Samuel Winkler is a CFP® with nine years of industry experience, currently affiliated with Cetera. He has worked with Cetera Advisors LLC since 2017 and is a co-owner of Thiem McCutchen Winkler CPAs PA, a tax preparation firm. Winkler is also a partner at Lowcountry Financial Group, where he provides financial planning and investment advice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and third-party managers.

Mark Fell is a financial professional with 24 years of industry experience, currently with Cetera. He holds Series 63 and Series 66 credentials and has been associated with Cetera Advisors LLC since 2013. Fell is also co-owner of Conte Fell Advisors and serves as a board director for the nonprofit Communities in Schools. He is treasurer of The Latinx Exchange Club of Charleston, SC. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a large network of independent advisors. The firm serves individual and institutional clients with portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party managers.

Zachary Anderson is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and its affiliated entities since 2019, following roles at Northwestern Mutual and engagements with Clemson University and the Charleston County Park and Recreation Commission. Outside of his advisory work, Anderson serves as treasurer for the Charleston County Clemson Club, an alumni association where he manages bookkeeping and organizes events and fundraisers. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a range of investment management and financial planning services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with discretionary and non-discretionary portfolio management across multiple program structures.

Christopher Werden is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2018, as well as at BB&T in various capacities from 2016 to 2018. In addition to his advisory role, he is involved in several related financial services businesses, including partnerships and ownership positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Charles Glasser Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Cetera and its affiliates since 2013 and operates a financial services business known as Lowcountry Financial Group. Outside of finance, he serves on the advisory board of the Carolina Film Alliance, a nonprofit organization supporting the film industry in South Carolina, and works as a charter captain and fishing guide. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, including model portfolios, third-party managers, and customized strategies.

Virginia Wilson is a financial advisor with Cetera and holds the CFP® designation along with Series 65 and 63 licenses. She has five years of industry experience and has worked at several firms, including Cetera Advisors and JBJ Investment Partners. In addition to her advisory role, she serves as a financial professional offering pro bono financial planning through the Foundation for Financial Planning. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment advisory services through a large network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with offerings that include portfolio management, financial planning, and access to multiple program structures and third-party managers.

James Grogan is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior roles include leadership positions at Lowcountry Financial Group, Cetera Advisors LLC, and Low Country Retirement. He serves as a board member of the Exchange Club, a civic organization focused on preventing child abuse. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.