William Brown is a financial advisor at Merrill with 16 years of industry experience. He has been with Merrill since 2009 and holds a Series 66 designation. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management includes various program strategies and emphasizes tax-efficient capabilities, supported by its integration with Bank of America affiliates and capital-markets platforms.

Ansley Mellette is a financial advisor with UBS Financial Services, holding a Series 66 designation and 23 years of industry experience. Prior to joining UBS in 2023, Mellette worked at M Holdings Securities, Harbour Wealth Management Group, Raymond James & Associates, and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

William Rogers is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as Board Chair and is involved in fundraising and committee work for The Able Life Foundation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning that includes scenario modeling without individual security recommendations as part of standalone plans.

Darryl Fyall is a financial advisor with Cambridge Investment Research Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Center Street Advisors, among others. He is also active as an insurance agent involved with non-variable insurance products in several locations. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a variety of portfolio management approaches across multiple platform arrangements and maintains proprietary and third-party investment strategies.

Troy Barrentine is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Equitable Advisors since 1999. Outside of his advisory work, he serves on the board of directors as treasurer for Portside Center, LLC. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through its network of Investment Adviser Representatives and third-party model sponsors.

William Cooley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. His career includes roles at Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and focuses on using research, analytics, and diversification principles in its investment approach.

Joseph Caughman is a financial advisor at Morgan Stanley with 11 years of industry experience. He previously worked at Merrill and Bank of America, N.A. for ten years. He holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that incorporates market outlooks and scenario modeling.

Constance Bergkessel is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 credential. Her prior experience includes roles at Raymond James and Associates, Wells Fargo Clearing, and Wells Fargo Advisors. She is based in Charleston, SC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Justin Hunt is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Morgan Stanley and E*Trade Securities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and long-term, fiduciary-focused investment management.

Lindsey Green is a Series 66 licensed advisor with Merrill, based in Mount Pleasant, SC, and has 19 years of experience with the firm. She has eight years of industry experience overall. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Marsden is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Merrill since 1993. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes tax-efficient investment strategies and benefits from its integration with Bank of America affiliates, supporting a comprehensive platform for trading, lending, and capital-markets activities.

Virgil Willard III is a CFP®-designated financial advisor with eight years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has also been involved with Financial 360, Inc. since 2015. Additionally, he serves as an insurance agent, providing insurance needs analysis and recommendations to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Mary Simasek is a financial advisor with UBS Financial Services in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at UBS since 2017 and previously spent four years at PNC Financial Services. She is a member of the Board of Directors at St. Joseph's Seminary and College and serves on its Finance and Development Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm operates as both an investment adviser and broker-dealer, offering a broad range of financial services including wealth management, institutional trading, and capital markets solutions.

Trent Derrick is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and has 12 years of industry experience. He has been with LPL Financial since 2014 and previously worked at Maryland Financial Group, Inc. from 2014 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-focused technology.

Reagan Fitzgibbons is a financial advisor with Equitable Advisors holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2024, Reagan worked at Wells Fargo Clearing Services and held roles at Surrey Bank & Trust and Turret Investment Management. Equitable Advisors serves a broad client base including individual, corporate, pension, and charitable clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions.

William Green is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at TIAA in individual and institutional services for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Virginia Wilson is a financial advisor with Cetera and holds the CFP® designation along with Series 65 and 63 licenses. She has five years of industry experience and has worked at several firms, including Cetera Advisors and JBJ Investment Partners. In addition to her advisory role, she serves as a financial professional offering pro bono financial planning through the Foundation for Financial Planning. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment advisory services through a large network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with offerings that include portfolio management, financial planning, and access to multiple program structures and third-party managers.

Lawrence Williford is a CFP® professional with 18 years of industry experience, currently serving at Raymond James & Associates since 2014. He holds the Series 66 designation and is based in Charleston, SC. Outside of his advisory role, he is a partner in Charleston Angel Partners and serves on the investment committees for the Episcopal Diocese of South Carolina and Grace Church Cathedral. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rocco Cassone Jr. is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Outside of his advisory role, he is involved with Uber in a contractor capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning supported by structured discovery processes and advanced modeling tools.

Paige Statton is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has concurrent experience at CitiGroup Global Markets Inc since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.