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 at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at McKenna Agency for 14 years. Outside of his advisory role, he is a commissioned notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various investment strategies.

Neal Webb is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has been affiliated with LPL Financial and South Carolina Bank & Trust since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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 a Series 66 designation and one year of industry experience. His prior work includes roles at Carpenter & Associates and CREATIVE Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprised of mutual funds, ETFs, and ETPs.

Helen Pratt Thomas is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. She has served as Senior Vice President and Senior Wealth Commercial Banker at South State Bank since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and uses both discretionary and non-discretionary management approaches supported by research and advanced technologies.

Laura Clark is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2001 and works with clients to develop personalized financial strategies aligned with their long-term goals. Her approach emphasizes a deep understanding of clients' financial concerns and priorities to create flexible wealth management solutions tailored to changing market conditions. Laura specializes in family wealth management strategies, personal retirement planning, socially responsible investing, as well as values-based and ESG investing. She is a qualified Portfolio Manager who can build and manage personalized investment strategies, including individual securities, Merrill model portfolios, and third-party investments, often managing these strategies on a discretionary basis through the firm's Investment Advisory Program. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Chartered Retirement Planning Counselor (CRPC). She earned a bachelor's degree from Hollins University and completed an accredited certificate program at Yale University. Laura is a member of the Merrill Women's Exchange and participates in community activities such as volunteering with the Leukemia & Lymphoma Society. Her personal interests include gardening, golfing, painting, and spending time with her family.

Nathan Fritz Joseph is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Edward Jones. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.

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 credentials and bringing 25 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios and research, providing both discretionary and non-discretionary management options.

John Sherman is a financial advisor with Merrill based in Charleston, SC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior work experience includes roles at Bank of America, BB&T, and Truist Advisory Services. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Crawford is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm’s financial planning emphasizes structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Charles Williams Jr Jr. is a financial advisor at Edward Jones in Charleston, SC, holding the CFP®, ChFC®, and Series 66 credentials with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked in academic and security industries and served as a teaching pastor at First Baptist Church of North Charleston. Williams also preaches on occasion at Living by Faith Baptist Church and serves on the finance committee of a homeowners association. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Evan King is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he has been involved with R&E Estate Holdings LLC and R&E Ventures LLC, both in property acquisition and management. Outside of finance, he works as a teacher and golf coach at North Hills School District and serves as a waiter at Bellevue Fine Dining. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm serves clients with a range of planning needs including retirement, risk, education, and specialized areas like business-owner transition and sports and entertainment planning.

Dane Depolo is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and RBC Capital Markets, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Thomas Jahn is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. He is also an American Airlines pilot, a role he has held since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.