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 Merrill Lynch Wealth Management. In this role, he provides financial planning and investment management services to clients. Details about his specific areas of expertise, educational background, and personal interests have not been provided.

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. Prior to her current role, she worked at RH Financial Services and spent over a decade at Nativity School. Outside of advising, she is involved with RH Financial LLC, where she manages office operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports both advisory programs and institutional consulting across a large network of advisors.

Christopher Williamson is a financial advisor with Mass Mutual Investors Services in Charleston, SC. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to his current role, he worked at Metlife Securities from 2011 to 2017. In addition to his advisory work, he is also an insurance agent specializing in individual and group life and health insurance, as well as fixed and variable annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations through an annual, collaborative planning process.

Lauren Brown is a financial advisor at Merrill with two years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at Bank of America, N.A. and BOFA Securities, Inc. since 2016. Brown 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 investment strategies for a range of individual and institutional clients.

James Wilson is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. Prior to joining Cetera, he worked at Uber and The Citadel. Additionally, he serves as a housing coordinator at Wild Dune Resort, overseeing employee temporary housing. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a variety of program options and custodial relationships.

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 with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. His prior experience includes 11 years at Citigroup Global Markets. He serves as a trustee for a family trust, dedicating limited time to this role. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Michael Grubb is a financial advisor with LPL Financial who holds the Series 63 and Series 66 licenses and has 37 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera and VOYA Financial Advisors. He has also operated as an independent insurance agent since 2003 and is a commissioned notary in South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing a large network of investment adviser representatives and a variety of investment platforms and strategies.

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 industry. He is currently affiliated with LPL Financial and has previously worked at FTB Advisors and Principal Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management programs, and institutional platforms.

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.

Nicole Holmes is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized wealth management strategies to help clients pursue their financial goals by integrating investment insights from Merrill and banking solutions from Bank of America. Nicole specializes in working with high net worth clients on estate, wealth, and tax planning, and manages discretionary portfolios through personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investments. Nicole holds a Bachelor's Degree from the University of Michigan and professional designations including CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Retirement Planning Counselor™ (CRPC). She has participated in the Barron's Top Women Advisors Summit since 2016 and is a member of the National Association of Women Business Owners. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. Outside of her professional work, Nicole enjoys cooking, music, running marathons, and traveling. She competes in triathlons and plays the cello. Nicole is a Founding Member of 100 Businesses Who Care and serves as an Advisory Board Member of the Fallen and Wounded Soldiers Fund.

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.