James Mahaney is a ChFC® credentialed advisor with four years of experience at Mavericus Retirement Services LLC and 25 years previously at Prudential Financial. He owns FinLit Solutions, LLC, which provides financial education to the public but does not offer financial or investment advice. Mavericus Retirement Services, LLC is a state-registered, fee-only financial planning firm specializing in comprehensive retirement planning for individual clients. The firm operates as a virtual, advice-only practice focusing on customized retirement income design and uses modern portfolio theory with a preference for passive investment strategies when recommendations are made.

Elbert Smalls is the sole advisor at Winyah Financial Services, LLC in Georgetown, SC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with the firm, formerly known as Sun Financial Services, Inc., since 1988. Outside of advisory services, Smalls also works as an independent insurance agent, handling insurance and annuity transactions. Winyah Financial Services provides investment supervisory services and consulting to individual clients, focusing on individualized portfolio management along with estate, retirement, and insurance-related advice. The firm employs fundamental analysis and a long-term purchase strategy, offering primarily non-discretionary engagements with ongoing monitoring and at least quarterly reviews.

Robert Mclemore is a financial advisor at Abbot Financial Management, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Abbot Financial Management since 2000. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and employs a tailored approach using both fundamental and technical analysis to construct long-term portfolios.

Jeffrey Wildes is a CFP® professional with 26 years of industry experience, currently serving at Wildes Financial Strategies, Inc. since 2012. He previously worked with Raymond James Financial Services from 2012 to 2017. Outside of advising, he co-manages a family-owned property through a partnership. Wildes Financial Strategies provides investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm manages approximately $117 million in discretionary assets across about 360 client accounts and sponsors its own wrap-fee program, employing a mix of technical and fundamental analysis along with modern portfolio theory in client portfolio management.

William Hardwick is a Series 65-licensed advisor at Hardwick Capital Management, LLC with one year of experience in the financial industry. His background includes teaching positions at Clemson University, Montreat College, and local schools from 2016 to 2025. Hardwick Capital Management provides discretionary investment supervisory services, financial planning, and consulting to individual clients and charitable organizations. The firm’s investment approach incorporates both fundamental and technical analysis, mutual fund and ETF evaluation, and employs a range of trading strategies with regular portfolio reviews.

Nancy Fellinger is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with Sensible Money, LLC since 2018 and previously worked at Coburn & Meredith, Inc, Merrill, New England Securities, and Osaic FA, Inc. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals in or transitioning into retirement, as well as trusts, estates, pension plans, and charitable organizations. The firm employs a planning-and-implementation approach called the Juicing® Experience and uses diversified portfolios with liability-driven investing techniques.

Kathryn Vause is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked within the First Citizens network since 2015 across several affiliated firms. First Citizens Asset Management offers model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs global multi-asset class model portfolios incorporating fundamental, quantitative, and technical analysis, with investment management generally conducted on a discretionary basis.

Michael Turner is a financial advisor at Virtue Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Regulus Advisors. Turner is also involved with Charlotte Risk, a business focused on insurance product sales. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with customized portfolio management and financial planning. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches.

George Magas is a Series 65-licensed advisor at Tucker Asset Management LLC with three years of experience in financial advising and over thirty-six years as a CPA through his own firm, George S. Magas, CPA, PC. He also works as an independent insurance agent selling fixed insurance products. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services through a network of independent advisers who utilize a macroeconomic asset-allocation process.

F. Houghton Phillips II is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining Janney in 2020. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Shane O’Brien is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He worked at Morgan Stanley and Morgan Stanley Private Bank before joining Janney in 2017. He serves as a board member for homeowners associations in both Old Lyme, CT, and Pawleys Island, SC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal organizations, offering brokerage services, financial planning, and multiple advisory programs.

James Routhier is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2016. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Steven Gallo Sr. is a financial advisor with Kestra Advisory who holds the PFS™ and Series 63 credentials and has 30 years of industry experience. He has been with Kestra Advisory since 2016 and also has longstanding roles at Kestra Investment Services, LLC and US Financial Services, LLC. Outside of his advisory work, he is a partner in a real estate business and serves as a trustee for a family trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, investment advice, and employee education, serving clients that include sovereign wealth funds and other institutional investors.

