Hannah Richardson is a CFP® with 10 years of industry experience, currently advising clients at Edward Jones since 2016. She holds a Series 66 license and is based in Daniel Island, SC. Outside of her advisory role, she manages a rental property in North Charleston, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Hungerford is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Bank of America and Merrill from 2009 to 2021. Outside of his advisory role, he holds a 40% ownership stake in Febrees Brothers, LLC, a non-investment-related business based in Greenville, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services supported by Wells Fargo’s research and planning tools. The firm offers a broad range of planning options, including specialized services for business owners, sports and entertainment professionals, and clients with unique needs.

Brian Zalakar is a financial advisor at Wells Fargo Advisors with five years of industry experience. His background includes positions at RBC Capital Markets and McTighe Markets Inc., as well as work in home improvements and health-related roles. Zalakar holds a Series 66 designation and is based in Charleston, SC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation available through various brokerage and advisory programs.

Sean Bennett is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked since 2011. He has 33 years of industry experience and also serves as a state senator in the South Carolina General Assembly. Outside of his advisory role, he is an independent insurance agent and a member of a property group used for college football tailgating. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment options through multiple platforms, with both proprietary and third-party model strategies, and supports tailored approaches that include discretionary and non-discretionary management.

Amy Nagel is a Series 65-licensed financial advisor with Cetera Investment Advisers LLC and has one year of industry experience. She previously worked at The Boulevard Company and spent over two decades at Keller Williams Realty. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services and supports various program structures and custodial relationships across a large network of independent advisors.

James Trenor is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at PMC for eight years and spent one year with Hilton/Doubletree. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Kramer is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He previously worked at Pruco Securities LLC and The Prudential Insurance Company of America before joining Mass Mutual and its affiliated firms in 2018. Outside of his advisory role, he is also licensed as an insurance agent, offering life, disability, long-term care, health insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and structured planning processes to deliver written recommendations, allowing clients to decide on implementation separately.

Keating Simons is a financial professional with eight years of industry experience, currently affiliated with Cetera. He holds Series 65 and Series 63 credentials and has worked at firms including Commonwealth Financial Group and Securian Financial Services. Outside of his advisory role, he owns Sweet Grass Digital, an author-focused LLC with no current activity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a nationwide network of advisors, utilizing multiple program structures and third-party managers.

Ryan Birge is a financial advisor at LPL Financial with 18 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, RBC Capital Markets, and Citigroup Global Markets. 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 services, including financial planning, model portfolio programs, and institutional platforms, with a focus on diverse investment strategies supported by research and technology.

Nicholas Brown is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Securities America Advisors, Inc. from 2010 to 2012. Outside of his advisory work, he has involvement in independent tax and investment activities through Brown-Hogue LLC. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Danny Young is a financial advisor at OSAIC with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has held roles at Lincoln Financial Securities and Collins and Associates. Outside of his advisory work, he is involved in insurance-related businesses, including managing Alpha Omega Wealth Partners and providing life settlement services as a sole proprietor. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory, and retirement plan consulting services with access to third-party money managers and multiple advisory platforms.

Lester Chou is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he owns a business entity used to manage expenses related to his Ameriprise franchise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients in or approaching retirement.

Nolan Pehrson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 registrations and six years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at U.S. Bancorp Investments, Inc. from 2019 to 2025. He has also held roles outside finance, including work at Paychex, multiple high schools, and an entrepreneurial venture, Celly Hard LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to implement customized investment solutions.

William Senn is a financial advisor with Edward Jones in Charleston, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked with the Hibernian Society and The Charleston RiverDogs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network.

William Morgan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He began his advisory career in 2024 and has experience with Primerica Financial Services and various roles at Clemson University and W International. His other business activities include sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process, with a tiered wrap-fee structure distinguishing its approach.

John Palen III is a CFP®-certified financial advisor with Edward Jones, bringing 28 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, John is involved with the Low Country Muscle Car Club in Charleston, SC, where he helps coordinate car shows that support local community charities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches nationwide.

John Prickett is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He has previously worked with Bank of America and has a military background as an officer in the South Carolina National Guard. 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.

Daniel Dupuis is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he is involved in business networking groups and participates in managing commercial real estate ventures related to his financial advisory business. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party and proprietary programs and provides ERISA fiduciary services to qualified plans via credentialed representatives.

William Williams III is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.

Shawn Gaffin is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill, First Citizens Investor Services, and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.