Edward Werntz is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios and research, providing both discretionary and non-discretionary management options.

Clay Hershey is a financial advisor with LPL Financial based in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining LPL Financial in 2018. Outside of his advisory role, Hershey serves as a for-profit board member of the PruittCares Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios, research, and various technology-driven investment options.

Robert Williams is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, following nine years at Wells Fargo Advisors Financial Network LLC. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.