Robert Williams is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, following nine years at Wells Fargo Advisors Financial Network LLC. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.

Robert Reynolds is a financial advisor with Morgan Stanley based in Charleston, SC. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, as well as prior experience at Olivetree Financial, LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets across a range of retail and institutional services.

James Grogan is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior roles include leadership positions at Lowcountry Financial Group, Cetera Advisors LLC, and Low Country Retirement. He serves as a board member of the Exchange Club, a civic organization focused on preventing child abuse. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Jennifer Phillips is a financial advisor with Mass Mutual Investors Services, holding Series 66 and Series 63 licenses and seven years of industry experience. She previously worked with Northwestern Mutual in various capacities from 2018 to 2025. Outside of advising, she is the CEO and owner of Echo Haus LLC, a business coaching and consulting firm specializing in advising business owners. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver collaborative, goal-based recommendations.

Steven Meyer is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has worked at Wells Fargo Advisors since 2016. Outside of advising, he has involvement in multiple investment-related business ventures in the Charleston area. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that delivers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory work with other financial products and referral channels.

Nathan Heinlein is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has prior experience at Ignite Digital Services and educational institutions. Heinlein also serves as an associate on the financial planning team at Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jacob Davis is a financial advisor at Morgan Stanley in Charleston, SC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as involvement with Effee's Frozen Favorites and JD Long Masonry. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

David Horine is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding the ChFC® and Series 63 credentials and bringing 13 years of industry experience. His prior roles include positions at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory work, he is an owner and partner of Mount Pleasant Tax LLC, where he is involved in tax preparation services, and serves as a non-compensated board member of the nonprofit Just Bee. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.

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 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.