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 bringing seven years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance, among others. He also serves as the Chairperson of the Millennials At The Top council for the Southeastern Chamber of Commerce, a nonprofit organization focused on regional business and tourism development. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

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 with two years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Fidelity Investments and Massachusetts Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Charles Matthews is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and First Citizens. Outside of advising, he has worked in the restaurant industry. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a variety of portfolio management and retirement services, operating a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.

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.

Eric Rozzi is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior roles include work at Commonwealth Financial Group and involvement with Patrick Property Hospitality Group. Outside of finance, he has experience in education and community service, having worked at the University of South Carolina, Trident Technical College, Wando High School, and held a position in the South Carolina Senate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment options.

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 the Series 66 designation and has previously worked with Quail Valley Golf Course and Square Pizza LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and planning tools, with a focus on advisory services rather than individual security recommendations.

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."

William Petzold is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at First Allied Securities, Commonwealth Financial Group, and Securian Financial Services. Outside of his advisory work, he is involved as an owner of Absolute Medical Systems LLC and has a longstanding affiliation with Pintail. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with discretionary and non-discretionary options.

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.

Rhett Lindler is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He has worked with Commonwealth Financial Group and other financial services firms. Lindler is also the owner of Seabreeze Wealth Management, LLC, an expense management business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

Edward Werntz is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Citigroup Global Markets. 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 range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.