Travis Burdette is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation and 14 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. Outside of his advisory role, his spouse owns and operates a psychiatry practice in Mount Pleasant, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Anne Norton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Raymond James Financial Services since 2026 and previously worked at Raymond James & Associates from 2014 to 2025. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning supported by risk profiling and modeling tools, and it offers specialized programs such as municipal and public finance advisory services.

Bryan Keorlet is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is currently with Edelman Financial Engines and previously worked at Fisher Investments among other firms. Bryan volunteers as a financial planning coach for Wings for Widows, providing pro bono support to newly widowed individuals. Edelman Financial Engines offers technology-enabled investment advisory services primarily 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.

Michael Smalyga Jr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its advisory approach.

Robert Waite is a financial advisor with Ameriprise in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Ameriprise since 2017 and previously spent time at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Waite coaches youth soccer with the South Carolina Surf Soccer Club. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. Its approach integrates research, modeling, and tax-efficiency analysis to deliver tailored, written retirement income recommendations through a centralized consulting team.

Kaylee Wilhite is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She has worked at Ameriprise since 2020, with prior roles including market research and positions at Augusta National Golf Club and the University of South Carolina. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendations that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its planning approach and provides a broad range of advisory, brokerage, and insurance solutions.

Dawn Vardakas is a financial advisor with Primerica Advisors in North Charleston, SC, holding Series 63 and Series 65 licenses and with 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved with Saint Benedict Catholic Church since 2026. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Samantha Froggatt is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Her prior experience includes roles at Avantax Advisory Services and Avantax Investment Services. She serves as a board member for two social clubs and participates on the advisory board for the Customer Experience Program at the University of Tennessee, Knoxville. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, 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 across multiple program structures and custodial relationships.

Perry Waring is a financial advisor with LPL Financial, holding a Series 63 designation and 46 years of industry experience. Before joining LPL Financial in 2025, he spent over four decades at Cadaret, Grant & Co., Inc. and has been associated with Charlestown Associates since 2001. Outside of his advisory work, he is involved in local government in Charleston, SC, serving in a political role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of financial planning and advisory programs supported by research, model portfolios, and technology-driven solutions.

Erman Frazier III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He helps individuals, families, and companies organize their finances and investments to meet their financial goals. Erman brings expertise in areas such as college education planning, retirement income, portfolio management services, family wealth management strategies, and managing new wealth. Erman holds various professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is registered with FINRA holding Series 3, 7, 8, 63, and 65 licenses as well as a Life Insurance and Annuity License. Additionally, he has a High School Diploma from Richard Montgomery. He is actively involved in his community and has served as Mayor Pro Tempore on the Awendaw Town Council. Erman participates in several organizations including City Life Church, Leukemia Lymphoma Society, Mount Pleasant Chamber of Commerce, Operation Home, Sea Island Habitat for Humanity where he served on the Board of Directors, and Seacoast Church.

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.