John Ross is a Series 66 licensed financial advisor with 21 years of industry experience. He currently works at Wells Fargo Advisors, where he has been since 2021. Prior to that, he held roles at Bank of America and Merrill from 2005 to 2021. Outside of his advisory practice, Ross is a co-trustee of his father's trust and has ownership in a tree farm through Boland Family Farms LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized offerings such as business-owner transition and special-needs planning. The firm utilizes in-house research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Karissa Rucki is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior work includes roles at Medical University Hospital Authority and various service industry positions. Outside of finance, she works as a server’s assistant at Post House in Mount Pleasant, SC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Joseph Purter is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Enterprise Holdings, Cintas Corporation, Spectrum, Pizza Hut, and Presbyterian College. Outside of his advisory duties, he is co-owner of Dreamers & Commanders Company LLC, an athletic development business, and serves on the board of Garnet & Blue Collective, which supports NIL opportunities for athletes at Presbyterian College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Danielle Burness is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career spanning over three decades in the financial services industry. She began her career in 1991 at SunTrust Bank and joined Merrill in 1997. As the founder of The Burness Group, Danielle serves a diverse range of clients including attorneys, business owners, corporate executives, and multi-generational families. Her expertise extends to areas such as corporate retirement benefit plans, college education planning, divorce transition planning, socially responsible investing, and women and wealth. Danielle holds a bachelor's degree in behavioral and social science from the University of Maryland. She is a Certified Plan Fiduciary Advisor (CPFA), a Personal Investment Advisor (PIA), and a Merrill Retirement Accredited Financial Advisor (RAFA), qualifying her among a select group at Merrill to represent corporate retirement plans. Her approach emphasizes personalized service, client collaboration, and alignment with clients' values and aspirations to create tailored wealth management strategies. Beyond her professional work, Danielle splits her time between Annapolis, Maryland, and Charleston, South Carolina. She is committed to volunteer efforts, supporting and raising awareness for the Charleston Animal Society. Danielle also has interests in health and wellness, classic cars—owning a 1958 Chevy Impala—and enjoys activities such as Pilates, spinning, and running.

Clay Hershey is a financial advisor with LPL Financial based in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining LPL Financial in 2018. Outside of his advisory role, Hershey serves as a for-profit board member of the PruittCares Foundation. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios, research, and various technology-driven investment options.

Denise Kelly is a financial advisor at Morgan Stanley with 41 years of industry experience. She has been with Morgan Stanley and its affiliate, Morgan Stanley Smith Barney LLC, since 2012. Kelly holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Patrick Buttarazzi Jr. is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a three-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment searches, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within their investment menus.

Robert Klein is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various financial topics, with options to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Charles Knowlton Jr. is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding Series 63 and Series 65 credentials and 44 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 serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, employing a range of investment strategies including traditional and non-traditional allocations, and provides both discretionary and non-discretionary management options.

Mary Macatee is a financial advisor with Merrill in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she occasionally consigns clothing through The Real Real. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Lassiter is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Apollon Wealth Management, among other firms. Outside of his advisory work, he is involved with Dogstar Pet Care, a recreation business in Charleston, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and modeling tools, focusing on advisory services rather than individual security recommendations.

Joseph Landing is a financial advisor with Raymond James & Associates holding a Series 66 designation and two years of industry experience. Before joining Raymond James, he worked at Nexstar Media Group and has a background that includes roles at the Moving Picture Institute and the University of Miami. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and research support.

Douglas Smith is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Smith serves on the Clemson University Board of Visitors and is involved in several business ventures, including co-ownership of a tax preparation service and ownership interests in various real estate and office management businesses. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to deliver personalized, non-discretionary recommendations.

Charles Hess is a financial advisor with Edward Jones in Mount Pleasant, SC, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds.

W Velasco Sr. is a financial advisor at UBS Financial Services with 32 years of industry experience. He previously worked at Bank of America, NA for 14 years and Merrill for 30 years. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing customized financial planning and portfolio management based on proprietary research and model-based asset allocations.

Bobby Parham II is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2017, following three years at Nationwide Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Keegan Hornbuckle is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has worked at City National Bank and Morgan Stanley Private Bank prior to his current role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Robert Blitch is a financial advisor with Wells Fargo Clearing in Mount Pleasant, SC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mc Kenna Hough is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Her prior experience includes roles in logistics, event coordination, and wellness. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Charles Holbrook is a financial advisor at Edward Jones in Charleston, SC, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Uber for one year. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.