Andrew Heinold is a CFP® certificant with 21 years of industry experience, currently practicing at Edward Jones since 2004. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Heinold is involved in real estate through ownership of Lawnboys Properties, LLC. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining extensive affiliated capabilities beyond traditional advisory services.

Daniel Pegues is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over twenty years of experience in investment advising across registered securities and real estate. Before joining Merrill Lynch, Daniel assisted families of the armed forces with personal financial planning. He focuses on assisting entrepreneurs, small business owners, and corporate clients in achieving their personal and business financial goals through cash flow management, capital budgeting, monetary and benefits structuring, tax efficiency, and succession planning. Daniel earned a Bachelor of Science in Business Administration from The College of Charleston, with minors in Marketing, Supply-Chain Management, and Physics, and holds a Master of Business Administration from The Citadel. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Active in his community, Daniel supports various non-profit organizations such as the Preservation Society of Charleston and participates in a local wine tasting club. He enjoys sailing and equestrian activities and resides in Charleston, South Carolina, with his wife and son.

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 CFP® and ChFC® with 39 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for nine years. He is a board member of the Disabilities Board of Charleston County, overseeing services for people with disabilities and special needs. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Eric Burn is a CFP® professional with 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2002. He is based in Charleston, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

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 Merrill, Comerica Securities, and Reliance Trust Company of Delaware before joining Harvest in 2018. Seski holds Series 63, 65, and 66 licenses. Harvest Portfolio Management, LLC is a state-registered investment adviser providing discretionary and non-discretionary investment management to individuals, trusts, estates, charitable organizations, and institutional fiduciaries. The firm emphasizes a long-term, fundamentals-oriented investment approach with a focus on tax awareness and risk management, utilizing both quantitative and qualitative factors alongside advanced large language model tools to support research.