Thomas Mccarty is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 licenses. He has 21 years of industry experience and has worked with Eagle Strategies since 2022. He also operates Williamson McCarty and Associates, LLC, through which he sells New York Life products and brokers non-registered insurance products. Additionally, Mccarty serves as a board member of the Charleston Athletic Fund, which supports scholarships for student-athletes at the College of Charleston. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and leverages third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Lorann Cook is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2020. Prior to her current role, she worked in various positions including at Ulta Beauty and small event and catering businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of financial needs. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers diverse investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James William Nolte is a CFP® certificant with over 23 years of industry experience, all of which have been with Edward Jones since 2002. He is based in Walterboro, SC. Outside of his advisory work, Nolte is involved in a musical performance group as a co-band leader. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.