Jason Ridings is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Bank of America, including roles with Merrill and Morgan Stanley Smith Barney. Ridings serves as a board member of The Pennington School in New Jersey. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate-sponsored financial planning services.

Leo Mclaughlin is a financial advisor with Wells Fargo Clearing in Mount Pleasant, SC, holding CFP® and ChFC® designations with 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as a board member of the Disabilities Board of Charleston County, which supports people with disabilities and special needs. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Eric Burn is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A., where he has been employed since 2002. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process includes investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a broader product offering that includes insurance-related vehicles and bank deposit sweep options.

Michael Bayless is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His prior roles include positions with Avantax and Prudential Insurance Company of America. He also provides financial planning and wealth management services through Arrow Advisory. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and retirement services. The firm operates a multi-manager platform offering access to affiliated and third-party money managers and manages over $256 billion in assets across more than 10,000 advisors.

Walker King is a financial advisor at Edward Jones in Charleston, SC, with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Saybrus Equity Services Inc and Saybrus Partners from 2014 to 2020. Outside of advising, he has been involved with MAC3 Holdings LLC, a single-family rental property business in Greenville, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its large network of advisors and branch offices and provides both discretionary and non-discretionary strategies under a fiduciary standard.

John Evans III is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and investment modeling to support client financial goals.

Mark Seski is a financial advisor at Harvest Portfolio Management, LLC with 26 years of industry experience. He has held positions at Harvest Portfolio Management since 2018 and previously worked at Reliance Trust Company of Delaware from 2016 to 2018. He holds the Series 63, Series 65, and Series 66 credentials. Harvest Portfolio Management, LLC is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, and institutional fiduciaries. The firm employs a long-term, fundamentals-oriented investment approach that incorporates tax awareness, risk management, and both quantitative and qualitative factors, while utilizing large language models to support research.