Robert Butler is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked in financial services and legal protection roles, as well as operational positions in the shipping and marine repair sectors. Outside of Cetera, he is also a financial advisor at Commonwealth Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Kyle Schnell is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Total Quality Logistics and Sheehan Wealth Partners. Schnell has a background that includes time at Elon University and Ridgewood High School. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities.

Jarrod Elvis is a financial advisor with Edward Jones in Mount Pleasant, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large nationwide network of advisors and branch offices as well as its affiliated services beyond advisory offerings.

John Felix is a Series 66-licensed financial professional with six years of industry experience. He is currently affiliated with Cetera and Commonwealth Financial Group. Outside of his advisory role, he serves as a captain for Hooked on Tail Charters, providing boat tours in Charleston, SC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, 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 with access to various program structures and third-party money managers.

Brett Mc Clain is a financial advisor with Edward Jones in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

Jeffrey Powell is a financial advisor at Cetera with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at several firms including Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he is the CEO of Arrow Advisory and volunteers with Canoeing for Kids, assisting with fundraising and program events. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary management, providing access to a variety of portfolio strategies and third-party managers.

Jessica Harper is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2016. Harper is a trustee for the Ada Harper 401(k) plan and has ownership roles in several investment-related entities including Ada Harper LLC and Millennium Private Wealth LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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 combines advisory services with other financial products and referral channels.

Jeffrey Burton is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as the head golf coach for Bishop England High School in Charleston. Wells Fargo Advisors Financial Network provides 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 special-needs analysis, using proprietary research and planning tools.

Noah Tremaine is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo and Minnesota Life Insurance Company. Outside of his advisory role, he is also a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Derek Ehman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Truist Advisory Services, Bb&T Securities, RBC Capital Markets, and Ferris, Baker Watts. He has ownership in LIVEWIRZ, LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, risk management, and specialized planning for business owners and other niche areas. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries.

Raihan Samnani is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, he held roles at California State University, Fullerton, Carlson & Jayakumar, LLP, and taught at Irvine Valley College and Woodbridge High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Joel Schoonover is a financial advisor with Wells Fargo Advisors in Charleston, SC. He holds a Series 66 designation and has held various roles including at Quantum Financial Advisors and the University of Pittsburgh. Prior to entering financial services, he worked in education and operated a plumbing and heating business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically offered on a discrete basis.

Chad Faust is a Series 66-licensed financial advisor with Equitable Advisors, based in Mount Pleasant, SC, and has three years of industry experience. He previously worked with Colin Fogel - FP with Equitable and Jules & Associates, Inc. Outside of advising, Faust is the president and owner of TWR 2, Inc., an IT software and security business. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm emphasizes personalized advice through multiple advisory models and third-party managed accounts.

David Fabian Jr. is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. He has worked as a Principal Engineer at MSA Safety since 2018, where he focuses on formulation chemistry, engineering support, and environmental health and safety compliance. Prior to that, he was employed at the University of California, Irvine from 2013 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients with a broad range of needs including retirement, education, risk management, and specialized planning areas.

Nicole Dubin is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and eight years of industry experience. She has worked with Wells Fargo Clearing for 18 years before joining Wells Fargo Advisors in 2023. Additionally, she is a commissioned notary public in Tucson, Arizona. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Lushen Evans is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. He provides guidance on various financial matters, including general investing, retirement planning, and saving for unexpected events. Evans holds a Bachelor's Degree from the College of Charleston and a Master of Business Administration (MBA) from The Citadel. He is also a Personal Investment Advisor (PIA). His approach emphasizes understanding what is important to clients and their families to create effective financial strategies. He collaborates with clients to address their concerns and questions, offering ongoing advice as their needs evolve.

Kellie Bair is a financial advisor at Cetera with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Avantax Advisory Services, Avantax Investment Services, Avantax Insurance Services, and 1ST Global Capital Corp. In addition to her advisory role, she is involved as a financial assistant at Arrow Advisory, a financial services entity. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to third-party managers, discretionary and non-discretionary portfolio management, and retirement services, managing over $256 billion in assets.

Lisa Dempsey is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked at Bank of America and was employed at Seabrook Island Club. 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, and institutional investors.

Jason Creech is a financial professional at Cetera with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Securian Financial Services and Commonwealth Financial Group, where he is also a partial owner. He serves as an officer and board member of the Commonwealth Cares Foundation and acts as a notary public in Daniel Island, SC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, 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 with access to affiliated and third-party managers across various program structures.

Ashley Stoll is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has served as a Client Service Manager at Commonwealth Financial Group, supporting new business and account maintenance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.