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.

John Steiner is a financial advisor at Wells Fargo Advisors in Charleston, SC, holding a Series 66 designation with 23 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Steiner is also a 16.66% owner of Panorama Wealth Partners, LLC, where he provides financial advice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm combines research, planning tools, and advisory options with brokerage and other financial products to deliver tailored recommendations to its clients.

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.

Melissa Whitney is a financial advisor at Morgan Stanley with 29 years of industry experience. Her prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Deutsche Bank Securities, and Lehman Brothers. Outside of finance, she is an investor and silent partner in Longfellow Wines LLC, a winery based in Oakland, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, supported by structured discovery processes and firm-approved planning tools.

David Neville is a financial advisor at LPL Financial with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has been with LPL Financial since 2007. 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 advisors and technology tools.

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 Series 66-licensed financial advisor with Wells Fargo Clearing, based in Charleston, SC. She has 22 years of industry experience, including prior roles at Morgan Stanley and Citigroup Global Markets. Mercer 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

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.

Christopher Molineaux is a financial advisor at Morgan Stanley with a Series 66 designation. He joined the firm in 2026 and has prior experience at the College of Charleston and the University of Alabama, as well as positions outside the financial industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and various advisory programs, managing approximately $2.74 trillion in client assets.

Timothy Kane is a Series 66-licensed financial advisor with Morgan Stanley in Charleston, SC, with 17 years of industry experience. He has been with Morgan Stanley and its affiliates since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and proprietary tools to support client outcomes and delivers services through a combination of advisory and brokerage capacities.

Huy Le is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Edward Jones, Newport Group, UBS Financial Services, and Merrill. Additionally, he operates Oak Capital Management, LLC and works as an independent agent focusing on fixed insurance products. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Kevin Madden is a financial advisor with Edward Jones in Mount Pleasant, SC, holding Series 63 and Series 66 licenses. He has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household types and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Butler is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel, he worked for seven years at the South Carolina State Fiscal Accountability Authority. Outside of his advisory role, he is a limited partner in a family-owned LLC, Butler Oaks LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Austin Graham is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at the New York Mets and HomeAdvisor, as well as involvement with the No Limit Ballers Lacrosse Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research.

Kathleen Edwards is a financial advisor at Cetera with 2 years of industry experience and holds the PFS™ designation. She is also a partner and Director of Accounting and Tax at Arrow Advisory, where she leads the tax and accounting team, reviews income tax returns, and implements tax planning strategies. Her prior work includes roles at Avantax Advisory Services and NCGS, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program options and extensive custodial relationships.

Adam Monical is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Edward Jones, TD Ameritrade, and Central Bank of St. Louis. Outside his advisory work, he has been involved with Bulldog Tours. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, with clients retaining final decision-making authority.

James Vance is a Series 66 registered financial advisor with Wells Fargo Clearing, based in Charleston, SC, with 14 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves as a trustee for his father’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Ellerie Walker is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently with Cetera and has previously worked at Commonwealth Financial Group, Securian Financial Services, and Minnesota Life Insurance Co. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.