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.

Sean Dambaugh is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013 and also worked at Axa Advisors, LLC from 2013 to 2020. Outside of his advisory role, he is a partner in OCM Real Estate, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a model-driven approach, often utilizing third-party asset managers and advisory programs, and offers ERISA fiduciary services to qualified plans.

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.

Donna Mathias is a financial advisor at Edward Jones in Mt Pleasant, SC, with 20 years of industry experience. She has been with Edward Jones since 2005 and holds Series 63 and Series 66 licenses. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

James Cates III is a financial advisor with Merrill in Mount Pleasant, SC. He holds the Series 65 and Series 63 licenses and joined Merrill in 2025. His prior experience includes roles at TOURISTS Welcome, Edward Jones, iSlide USA, and Williams College Sports Information. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

George Holmes IV is a financial advisor with Equitable Advisors, holding a Series 66 designation and having 22 years of industry experience. He has been with Equitable Advisors since 2004, including time with its predecessor firm, Axa Advisors, LLC. Holmes is involved with Oak Capital Management, LLC, as well as OCM Real Estate, LLC as a partner. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, typically utilizing third-party asset managers and advisory programs.

Samuel Crossley is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Wells Fargo in 2023, he worked at Principal Securities Inc., Principal Life Insurance Company, American General Life Insurance, AIG Capital Services, Inc., LPL Financial, Queensborough National Bank, and INVEST Financial Corp. Outside of his advisory work, he is active as a bass player in local bands and serves part-time as a ticket taker at Benedictine Military School in Savannah, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad investment menu with insurance-related vehicles and bank deposit sweep options.

Alex Peterson is a Financial Consultant currently working at Fidelity Investments since 2020. He has held various roles in the financial services industry, including Financial Advisor at Edward Jones from 2019 to 2020, Investment Counselor at Fisher Investments from 2018 to 2019, Ultra High-Net-Worth Broker at The Vanguard Group from 2013 to 2017, and Operations Supervisor at Bank of America from 2008 to 2013. Alex began his career during the 2008 recession, which influenced his approach to financial planning. He emphasizes adaptable and forward-looking plans that focus on resilience, trust, and building lasting relationships with the families he serves. His professional experience spans financial consulting, advising, investment counseling, and brokerage services. He invites clients to connect with him to explore his planning approach centered on helping families prepare for life's changes through comprehensive financial planning.

Daniel Parker is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Parker is involved as a sports official for youth and adult basketball games through his work with Cup Sporting Officials & PC Consulting LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Joel Queck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he has a minority ownership interest in a family farm in Iowa and co-owns a veterinary dental solutions business with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Charles Glasser Jr. is a financial professional with 39 years of industry experience. He holds Series 63 and Series 65 credentials and is currently affiliated with Cetera. His work history includes roles at Cetera Advisors LLC since 2013 and self-employment dating back to 1990. Outside of financial services, he serves on the advisory board of the Carolina Film Alliance, a nonprofit organization focused on enhancing film production in South Carolina, and is a charter captain and fishing guide with Low Country Charters. Cetera operates as a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through multiple program structures and affiliations, managing over $256 billion in assets.

Elesparantae Powe is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has worked at several notable firms, including Fidelity Investments and TD Ameritrade. Outside of her advisory role, she is a member and owner of Atlantic Pearle LLC, a real estate investment holding company. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Gerald Rickenbaker is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. His prior positions include roles at Citadel and shorter engagements with Charleston Harbor Resort and Marina and SIB Fixed Costs Reduction. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mari Hendrickson is a financial advisor with Primerica Advisors in North Charleston, SC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Service since 2005. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kevin Mc Culloch is an International Wealth Advisor at Merrill Lynch Wealth Management, based in Greenwich, Connecticut. He holds the position of Senior Vice President and Senior Portfolio Manager, focusing on delivering personalized financial planning and portfolio management services to families, senior executives, entrepreneurs, and clients with international wealth management needs. Kevin's expertise includes family wealth management strategies, tax minimization, and the integration of investment management, wealth transfer, credit structuring, philanthropic endeavors, and family office services. He applies a customized approach to develop financial strategies that align with his clients' personal, professional, and philanthropic goals. Kevin earned a bachelor's degree from Harvard University and holds the Personal Investment Advisor (PIA) designation. Outside of work, he enjoys hiking, fishing, biking, cooking, surfing, reading, traveling, and spending time with his family.

Bobby Crouch III is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing, US Bank, Bank of America, and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.