Jeffrey Mcintire is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent eight years at Jhfn Sii. In addition to his advisory role, he is the managing partner of TEE TO GREEN FINANCIAL, LLC, a partnership focused on tax preparation and filing. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of program options including Unified Managed Accounts and third-party money manager programs.

James Moore is a Series 66-licensed financial advisor with Merrill, based in Mount Pleasant, SC, with 11 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Dillingham is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He has been associated with Wells Fargo Clearing Services, LLC since 2017 and Wells Fargo Bank NA since 2014. Outside of his advisory role, he is involved in property management and cohosting short-term rental properties in Charleston, SC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu for clients meeting a net-worth threshold and integrates advisory services with various financial products and referral channels.

Charlotte Littleton is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Daniel Dupuis, Oak Capital Management, and ownership of The Blank House LLC, where she provides appraisal photography services. She is also involved with The Sustainable Warehouse, a nonprofit organization where she performs bookkeeping duties. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset-management programs. The firm implements a range of advisory models through third-party sponsors and provides ERISA fiduciary services, focusing on matching clients to suitable strategies without sponsoring its own wrap fee program.

Spencer Lynch is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. Lynch serves on several nonprofit boards in Charleston, including the American College of the Building Arts, the Gibbes Museum of Art, and the Charleston Jewish Federation, contributing to finance and fundraising committees. Raymond James & Associates is a large 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 non-discretionary consulting with a variety of portfolio management approaches.

George Jilich is a financial advisor at UBS Financial Services in Mt. Pleasant, SC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at The Bank of South Carolina, St. Phillips Episcopal Church, and The College of Charleston. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Henry Thompson III is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, SouthState Investment Services, and SouthState Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Todd Turner is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and its affiliates since 2023 and previously was associated with Commonwealth Financial Services and Minnesota Life Insurance Company. Turner is also a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and affiliations.

Paul Callander is a financial advisor with LPL Financial in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera, VOYA Financial Advisors, Banc of America Investment Services, and BB&T Investment Services. Outside of advisory work, he is involved in non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including model portfolios, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Cameron Mactavish is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he consults with Affluence Consulting Group on business planning, including succession and exit strategies. MassMutual Investors Services, LLC 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 with a focus on collaborative, goal-driven client relationships.

Craig Colby is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 37 years of industry experience. His prior roles include positions at Edward Jones, Liberty Partners Capital Management, Oppenheimerfunds Distributor, and Invesco AIM Private Asset Management. Outside of his advisory work, he co-founded and serves as board chairman of the St. Thomas Isle Business Group, a local business networking organization in Mt. Pleasant, SC. LPL Financial is a national broker-dealer and 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.

Linda Hay is a financial advisor with Merrill in Mount Pleasant, South Carolina, holding Series 63 and Series 66 licenses and 43 years of industry experience, all with Merrill since 1983. Outside of her advisory role, she serves as an executor for her parents and owns a farmland property in Johns Island, South Carolina, which her son manages. 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 individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Collin Porter is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. He has worked at Morgan Stanley since 2023 and also coaches sailing outside of his advisory role. His coaching activities include instructing at the Carolina Yacht Club and other local sailing programs. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include broad investment and financial planning solutions.

Travis Burdette is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation and 14 years of industry experience. He worked at Edward Jones from 2012 to 2014 before joining Wells Fargo Clearing in 2016. His spouse owns a psychiatry practice in Mount Pleasant, SC. 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, utilizing research and analytics to guide investment decisions.

Anne Norton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Raymond James Financial Services since 2026 and previously worked at Raymond James & Associates from 2014 to 2025. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning supported by risk profiling and modeling tools, and it offers specialized programs such as municipal and public finance advisory services.

Bryan Keorlet is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is currently with Edelman Financial Engines and previously worked at Fisher Investments among other firms. Bryan volunteers as a financial planning coach for Wings for Widows, providing pro bono support to newly widowed individuals. Edelman Financial Engines offers technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online platforms.

Michael Smalyga Jr. is a financial advisor with UBS Financial Services in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes positions at Morgan Stanley and Citigroup Global Markets prior to joining UBS in 2012. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocation to tailor strategies for clients.

Robert Waite is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Wells Fargo Clearing and Ameriprise since 2017. Outside of his advisory work, he coaches youth soccer in the Charleston, SC area. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers specialized retirement planning advice based on investment research and tax-aware withdrawal strategies.

Kaylee Wilhite is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She has worked at Ameriprise since 2020, with prior roles including market research and positions at Augusta National Golf Club and the University of South Carolina. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendations that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its planning approach and provides a broad range of advisory, brokerage, and insurance solutions.

Dawn Vardakas is a financial advisor with Primerica Advisors in North Charleston, SC, holding Series 63 and Series 65 licenses and with 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved with Saint Benedict Catholic Church since 2026. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.