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 Merrill, Comerica Securities, and Reliance Trust Company of Delaware before joining Harvest in 2018. Seski holds Series 63, 65, and 66 licenses. Harvest Portfolio Management, LLC is a state-registered investment adviser providing discretionary and non-discretionary investment management to individuals, trusts, estates, charitable organizations, and institutional fiduciaries. The firm emphasizes a long-term, fundamentals-oriented investment approach with a focus on tax awareness and risk management, utilizing both quantitative and qualitative factors alongside advanced large language model tools to support research.