Jennifer Easley is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with Perigon Wealth Management, LLC and has previously worked at Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm emphasizes individualized portfolio construction tailored to client goals and risk tolerance, offers discretionary portfolio management, and maintains a notable focus on serving banking and thrift institutions.

Darrell Williams III is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with Commonwealth Financial Network and Williams Financial Group since 2021, and previously served at Park Avenue Securities and Guardian Life Insurance Company of America. Williams is also the owner of Williams Financial Group, an operating company that facilitates securities, investment advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad client base. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Tiffany Musso is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Wells Fargo Advisors. In addition to her advisory role, Musso operates a business consulting practice advising small business owners on efficiency improvements. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Alexander Scarce is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, he worked five years at SafeRide Transport Inc and five years at Merit Transport Inc. 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 strategies, supported by a large network of 23,701 financial advisors and over 15,000 branch offices nationwide.

Karl Miller is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Aduro, Inc for nine years and briefly at Pagliacci Pizza. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad 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 nationwide network of advisors and branch offices.

Michael Neal is a financial advisor with Ameriprise in Myrtle Beach, SC, holding a Series 66 designation and 16 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset thresholds, providing 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 personalized, non-discretionary advice through a centralized consulting team.

Tamantha Hardy is a Series 66 licensed financial advisor with seven years of industry experience. She currently works at LPL Financial since 2024, following five years at Edward Jones and two years at Optima Bank & Trust. Hardy is also involved with Thrive Private Wealth Strategies, where she sells term insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Anthony Pascucci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 1996. Pascucci is also involved in related business activities, including the sale of loan products and home security referrals through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.

James Thompkins is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 65 licenses and is based in Conway, SC. Outside of his advisory role, he is involved in managing real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and features a large network of advisors and branch offices across the United States.

Russell Johnson is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at Johnson Financial Services LLC, Prospera Financial Services Inc, and Edward Jones. Outside of his advisory work, Johnson serves in a volunteer leadership role at RKPraise Ministries, a nonprofit that provides marriage enrichment and music for ministry events. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a retirement income service that includes a written recommendation report and ongoing annual planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Andrew Moruzzi is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones in 2022, he spent ten years at East Coast Honda. 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 solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branches across the country.

Linda Rabon is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2012. Her credentials include Series 63 and Series 66 licenses. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations, supported by a centralized retirement-income consulting team.