Amanda Sakmar is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera since 2023 and has been associated with North Star Resource Group since 2018. Sakmar also operates as an agent and broker with North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm offering advisory services through a nationwide network of advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning solutions.

Charles Claus is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, Claus serves as a director and board member for the Children's Museum of the Lowcountry, a nonprofit focused on educational programming for children and families. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Timothy Sease is a CFP®-credentialed financial advisor with 34 years of industry experience. He is affiliated with LPL Financial and has worked concurrently at South State Bank since 2014. Prior to that, he was with First Southeast Investor Services, Inc. for 18 years. 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 and financial planning services, incorporating discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Victoria DuPre is a Planning Consultant at Fidelity Investments. She supports clients and advisors through collaborative financial planning focused on trust, transparency, and relationship-building. Victoria helps translate goals into actionable strategies and supports the implementation of thoughtful, client-centered plans. Victoria has been with Fidelity Investments since 2023, holding roles including Customer Relationship Advocate, Relationship Manager, and Investment Solutions Representative. Her experience spans client support and relationship management within the financial services industry. Outside of her professional work, Victoria enjoys board games, fitness, social events with friends, outdoor adventures, pets, and puzzles.

Vicente Munoz Reyes is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2025. Outside of his advisory role, he is involved in several activities including serving as a mathematics tutor, working as an academic assistant for online math courses at Louisiana State University at Alexandria, co-founding and managing projects at Tikvah Health and Wellness, and coaching CrossFit classes. MassMutual Investors Services, LLC 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 collaborative, annual financial planning engagements using firm-approved analytical tools and provides specialties including divorce planning and event-driven estate and employer-sponsored planning programs.

Viktor Hammer is a Series 66 licensed financial advisor with 12 years of industry experience, currently practicing at Morgan Stanley in Charleston, SC. He has been affiliated with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Hammer also serves as a board member of the Armand Hammer Foundation, which focuses on education and the arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment research in its financial planning process.

Jamie Nix is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides financial planning, portfolio management, and consulting services to individuals, families, pensions, corporations, and institutional clients. The group offers tailored investment strategies using a combination of in-house and third-party managers, with services ranging from discretionary management to complex allocations including private funds and real assets.

Thomas Stotz is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2008 to 2019. 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 grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Karyn Lancaster is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Linsco/Private Ledger Corp. since 2004 and operates a DBA, Valerie E. Thomas & Associates, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of representatives. The firm offers diversified advisory programs, financial planning, retirement consulting, and access to model portfolios and research from multiple sources.

Brandon Benton is a financial advisor with Merrill in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Merrill and Bank of America since 2018 and was previously employed by AXA Advisors, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Hugli is a financial advisor with Morgan Stanley in Johns Island, SC, holding Series 63 and Series 65 licenses and possessing 57 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning tools and a comprehensive investment approach.

Robert Philbeck IV is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2014 and is also associated with Maryland Financial Group, Inc. and Legacy Wealth Management. Philbeck conducts educational workshops as part of his other activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Collin Graves is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He joined Fidelity in 2018 and has held various positions including Financial Consultant and Investment Solutions Consultant, bringing a broad understanding of financial planning and investment strategies. Prior to joining Fidelity, Collin worked as a Financial Consultant at AXA Advisors from 2014 to 2018. Throughout his career, Collin has focused on partnering with clients to identify their unique financial goals and provide guidance tailored to their complex needs. His approach emphasizes collaborative planning aimed at helping clients attain peace of mind by understanding the story behind the numbers. Outside of his professional responsibilities, Collin enjoys outdoor activities such as camping, fishing, football, hiking, kayaking, and sailing.

Jacob Wright is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 credential and has 13 years of industry experience. Prior to joining Raymond James, he worked at SunTrust Advisory Services, Truist Investment Services, and BB&T entities. He serves as a board member and finance committee member for City Life Church in Mount Pleasant, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools, supporting clients through advisory programs and institutional consulting across its extensive advisor network.

Craig McDonald Jr. is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and 16 years of industry experience. Before joining LPL in 2019, he worked at AXA Advisors and operated Fort Sumter Tours, Inc. from 2003 to 2019. He is involved as a referring agent for a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Jeffrey Percy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Ryan Coughlan is a financial advisor with Equitable Advisors in North Charleston, SC. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Russell Reynolds Associates and Cathartes and was involved with the Wake Forest University Basketball Club and Wake Forest University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple platform sponsors and program managers.

William Wennberg Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A., Le Cavalier, and Equitable Advisors, LLC. He has worked in various capacities outside finance, including at Dupont Country Club as a fitness desk attendant. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jake Wynn serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners with clients and their families to develop financial plans aimed at achieving their financial goals and providing peace of mind. He emphasizes building strong relationships and maintaining trust, reliability, and competency through open communication and ongoing plan evaluation. Prior to joining Fidelity Investments, Jake worked as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020 and as a Financial Advisor at Prudential Financial between 2015 and 2017. His career also includes experience as an Operations Manager at Palmetto from 2013 to 2016.

Edwards Brawley is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Ameriprise in various capacities since 2009. Outside of advisory work, he operates a business through Edgeworth Capital Group and is involved with DHS Office Works, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice. The firm emphasizes a structured approach to retirement recommendations, drawing on extensive research and tools, with services designed for clients meeting certain asset criteria.