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 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.

Darrell Strickland is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at NEXT Financial Group, Wells Fargo Clearing, and Merrill. He also operates a DBA entity for his LPL business under Palmetto State Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad range of operational and research tools.

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 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.

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.

Samantha Froggatt is a financial advisor at Cetera with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Avantax Advisory Services and Cetera-affiliated firms. Froggatt serves on the boards of two social clubs, La Cima Club and The Constellation Club, as well as on the advisory board for the Customer Experience Program at the University of Tennessee, Knoxville. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Perry Waring is a financial advisor at LPL Financial with 47 years of industry experience. He holds a Series 63 designation and has worked at Cadaret, Grant & Co., Inc. for 43 years and Charlestown Associates for 25 years. Outside of his advisory role, he is involved in local government in Charleston, SC, dedicating time monthly to city activities, and operates a farm through Four Lions, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a variety of financial planning and investment management services, including access to model portfolios and third-party asset management.

Erman Frazier III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He helps individuals, families, and companies organize their finances and investments to meet their financial goals. Erman brings expertise in areas such as college education planning, retirement income, portfolio management services, family wealth management strategies, and managing new wealth. Erman holds various professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is registered with FINRA holding Series 3, 7, 8, 63, and 65 licenses as well as a Life Insurance and Annuity License. Additionally, he has a High School Diploma from Richard Montgomery. He is actively involved in his community and has served as Mayor Pro Tempore on the Awendaw Town Council. Erman participates in several organizations including City Life Church, Leukemia Lymphoma Society, Mount Pleasant Chamber of Commerce, Operation Home, Sea Island Habitat for Humanity where he served on the Board of Directors, and Seacoast Church.

Anna Ponder is a financial advisor at Edward Jones in Summerville, SC, holding the ChFC® designation and Series 66 license with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors.