Benjamin Nesvold is a CFP® professional with six years of experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his advisory role, he worked in legal services at Hawley, Kaufman & Kautzer Law Offices for 12 years and held positions in the Wisconsin Legislature supporting state senators. He serves on the Investment Committee Board for Trident United Way in North Charleston, SC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alex Hale is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Fidelity Investments, Morgan Stanley, J.P. Morgan Institutional Investments Inc., J.P. Morgan Investment Management Inc., and Mesirow Financial, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm operates under a fiduciary standard and is notable for its large retail advisor network and comprehensive service offerings, including trust services and securities-based lending.

John Dirks III is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016. Outside of his advisory work, he serves as the Parish Finance Council Chair at the Cathedral of Saint John the Baptist in Charleston, SC, where he advises on financial matters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Harlie Garcia is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding a Series 63 license and bringing 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Garcia worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, Garcia is involved in investment-related trustee and guardian roles, as well as ownership and management of Henzo, LLC and Garcia GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing Wells Fargo research and tools, with clients having flexibility in implementing recommendations through brokerage or advisory programs.

Robert Stiles III is a financial advisor with Ameriprise in Mt Pleasant, SC, holding a Series 66 designation and 15 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Robert W Baird from 2014 to 2020. He serves as Treasurer on the Board of Directors for the Health Guidance Center and is involved in business ownership through Bluestar Venture Group LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing tailored written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations primarily for assets held in Ameriprise-managed accounts.

Aaron Watkins is a CFP® professional with 17 years of industry experience, currently advising clients at Ameriprise since 2020. His prior experience includes roles at Bank of America, Merrill, and Ameriprise Financial Services Inc. He is also the owner and manager of Aaron Watkins Holdings, LLC, a business used to manage miscellaneous expenses related to financial planning. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Colin Johannessen is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Citigroup Global Markets and Commonwealth Financial Group. Johannessen operated as a self-employed advisor from 2019 to 2021. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, leveraging multiple advisory platforms and offering both discretionary and non-discretionary investment solutions.

Richard Young Jr. is a financial advisor with Ameriprise in Mt Pleasant, SC, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves as president of the Gary and Anne Marie Ezzo Legacy of Life Foundation and the Rivertowne Swim Team Board. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, algorithm-supported retirement advice.

Mary Davey is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Ameriprise, Clawson and Staubes, The Keynote Group, and First Citizens Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from in-house and third-party sources.

Michael Zechmann is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. He has prior experience at Morgan Stanley and Morgan Stanley Private Bank, where he worked from 2015 to 2024. Outside of his advisory role, he is an author. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by LPL Research and third-party subadvisors.

Edward Gilbert is a financial advisor with Cetera who holds the Series 63 and Series 65 credentials and has 29 years of industry experience. His prior work includes roles at Strategic Resources Group, Ascend Financial Services, and Minnesota Life. Gilbert serves as an officer on the board of the Commonwealth Cares Foundation. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment strategies through a large national network of independent advisors.

Caroline Mahoney is a financial advisor at Cetera with seven years of industry experience. She holds Series 63 and Series 65 designations and has previously worked with NYLIFE Securities LLC, New York Life Insurance Company, and Northwestern Mutual. Mahoney is also the owner of CM Financial Group, LLC, which she maintains for tax purposes. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Karen Noethen is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Charles Schwab. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

Isaac Poplin is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of advisory work, he is involved in a financial practice through PFSG LLC in Greenville, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services through a network of advisors, combining research and planning tools with optional implementation via brokerage or advisory programs.

Curt Hall is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Wells Fargo Advisors in 2018. Outside of his advisory work, he serves as treasurer for the Fisher Middle School PTSA in Greenville, SC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a comprehensive range of planning solutions supported by Wells Fargo research and tools.

Tyler Tenaglia is a financial professional at Cetera with over four years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Commonwealth Financial Group and BNY Mellon. Outside of his advisory role, he is involved in real estate research and consulting through independent contractor positions and operates TTKG Consulting, LLC, focusing on financial modeling for physical real estate. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with model portfolios, third-party managers, and customized strategies, overseeing more than $256 billion in assets across a nationwide network of over 10,000 advisors.

Daniel Strecker is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliates since 2008. He is the sole owner of Drecker Holdings LLC, which supports the expenses and daily operations of his advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Rudolf Hein is a financial advisor with Ameriprise in Mount Pleasant, SC, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hein owns Hein Land Management, LLC, a business focused on managing land and commercial property. Ameriprise provides a retirement-income planning service targeted at clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alexander Roliczek is a Series 66-credentialed financial advisor with three years of industry experience, currently associated with Cetera. He has held roles at multiple firms including Commonwealth Financial Group and Securian Financial Services Inc. Outside of advisory work, he has experience in fixed insurance sales and financial services. Cetera is an SEC-registered adviser operating a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and multiple program structures.

James Plair Jr. is a financial advisor with Equitable Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously with Axa Advisors, LLC. Outside of his advisory role, he operates a group health insurance brokerage business under James B. Plair Jr & Associates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizons.