Adam Sciuto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Thrivent Financial, TD Ameritrade, and periods of self-employment. 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 roughly $671 billion in assets and utilizes research and analytics to support diversified portfolio strategies.

Arthur Devereux is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and previously spent 13 years at Bank of America and Merrill. He is also involved with Leeward Insurance Services LLC, where he has been active since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

James Ullrich is a CFP® with 31 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with UBS Financial Services. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeannette Vivas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Oak Advisors, LLC and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Nolan Pehrson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 registrations 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 also held roles outside finance, including work at Paychex, multiple high schools, and an entrepreneurial venture, Celly Hard LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to implement customized investment 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 a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America and service 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 at Edward Jones in Summerville, SC, holding a Series 66 designation with 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a network of more than 23,000 financial advisors and over 15,000 branch offices nationwide.

Shawn Gaffin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Merrill and First Citizens Investor Services before joining J.P. Morgan in 2020. He was also involved with A&S Express, Inc. from 2020 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a forward-looking approach to build model asset allocations, supporting investment decisions while clients retain final authority.

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® with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at South Carolina Federal Credit Union, Cuso Financial Services, LP, and BB&T Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Andrew Smith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with UBS Financial Services. Outside of his advisory role, he is an officer of Devine Design, a non-investment-related business based in Kiawah Island, SC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm operates on a large scale with over 14,000 advisors and approximately $671 billion in assets under management, providing both brokerage and advisory solutions.

Catherine Latto is a CFP® professional with over 41 years of experience in the financial industry. She is currently with OSAIC and has worked previously at Signator Investors, Inc. and her own firm, Latto & Associates Inc, where she remains president and owner. In addition to her advisory role, she is involved in selling fixed insurance through Latto & Associates. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by technology and offers a wide range of investment programs and third-party manager options.

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.