Richard Kasprak is a financial advisor with Cetera and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 49 years of industry experience, including over four decades with Offerman & Company and more than two decades with Avantax firms prior to joining Cetera. He also works as an insurance sales agent specializing in individual major medical and Medicare supplement insurance policies. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base through a nationwide network of independent advisors, offering a broad range of portfolio management and retirement services with access to both affiliated and third-party money managers.

Zachary Anderson is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and its affiliated entities since 2019, following roles at Northwestern Mutual and engagements with Clemson University and the Charleston County Park and Recreation Commission. Outside of his advisory work, Anderson serves as treasurer for the Charleston County Clemson Club, an alumni association where he manages bookkeeping and organizes events and fundraisers. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a range of investment management and financial planning services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with discretionary and non-discretionary portfolio management across multiple program structures.

Duncan Tyson III is a Series 66-licensed financial advisor with Edward Jones in Charleston, SC, where he has worked since 2013. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Jackson is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and 15 years of industry experience. He previously worked for Equitable Advisors for 12 years before joining LPL Financial in 2020. Outside of his advisory role, he is involved with Covenant Insurance Group, a non-variable insurance business. 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 access, and institutional platforms, supporting its advisors with research tools and diverse investment strategies.

Elliott Chase is a financial advisor at LPL Enterprise with the Series 66 credential and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Trek Bicycle Corporation. Outside of finance, he has worked in hospitality as a host and server at the Darling Oyster Bar in Charleston, SC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach, offering access to third-party asset managers and various wrap programs, and also facilitates insurance product sales through affiliated entities.

Michael Battaglia is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and joined Commonwealth Capital Management LLC in 2025. Outside of advisory work, he is also an independent insurance agent selling fixed annuities and life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Lauren Ravenel is a financial advisor with Raymond James Financial in Mt. Pleasant, SC, holding Series 65 and Series 63 licenses and four years of industry experience. She has worked at Raymond James Financial and its affiliates since 2021. Outside of her advisory role, she manages office operations at RH Financial LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical and risk-profiling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Lauren Brown is a financial advisor with Merrill in Mount Pleasant, South Carolina, holding Series 66 and Series 63 licenses and one year of industry experience. She has been associated with Bank of America, N.A. since 2025 and BOFA Securities, Inc. since 2016. Outside of advising, she serves as a board member for Black River United Way. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Green is a financial advisor with LPL Financial in Mt Pleasant, SC, holding a Series 66 designation and 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Petersen Investments Inc. and Equitable Advisors. Green is also a CPA and is involved in tax preparation and accounting services through his own practice and as president of Worth Our Wisdom. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rodney Connell is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a trustee for a family trust and holds powers of attorney for family members in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Katherine Landing is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She previously worked at UBS Financial Services from 2001 to 2008 and served on the Mount Pleasant Town Council from 2017 to 2020. She has also held political office as a representative for South Carolina’s State House District 80 since 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and public entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options.

Christopher Werden is a financial advisor with Cetera in Mount Pleasant, SC, holding a Series 66 designation and 14 years of industry experience. He has worked with Cetera and its affiliates since 2018 and is a partner at Lowcountry Financial Planning. Neben his advisory activities, he operates a pass-through S-corp for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management options and financial planning services through a nationwide network of independent advisors.

Paul Lankau Jr. is a CFP® professional with 35 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at FTB Advisors, Princor Financial Services Corporation, Principal Life Insurance Company, and Principal Financial Services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Alison Barkley is a CFP® certified financial advisor at Stifel with 16 years of industry experience. She has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Patricia French is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2015. Outside of her advisory role, she is involved in network marketing of hair products and serves as Finance Committee Member and Investment Committee Chair for the Catholic Diocese of Charleston. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets and advisory products.

James Crews V is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Guild Mortgage Company for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversee discretionary and non-discretionary advisory services.

Manuel Jimenez IV is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. His prior work includes roles at Merrill, BB&T Securities, Truist Investment Services, and Pinnacle Bank/Pinnacle Financial Partners. He is also a partner in CMJ Properties, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains capabilities in municipal and public finance as well as specialized SIMPLE IRA employer advisory programs.

Stephanie Bright is a financial advisor with UBS Financial Services in Mt Pleasant, SC, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining UBS in 2019, she had multiple engagements with High Point Camp and periods of unemployment. Outside of her advisory role, she participates in a Christian leadership development program through Grace Church. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm’s advisors use proprietary research and model-based strategies to tailor plans for clients, offering a broad range of financial planning and portfolio management solutions.

George Kellner Jr. is a financial advisor with Merrill in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Merrill since 1992 and also has experience with Bank of America since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal teams and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

James Platzer is a financial advisor with Wells Fargo Clearing in Mount Pleasant, SC, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked with Wells Fargo Advisors LLC since 2009 and joined Wells Fargo Clearing in 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, relying on research and analytics to support its investment approach.