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 financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and 12 years of industry experience. He has worked at 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 range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources.

Kevin Montgomery is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has worked at LPL Financial since 2013, with a brief tenure at The Huntington Investment Company and First Merit Bank. Outside of advisory work, he is involved in golf course maintenance at The Links at Stono Ferry. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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 with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he serves as President of Mountain Ridge Country Club in New Jersey, where he leads board meetings and helps set policy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm operates with extensive institutional trading capabilities alongside wealth management services.

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® credentialed financial advisor with 34 years of industry experience, currently affiliated with OSAIC since 2018. He previously worked at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory role, he serves as a deacon at First Baptist Church and is an insurance strategist for Crump Insurance Services, focusing on non-variable insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary management, with notable complexity in its corporate structure and platform offerings.

Eugene Hines is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. Based in Charleston, SC, he operates Hines Wealth Management, which also offers group employer benefit insurance packages. LPL Financial is a national firm providing advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and institutions, with access to various investment programs, research resources, and technology-driven portfolio management solutions.

Scott Koruba is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 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. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs.

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. She previously worked at Liberty Partners Capital Management, LLC, and Liberty Partners Financial Services, LLC from 2016 to 2018. Outside of her advisory role, she operates a sole proprietorship involved in book sales and public speaking, and she is also a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, encompassing both discretionary and non-discretionary management strategies.

Kevin Brazell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is one of the managing partners of WMB & Associates, where he focuses on providing customized wealth management strategies and estate planning services to high-net-worth families, executives, and business owners. He also serves as a client relationship manager, guiding clients through the retirement planning process and assisting them in maintaining their financial lifestyle. Kevin holds a Bachelor's Degree from the University of South Carolina. He has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Through his CEPA designation, he helps business owners build more valuable companies, align their personal goals, and increase the viability of their financial plans. In addition to his professional work, Kevin participates in his community by volunteering with organizations such as First Tee of Columbia and the Midlands Golf Foundation. His approach emphasizes understanding clients' life priorities to create personalized financial plans tailored to their goals and aspirations.

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.