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 the Series 66 designation and has previously worked 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 provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment implementation is typically model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program.

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 licenses and bringing 41 years of industry experience. She previously operated Janet E. Dember Income Tax Service for 28 years and worked with various insurance carriers and Waddell & Reed, Inc. for over three decades. Outside of advisory services, she has been involved in tax preparation and accounting through her own business. 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 investment adviser representatives.

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 who holds a Series 66 designation and has 10 years of industry experience. He has worked at Cetera since 2023 and previously was associated with Commonwealth Financial Group and Securian Financial Services. Outside of his advisory work, he is involved in fixed insurance sales and has a modeling role related to clothing fitting. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm offers multiple program structures and access to third-party managers, overseeing more than $256 billion in assets through a large network of advisors.

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 two years of industry experience. Prior to joining Equitable Advisors, he worked in the food service industry and held various positions including at Palmetto Smoke House and Oyster Bar and Monks BBQ. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management programs. The firm employs a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to tailor investment 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.