Isaac Wood is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Nationwide Investment Services Corporation and Fiduciary Wise. Wood is also the founder of The Woodpile Co, a nonprofit ministry based in Johns Island, SC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, frequently utilizing third-party asset managers and model portfolios.

William Gaines Sr. is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Commonwealth Financial Network since 2016 and previously worked at Pathway Wealth Partners. Gaines also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Kirk Matenaer is a CFP® professional with two years of industry experience. He currently works at Farther and has previously been associated with Capasso Planning Partners and Franklin & Associates. Outside of his advisory role, he is involved in insurance brokerage through multiple companies, including an affiliated firm. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, utilizing a mix of bespoke and algorithmic model portfolios with automatic rebalancing.

William Ramette is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley in various capacities from 2011 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, including families, family offices, and institutions, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by a consolidated investment platform that delivers a range of discretionary and non-discretionary solutions across multiple asset classes.

Scott Engell is a financial advisor with Cetera, holding the Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Cetera since 2021 and previously spent seven years at Voya Financial Advisors. Engell also owns Engell Insurance Brokerage, Inc., which offers insurance licensing classes and fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Thomas Olson is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 1993 and Northwestern Mutual Investment Services since 2001. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies from traditional equity and fixed income to more complex approaches.

Nancy Sides is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 36 years of industry experience. She has worked at Cetera since 2021 and has been president of Sides Financial Strategies, Inc. since 1995. Additionally, she teaches financial strategies at Midlands Technical College. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program options and custodial relationships.

Daniel Koval is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Prudential Insurance Company of America, Pruco Securities LLC, and Mass Mutual Investors Services. Outside of his advisory work, he has held positions in the hospitality sector, including as a server at Hall’s Chophouse II and in labor and restocking at Trader Joe’s. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Megan Schieber is a financial advisor with Morgan Stanley, holding a Series 66 designation and having four years of industry experience. She previously worked at Merrill from 2015 to 2023 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Albert Russo is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. In addition to his advisory role, Russo is a 50% owner and partner at Schaible, Russo & Co., LLP, a CPA firm providing tax planning, forensic accounting, and management consulting services. He also serves on the finance committee for Crossroads4Hope, a nonprofit organization, and is a board member of the Lamington Falls Homeowners Association. OSAIC serves a diverse range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated financial advisers. The firm utilizes various asset-allocation tools and offers integrated brokerage and advisory services, managed portfolios, and access to third-party money managers and wrap programs.

Christopher Black is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he manages Tight Lines Interests, LLC, a personal LLC focused on investing in direct residential real estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor client plans.

Jared Larrow is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with TrueGuidance Holdings, LLC as a registered team member managing an advisory business. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm serves a broad client base through its extensive advisory, brokerage, and insurance offerings typical of a large institutional provider.

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.

Kevin Keating is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1992. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to assist clients in developing financial plans.

David Neville is a financial advisor with LPL Financial in Johns Island, SC, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has been with LPL Financial, previously LINSCO/PRIVATE LEDGER CORP., since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by research and a variety of portfolio management options.

Shelby Meyer is a financial advisor at Edelman Financial Engines with 34 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Financial Engines Advisors L.L.C. and TD Ameritrade, Inc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

Coleman Rudolph Sr. is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Dennis Klein is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds a Series 63 designation and has been with UBS since 2009. Located in Kiawah Island, SC, his long tenure reflects extensive experience in the field. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

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.

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.