Natalie Bodker is a Series 66 certified financial advisor with nine years of industry experience, currently practicing at Edward Jones in Johns Island, SC. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Charles Williams Jr Jr. is a financial advisor at Edward Jones in Charleston, SC, holding the CFP®, ChFC®, and Series 66 credentials with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked in academic and security industries and served as a teaching pastor at First Baptist Church of North Charleston. Williams also preaches on occasion at Living by Faith Baptist Church and serves on the finance committee of a homeowners association. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Andrew Dalrymple is a CFP® with 19 years of industry experience, currently associated with LPL Financial since 2013. He is based in Charleston, SC. Outside of his advisory role, he has involvement with Horseshoe Hollow LLC, a short-term rental property business in North Carolina. LPL Financial serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment advisers. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios to deliver both discretionary and non-discretionary management solutions.

Kevin Keating is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1992. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to assist clients in developing financial plans.

David Neville is a ChFC® credentialed financial advisor with 36 years of industry experience, currently practicing at LPL Financial since 2007. He operates out of Johns Island, SC. His work includes involvement in non-variable insurance activities related to his investment practice. 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. The firm offers various advisory programs and financial planning services supported by research and model portfolios from internal and third-party providers.

Dylan Davison is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 license and having less than one year of industry experience. Prior to his advisory role, he worked at Salesforce for six years and Blackbaud for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, offering both discretionary and non-discretionary management with access to model portfolios and research.

Sean Harlan is a CFP®-certified financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at several firms, including Legacy Wealth Management and Brookstone Capital Management, before joining J.P. Morgan Securities in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Seth Turner is a financial advisor with LPL Financial and holds a Series 66 credential. He has one year of industry experience, including roles at SouthState Bank and Bank of America. Outside of finance, he is a business owner of SEEK Snacks, LLC and serves as a coach for the Charleston Ice Hockey Referee Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting supported by a national network of investment adviser representatives.

Jack Di Muzio is a financial advisor at OSAIC with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities Corporation for two years and has a background that includes roles in both the public and private sectors. He is also active as an insurance agent, involved in the sale and service of disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning, retirement consulting, unified managed accounts, and access to third-party money managers.

Shelby Meyer is a financial advisor at Edelman Financial Engines with 34 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Financial Engines Advisors L.L.C. and TD Ameritrade, Inc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

Abigail Wilson is a CFP®-certified financial advisor with seven years of industry experience, currently with Ameriprise in Hanahan, SC. Her career includes prior roles at Merrill and LPL Financial, as well as experience in academic affairs for athletics at Liberty University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Zachary Dauscher is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation. He has diverse work experience including roles at Dewey Scientific and East End Dive Services, as well as time at Clemson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Dennis Klein is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds a Series 63 designation and has been with UBS since 2009. Located in Kiawah Island, SC, his long tenure reflects extensive experience in the field. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Kevin Montgomery is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has worked at LPL Financial since 2013, with a brief tenure at The Huntington Investment Company and First Merit Bank. Outside of advisory work, he is involved in golf course maintenance at The Links at Stono Ferry. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jeffrey Malott is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and LGCY Power, among other firms. Outside of his advisory role, he volunteers with The Exchange Club of Charleston, a community organization that supports local nonprofits through events such as the Coastal Carolina Fair. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under consolidated billing while keeping these services distinct.

Andrew Kernich is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. His prior roles include positions at South Carolina Federal Credit Union and CUSO Financial Services, LP. Outside of advisory work, he has been involved with Rooftop at The Vendue and Sole on the Green. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Samuel Myers is a financial advisor at Edward Jones in Hollywood, SC, holding the ChFC® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ulmer Boatworks Benz Craft and the Federal Law Enforcement Center in 2017, and held roles at Caddy Services Inc and the College of Charleston. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Donald Meade is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and having 29 years of industry experience. His prior work includes roles at MML Investors Services, MassMutual, and VOYA Financial Advisors. Outside of his advisory practice, he serves as a baseball coach in Charleston, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Abigail Capasso is a financial advisor with Edward Jones in Charleston, SC, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Bryan Quinn is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. He has worked with South Carolina Federal Credit Union since 2018 and previously spent ten years at Cuso Financial Services, LP. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.