Charles Matthews is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and First Citizens. Outside of advising, he has worked in the restaurant industry. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a variety of portfolio management and retirement services, operating a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.

Eric Rozzi is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior roles include work at Commonwealth Financial Group and involvement with Patrick Property Hospitality Group. Outside of finance, he has experience in education and community service, having worked at the University of South Carolina, Trident Technical College, Wando High School, and held a position in the South Carolina Senate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment options.

Jeremy Billew is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at McKenna Agency for 14 years. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic, tactical, and alternative investment options.

Natalie Bodker is a Series 66 certified financial advisor with nine years of industry experience, currently practicing at Edward Jones in Johns Island, SC. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Alexander Shields is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has previously worked with Quail Valley Golf Course and Square Pizza LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and planning tools, with a focus on advisory services rather than individual security recommendations.

Mitchell Kramer is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients and their families to develop financial plans aimed at meeting their personal definitions of success. He has been with Fidelity Investments since 2015, progressing through several roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Through these positions, he has gained extensive knowledge of the resources and services available to clients, enabling him to implement and maintain comprehensive financial plans. Additional information regarding Mitchell Kramer's education, credentials, personal interests, or community involvement is not provided.

Joseph Miller is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Carpenter & Associates and CREATIVE Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Helen Pratt Thomas is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and 22 years of industry experience. She has worked at LPL Financial since 2015 and previously spent 11 years at Wells Fargo Clearing. In addition to her advisory role, she serves as Senior Vice President and Senior Wealth Commercial Banker at South State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment options, including third-party asset management and institutional platforms.

Laura Clark is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2001 and focuses on providing personalized wealth management strategies tailored to her clients' unique financial goals and priorities. Laura specializes in family wealth management strategies, managing new wealth, personal retirement planning, socially responsible and ESG investing, and serving women and wealth clients. She is a Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER® certificant, Certified Investment Management Analyst®, and holds the Chartered Retirement Planning Counselor™ designation. Laura is a qualified Portfolio Manager and works with high-net-worth clients through the full life cycle of their wealth, from accumulation to preservation and distribution. She earned her Bachelor's Degree from Hollins University and has completed an Accredited Certificate Program at Yale University. Laura is a member of the Merrill Women's Exchange and is active in community service, including volunteering with the Leukemia & Lymphoma Society. She enjoys gardening, golfing, painting, and spending time with her family. Laura has been recognized on multiple Forbes lists, including "America's Top Women Wealth Advisors Best-in-State" and "Best-in-State Wealth Management Teams."

Courtney Zalinski is a Financial Advisor with over 24 years of investment experience, currently working with Merrill Lynch Wealth Management since 2006. She specializes in tailored investment strategies and portfolio management, focusing on areas such as family wealth management, liquidity management, retirement planning, and tax minimization. Courtney holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ at The Wharton School. She also holds the Personal Investment Advisor (PIA) designation. Courtney began her career as an Investment Banking Analyst in Manhattan. She earned her bachelor's degree from the University of North Carolina at Chapel Hill, where she also served as Captain of the Varsity Tennis Team. She resides on Daniel Island and plays professional pickleball in her free time. Her personal interests include gardening, reading, skiing, tennis, and pickleball.

Rhett Lindler is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He has worked with Commonwealth Financial Group and other financial services firms. Lindler is also the owner of Seabreeze Wealth Management, LLC, an expense management business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

Edward Werntz is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

John Sherman is a financial advisor with Merrill based in Charleston, SC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior work experience includes roles at Bank of America, BB&T, and Truist Advisory Services. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Crawford is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Charles Williams Jr Jr. is a financial advisor at Edward Jones in Charleston, SC, holding the CFP®, ChFC®, and Series 66 credentials with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked in academic and security industries and served as a teaching pastor at First Baptist Church of North Charleston. Williams also preaches on occasion at Living by Faith Baptist Church and serves on the finance committee of a homeowners association. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Evan King is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he has been involved with R&E Estate Holdings LLC and R&E Ventures LLC, both in property acquisition and management. Outside of finance, he works as a teacher and golf coach at North Hills School District and serves as a waiter at Bellevue Fine Dining. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm serves clients with a range of planning needs including retirement, risk, education, and specialized areas like business-owner transition and sports and entertainment planning.

Thomas Jahn is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2015. He previously worked at Morgan Stanley from 2011 to 2015. Outside of his advisory role, Jahn is also a pilot for American Airlines. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Kristen Risher is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones. Outside of her advisory role, she is involved with Sollecito Advantage Group, a real estate and data entry business based in Murrells Inlet, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial product sales and referral channels.

Scott Fried is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes roles at Cowen and Company, LLC, BTIG LLC, and JP Morgan entities prior to joining Morgan Stanley Smith Barney LLC. He is based in Charleston, SC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including financial and estate planning services supported by advanced modeling tools.

Carley Elvis is a Series 66 licensed financial advisor with Wells Fargo Advisors in Charleston, SC, bringing one year of industry experience. Prior to joining Wells Fargo Advisors, Carley worked at Millennium Private Wealth and has held various roles outside finance, including positions at Hot Stacks Cafe and The Landing at the Boathouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu with specialized services and uses Wells Fargo research and tools to develop tailored client recommendations.