Christopher Jackson is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad range of capital markets services.

Donald Allen is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with LPL Financial and its predecessor firms since 1995. Outside of his advisory role, he is involved in a land ownership venture with family members. 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 financial planning and investment management services through a large network of investment adviser representatives, combining advisory platforms with extensive non-advisory financial products and partnerships.

John Adelman is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2009, following five years at Merrill and five years at AllianceBernstein L.P. Outside of his advisory role, he serves as President of Mountain Ridge Country Club, where he helps set policy and works with management to enhance member experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages a broad range of capital markets activities.

Richard Rossi is a financial advisor with Robert Baird & Co. in Charleston, SC, holding Series 65 and Series 63 designations and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2013. Richard is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, advanced tools, and a mix of manager-traded and model-traded strategies.

Anne Shore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She has worked at Wells Fargo in various capacities since 2014, with a brief tenure at Morgan Stanley in 2018-2019. Outside of her advisory role, she serves as a trustee and executor related to family estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nicholas Verano IV is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary management and separately managed accounts, utilizing a range of traditional and non-traditional investment strategies.

Kingsland Bland is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. He serves as co-trustee and holds power of attorney for his mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm integrates research and analytics with a broad range of brokerage and advisory solutions.

Thomas Smythe is a ChFC® credentialed financial advisor with 12 years of industry experience. He currently works at Robert W. Baird & Co., joining the firm in 2025 after 12 years at Mass Mutual Investors Services and Massachusetts Life Insurance Co. Smythe serves as treasurer for a nonprofit organization. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including traditional and alternative investment strategies.

Brandon Wilson is a financial advisor with MassMutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes a decade at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is involved with Bluewater Dental Advisors LLC and The Wilson Group, both investment-related ventures. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved software to develop client recommendations without discretionary authority.

James Obrien is a financial advisor with Ameriprise in Mt Pleasant, SC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets, providing detailed, model-based recommendations on income, Social Security, and tax strategies. The firm combines advisory, brokerage, and insurance solutions with an emphasis on managed accounts and algorithmic support in retirement income planning.

William Seyle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His career includes tenures at Bank of America and Merrill prior to his current role. He serves as a board member and finance committee member of the Boys and Girls Club of Allentown and is also a director at St. Michael the Archangel School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Nicole Kitzerow is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing Services, LLC since 2019, following her tenure at Wells Fargo Bank NA and Bath and Body Works. Outside of her advisory role, she co-owns a rental property in Summerville, South Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Wiggins is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked in retail and hospitality positions, including at Harris Teeter and Wild Dunes Resort. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Paul is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at American Portfolios Financial Services, Inc. for 22 years. Outside of his advisory role, he owns a software development company and serves on a local homeowners association board. OSAIC serves a broad range of retail and institutional clients and offers integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple portfolio management options, including access to third-party money managers.

Joseph Cook Jr. is a CFP® credentialed financial advisor with 34 years of industry experience, currently affiliated with OSAIC since 2018. He previously worked at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory role, he serves as a deacon at First Baptist Church and is an insurance strategist for Crump Insurance Services, focusing on non-variable insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary management, with notable complexity in its corporate structure and platform offerings.

James Maugeri is a CFP® and Series 63-licensed advisor with 26 years of industry experience, currently practicing at Cetera in Mt Pleasant, SC. He has managed Maugeri Wealth Management since 2011 and has been affiliated with Cetera and its related entities since 2010. Maugeri also owns a tax consulting business in Peachtree City, GA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management options and financial planning services, supported by a nationwide network of more than 10,000 advisors.

Lance Tyner is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining LPL Financial and Lighthouse Wealth Advisors of Charleston LLC in 2021, he worked at Ilderton Conversions of North Charleston and S&S Tire Wholesale. 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 wide range of services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Eugene Hines is a financial advisor with LPL Financial in Charleston, SC, holding CFP® certification and Series 63 and 65 licenses. He has 31 years of industry experience, including tenures at LPL Financial since 2007 and Wells Fargo Clearing from 2007 to 2011. Outside of his advisory role, he operates Hines Wealth Management, focusing on non-variable insurance sales related to group employer benefit packages. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Scott Koruba is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs.

Madison Duffy is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Wells Fargo Clearing, Madison worked at The Vanguard Group and Wells Fargo Advisors, and has a background that includes five years at Clemson University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.