Bradley Worsham is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones in Charleston, SC since 2014. He provides private pickleball lessons in the Charleston area as an extracurricular activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Dalton Heffel is a CFP® with three years of industry experience, currently serving as an advisor at OSAIC since 2022. Prior to joining OSAIC, he worked for the University of Wisconsin Whitewater for twelve years. He also operates Granite Bridge Wealth Management as his investment advisory business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory platforms and asset-allocation tools to provide integrated brokerage and investment advisory services.

Nicole Duvall is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, she works with a team of specialists to design comprehensive, customized wealth strategies aligned with each family's unique goals and priorities. She focuses on building enduring relationships based on trust and transparency and provides disciplined, forward-looking guidance to help clients navigate complexity and preserve wealth across generations. Nicole has extensive experience in wealth management and financial advising, having held various roles at Fidelity Investments since 2010, including Vice President and Branch Leader. Prior to joining Fidelity, she worked as a Financial Advisor at Wells Fargo Advisors and as a Private Risk Advisor at Wachovia Bank. She began her career as a State Farm Agent. Outside of her professional work, Nicole enjoys playing golf, table tennis, and tennis.

John Gibbs is a financial advisor with Merrill in Charleston, SC, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Merrill since 2013 and concurrently at BOFA Securities, Inc. since 2019. Outside of his advisory work, he serves on the board of directors for Sea Island Habitat for Humanity, a charitable organization in South Carolina. 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, and institutional investors.

Christopher Randazzo is a financial professional with 39 years of industry experience. He is currently with Cetera and holds Series 63 and Series 65 credentials. Randazzo also operates as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts 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 access to various investment strategies and custodial relationships.

John Le May is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance, and Articularis Healthcare Group Inc. He serves as Chair of the Millennials At The Top council for the Southeastern Chamber of Commerce, a nonprofit focused on business and tourism in the Southeastern region. 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 offers a range of brokerage and advisory solutions, relying on research and diversification principles to evaluate investment options.

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.

Christopher Barton is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Merrill, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Outside of his advisory role, Barton is involved as an insurance agent with Life Policy Pros. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various operational and research tools.

Ellis Hargadon is a financial advisor at Morgan Stanley in Charleston, SC, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at Fidelity Investments and Massachusetts Financial Services. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its service offerings.

Lindsey Rickards is a financial advisor at UBS Financial Services with 10 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, ARAMARK, and Merrill. She holds Series 63 and Series 65 designations. Outside of her advisory work, she serves as an assistant coach with First Tee–Greater Baltimore, a youth education organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 solutions.

Jeremy Billew is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at McKenna Agency for 14 years. He is also a commissioned notary. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic, tactical, and alternative investment options.

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.

Neal Webb is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at South Carolina Bank & Trust, Sorrento Pacific Financial, Uvest Financial Services Group, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Alexander Shields is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he had roles at Quail Valley Golf Course and managed two small businesses, Square Pizza LLC and Southern Set-up LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Mitchell Kramer is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients and their families to develop financial plans aimed at meeting their personal definitions of success. He has been with Fidelity Investments since 2015, progressing through several roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Through these positions, he has gained extensive knowledge of the resources and services available to clients, enabling him to implement and maintain comprehensive financial plans. Additional information regarding Mitchell Kramer's education, credentials, personal interests, or community involvement is not provided.

Joseph Miller is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Carpenter & Associates and CREATIVE Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Helen Pratt Thomas is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and 22 years of industry experience. She has worked at LPL Financial since 2015 and previously spent 11 years at Wells Fargo Clearing. In addition to her advisory role, she serves as Senior Vice President and Senior Wealth Commercial Banker at South State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment options, including third-party asset management and institutional platforms.

Laura Clark is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2001 and focuses on providing personalized wealth management strategies tailored to her clients' unique financial goals and priorities. Laura specializes in family wealth management strategies, managing new wealth, personal retirement planning, socially responsible and ESG investing, and serving women and wealth clients. She is a Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER® certificant, Certified Investment Management Analyst®, and holds the Chartered Retirement Planning Counselor™ designation. Laura is a qualified Portfolio Manager and works with high-net-worth clients through the full life cycle of their wealth, from accumulation to preservation and distribution. She earned her Bachelor's Degree from Hollins University and has completed an Accredited Certificate Program at Yale University. Laura is a member of the Merrill Women's Exchange and is active in community service, including volunteering with the Leukemia & Lymphoma Society. She enjoys gardening, golfing, painting, and spending time with her family. Laura has been recognized on multiple Forbes lists, including "America's Top Women Wealth Advisors Best-in-State" and "Best-in-State Wealth Management Teams."

Nathan Fritz Joseph is a financial advisor with LPL Enterprise in Mt. Pleasant, SC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, Park Avenue Securities, Guardian Life Insurance Company, and Edward Jones. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Courtney Zalinski is a Financial Advisor with over 24 years of investment experience, currently working with Merrill Lynch Wealth Management since 2006. She specializes in tailored investment strategies and portfolio management, focusing on areas such as family wealth management, liquidity management, retirement planning, and tax minimization. Courtney holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ at The Wharton School. She also holds the Personal Investment Advisor (PIA) designation. Courtney began her career as an Investment Banking Analyst in Manhattan. She earned her bachelor's degree from the University of North Carolina at Chapel Hill, where she also served as Captain of the Varsity Tennis Team. She resides on Daniel Island and plays professional pickleball in her free time. Her personal interests include gardening, reading, skiing, tennis, and pickleball.