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.

Michael Grubb is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. His prior roles include positions at Cetera and VOYA Financial Advisors. He also operates as an independent insurance agent and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Katherine Landing is a financial advisor with Raymond James & Associates in Mount Pleasant, SC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She served on the Mount Pleasant Town Council from 2017 to 2020 and has been active as a member of the South Carolina State House since 2022. 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 municipalities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Christopher Werden is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2018, as well as at BB&T in various capacities from 2016 to 2018. In addition to his advisory role, he is involved in several related financial services businesses, including partnerships and ownership positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Paul Lankau Jr. is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with LPL Financial. His career includes roles at FTB Advisors, Goldstein, Lankau & Myers, Princor Financial Services Corporation, and Principal Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

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.

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 previously worked at Axa Advisors. Outside of his advisory role, he is a partner in OCM Real Estate, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor investment solutions based on client goals, risk tolerance, and time horizon.

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., holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His career includes roles at Merrill, BB&T Securities, Truist Investment Services, and Pinnacle Bank/Pinnacle Financial Partners. Outside of advisory work, he is a partner in CMJ Properties, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work alongside advisory programs and specialized consulting services.

Stephanie Bright is a financial advisor at UBS Financial Services in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining UBS in 2019, she was involved with High Point Camp during several intermittent periods. She participates in a leadership development program through Grace Church focused on Christian leadership. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

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 at Merrill with Series 63 and Series 65 licenses. He has one year of industry experience and previously held roles at TOURISTS Welcome, Edward Jones, and iSlide USA. He also worked in sports information at Williams College for three years. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

George Holmes IV is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2004, totaling 22 years in the industry. Prior to the firm's rebranding, he was associated with Axa Advisors, LLC for 16 years. Outside of advising, Holmes is a partner in OCM Real Estate, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

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 Series 63 and Series 65 licenses and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Parker serves as a basketball official for youth and adult games through Cup Sporting Officials & PC Consulting LLC. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment programs and products through both advisory and brokerage channels.

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.