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.

Zachary Volousky is a Series 66-licensed financial advisor with LPL Financial in Charleston, SC, where he has worked for 12 years. He also has 12 years of experience at South Carolina Bank & Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Kevin Montgomery is a financial advisor with LPL Financial in Hollywood, SC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes roles at The Huntington Investment Company, First Merit Bank, and Invest Financial Corporation. Outside of advising, he is involved in golf course maintenance at The Links at Stono Ferry. 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 broad range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various technology tools and a wide network of over 22,800 advisors.

Samuel Myers is a financial advisor at Edward Jones in Hollywood, SC, holding the ChFC® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ulmer Boatworks Benz Craft and the Federal Law Enforcement Center in 2017, and held roles at Caddy Services Inc and the College of Charleston. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Abigail Capasso is a financial advisor with Edward Jones in Charleston, SC, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Roger Mulhern is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning services.

Kirk Baser is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He has worked at Cetera and related entities since 2015 and previously at Summit Financial Group Inc. Outside of his advisory role, he owns Dead Solid Golf Marketing, a golf marketing business he has operated since 1998. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with various portfolio management and consulting services, combining affiliated and third-party managers across discretionary and non-discretionary program structures.

Christopher Jackson is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad range of capital markets services.

John Adelman is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2009, following five years at Merrill and five years at AllianceBernstein L.P. Outside of his advisory role, he serves as President of Mountain Ridge Country Club, where he helps set policy and works with management to enhance member experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages a broad range of capital markets activities.

William Seyle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His career includes tenures at Bank of America and Merrill prior to his current role. He serves as a board member and finance committee member of the Boys and Girls Club of Allentown and is also a director at St. Michael the Archangel School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Wiggins is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked in retail and hospitality positions, including at Harris Teeter and Wild Dunes Resort. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Cook Jr. is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. His prior roles include positions at Signator Investors, Inc., Transamerica Financial Advisors, and New England Securities. Outside of his advisory work, he serves as a deacon at First Baptist Church in Charleston, SC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment process with a variety of advisory and brokerage programs designed to accommodate different client needs and preferences.

Eugene Hines is a financial advisor with LPL Financial in Charleston, SC, holding CFP® certification and Series 63 and 65 licenses. He has 31 years of industry experience, including tenures at LPL Financial since 2007 and Wells Fargo Clearing from 2007 to 2011. Outside of his advisory role, he operates Hines Wealth Management, focusing on non-variable insurance sales related to group employer benefit packages. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Scott Koruba is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Gaines Sr. is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network, Edward Jones, and Pathway Wealth Partners prior to joining LPL. Gaines also conducts fixed insurance sales as a minority portion of his professional activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Torre Brown is a financial advisor at Thrivent Investment Management with a Series 66 designation and less than one year of industry experience. Prior to joining Thrivent, he worked at Apex Companies LLC and Stantec and served in the United States Army Reserves. He has also been involved with Cherry Creek Presbyterian Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without portfolio management or discretionary trading authority.

Robert Hugli is a financial advisor with Morgan Stanley in Johns Island, SC, holding Series 63 and Series 65 licenses and possessing 57 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning tools and a comprehensive investment approach.

Lynn Anne Gillen is a CFP® with 25 years of industry experience, currently affiliated with Cetera. She has worked at Cetera Wealth Services and Summit Financial Group in various advisory roles since 2012. Gillen also operates Gillen Wealth Management, LLC as a financial planner. Cetera is an SEC-registered adviser with a nationwide network of independent advisors serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Jenne Sevilla is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Her prior experience includes roles at Liberty Partners Capital Management, Northwestern Mutual Investment Management, and Securian Financial Services. In addition to her advisory work, Sevilla is involved in book sales and public speaking through her sole proprietorship and holds a Notary Public commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of financial planning and investment management services to individuals, retirement plans, banks, and institutions. The firm offers customizable portfolio strategies supported by research and technology tools, serving a large network of advisors and overseeing significant discretionary assets.

Anne Norton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Raymond James Financial Services since 2026 and previously worked at Raymond James & Associates from 2014 to 2025. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning supported by risk profiling and modeling tools, and it offers specialized programs such as municipal and public finance advisory services.