Lynn Mack is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, Mack worked at MetLife Securities from 2014 to 2017 and has been affiliated with MassMutual Life Insurance since 2016. Outside of advisory roles, Mack is an insurance agent specializing in life, disability, long-term care, health, and fixed annuities, as well as a notary and owner of an LLC that manages administrative support and expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers investment guidance through collaborative, annual planning relationships and a range of educational programs.

Jackson Weeks is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. He is also the owner of Jackson Swim School, where he provides swim lessons. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform and various program structures.

Daniel Parsons is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2015 and is currently based in Mount Pleasant, SC. Prior to his current role, he spent nine years at Bank of America, N.A. Merrill provides managed account services through the Select Portfolio Solutions program to a broad range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and affiliated managers, integrated within Bank of America’s corporate platform.

Charles Matthews is a financial advisor at Cetera with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Trinity Wealth Securities, Florida Financial Advisors, and First Citizens. Outside of advisory work, he has experience in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Eric Rozzi is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior roles include work at Commonwealth Financial Group and involvement with Patrick Property Hospitality Group. Outside of finance, he has experience in education and community service, having worked at the University of South Carolina, Trident Technical College, Wando High School, and held a position in the South Carolina Senate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment options.

Neal Webb is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has been affiliated with LPL Financial and South Carolina Bank & Trust since 2014. 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 offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

William Petzold is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at First Allied Securities, Commonwealth Financial Group, and Securian Financial Services. Outside of his advisory work, he is involved as an owner of Absolute Medical Systems LLC and has a longstanding affiliation with Pintail. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with discretionary and non-discretionary options.

Rhett Lindler is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He has worked with Commonwealth Financial Group and other financial services firms. Lindler is also the owner of Seabreeze Wealth Management, LLC, an expense management business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

Evan King is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he has been involved with R&E Estate Holdings LLC and R&E Ventures LLC, both in property acquisition and management. Outside of finance, he works as a teacher and golf coach at North Hills School District and serves as a waiter at Bellevue Fine Dining. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm serves clients with a range of planning needs including retirement, risk, education, and specialized areas like business-owner transition and sports and entertainment planning.

Carley Elvis is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Wells Fargo Advisors, she held positions at Millennium Private Wealth and various roles outside the financial industry, including hospitality and retail. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with a broad menu of planning options including retirement, education, and specialized services like business-owner transition and special-needs analysis.

Jody Hyden is a Series 66-licensed financial advisor with Ameriprise, based in Daniel Island, SC, and has 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Hyden owns My Circle, LLC, a holding company for an app and potential social communication website, and serves on the board of the Coastal Educational Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Niall Gannon is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at various Morgan Stanley entities since 2009. Outside of his advisory role, he is the owner of a publishing sole proprietorship and serves on investment committees for both the Roman Catholic Foundation of Eastern Missouri and The Papal Foundation. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of services including estate planning and access to diversified investment opportunities.

Samuel Mc Bride is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and its affiliated entities since 2023 and previously at Commonwealth Financial Group and Securian Financial Services. Outside of his advisory role, he has served as a model for a clothing brand. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, utilizing both affiliated and third-party managers within various program structures.

Kimberly Mathewes is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Saleah Hewitt is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at LPL Financial, Independent Financial Partners, and Integrated Wealth Concepts LLC. She is also the owner and CEO of InvestEd Consulting Inc., a support company based in Mount Pleasant, SC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and maintains a notable presence in municipal and public finance through its affiliated Public Financing department.

Huy Le is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Edward Jones and UBS Financial Services. He also operates Oak Capital Management, LLC, an independent business involving fixed insurance products. 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 third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Kathleen Edwards is a financial advisor at Cetera with 2 years of industry experience and holds the PFS™ designation. She is also a partner and Director of Accounting and Tax at Arrow Advisory, where she leads the tax and accounting team, reviews income tax returns, and implements tax planning strategies. Her prior work includes roles at Avantax Advisory Services and NCGS, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program options and extensive custodial relationships.

Ellerie Walker is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently with Cetera and has previously worked at Commonwealth Financial Group, Securian Financial Services, and Minnesota Life Insurance Co. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

William Gambino is a financial advisor at Edward Jones in Mount Pleasant, SC, holding a Series 66 designation. He has one year of industry experience, including prior roles at Cetera Advisor Networks LLC/Commonwealth Financial and UPS. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lance Paulson is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding a Series 66 designation and with 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors dating back to 2013. He is also a 50% owner of Paulson Wealth Management, LLC, an investment-related business in Evergreen, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a wide range of financial planning and investment services. The firm provides tailored recommendations supported by proprietary research and planning tools, with a broad offering that includes specialized services such as business-owner transition and special-needs planning.