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.

Peter Wint is a financial advisor with Wells Fargo Clearing in Sumter, SC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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 credential and one year of industry experience. Prior to 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. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, incorporating model portfolios, third-party research, and advanced technologies.

John Dickson is a CFP® professional with 22 years of industry experience, currently affiliated with Raymond James Financial in Charleston, SC. His career includes roles at Truist Investment Services, BB&T, and Pinnacle Financial Partners. He is also an associate employee at Pinnacle Asset Management in a non-investment-related support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to individuals, high-net-worth clients, corporations, and institutions. The firm employs a tailored, non-discretionary planning approach using analytical tools and supports municipal and public-finance work, along with specialized advisory programs.

Michael Huskey Jr. is a CFP® professional with nine years of experience currently serving at Mass Mutual Investors Services. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Wells Fargo. He serves as Treasurer and board member for a nonprofit organization involved in financial oversight and fundraising. MassMutual Investors Services operates as both a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-based planning supported by analytic tools and offers a range of investment and educational services.

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.

Kurt Denner is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Wagner Systems Inc. and Apex Tool Group, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of financial advisors.

Benjamin Crane is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has held positions at Avantax Advisory Services, Avantax Investment Services, and Arrow Advisory, LLC, where he also provides individual and business tax preparation, bookkeeping, payroll, and tax planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies supported by a nationwide network of over 10,000 advisors.

Sherri Kirchhoff is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior firms include Robert W. Baird & Co., Inc., Edward Jones, and Hein Wealth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a variety of advisory programs.

William Rader is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Charleston, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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.