Richard Letchworth is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and 26 years of industry experience. His prior work includes multiple roles at Wells Fargo Clearing Services and Wells Fargo Advisors LLC. He also serves as a FINRA arbitrator in Washington, DC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and selected retail brokerage clients. The firm’s investment approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.

Erik Fromm is a CFP® with 16 years of experience in the financial industry, currently serving as an advisor at Janney Montgomery Scott since 2013. He is Vice Chair of the Waccamaw Community Foundation, a local charitable organization, and co-hosts The Salty Golfer Podcast, contributing to social media content. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm combines in-house portfolio management with third-party managers across multiple advisory programs and offers integrated custody and trustee services.

Christopher Cramer is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with four years of industry experience. His background includes roles at Allstate Insurance Company and ownership of Cramer Pest Control for over two decades. He is also a licensed real estate agent and owner of several non-investment related businesses. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, institutions, and charitable organizations. The firm offers discretionary and non-discretionary advisory relationships utilizing proprietary and third-party model portfolios.

Robert Unger is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for nine years before joining \u0026PARTNERS in 2026. Unger serves as a board member of Smith Medical Clinic in Pawleys Island, SC. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Marissa Holdaway is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and previously worked at Hilton and Maurices. Outside of her advisory role, she owns a rental property in Myrtle Beach, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Robert Keith is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Lincoln Financial Securities for 17 years and has operated Robert W. Keith and Associates since 1982. In addition to his advisory role, he is involved in various insurance-related businesses offering products such as accident and health insurance, disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account platforms utilizing a range of asset-allocation tools and investment options.

Brian Taylor is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 65 designation and previously served 29 years in the United States Marine Corps. His work history includes positions at Signature Wealth, Wildes Financial Strategies, Inc., and a period of self-employment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports these services with technology, risk profiling, and analytical modeling tools.

Timothy Boyle is a financial advisor at Edward Jones in Pawleys Island, SC, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously employed at SafeRack, LLC dba ErectaStep, LLC for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, operating through a large network of financial advisors and branch offices, and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sabrina O’Dell is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior work includes roles at Cornerstone Wealth and Tax Advisor, Amazon, and the U.S. Army. Outside of advising, she has worked as a foot model. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a large national network of advisors and a variety of investment and advisory solutions.

Francesco Cori Gamero is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2026, he held roles at Valic Financial Advisors, Agia, and ArchBridge Family Office. He is also appointed as an agent to sell non-securities insurance products for Agia. 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.

Kent Vannier is a financial advisor with Edward Jones in Georgetown, SC, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory work, he owns and maintains rental property in Georgetown. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 financial advisors nationwide.

Molly Vannier is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory strategies and investment solutions supported by a large network of financial advisors and branch offices.

Randolph Clark is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors, Inc., SSN Advisory, Inc., Invest Financial Corp, and Cantella & Co., Inc. Clark also operates an investment advisory business under Clark and Associates and is a notary public. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated financial services including brokerage, advisory, and retirement plan consulting. The firm’s approach involves using asset-allocation tools, risk-tolerance assessments, and access to multiple investment platforms and third-party managers.

Frank Munn III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Signature Wealth Group, LLC and Signature Life, LLC, and currently serves as CEO of Chipmunn.com, a blog and content platform with potential speaking and consulting opportunities. Munn is also involved in coaching and podcasting through Maximum Advisor Coaching and hosts an author podcast. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through advisory programs and other providers while maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Kevin Kaylor is a CFP® professional with 31 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources for investment evaluation.

Bryan Cambra is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. His prior work experience includes roles at Alexandra Fund I, LLC, Blue Pacific Yacht & Ship Brokers Inc., and Checkworks, Inc. He is based in Pawleys Island, South Carolina. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions.

John Stalvey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving plans with tailored strategies and acting as an ERISA fiduciary when providing investment advice.

Jason Lambert is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Brienza is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 37 years of experience in helping clients coordinate their finances. Throughout his career, John has focused on various client services including Corporate Benefits, Corporate Executive Services, Divorce Transition Planning, Equity Compensation Services, Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. He initially began his career with Merrill Lynch in New York and has been based in North Carolina for over 30 years. John holds a Bachelor's Degree from Gettysburg College and maintains the Personal Investment Advisor (PIA) designation. He has also served as the Senior Resident Director of the Merrill Lynch Wealth Management office in Charlotte-South Park and was a board member of the Foundation for the Carolinas, Cabinet of Professional Advisors. John leads The Brienza Group, a team of seven professionals dedicated to managing various aspects of clients' financial lives. Outside of his professional commitments, John resides in the South Park area of Charlotte with his wife Robin. Their son Michael, a recent Tufts University graduate, lives in Boston with his wife Anastasia. John is an eight-time Ironman Triathlete and spends his personal time biking, running marathons, swimming, and enjoying time with his family.

