Jeannette Vivas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services focused on investment policy development, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nolan Pehrson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at U.S. Bancorp Investments, Inc. from 2019 to 2025. He has additional work experience in education and logistics. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver diverse advisory and brokerage solutions.

William Senn is a financial advisor with Edward Jones in Charleston, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked with the Hibernian Society and The Charleston RiverDogs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network.

William Morgan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He began his advisory career in 2024 and has experience with Primerica Financial Services and various roles at Clemson University and W International. His other business activities include sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process, with a tiered wrap-fee structure distinguishing its approach.

John Palen III is a CFP®-certified financial advisor with Edward Jones, bringing 28 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, John is involved with the Low Country Muscle Car Club in Charleston, SC, where he helps coordinate car shows that support local community charities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches nationwide.

John Prickett is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He has previously worked with Bank of America and has a military background as an officer in the South Carolina National Guard. 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 investors.

William Williams III is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.

Shawn Gaffin is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill, First Citizens Investor Services, and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Jennifer Simpson is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 license. She joined Edward Jones in 2026 and has prior experience working with the Charleston Baptist Association and Kew Baptist Church, as well as in the construction industry at Structures Building Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Gabriel Brogden is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Charleston, SC. He has previously worked with South Carolina Federal Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research and diverse investment strategies.

Andrew Smith is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is an officer of Devine Design, a non-investment-related business based in Kiawah Island, SC. 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, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Catherine Latto is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Osaic Wealth, Inc. since 2018. She previously worked at Signator Investors, Inc. and has been the owner and president of Latto & Associates Inc. since 1982, where she also engages in selling fixed insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers. The firm offers a range of brokerage, advisory, and financial planning services, utilizing various investment tools and access to multiple third-party platforms.

Thomas Furse is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Jesse Lempesis is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at MetLife Securities Inc. and holds officer and agent positions in various consulting and marketing firms, including Affluence Consulting Group LLC and Affluence Marketing Group LLC. He also serves as a board member for the One Cool Blow Condominium Association. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements using firm-approved tools and offers programs including wrap accounts, money-manager programs, and educational seminars.

James Richman is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client financial goals.

Richard Horne Jr. is a CFP®-certified financial advisor with Edward Jones in Charleston, SC, where he has worked since 2000. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and proprietary mutual funds, operating under a fiduciary standard.

Will Thompson is a Series 66 licensed financial advisor with Edward Jones in Summerville, South Carolina, where he has worked since 2017. He has eight years of industry experience and previously was affiliated with Bethany United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 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.

Carlos Reynoso is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, JPMorgan Chase Bank, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Zlati Matushev is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2014. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Ronald Hunter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Hilton Head Island, South Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.