Thomas Jahn is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. He is also an American Airlines pilot, a role he has held since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kristen Risher is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones. Outside of her advisory role, she is involved with Sollecito Advantage Group, a real estate and data entry business based in Murrells Inlet, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial product sales and referral channels.

Scott Fried is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes roles at Cowen and Company, LLC, BTIG LLC, and JP Morgan entities prior to joining Morgan Stanley Smith Barney LLC. He is based in Charleston, SC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including financial and estate planning services supported by advanced modeling tools.

Andrew Dalrymple is a CFP® with 19 years of industry experience, currently associated with LPL Financial since 2013. He is based in Charleston, SC. Outside of his advisory role, he has involvement with Horseshoe Hollow LLC, a short-term rental property business in North Carolina. LPL Financial serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment advisers. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios to deliver both discretionary and non-discretionary management solutions.

Carley Elvis is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Wells Fargo Advisors, she held positions at Millennium Private Wealth and various roles outside the financial industry, including hospitality and retail. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with a broad menu of planning options including retirement, education, and specialized services like business-owner transition and special-needs analysis.

Amanda Millen Cole is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Merrill since 2013 and joined UBS in 2022. Cole serves as an officer of the Junior League of the Grand Strand and is a member of the boards of directors for both the Junior League and Girl Scouts of Eastern South Carolina. She also advises collegiate women in the Zeta Gamma Chapter of the Chi Omega Fraternity at the College of Charleston. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients' goals and risk tolerances.

Leroy Summers Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Pruco Securities, LLC, MML Investors Services, MassMutual, and AXA Advisors, LLC. He also worked with the Carolina Panthers from 2017 to 2019. Summers is involved in property and casualty insurance through his role at Comparion Insurance Agency. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products using an integrated platform that combines adviser programs with active sales of insurance and other financial products.

Nicholas Kass is a CFP® with 12 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has been affiliated with Wells Fargo Bank, N.A. since 2014 and worked with Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Zachary Kallick is a financial advisor with Merrill in Mount Pleasant, South Carolina, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Merrill since 2003. Outside of his advisory role, he is a limited partner in a for-profit LLC focused on improving and selling real estate properties. 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 strategies for individuals, high-net-worth clients, and institutional investors.

David Gay is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group and includes services such as fee-based financial planning and recommendations of third-party advisers.

Jody Hyden is a Series 66-licensed financial advisor with Ameriprise, based in Daniel Island, SC, and has 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Hyden owns My Circle, LLC, a holding company for an app and potential social communication website, and serves on the board of the Coastal Educational Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Eric Robb is a financial advisor with Stifel in Charleston, SC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory role, he serves as president of The Roy & Gretta Hogan Foundation and is a board member of the Wichita Falls Area Community Foundation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Nicole Schleier is a financial advisor with Ameriprise in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes roles at Ameriprise since 2017 and prior experience at Wells Fargo Advisors from 2009 to 2017. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, providing detailed, research-driven Recommendation Reports that incorporate tax-smart strategies and Social Security options. The firm combines algorithmic tools with expert oversight to deliver tailored retirement advice and offers a broad range of advisory, brokerage, and insurance solutions.

Alexandria Trull is a financial advisor at LPL Enterprise with seven years of industry experience. She holds a Series 66 credential and has worked previously at UBS Financial Services, LPL Financial, Red Ventures, and Brewco Marketing Group. Outside of her advisory role, she is a business owner of Project Lean Nation. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage, and insurance products, utilizing an integrated platform that combines adviser programs with active sales and lending services.

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 credentials and over 41 years of industry experience. Prior to joining LPL Financial in 2021, she operated Janet E. Dember Income Tax Service for 28 years and worked with Waddell & Reed, Inc. and various insurance carriers for more than three decades. She also maintains a tax preparation and accounting practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.