Zachary Volousky is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and possessing 12 years of industry experience. He has worked at LPL Financial and South Carolina Bank & Trust since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial products and technology tools.

Alexa Alchevsky is a Planning Consultant at Fidelity Investments, based in the Mount Pleasant office. In her current role, she supports advisors by conducting annual plan reviews to help clients stay on track with their financial goals. Prior to this, she worked as a Relationship Manager at Fidelity Investments from 2024 to 2025. Alexa has a professional background focused on financial planning and client relationship management. Outside of work, she has interests in music, soccer, and traveling.

Richard Malinowski is a Financial Advisor specializing in wealth management and retirement planning at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Richard earned a Bachelor's Degree from the University of South Carolina. Outside of his professional work, Richard has interests in football, golfing, and running.

Cynthia Sellers is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. She has worked at Merrill since 2004 and has been affiliated with Bank of America, N.A. since 2015. 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 investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Watkins is a CFP® professional with 17 years of industry experience, currently advising clients at Ameriprise since 2020. His prior experience includes roles at Bank of America, Merrill, and Ameriprise Financial Services Inc. He is also the owner and manager of Aaron Watkins Holdings, LLC, a business used to manage miscellaneous expenses related to financial planning. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

La Tasha Gandy is a financial advisor at Merrill with three years of industry experience and a Series 66 designation. She has been affiliated with Bank of America since 2010. Gandy serves on the boards of the Charleston Regional Development Alliance, the MUSC Foundation College of Nursing, and My Sister’s House Inc., a nonprofit focused on domestic violence support. Merrill, along 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, pension plans, corporations, and charitable organizations.

Derrick Boots is a Financial Advisor with Merrill Lynch Wealth Management. Supported by the resources of Merrill and Bank of America, he provides a comprehensive approach to wealth management that helps clients make informed financial decisions across various aspects of their financial lives. He focuses on building lasting relationships and offering thoughtful guidance as clients' goals and circumstances evolve. Derrick began his financial services career with Morgan Stanley and has entrepreneurial experience in the landscaping industry. He holds a degree in Finance from Michigan State University, which he completed with honors ahead of schedule. Additionally, he holds the Personal Investment Advisor (PIA) designation. Outside of work, Derrick is active and enjoys outdoor activities such as running marathons, playing pickleball, and bass fishing. He also appreciates exploring new restaurants with a particular interest in good barbecue.

Stephan Zacharkiw is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Maxwell Huggins is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and sports & entertainment. His approach emphasizes connecting all aspects of a client's financial life to prioritize and pursue their most important goals. Maxwell holds a Bachelor's Degree from the University of South Carolina. He is a Personal Investment Advisor (PIA) and builds lasting relationships with a limited number of clients to develop customized, goals-based financial strategies. He collaborates with a team of specialists, leveraging the resources of a global financial institution to create strategies reflecting his clients' aspirations. He is involved in his community through organizations such as Habitat for Humanity, the Mt. Pleasant Chamber of Commerce, and the Mt. Pleasant Exchange Club. His personal interests include fishing, football, golfing, music, soccer, and surfing.

Kevin Montgomery is a financial advisor with LPL Financial in Hollywood, SC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes roles at The Huntington Investment Company, First Merit Bank, and Invest Financial Corporation. Outside of advising, he is involved in golf course maintenance at The Links at Stono Ferry. 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 broad range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various technology tools and a wide network of over 22,800 advisors.

John Elson is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and UBS Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools without providing individual security recommendations as part of standalone plans.

Clark Samisch is a financial advisor at Robert Baird & Co. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Morgan Stanley, CUSO Financial Services, LP, and SCFCU. Samisch is based in Charleston, SC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to align with client goals and risk tolerances.

Jason Oates is a financial advisor with Wells Fargo Clearing in Mount Pleasant, SC. He holds a Series 66 designation and has 21 years of industry experience, including 15 years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Michael Zechmann is a CFP® professional with 18 years of industry experience. He is currently with LPL Financial and has prior experience at Morgan Stanley and Mutual of Omaha Investor Services. Outside of advisory work, he is an author of financial content and involved in multiple business ventures, including ownership roles in equestrian and farm enterprises. 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 and access to various portfolio management strategies, supported by advanced operational and research tools.

Robert Hatala is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a sole proprietor in real estate investment. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by firm‑approved tools and extensive asset management.

Edward Gilbert is a financial advisor with Cetera who holds the Series 63 and Series 65 credentials and has 29 years of industry experience. His prior work includes roles at Strategic Resources Group, Ascend Financial Services, and Minnesota Life. Gilbert serves as an officer on the board of the Commonwealth Cares Foundation. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment strategies through a large national network of independent advisors.

Caroline Mahoney is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co., Commonwealth Financial Group, Northwestern Mutual, and Cetera Wealth Services. Mahoney is the owner of CM Financial Group, LLC, which she maintains for tax purposes but does not actively use. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with more than $256 billion in assets under management and over 10,000 advisors.

Thomas Kerns III is a Series 66-registered financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.

Samuel Myers is a financial advisor at Edward Jones in Hollywood, SC, holding the ChFC® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ulmer Boatworks Benz Craft and the Federal Law Enforcement Center in 2017, and held roles at Caddy Services Inc and the College of Charleston. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ty Peterson is a Series 66-licensed advisor with LPL Financial, based in Charleston, SC, and has been with the firm since 2026. His prior experience includes roles in education and hospitality, including positions at Appalachian State University and Lowland Tavern. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third‑party asset managers, with a focus on both discretionary and non‑discretionary investment strategies.