, corporations, and institutional clients. The group offers tailored investment strategies using a combination of in-house and third-party managers, with services ranging from discretionary management to complex allocations including private funds and real assets.

Thomas Stotz is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2008 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Karyn Lancaster is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and Series 66 designations and having 27 years of industry experience. She previously worked at Tower Square Securities, Inc. from 2002 to 2004 before joining Linsco/Private Ledger Corp., where she has been since 2004. 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, with advice primarily delivered by investment adviser representatives using a variety of investment strategies.

Brandon Benton is a financial advisor with Merrill in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Merrill and Bank of America since 2018 and was previously employed by AXA Advisors, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Philbeck IV is a financial advisor with LPL Financial in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior work includes roles at Maryland Financial Group, Inc. and Securian Financial Services, Inc. He also conducts educational workshops through Legacy Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies across various allocation models.

Collin Graves is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He joined Fidelity in 2018 and has held various positions including Financial Consultant and Investment Solutions Consultant, bringing a broad understanding of financial planning and investment strategies. Prior to joining Fidelity, Collin worked as a Financial Consultant at AXA Advisors from 2014 to 2018. Throughout his career, Collin has focused on partnering with clients to identify their unique financial goals and provide guidance tailored to their complex needs. His approach emphasizes collaborative planning aimed at helping clients attain peace of mind by understanding the story behind the numbers. Outside of his professional responsibilities, Collin enjoys outdoor activities such as camping, fishing, football, hiking, kayaking, and sailing.

Jacob Wright is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 credential and has 13 years of industry experience. Prior to joining Raymond James, he worked at SunTrust Advisory Services, Truist Investment Services, and BB&T entities. He serves as a board member and finance committee member for City Life Church in Mount Pleasant, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools, supporting clients through advisory programs and institutional consulting across its extensive advisor network.

Craig Mcdonald Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2019 and previously worked at AXA Advisors, LLC and Fort Sumter Tours, Inc. Outside of his advisory role, he is involved as a referring agent in a non-variable insurance business. 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, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jeffrey Percy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Ryan Coughlan is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Russell Reynolds Associates and Cathartes, as well as involvement with the Wake Forest University Basketball Club and Wake Forest University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party program sponsors.

William Wennberg Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A., Le Cavalier, and Equitable Advisors, LLC. He has worked in various capacities outside finance, including at Dupont Country Club as a fitness desk attendant. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jake Wynn serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners with clients and their families to develop financial plans aimed at achieving their financial goals and providing peace of mind. He emphasizes building strong relationships and maintaining trust, reliability, and competency through open communication and ongoing plan evaluation. Prior to joining Fidelity Investments, Jake worked as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020 and as a Financial Advisor at Prudential Financial between 2015 and 2017. His career also includes experience as an Operations Manager at Palmetto from 2013 to 2016.

Edwards Brawley is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and possessing 44 years of industry experience. His prior experience includes eight years at UBS Financial Services before joining Ameriprise in 2009. Outside of his advisory role, he operates a business through Edgeworth Capital Group, a wealth management practice of Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Barker is a financial advisor with Ameriprise in Mt Pleasant, SC, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, with eligibility criteria based on investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized retirement recommendations.

Kenneth Fickling is a Series 66-credentialed financial advisor with 26 years of industry experience. He is currently with LPL Financial and has prior experience at Cetera, Wells Fargo Advisors, A. G. Edwards & Sons, and UBS Financial Services. He is also involved with Charleston Retirement Planning, a non-variable insurance business related to his advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides brokerage and advisory services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by technology and research tools, with a notable scale of assets and advisor network.

Thomas Clarke is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory duties, he is an organizer of Breakwater Holdings LLC, a real estate investment entity in Mount Pleasant, South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and structured discovery conversations in its financial planning process.

Brannigan Beam is a CFP® and ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Company, having previously worked for Northwestern Mutual in various capacities. Outside of his advisory role, he is an author and serves on a nonprofit board. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning, estate settlement, and employer-sponsored planning.

John Harris is a financial advisor with Raymond James & Associates in Mt. Pleasant, SC, holding a Series 63 designation and 44 years of industry experience. He worked at Citigroup Global Markets for 17 years before joining Raymond James & Associates in 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mattison McCurry is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. McCurry has been with Raymond James & Associates since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.