Kemilou Pomplun is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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.

Robert Jones is a CFP® professional with 32 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as secretary for the River Oaks Property Owners Association in Pawleys 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ed Free is a CFP® professional with 32 years of experience, currently serving as a financial advisor at Wells Fargo Advisors in Indianapolis, IN since 2018. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. He holds inactive law and CPA licenses in Indiana. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with implementation through various brokerage and advisory programs available but optional.

Robert Conroy is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as executor for his spouse’s estate. 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 offers both brokerage and advisory solutions supported by research and analytics.

Michelle Cumbie is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining Raymond James in 2025, she worked at Edward Jones for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and has unique affiliations that enhance its municipal and public-finance capabilities.

Joseph Rincione is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at VOYA Financial Advisors for seven years and has been with Cetera and Cetera Wealth Services since 2014. Outside of his advisory role, Rincione is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated investment managers.

Benjamin Taylor is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1998 following 21 years of active duty service as a U.S. Army Armor Officer, where he held various leadership roles including tank platoon leader, company commander, and battalion executive officer. He holds a Bachelor of Arts degree in History and English from Trinity University, a Master of Business Administration from Webster University, and a Master of Arts in Military History from the U.S. Army Command and General Staff College. Benjamin holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as Series 7 and 66 FINRA registrations. In his personal time, Benjamin is involved with his church and the Boy Scouts of America in San Antonio. He participates in water skiing activities and supports related tournaments sanctioned by the American Water Ski Association. He and his wife, Anne, reside in Helotes, Texas, and enjoy traveling to visit their grown children and grandchildren.

Lorraine Hoover is a Series 66 licensed advisor with six years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent eleven years at SunTrust Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Carol Claytor is a Series 66 licensed financial advisor at Merrill with seven years of industry experience. She previously worked for PNC Bank, N.A. from 2013 to 2018 before joining Merrill in 2018. 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. The firm offers model-based and discretionary investment strategies developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Tully is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies designed to help clients pursue their financial goals in changing market conditions. Christian focuses on areas including executive compensation, family wealth management, legacy planning, philanthropic planning, retirement income, and investment consulting for defined contribution plans, as well as services for endowments, foundations, and non-profits. Christian holds a Bachelor's Degree from Siena College and carries multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has over 20 years of experience on Wall Street and recently relocated to the Grand Strand area, where he works primarily with retirees. Christian is involved in community organizations such as the Guide Dog Foundation and Teach My People. In his professional approach, Christian uses Merrill's proprietary financial modeling tools and consistently reviews clients’ asset allocations and changing circumstances to support retirement planning and long-term financial success. Outside of work, he enjoys basketball, cooking, gardening, golfing, music, spending time with family, traveling, and yoga.

Thomas Johnson is a financial advisor with Edward Jones in Georgetown, SC, holding a Series 66 credential and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathleen Coppola is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. She worked at Edward Jones from 2012 to 2018 before joining Raymond James in 2018. Outside of her advisory role, she is president of Thrive Wealth Partners, a marketing and support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm delivers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a range of advisory programs.

Carson Munn is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. He has worked with Raymond James Financial Services, Inc. and Signature Wealth Strategies since 2022. Outside of advisory work, he serves as a Relationship Manager for Signature Wealth Group, supporting client relationships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and consulting, incorporating risk profiling and analytical modeling to support client goals.

Dennis Hahn is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked for Pruco Securities, LLC for nearly four decades. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers services including financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Teague Mathews is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Andrew Friedman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He held prior roles at Edward Jones for 11 years before joining Raymond James in 2025. Friedman serves as a board member for both Temple Beth Elohim, a nonprofit organization, and The Georgetown Lions Club. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, supporting implementation through its advisory programs and partnerships.

Ellis O'tuel IV is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Edward Jones from 2006 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology and extensive non-advisory financial services.