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 with Cetera in Mount Pleasant, SC, holding a Series 66 designation and 14 years of industry experience. He has worked with Cetera and its affiliates since 2018 and is a partner at Lowcountry Financial Planning. Neben his advisory activities, he operates a pass-through S-corp for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management options and financial planning services through a nationwide network of independent advisors.

Charles Glasser Jr. is a financial professional with 39 years of industry experience. He holds Series 63 and Series 65 credentials and is currently affiliated with Cetera. His work history includes roles at Cetera Advisors LLC since 2013 and self-employment dating back to 1990. Outside of financial services, he serves on the advisory board of the Carolina Film Alliance, a nonprofit organization focused on enhancing film production in South Carolina, and is a charter captain and fishing guide with Low Country Charters. Cetera operates as a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through multiple program structures and affiliations, managing over $256 billion in assets.

Virginia Wilson is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera. She has worked with several firms including JBJ Investment Partners and Lowcountry Financial Group, where she holds a role as Branch Operations Manager. Wilson also provides pro bono financial planning through the Foundation for Financial Planning. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, and institutional accounts. The firm supports a range of investment approaches from model portfolios to bespoke strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

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.