Christopher Randazzo is a financial professional with 39 years of industry experience. He is currently with Cetera and holds Series 63 and Series 65 credentials. Randazzo also operates as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to various investment strategies and custodial relationships.

John Le May is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials and six years of industry experience. Prior to his current role, he worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance. He serves as Chair of the Millennials At The Top council for the Southeastern Chamber of Commerce, a nonprofit focused on regional business and tourism development. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jared Larrow is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with TrueGuidance Holdings, LLC as a registered team member managing an advisory business. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm serves a broad client base through its extensive advisory, brokerage, and insurance offerings typical of a large institutional provider.

Christopher Barton is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2014. Outside of his advisory role, he is also involved as an insurance agent with Life Policy Pros. 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 and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios from various sources.

Julie Hucks is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its related entities since 2001. Outside of her advisory work, she serves on the board of directors for Sculpture in the South, a local arts organization. Ameriprise offers retirement-income planning services primarily for individuals near or in retirement with significant investable assets, combining research and modeling with tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Ellis Hargadon is a financial advisor at Morgan Stanley in Charleston, SC, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at Fidelity Investments and Massachusetts Financial Services. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its service offerings.

Charles Matthews is a financial advisor at Cetera with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Trinity Wealth Securities, Florida Financial Advisors, and First Citizens. Outside of advisory work, he has experience in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

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.

Natalie Bodker is a Series 66 certified financial advisor with nine years of industry experience, currently practicing at Edward Jones in Johns Island, SC. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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.