Nicholas Kass is a CFP® and holds a Series 66 designation, with 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience at Wells Fargo Bank, N.A., and Signator Investors, Inc. He is based in Charleston, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Kallick is a financial advisor with Merrill in Mount Pleasant, South Carolina, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Merrill since 2003. Outside of his advisory role, he is a limited partner in a for-profit LLC focused on improving and selling real estate properties. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Jody Hyden is a Series 66-licensed financial advisor with Ameriprise, based in Daniel Island, SC, and has 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Hyden owns My Circle, LLC, a holding company for an app and potential social communication website, and serves on the board of the Coastal Educational Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Eric Robb is a financial advisor with Stifel in Charleston, SC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory role, he serves as president of The Roy & Gretta Hogan Foundation and is a board member of the Wichita Falls Area Community Foundation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Nicole Schleier is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise since 2017, previously spending one year at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Dennis Coleman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, employing research and analytics based on diversification principles and modern portfolio theory.

Janet Dember is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She previously operated Janet E. Dember Income Tax Service for 28 years and worked with various insurance carriers and Waddell & Reed, Inc. for over three decades. Outside of advisory services, she has been involved in tax preparation and accounting through her own business. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Sally Nicoli is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at several firms including Raymond James Associates and Edward Jones. Outside of her advisory role, she is also a licensed real estate sales person with eXp Realty. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Richard Koster Jr. is a financial advisor with RBC Capital Markets in Charleston, SC, holding a Series 63 designation and bringing 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and integrates in-house and third-party investment managers, providing tailored portfolio management and financial planning services.

Kevin Keating is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Citigroup Global Markets from 1992 to 2009 and at Morgan Stanley Smith Barney since 2009, currently working with Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Alonzo Burris is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a co-owner of Burris Environmental Services. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, employing a research-driven approach that incorporates diversification principles and modern portfolio theory.

Samuel Mc Bride is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He has worked at Cetera since 2023 and previously was associated with Commonwealth Financial Group and Securian Financial Services. Outside of his advisory work, he is involved in fixed insurance sales and has a modeling role related to clothing fitting. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm offers multiple program structures and access to third-party managers, overseeing more than $256 billion in assets through a large network of advisors.

Kimberly Mathewes is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Jason Stubbings is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, he serves as vice president of the Charleston Referral Exchange, a business networking group, and chairs the Investment Committee for the Carolinas District of Kiwanis International. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers across a range of investment strategies and accounts.

John Steiner is a financial advisor at Wells Fargo Advisors in Charleston, SC, holding a Series 66 designation with 23 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Steiner is also a 16.66% owner of Panorama Wealth Partners, LLC, where he provides financial advice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm combines research, planning tools, and advisory options with brokerage and other financial products to deliver tailored recommendations to its clients.

David Neville is a financial advisor at LPL Financial with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has been with LPL Financial since 2007. 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, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.

Costa Chakeris is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1993, bringing over 25 years of experience in wealth management. Costa holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds Series 7, 63, and 65 FINRA registrations. Costa earned a Bachelor of Science in Business Administration from the University of South Carolina. Outside of his professional role, he enjoys spending time with his family, playing tennis, golf, fishing, and hunting. He and his family are members of Grace Episcopal Church and he is involved with the USC Darla Moore School of Business Alumni Association as well as the Charleston Metro Exchange Club. Costa and his wife, Angie, live in Mt Pleasant with their two grown children, Mary Hope and David.

Dylan Davison is a financial advisor with LPL Financial based in Charleston, SC. He holds the Series 66 designation and has recently started his career in the industry, with prior work experience at Salesforce and Blackbaud. 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 variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive advisory and non-advisory financial activities.

Emilie Mercer is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Charleston, SC. She has 22 years of industry experience, including prior roles at Morgan Stanley and Citigroup Global Markets. Mercer has been with Wells Fargo Clearing since 2016. 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 and analytics.

Christopher Molineaux is a financial advisor at Morgan Stanley with a Series 66 designation. He joined the firm in 2026 and has prior experience at the College of Charleston and the University of Alabama, as well as positions outside the financial industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and various advisory programs, managing approximately $2.74 trillion in client assets.