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.

Emily Wood is a financial advisor with Merrill in Mount Pleasant, SC, holding a Series 66 license and 21 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, Wood serves as Treasurer for the Eliza Lucas Pinkney Chapter of the South Carolina National Society of the Daughters of the American Revolution and assists with special events at the Golf Club at Briars Creek. 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 institutional accounts.

Sarah Schuba is a Series 66 registered financial advisor with UBS Financial Services, where she has worked since 2012. She has 10 years of industry experience and is based in Mt. Pleasant, South Carolina. Outside of her advisory role, she is the proprietor of a real estate investment LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial planning, portfolio management, and capital markets solutions.

John Wilder is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work history includes positions at Guardian Life Insurance Company, City National Bank of Florida, and Park Avenue Securities. Outside of finance, he has experience working in the food and service industry, including at Truffles Cafe and Carolina Carwash. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and planning tools to deliver written recommendations tailored to client goals.

Jennifer Herron is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing, Robinhood Financial, LLC, and The Vanguard Group, Inc. Herron is based in Charleston, SC. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Christine Grillo is a financial advisor at Merrill with 40 years of industry experience. She has held her current role since 2008. Grillo holds the Series 63 and Series 66 designations. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Dickson is a CFP® professional with 23 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has held previous roles at Truist Investment Services, BB&T, and KeyBanc Capital Markets. In addition to his advisory work, he is an associate at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, institutional clients, and charitable organizations. The firm employs a non-discretionary, goal-based approach utilizing analytical tools such as risk profiling and probability modeling.

Michael Huskey Jr. is a CFP® with 10 years of industry experience, currently serving at MassMutual Investors Services. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Wells Fargo. He is a nonprofit board member and treasurer for Going Places, involved in financial oversight and fundraising for the organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm focuses on collaborative, annual planning relationships using firm-approved analytical tools and offers event-driven planning programs including estate and employer-sponsored planning.

Justin Kiddy is a financial advisor at Cetera with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Veris LLC and Avantax Advisory Services, where he worked for over a decade. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

David Mcnamara is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process incorporating firm-approved tools and market simulations.

Sherri Kirchhoff is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and 66 licenses and bringing 32 years of industry experience. She previously worked at Robert W. Baird & Co., Inc., Edward Jones, and Hein Wealth before joining Morgan Stanley Smith Barney in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

William Rader is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked for 13 years. He is based in Charleston, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non–high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Lindsay Loignon is a financial professional with 15 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 credentials and has previously worked at Citigroup Global Markets, Securian Financial Service Inc, and Minnesota Life Insurance Company. Outside of advisory work, she is an independent advocate for Green Compass, LLC, a retailer of clean and organic wellness products. Cetera Investment Advisers LLC provides a comprehensive range of services to individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers multiple portfolio management options, financial planning, retirement services, and access to third-party money managers within a multi-manager platform managing over $256 billion in assets.

Croft Chestnut serves as a Financial Consultant at Fidelity Investments, a position he has held since 2026. His approach centers on aligning client goals with sound investments and planning, emphasizing a collaborative process that addresses clients' unique situations and adopts a holistic view of their financial picture. Croft's experience at Fidelity Investments spans several roles, including Investment Consultant, Planning Consultant, Relationship Manager, Central Relationship Manager, College Planning Specialist, and Customer Relationship Advocate, reflecting a comprehensive background in financial services and client relationship management. Outside of his professional responsibilities, Croft has interests in baseball, comedy, fitness, football, social events with friends, and golf.

Brent Tatum is a financial advisor with Edward Jones in Summerville, SC, holding CFP®, ChFC®, and Series 66 designations and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Andy OnCall and Mosquito Squad, and earlier at 911 Driving School. He serves as Chairman of the board for Dorchester Habitat for Humanity in Summerville. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Frederick Shreves is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Citigroup Global Markets for nine years before joining Wells Fargo in 2016. He serves as a co-trustee for his parents’ irrevocable trusts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Sam Anderson Jr. is a financial advisor at Edward Jones in North Charleston, SC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Visionary Financial Group, Principal Life Insurance Company, PlanMember Securities Corporation, and Strategic Wealth Advisory Group. Outside of finance, he owns and operates a business as a basketball official (referee). Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Sarah Exell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. Sarah brings experience from various roles within the financial services industry, including analytical and trading support, banking, and financial advising, having begun her career in New York in 2007. Sarah holds a bachelor's degree in international business and French from the College of Charleston. She is a CERTIFIED FINANCIAL PLANNER™ and a Personal Investment Advisor. She actively participates in community service through Bank of America Community Volunteers and is involved in the local art community. Outside of work, Sarah enjoys gardening, golfing, painting, and photography, and resides on Johns Island with her husband, Eric.

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.