David Reed is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with Equitable Advisors since 2014 and previously with Axa Advisors, LLC. Outside of his advisory role, he serves on the board of directors for the Colgate University football program. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, focusing on personalized client assessment and fiduciary services for qualified plans.

Susan Randolph is a Series 66-licensed financial advisor with Merrill, where she has worked since 1997, totaling 27 years of industry experience. She is based in Mount Pleasant, South Carolina. 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. The firm offers model-based and discretionary strategies for a variety of client types, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Kellerman Jr. is a financial advisor at Raymond James Financial with 29 years of industry experience. He has previously worked at Merrill and Bank of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation, along with targeted advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Brophy III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has previously worked at Maryland Financial Group, Inc., FSC Securities Corporation, and Scott & Stringfellow, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by various operational and research tools.

Meredith Kitson is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2018 and previously held roles at Edelman Financial Services, EF Legacy Securities, and John Hancock. 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 services that include discretionary management, online advice, and workplace retirement solutions.

Sofia Ward is a financial advisor at Morgan Stanley with 21 years of industry experience. She has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and has been affiliated with Citigroup Global Markets since 2004. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s return estimates.

Gene Potes is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Premier Wealth Partners, Sallyport Global, and Merrill. He is also associated with GAP Enterprise LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by extensive technology and resources.

Matthew Aronson is the Director of Advanced Planning at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with Fidelity financial advisors, planners, and other professionals to facilitate Advanced Planning educational discussions with clients. His focus is on assisting clients in pursuing their estate and wealth transfer goals. Matthew's expertise lies in advanced financial planning strategies, particularly in estate and wealth transfer areas. His professional responsibilities involve partnering with various professionals to provide specialized guidance and education to clients, supporting their financial objectives. Outside of his professional role, Matthew's personal interests include attending concerts, engaging in family activities, and participating in sports such as football, golf, and table tennis. He also has an interest in music.

Tamilla Tillman is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. She focuses on helping individuals, families, and business owners with college education planning, family wealth management strategies, personal retirement planning, small business strategies, and tax minimization. Her work involves creating personalized plans tailored to clients' unique ambitions and priorities, aiming to simplify the complexities of investing and wealth planning. Tamilla holds a Personal Investment Advisor (PIA) designation and completed an Accredited Certificate Program from the University of Arkansas System. She serves clients including high-net-worth individuals, business owners, retirees, and young professionals, providing advice on retirement income, individual and corporate investment strategies, and financial planning for women, sports, and entertainment professionals. Outside of her professional role, Tamilla enjoys adventure sports, basketball, cooking, dancing, football, music, swimming, tennis, traveling, and spending time with her family.

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.

Ryan Boersig is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial in 2026, he worked at Ameriprise and held various roles at Ecolab and Enterprise Holdings. Outside of financial advising, he owns and operates an umbrella rental business in Mount Pleasant, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and portfolio management supported by proprietary research and third-party strategies.

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.