Dennis Coleman is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Outside of his advisory work, he is a co-owner of a rental property in Atlanta, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

Janet Dember is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She previously operated Janet E. Dember Income Tax Service for 28 years and worked with various insurance carriers and Waddell & Reed, Inc. for over three decades. Outside of advisory services, she has been involved in tax preparation and accounting through her own business. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Niall Gannon is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at various Morgan Stanley entities since 2009. Outside of his advisory role, he is the owner of a publishing sole proprietorship and serves on investment committees for both the Roman Catholic Foundation of Eastern Missouri and The Papal Foundation. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of services including estate planning and access to diversified investment opportunities.

Sally Nicoli is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at several firms including Raymond James Associates and Edward Jones. Outside of her advisory role, she is also a licensed real estate sales person with eXp Realty. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Richard Koster Jr. is a financial advisor with RBC Capital Markets in Charleston, SC, holding a Series 63 designation and bringing 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and integrates in-house and third-party investment managers, providing tailored portfolio management and financial planning services.

Ronald Bryson is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America, N.A. He is also a 50% owner of Mogado Acquisitions, LLC, an online teletherapy business named Wings for Me. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides customized financial planning and portfolio management using proprietary research and model-based asset allocations.

Alonzo Burris is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is co-owner of Burris Environmental Services, a family real estate business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary options, with a broader range of financial products than typical large institutional advisers.

Ethan Hooper is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a range of advisory, brokerage, and insurance solutions.

Samuel Mc Bride is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He has worked at Cetera since 2023 and previously was associated with Commonwealth Financial Group and Securian Financial Services. Outside of his advisory work, he is involved in fixed insurance sales and has a modeling role related to clothing fitting. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm offers multiple program structures and access to third-party managers, overseeing more than $256 billion in assets through a large network of advisors.

Kimberly Mathewes is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Sean Delaunay is a financial advisor with Equitable Advisors in North Charleston, SC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in the food service industry and held various positions including at Palmetto Smoke House and Oyster Bar and Monks BBQ. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management programs. The firm employs a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to tailor investment solutions.

Jason Stubbings is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, he serves as vice president of the Charleston Referral Exchange, a business networking group, and chairs the Investment Committee for the Carolinas District of Kiwanis International. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers across a range of investment strategies and accounts.

David Marion is a financial advisor with Wells Fargo Advisors in Mount Pleasant, SC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes positions at UBS Financial Services and various Wells Fargo entities dating back to 2002. Outside of advising, he serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Ethan Cobb is a financial advisor with LPL Financial in Mount Pleasant, SC. He holds a Series 66 designation and has been with LPL Financial since 2025. Prior to entering the financial industry, he worked in education at Trinity College and several schools from 2015 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Saleah Hewitt is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds a Series 66 credential and has worked at firms including LPL Financial and Integrated Wealth Concepts LLC. Hewitt is also the owner and CEO of InvestEd Consulting, Inc., a support company based in Mount Pleasant, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Michael Hrubala Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Michael has previously worked with Jeremy Anderson State Farm and has been involved with Jeter Hrubala Wealth Strategies, LLC, where he supports client reviews and investment research. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and analytical tools to support client goals while maintaining specialized municipal and public finance capabilities.

Costa Chakeris is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1993, bringing over 25 years of experience in wealth management. Costa holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds Series 7, 63, and 65 FINRA registrations. Costa earned a Bachelor of Science in Business Administration from the University of South Carolina. Outside of his professional role, he enjoys spending time with his family, playing tennis, golf, fishing, and hunting. He and his family are members of Grace Episcopal Church and he is involved with the USC Darla Moore School of Business Alumni Association as well as the Charleston Metro Exchange Club. Costa and his wife, Angie, live in Mt Pleasant with their two grown children, Mary Hope and David.

Dylan Davison is a financial advisor with LPL Financial based in Charleston, SC. He holds the Series 66 designation and has recently started his career in the industry, with prior work experience at Salesforce and Blackbaud. 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 variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive advisory and non-advisory financial activities.

Emilie Mercer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Seth Turner is a financial advisor with LPL Financial in North Charleston, SC, holding a Series 66 designation and one year of industry experience. He previously worked at SouthState Bank, Bank of America, Merrill, and Supreme Lending. Outside of his advisory role, Turner is the owner of SEEK Snacks, LLC, and is involved as a coach with the Charleston Ice Hockey Referee Association. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.