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 licenses and with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutional entities. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Mc Kenna Hough is a financial advisor with Merrill and holds a Series 66 designation. She has seven years of industry experience, including roles at Bank of America and Merrill since 2019. Prior to her current positions, she worked in various capacities across sectors such as logistics, events, wellness, and accounting. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs a range of model-based and discretionary investment strategies, supported by internal and third-party managers.

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 and holds the Series 66 designation. His prior roles include positions at Northwestern Mutual, Fogle and Associates, Vail Resorts, and Clemson University. Outside of his advisory work, he is a captain for Billfishin' LLC, a fishing charter business based in South Carolina. Osaic Wealth serves a diverse clientele including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a variety of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and a multi-advisor platform.

Aaron Barber is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

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 credentials and has worked at Lincoln Financial Services since 2008 and Osaic FS, Inc. from 2004 to 2025. Outside of his advisory role, he is involved in several insurance-related business activities, including managing an insurance agency and assisting clients with life settlements. OSAIC serves a diverse clientele including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, consolidation activities, and a complex affiliate network that provides a broad platform of financial products and services.

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.

David Reed is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with Equitable Advisors since 2014 and previously with Axa Advisors, LLC. Outside of his advisory role, he serves on the board of directors for the Colgate University football program. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, focusing on personalized client assessment and fiduciary services for qualified plans.

Susan Randolph is a Series 66-licensed financial advisor with Merrill, where she has worked since 1997, totaling 27 years of industry experience. She is based in Mount Pleasant, South Carolina. Merrill, along 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 strategies for a variety of client types, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Rhodes is a financial advisor with Merrill in Charleston, SC, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. 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, and various institutional investors.

Donald Kellerman Jr. is a financial advisor at Raymond James Financial with 29 years of industry experience. He has previously worked at Merrill and Bank of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation, along with targeted advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Brophy III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has previously worked at Maryland Financial Group, Inc., FSC Securities Corporation, and Scott & Stringfellow, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by various operational and research tools.

Meredith Kitson is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2018 and previously held roles at Edelman Financial Services, EF Legacy Securities, and John Hancock. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering services that include discretionary management, online advice, and workplace retirement solutions.

Sofia Ward is a financial advisor at Morgan Stanley with 21 years of industry experience. She has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and has been affiliated with Citigroup Global Markets since 2004. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s return estimates.

Matthew Aronson is the Director of Advanced Planning at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with Fidelity financial advisors, planners, and other professionals to facilitate Advanced Planning educational discussions with clients. His focus is on assisting clients in pursuing their estate and wealth transfer goals. Matthew's expertise lies in advanced financial planning strategies, particularly in estate and wealth transfer areas. His professional responsibilities involve partnering with various professionals to provide specialized guidance and education to clients, supporting their financial objectives. Outside of his professional role, Matthew's personal interests include attending concerts, engaging in family activities, and participating in sports such as football, golf, and table tennis. He also has an interest in music.

Tamilla Tillman is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. She focuses on helping individuals, families, and business owners with college education planning, family wealth management strategies, personal retirement planning, small business strategies, and tax minimization. Her work involves creating personalized plans tailored to clients' unique ambitions and priorities, aiming to simplify the complexities of investing and wealth planning. Tamilla holds a Personal Investment Advisor (PIA) designation and completed an Accredited Certificate Program from the University of Arkansas System. She serves clients including high-net-worth individuals, business owners, retirees, and young professionals, providing advice on retirement income, individual and corporate investment strategies, and financial planning for women, sports, and entertainment professionals. Outside of her professional role, Tamilla enjoys adventure sports, basketball, cooking, dancing, football, music, swimming, tennis, traveling, and spending time with her family.

Jane Shipe is a financial advisor with Morgan Stanley in Ravenel, South Carolina, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and previously with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and portfolio modeling techniques.

Kevin Mulkern Jr. is a financial advisor at UBS Financial Services with 19 years of industry experience. He previously worked at Jpmorgan Chase Bank NA and Jpmorgan Securities LLC for 13 years before joining UBS in 2020. Outside of his advisory role, he owns and operates Good For You Candy Company, a business that makes and sells whole food candy using dried fruit and maple syrup. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.