Steven Baller is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and is also involved with Chucktown Homes, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of advisory and brokerage services, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm provides investment advisory, financial planning, and retirement plan consulting, using research and analytics to guide investment decisions.

William Brown is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Ansley Mellette is a financial advisor with UBS Financial Services, holding a Series 66 designation and 23 years of industry experience. Prior to joining UBS in 2023, Mellette worked at M Holdings Securities, Harbour Wealth Management Group, Raymond James & Associates, and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Fred Claghorn III is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2015. Prior to LPL, he was associated with Concourse Financial Group Securities, Inc. from 2013 to 2015. He is based in Mount Pleasant, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors to support investment strategies.

William Rogers is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as Board Chair and is involved in fundraising and committee work for The Able Life Foundation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning that includes scenario modeling without individual security recommendations as part of standalone plans.

Darryl Fyall is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 27 years of industry experience. His career includes roles at firms such as LPL Enterprise, Prudential Insurance Company of America, and MassMutual. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multi-platform account implementation.

Troy Barrentine is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Equitable Advisors since 1999. Outside of his advisory work, he serves on the board of directors as treasurer for Portside Center, LLC. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through its network of Investment Adviser Representatives and third-party model sponsors.

William Cooley is a financial advisor at Wells Fargo Clearing with 54 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2016, he worked at Morgan Stanley and Citigroup Global Markets. 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 offers both brokerage and advisory solutions.

Joseph Caughman is a financial advisor at Morgan Stanley with 11 years of industry experience. He previously worked at Merrill and Bank of America, N.A. for ten years. He holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that incorporates market outlooks and scenario modeling.

Constance Bergkessel is a Series 66-credentialed financial advisor at Stifel with 18 years of industry experience. She has worked at Stifel since 2022 and previously held positions at Raymond James and Associates, Inc. and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Justin Hunt is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*Trade Securities. 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 diversified portfolios, periodic rebalancing, and fiduciary management for retirement accounts.

Lindsey Green is a Series 66 licensed advisor with Merrill, based in Mount Pleasant, SC, and has 19 years of experience with the firm. She has eight years of industry experience overall. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Marsden is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Merrill since 1993. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes tax-efficient investment strategies and benefits from its integration with Bank of America affiliates, supporting a comprehensive platform for trading, lending, and capital-markets activities.

Virgil Willard III is a CFP® with eight years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked with Raymond James since 2018 and is also associated with Financial 360, Inc. Outside of his advisory role, he serves as an insurance agent, providing insurance needs analysis and recommendations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and invests with an emphasis on risk profiling and analytical modeling, supporting clients through various advisory programs and consulting services.

Mary Simasek is a financial advisor with UBS Financial Services in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at UBS since 2017 and previously spent four years at PNC Financial Services. She is a member of the Board of Directors at St. Joseph's Seminary and College and serves on its Finance and Development Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm operates as both an investment adviser and broker-dealer, offering a broad range of financial services including wealth management, institutional trading, and capital markets solutions.

Trent Derrick is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and has 12 years of industry experience. He has been with LPL Financial since 2014 and previously worked at Maryland Financial Group, Inc. from 2014 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-focused technology.

Reagan Fitzgibbons is a financial advisor with Equitable Advisors holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2024, Reagan worked at Wells Fargo Clearing Services and held roles at Surrey Bank & Trust and Turret Investment Management. Equitable Advisors serves a broad client base including individual, corporate, pension, and charitable clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions.

William Green is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at TIAA in individual and institutional services for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Virginia Wilson is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera. She has worked with several firms including JBJ Investment Partners and Lowcountry Financial Group, where she holds a role as Branch Operations Manager. Wilson also provides pro bono financial planning through the Foundation for Financial Planning. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, and institutional accounts. The firm supports a range of investment approaches from model portfolios to bespoke strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Lawrence Williford is a CFP® professional with 18 years of industry experience, currently serving at Raymond James & Associates since 2014. He holds the Series 66 designation and is based in Charleston, SC. Outside of his advisory role, he is a partner in Charleston Angel Partners and serves on the investment committees for the Episcopal Diocese of South Carolina and Grace Church Cathedral. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.