Troy Barrentine is a CFP® and ChFC® with 31 years of industry experience, currently serving at Equitable Advisors since 1999. Prior to the firm’s current branding, he was associated with AXA Advisors, LLC for 21 years. Outside of his advisory role, Barrentine holds board and financial roles in several entities, including serving as Treasurer on the Board of Directors for Portside Center, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, offering a mix of discretionary and non-discretionary advisory services.

William Cooley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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 financial advisor at Stifel with 17 years of industry experience and holds a Series 66 credential. Her prior experience includes roles at Raymond James and Associates, Wells Fargo Clearing, and Wells Fargo Advisors. She is based in Charleston, SC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Justin Hunt is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds the Series 63 and Series 65 designations and has 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 combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and long-term, fiduciary-focused investment management.

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 the Regional Managing Director for Merrill Private Wealth Management, a role he assumed in June 2023. He began his career with Merrill in 1993 as a financial advisor in Washington, DC, joining the firm immediately after completing his college education. In his current leadership position, he emphasizes the collaborative culture within Merrill Private Wealth Management, highlighting the team's ability to leverage the comprehensive resources of Bank of America and Merrill to support clients’ financial, life, and family goals. Mr. Marsden’s areas of focus include global wealth management, asset management, annuity and retirement plan distribution, enterprise business integration, and improving the performance and productivity of teams and businesses. He holds professional designations as a Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA), credentials that reflect his commitment to advanced education and expertise in wealth management. Additionally, he is a member of the professional organization Racquet Up Detroit.

Virgil Willard III is a CFP®-designated financial advisor with eight years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has also been involved with Financial 360, Inc. since 2015. Additionally, he serves as an insurance agent, providing insurance needs analysis and recommendations to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

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 12 years of industry experience. He has been with LPL Financial since 2014 and previously worked at Maryland Financial Group, Inc. Derrick has involvement in multiple investment-related business activities affiliated with LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.

Reagan Fitzgibbons is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2024, Reagan worked at Wells Fargo Clearing Services and held positions at Surrey Bank & Trust and Turret Investment Management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

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 financial advisor with Cetera and holds the CFP® designation along with Series 65 and 63 licenses. She has five years of industry experience and has worked at several firms, including Cetera Advisors and JBJ Investment Partners. In addition to her advisory role, she serves as a financial professional offering pro bono financial planning through the Foundation for Financial Planning. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment advisory services through a large network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with offerings that include portfolio management, financial planning, and access to multiple program structures and third-party managers.

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.

Rocco Cassone Jr. is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Outside of his advisory role, he is involved with Uber in a contractor capacity. 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 focused on tailored financial planning supported by structured discovery processes and advanced modeling tools.

Paige Statton is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has concurrent experience at CitiGroup Global Markets Inc since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Ira Riner is a financial advisor with UBS Financial Services in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor plans and asset allocations according to clients’ goals and risk tolerances.

Mark French is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with UBS since 2015. Outside of his advisory role, he serves on the finance committee of Charleston Catholic School and has done voice-over work for local radio commercials. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and research-driven planning to tailor investment strategies to client goals and risk tolerances.

Beau Marshall is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He previously worked at Merrill for eleven years before joining Wells Fargo. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

Logan Young is a financial advisor with Ameriprise in Mt. Pleasant, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Liberty University from 2021 to 2024 and has teaching experience at the high school and middle school levels. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.