Charles Glasser Jr. is a financial professional with 39 years of industry experience. He holds Series 63 and Series 65 credentials and is currently affiliated with Cetera. His work history includes roles at Cetera Advisors LLC since 2013 and self-employment dating back to 1990. Outside of financial services, he serves on the advisory board of the Carolina Film Alliance, a nonprofit organization focused on enhancing film production in South Carolina, and is a charter captain and fishing guide with Low Country Charters. Cetera operates as a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through multiple program structures and affiliations, managing over $256 billion in assets.

Mari Hendrickson is a financial advisor with Primerica Advisors in North Charleston, SC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Service since 2005. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Hayden Sewell is a CFP® and Series 66-registered financial advisor with 10 years of industry experience, currently practicing at Edward Jones since 2015. He is based in Mount Pleasant, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jeffery Mc Carragher is a financial advisor at Edward Jones in Charleston, SC, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Edward Jones, he has been self-employed since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and trust services, operating under a fiduciary standard.

John Welsh is a financial professional with Cetera, holding a Series 66 credential and four years of industry experience. His career includes roles at Commonwealth Financial Group and Cetera Wealth Services, LLC. Outside of advisory work, he was involved with Wild Roots Candle Company from 2019 to 2021. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Charlotte Littleton is a Series 66-credentialed financial advisor with two years of industry experience, currently with Equitable Advisors. Her prior roles include positions at Daniel Dupuis and Oak Capital Management. Outside of her advisory work, she is involved as a bookkeeper for The Sustainable Warehouse, a nonprofit organization, and owns The Blank House LLC, a business specializing in appraisal photography. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs delivered through a network of investment adviser representatives. The firm utilizes a range of investment vehicles and partners with third-party managers and programs, offering both proprietary and external solutions without sponsoring its own wrap fee program.

Henry Thompson III is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, SouthState Investment Services, and SouthState Bank since 2016. 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 portfolios, third-party asset management, and institutional platforms.

Todd Turner is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and its affiliates since 2023 and previously was associated with Commonwealth Financial Services and Minnesota Life Insurance Company. Turner is also a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and affiliations.

Paul Callander is a financial advisor with LPL Financial in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera, VOYA Financial Advisors, Banc of America Investment Services, and BB&T Investment Services. Outside of advisory work, he is involved in non-variable insurance sales. 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 provides a range of advisory and brokerage services, including model portfolios, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Cameron Mactavish is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he consults with Affluence Consulting Group on business planning, including succession and exit strategies. MassMutual Investors Services, LLC 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 seminars with a focus on collaborative, goal-driven client relationships.

Craig Colby is a financial advisor with Edward Jones in Mt. Pleasant, SC, holding Series 63, 65, and 66 licenses and 37 years of industry experience. His prior roles include positions at OppenheimerFunds Distributor, Inc. and Liberty Partners Capital Management. Outside of his advisory work, he is co-founder and board chairman of the St. Thomas Isle Business Group, a business networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Darrell Strickland is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at NEXT Financial Group, Wells Fargo Clearing, and Merrill. He also operates a DBA entity for his LPL business under Palmetto State Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad range of operational and research tools.

Bryan Keorlet is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is currently with Edelman Financial Engines and previously worked at Fisher Investments among other firms. Bryan volunteers as a financial planning coach for Wings for Widows, providing pro bono support to newly widowed individuals. Edelman Financial Engines offers technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online platforms.

Dawn Vardakas is a financial advisor with Primerica Advisors in North Charleston, SC, holding Series 63 and Series 65 licenses and with 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved with Saint Benedict Catholic Church since 2026. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Anna Ponder is a financial advisor at Edward Jones in Summerville, SC, holding the ChFC® designation and Series 66 license with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

John Ross is a Series 66 licensed financial advisor with 21 years of industry experience. He currently works at Wells Fargo Advisors, where he has been since 2021. Prior to that, he held roles at Bank of America and Merrill from 2005 to 2021. Outside of his advisory practice, Ross is a co-trustee of his father's trust and has ownership in a tree farm through Boland Family Farms LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized offerings such as business-owner transition and special-needs planning. The firm utilizes in-house research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Joseph Purter is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Enterprise Holdings, Cintas Corporation, Spectrum, Pizza Hut, and Presbyterian College. Outside of his advisory duties, he is co-owner of Dreamers & Commanders Company LLC, an athletic development business, and serves on the board of Garnet & Blue Collective, which supports NIL opportunities for athletes at Presbyterian College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Ayers is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked seven years with Dorchester School District Two. Outside of his advisory role, Ayers officiates high school football and softball games and owns a custom gifts business specializing in embroidery and vinyl products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Joseph Harley is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual, Fogle and Associates, Vail Resorts, and Clemson University. Outside of his advisory role, he is also a fishing charter captain with Billfishin' LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Louis Dimuzio Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has served at Lincoln Financial Services since 2008. In addition to his advisory role, he is involved in life settlements and insurance, offering products such as accident, health, disability insurance, and fixed and indexed annuities. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk analysis to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.