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 with Merrill Lynch Wealth Management. He works closely with clients to understand their unique ambitions and personal priorities, helping them develop short-, mid-, and long-term financial goals. His approach includes guiding clients through family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. Richard’s expertise spans general investing, retirement planning, and preparing for unexpected financial needs. He also provides clients access to Bank of America specialists in banking, credit, home financing, and small business solutions, offering comprehensive advice and ongoing guidance as clients’ financial circumstances evolve. 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 role, Richard has personal interests in football, golfing, and running. His professional philosophy is centered on uncovering what matters to clients and their families to create financial strategies that pursue their goals.

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.

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 focuses on providing personalized financial strategies that connect all aspects of a client's financial life to help prioritize and pursue their most important goals. Max works with a select group of clients to develop customized investment advice tailored to their unique priorities and long-term aspirations. Maxwell has been with Merrill Lynch since 2017 and brings expertise in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and sports and entertainment. His approach emphasizes collaboration, drawing on the resources of a global financial institution to create strategies that reflect clients' goals for themselves and future generations. He holds a Bachelor's Degree from the University of South Carolina and has earned the Personal Investment Advisor (PIA) designation. Maxwell is actively involved in his community, serving as Secretary for the Mt. Pleasant Exchange Club and participating in organizations including Habitat for Humanity and the Mt. Pleasant Chamber of Commerce.

Kevin Montgomery is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has worked at LPL Financial since 2013, with a brief tenure at The Huntington Investment Company and First Merit Bank. Outside of advisory work, he is involved in golf course maintenance at The Links at Stono Ferry. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. He has prior experience at Morgan Stanley and Morgan Stanley Private Bank, where he worked from 2015 to 2024. Outside of his advisory role, he is an author. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by LPL Research and third-party subadvisors.

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 seven years of industry experience. She holds Series 63 and Series 65 designations and has previously worked with NYLIFE Securities LLC, New York Life Insurance Company, and Northwestern Mutual. Mahoney is also the owner of CM Financial Group, LLC, which she maintains for tax purposes. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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 financial advisor at LPL Financial based in Charleston, SC. He holds the Series 66 designation and has been with LPL Financial since 2026. Prior to his advisory role, he worked at several organizations including Extreme Snowboard and Ski, First Citizens Bank, and Appalachian State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Isaac Poplin is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of advisory work, he is involved in a financial practice through PFSG LLC in Greenville, 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 services through a network of advisors, combining research and planning tools with optional implementation via brokerage or advisory programs.

Michael Struckman is a financial advisor with Raymond James & Associates in Charleston, SC, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior firms include Morgan Stanley, LPL Financial, Truist Investment Services, and Gladstone Institutional Advisory. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and affiliated research.