Beth Bohara is a financial advisor with Mass Mutual Investors Services in Mt. Pleasant, South Carolina, holding Series 63 and Series 66 licenses and two years of industry experience. She has previously worked with Northwestern Mutual Wealth Management Company and Medical University of South Carolina entities. Outside of advisory work, she holds a position as an insurance broker specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative annual planning engagements supported by firm-approved analytical tools.

John Welsh is a financial professional with Cetera, holding a Series 66 credential and four years of industry experience. His career includes roles at Commonwealth Financial Group and Cetera Wealth Services, LLC. Outside of advisory work, he was involved with Wild Roots Candle Company from 2019 to 2021. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeffrey Mcintire is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Royal Alliance Associates, INC. and Jhfn Sii. In addition to his advisory role, he is the managing partner at TEE TO GREEN FINANCIAL, LLC, a partnership focused on tax preparation and filing. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services supported by various investment platforms and third-party solutions.

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, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Oak Capital Management and Daniel Dupuis. Outside of advising, she is involved with The Sustainable Warehouse, a nonprofit where she serves as a bookkeeper, and owns The Blank House LLC, an appraisal photography business. 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 various third-party managers. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to implement client recommendations.

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 with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at LPL Financial and SouthState Investment Services since 2023 and has been with SouthState Bank since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a variety of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

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, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Voya Financial Advisors. He is also involved in non-variable insurance sales as an outside business activity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

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 Edward Jones in Mt. Pleasant, SC, holding Series 63, 65, and 66 licenses and 37 years of industry experience. His prior roles include positions at OppenheimerFunds Distributor, Inc. and Liberty Partners Capital Management. Outside of his advisory work, he is co-founder and board chairman of the St. Thomas Isle Business Group, a business networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, his spouse owns and operates a psychiatry practice in Mount Pleasant, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

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, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its advisory approach.

Robert Waite is a financial advisor with Ameriprise in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Ameriprise since 2017 and previously spent time at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Waite coaches youth soccer with the South Carolina Surf Soccer Club. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. Its approach integrates research, modeling, and tax-efficiency analysis to deliver tailored, written retirement income recommendations through a centralized consulting team.