John Dirks III is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016. Outside of his advisory work, he serves as the Parish Finance Council Chair at the Cathedral of Saint John the Baptist in Charleston, SC, where he advises on financial matters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Harlie Garcia is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding a Series 63 designation and 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Garcia worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, he is a trustee and guardian for his son and owns Henzo, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations. The firm offers specialized planning options and integrates advisory services with other financial products and referral channels.

Robert Stiles III is a financial advisor with Ameriprise in Mt Pleasant, SC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Robert W Baird for six years before joining Ameriprise in 2020. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Health Guidance Center and is involved in independent insurance brokering and business administration through Bluestar Venture Group LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized retirement income service team that collaborates with financial advisors to provide tailored Recommendation Reports using proprietary research and third-party data.

Louis Falvo is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has previously worked at Merrill and has been involved with Good Life Advisors, LLC and Cross Roads Divorce Advisors, LLC, where he provides financial planning and consulting services related to divorce. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with multiple investment programs and operational tools while managing more than $819 billion in discretionary assets.

Aaron Watkins is a CFP® professional with 17 years of industry experience, currently advising clients at Ameriprise since 2020. His prior experience includes roles at Bank of America, Merrill, and Ameriprise Financial Services Inc. He is also the owner and manager of Aaron Watkins Holdings, LLC, a business used to manage miscellaneous expenses related to financial planning. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Colin Johannessen is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Citigroup Global Markets and Edward Jones, as well as two years as a self-employed advisor. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Richard Young Jr. is a financial advisor with Ameriprise in Mt Pleasant, SC, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves as president of the Gary and Anne Marie Ezzo Legacy of Life Foundation and the Rivertowne Swim Team Board. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, algorithm-supported retirement advice.

Mary Davey is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Clawson and Staubes, The Keynote Group, and First Citizens Bank. Mary is also involved with Wordsworth Mgmt Group Inc., a non-investment related business entity. 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.

Michael Zechmann is a CFP® professional with 18 years of industry experience. He is currently with LPL Financial and has prior experience at Morgan Stanley and Mutual of Omaha Investor Services. Outside of advisory work, he is an author of financial content and involved in multiple business ventures, including ownership roles in equestrian and farm enterprises. 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 advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by advanced operational and research tools.

Edward Gilbert is a financial advisor with Cetera who holds the Series 63 and Series 65 credentials and has 29 years of industry experience. His prior work includes roles at Strategic Resources Group, Ascend Financial Services, and Minnesota Life. Gilbert serves as an officer on the board of the Commonwealth Cares Foundation. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment strategies through a large national network of independent advisors.

Caroline Mahoney is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co., Commonwealth Financial Group, Northwestern Mutual, and Cetera Wealth Services. Mahoney is the owner of CM Financial Group, LLC, which she maintains for tax purposes but does not actively use. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with more than $256 billion in assets under management and over 10,000 advisors.

Karen Noethen is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Charles Schwab. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

Isaac Poplin is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. Outside of his advisory role, he is involved in a financial practice through PFSG LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with various financial product and referral channels.

Curt Hall is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Wells Fargo Advisors in 2018. Outside of his advisory work, he serves as treasurer for the Fisher Middle School PTSA in Greenville, SC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a comprehensive range of planning solutions supported by Wells Fargo research and tools.

Tyler Tenaglia is a financial professional with Cetera, holding Series 63 and Series 65 designations and five years of industry experience. His background includes roles at Commonwealth Financial Group, BNY Mellon, and other firms. Outside of his advisory duties, he provides consulting services through his own company, TTKG Consulting, LLC, focusing on financial modeling related to physical real estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various investment program options, combining discretionary and non-discretionary portfolio management across multiple custodial relationships.

Daniel Strecker is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliates since 2008. He is the sole owner of Drecker Holdings LLC, which supports the expenses and daily operations of his advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Rudolf Hein is a financial advisor with Ameriprise in Mount Pleasant, SC, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hein owns Hein Land Management, LLC, a business focused on managing land and commercial property. Ameriprise provides a retirement-income planning service targeted at clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alexander Roliczek is a Series 66-credentialed financial advisor with three years of industry experience, currently associated with Cetera. He has held roles at multiple firms including Commonwealth Financial Group and Securian Financial Services Inc. Outside of advisory work, he has experience in fixed insurance sales and financial services. Cetera is an SEC-registered adviser operating a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and multiple program structures.

James Plair Jr. is a ChFC® credentialed financial advisor with 41 years of industry experience, currently practicing at Equitable Advisors since 1999. Prior to that, he was associated with Axa Advisors, LLC. In addition to his advisory work, he operates an insurance brokerage business through his sole proprietorship, James B. Plair Jr & Associates. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a model-driven approach to match clients with appropriate investment strategies and utilizes a mix of proprietary and third-party asset management platforms.

Edmond Coxe Jr. is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial and Securian Financial Services. Coxe also serves as a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering diverse portfolio management options and serves over 10,000 advisors and approximately 800,000 clients nationwide.