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.

Joshua Ayers is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked seven years with Dorchester School District Two. Outside of his advisory role, Ayers officiates high school football and softball games and owns a custom gifts business specializing in embroidery and vinyl products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.

Joseph Harley is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual, Fogle and Associates, Vail Resorts, and Clemson University. Outside of his advisory role, he is also a fishing charter captain with Billfishin' LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Aaron Barber is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Gene Swindle Jr. is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked for seven years. Prior to joining Raymond James, he spent six years at American Bancshares Mortgage, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Louis Dimuzio Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has served at Lincoln Financial Services since 2008. In addition to his advisory role, he is involved in life settlements and insurance, offering products such as accident, health, disability insurance, and fixed and indexed annuities. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk analysis to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Mallory Smith is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Carolinas Wealth Management, Voya Financial Advisors from 2014 to 2018. 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.