Alexander Bukoski is a CFP® at Edelman Financial Engines with several years of experience in the financial services industry, including prior roles at AXA Advisors and New York Life Insurance Company. He has also worked in the restaurant industry and has experience in higher education. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online platforms.

Charles Glasser Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Cetera and its affiliates since 2013 and operates a financial services business known as Lowcountry Financial Group. Outside of finance, he serves on the advisory board of the Carolina Film Alliance, a nonprofit organization supporting the film industry in South Carolina, and works as a charter captain and fishing guide. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, including model portfolios, third-party managers, and customized strategies.

Elesparantae Powe is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has worked at several notable firms, including Fidelity Investments and TD Ameritrade. Outside of her advisory role, she is a member and owner of Atlantic Pearle LLC, a real estate investment holding company. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Gerald Rickenbaker is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. His prior positions include roles at Citadel and shorter engagements with Charleston Harbor Resort and Marina and SIB Fixed Costs Reduction. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mari Hendrickson is a financial advisor with Primerica Advisors in North Charleston, SC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Service since 2005. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kevin Mc Culloch is an International Wealth Advisor at Merrill Lynch Wealth Management, based in Greenwich, Connecticut. He holds the position of Senior Vice President and Senior Portfolio Manager, focusing on delivering personalized financial planning and portfolio management services to families, senior executives, entrepreneurs, and clients with international wealth management needs. Kevin's expertise includes family wealth management strategies, tax minimization, and the integration of investment management, wealth transfer, credit structuring, philanthropic endeavors, and family office services. He applies a customized approach to develop financial strategies that align with his clients' personal, professional, and philanthropic goals. Kevin earned a bachelor's degree from Harvard University and holds the Personal Investment Advisor (PIA) designation. Outside of work, he enjoys hiking, fishing, biking, cooking, surfing, reading, traveling, and spending time with his family.

Bobby Crouch III is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing, US Bank, Bank of America, and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Michael Glennon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Merrill Lynch, Truist Investment Services, and BB&T Securities. Glennon is also an associate at Pinnacle Asset Management, where he focuses on building relationships with Pinnacle partners and managing client investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Jensen is a financial advisor with Raymond James & Associates in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and with 33 years of industry experience. His prior roles include eight years at Wells Fargo Clearing and six years at Wells Fargo Advisors LLC. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Hayden Sewell is a CFP® and Series 66-registered financial advisor with 10 years of industry experience, currently practicing at Edward Jones since 2015. He is based in Mount Pleasant, SC. 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 under management and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Brett Macko is a financial advisor at Merrill with Series 65 and Series 66 credentials. He has professional experience working at Bank of America, Regions Financial, and Neary Law LLC. Prior to entering the financial industry, he held roles at Charleston School of Law, Novo Nordisk, Elon University, and ETX Capital. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffery Mc Carragher is a financial advisor at Edward Jones in Charleston, SC, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Edward Jones, he has been self-employed since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and trust services, operating under a fiduciary standard.

Nicholas Jones is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding CFP® and ChFC® designations and bringing 16 years of industry experience. He has been with Mass Mutual since 2012, including over a decade at Mass Mutual Investors Services. Outside of his advisory role, Jones serves as vice president of his local homeowners association board. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a collaborative planning approach using analytical tools and offers a range of programs including educational seminars and event-driven planning services.

Charlie Stephenson is a Planning Consultant at Fidelity Investments. He has held various roles at Fidelity Investments since 2022, including Relationship Manager, Financial Representative, and Client Relationship Advocate. Prior to his current role, Charlie gained experience in client relationship management and financial representation. As a veteran and former fighter jet technician, he applies discipline and steady focus to his professional relationships. His approach emphasizes service, integrity, and accountability, aiming to understand client goals and values to co-create personalized financial plans. Outside of his professional work, Charlie's interests include golf, music as an instrumentalist and singer, military service, reading, and traveling.

Denise Croake is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 designations and 14 years of industry experience. She previously worked at THE O.N. Equity Sales Company for 12 years and has been associated with Encore Financial Group for over a decade, where she served as COO and Investment Advisor Representative. Outside of her advisory roles, she is involved in managing a small residential rental business with her spouse. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using a range of asset allocation tools and third-party solutions to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Beth Bohara is a financial advisor with Mass Mutual Investors Services in Mt. Pleasant, South Carolina, holding Series 63 and Series 66 licenses and two years of industry experience. She has previously worked with Northwestern Mutual Wealth Management Company and Medical University of South Carolina entities. Outside of advisory work, she holds a position as an insurance broker specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative annual planning engagements supported by firm-approved analytical tools.

John Welsh is a financial professional with Cetera, holding a Series 66 credential and four years of industry experience. His career includes roles at Commonwealth Financial Group and Cetera Wealth Services, LLC. Outside of advisory work, he was involved with Wild Roots Candle Company from 2019 to 2021. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeffrey Mcintire is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Royal Alliance Associates, INC. and Jhfn Sii. In addition to his advisory role, he is the managing partner at TEE TO GREEN FINANCIAL, LLC, a partnership focused on tax preparation and filing. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services supported by various investment platforms and third-party solutions.

James Moore is a Series 66-licensed financial advisor with Merrill, based in Mount Pleasant, SC, with 11 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Dillingham is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He has been associated with Wells Fargo Clearing Services, LLC since 2017 and Wells Fargo Bank NA since 2014. Outside of his advisory role, he is involved in property management and cohosting short-term rental properties in Charleston, SC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu for clients meeting a net-worth threshold and integrates advisory services with various financial products and referral channels.