Kevin Medert is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory role, he is also employed as a security professional with Allied Universal. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and other related services through its network of investment adviser representatives.

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.

Clarence Blanton Jr. is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Enterprise. He has held roles at several firms including Cambridge Investment Research Advisors, Dempsey Lord Smith, and Thrivent Investment Management. Outside of financial advising, he owns a charter boat company and serves on the board of the South Carolina Lutheran Retreat Centers. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a notable presence in non-securities products and affiliated insurance and trust services.

Valetta Burgess is a financial advisor with LPL Enterprise LLC in Mt. Pleasant, SC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL, she held roles at First Command Advisory Services, First Command Insurance Services, and Cornerstone Insurance Company. She also serves in the South Carolina Army National Guard. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Robert Morrow is a CFP® and ChFC® with 34 years of industry experience, currently affiliated with Cetera. He has held roles at Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of advisory work, he is involved in fixed insurance sales and owns a vacation rental business through Hits BIH, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers multiple portfolio management options, financial planning, and access to third-party money managers, managing over $256 billion in assets through a variety of program structures.

Wendy Brewer is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding the PFS™ designation as well as Series 65 and Series 66 licenses. She has 12 years of industry experience, including roles at Wells Fargo Advisors, LLC, and has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is co-owner of Breathe In Breathe Out LLC, where she assists with decisions related to real estate maintenance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by investment policy statements and modern portfolio theory. The firm serves institutional clients with a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Zachary Volousky is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and possessing 12 years of industry experience. He has worked at LPL Financial and South Carolina Bank & Trust since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial products and technology tools.

Alexa Alchevsky is a Planning Consultant at Fidelity Investments, based in the Mount Pleasant office. In her current role, she supports advisors by conducting annual plan reviews to help clients stay on track with their financial goals. Prior to this, she worked as a Relationship Manager at Fidelity Investments from 2024 to 2025. Alexa has a professional background focused on financial planning and client relationship management. Outside of work, she has interests in music, soccer, and traveling.

Richard Malinowski is a Financial Advisor specializing in wealth management and retirement planning at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Richard earned a Bachelor's Degree from the University of South Carolina. Outside of his professional work, Richard has interests in football, golfing, and running.

Jerome Hornowski is a financial advisor at UBS Financial Services with 46 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions supported by proprietary research and capital markets expertise.

Cynthia Sellers is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. She has worked at Merrill since 2004 and has been affiliated with Bank of America, N.A. since 2015. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ronald Warden is a financial advisor with Mass Mutual Investors Services in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with MassMutual Life Insurance Co and Mass Mutual Investors Services since 1996. Outside of his advisory role, Warden is involved in real estate sales and appraisals and operates a benefits group specializing in life, health insurance, and retirement plan communications. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analysis tools and structures its services to focus on investment strategy recommendations rather than specific product selections.

La Tasha Gandy is a financial advisor at Merrill with three years of industry experience and a Series 66 designation. She has been affiliated with Bank of America since 2010. Gandy serves on the boards of the Charleston Regional Development Alliance, the MUSC Foundation College of Nursing, and My Sister’s House Inc., a nonprofit focused on domestic violence support. 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, pension plans, corporations, and charitable organizations.

Derrick Boots is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial advisory services to clients, helping them with wealth management strategies. Details about his professional experience, expertise areas, education, and credentials are not provided. Similarly, no information about his personal interests or community involvement is available.

Stephan Zacharkiw is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Maxwell Huggins is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial strategies that connect all aspects of a client's financial life to help prioritize and pursue their most important goals. Max works with a select group of clients to develop customized investment advice tailored to their unique priorities and long-term aspirations. Maxwell has been with Merrill Lynch since 2017 and brings expertise in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and sports and entertainment. His approach emphasizes collaboration, drawing on the resources of a global financial institution to create strategies that reflect clients' goals for themselves and future generations. He holds a Bachelor's Degree from the University of South Carolina and has earned the Personal Investment Advisor (PIA) designation. Maxwell is actively involved in his community, serving as Secretary for the Mt. Pleasant Exchange Club and participating in organizations including Habitat for Humanity and the Mt. Pleasant Chamber of Commerce.

David Ranney is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Rebalance, LLC and Bend Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm engages in discretionary and non-discretionary advisory work, fund advisory, and portfolio management with notable use of systematic methodologies and AI in its investment process.

John Elson is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and UBS Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools without providing individual security recommendations as part of standalone plans.

George Debnam Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked within various Raymond James entities since 2013 and is the president of Debnam Financial Services. He also serves as executor for an estate under his name. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual, institutional, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Richard Carlin Jr. is a financial advisor at RBC Capital Markets with 45 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.