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.

Richard Candor is a financial advisor with Primerica Advisors, holding a Series 66 designation and six years of industry experience. He has worked in education with Berkeley County and Dorchester District school systems and has been affiliated with Primerica Financial Services since 1988. Candor also engages in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts. The firm focuses on curated third-party asset managers and utilizes a tiered wrap fee structure.

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.

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.

Alonzo Burris is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 28 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. Outside of his advisory role, he is co-owner of Burris Environmental Services, a family real estate business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary options, with a broader range of financial products than typical large institutional advisers.

Ethan Hooper is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a range of advisory, brokerage, and insurance solutions.

Milton Truluck III is a financial advisor with Primerica Advisors in Goose Creek, SC, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2022. Prior to his financial services career, he was affiliated with The Church of the Holy Cross for 17 years. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Samuel Mc Bride is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and its affiliated entities since 2023 and previously at Commonwealth Financial Group and Securian Financial Services. Outside of his advisory role, he has served as a model for a clothing brand. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, utilizing both affiliated and third-party managers within various program structures.

Kimberly Mathewes is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Sean Delaunay is a financial advisor with Equitable Advisors in North Charleston, SC, holding a Series 66 designation and 1 year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including the restaurant industry and in education. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers to provide a range of advisory and brokerage solutions.

Jason Stubbings is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, he serves as vice president of the Charleston Referral Exchange, a business networking group, and chairs the Investment Committee for the Carolinas District of Kiwanis International. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers across a range of investment strategies and accounts.

David Marion is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2010. Outside of his advisory role, he serves as a notary public in Mount Pleasant, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, delivering tailored recommendations supported by proprietary research and planning tools.

Benjamin Fogg is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked with firms including Guardian Life, John Hancock, and Symetra Life Insurance Company. MassMutual Investors Services operates as a subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and employer-sponsored planning.

Ethan Cobb is a financial advisor with LPL Financial in Mount Pleasant, SC. He holds a Series 66 designation and has experience in education, having worked at Trinity College, New Hampton School, Weddington High School, and Weddington Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Michael Davenport is a CFP®, ChFC®, and Series 63-registered financial advisor with Edward Jones, based in Summerville, SC. He has 35 years of industry experience, all of which have been with Edward D. Jones & Co., L.P. since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Neville is a financial advisor with LPL Financial in Johns Island, SC, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has been with LPL Financial, previously LINSCO/PRIVATE LEDGER CORP., since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by research and a variety of portfolio management options.

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.