Charlotte Littleton is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Oak Capital Management and Daniel Dupuis. Outside of advising, she is involved with The Sustainable Warehouse, a nonprofit where she serves as a bookkeeper, and owns The Blank House LLC, an appraisal photography business. 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 various third-party managers. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to implement client recommendations.

Todd Turner is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and its affiliates since 2023 and previously was associated with Commonwealth Financial Services and Minnesota Life Insurance Company. Turner is also a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and affiliations.

Paul Callander is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Voya Financial Advisors. He is also involved in non-variable insurance sales as an outside business activity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Craig Colby is a financial advisor with Edward Jones in Mt. Pleasant, SC, holding Series 63, 65, and 66 licenses and 37 years of industry experience. His prior roles include positions at OppenheimerFunds Distributor, Inc. and Liberty Partners Capital Management. Outside of his advisory work, he is co-founder and board chairman of the St. Thomas Isle Business Group, a business networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Keorlet is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is currently with Edelman Financial Engines and previously worked at Fisher Investments among other firms. Bryan volunteers as a financial planning coach for Wings for Widows, providing pro bono support to newly widowed individuals. Edelman Financial Engines offers technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online platforms.

John Ross is a Series 66 licensed financial advisor with 21 years of industry experience. He currently works at Wells Fargo Advisors, where he has been since 2021. Prior to that, he held roles at Bank of America and Merrill from 2005 to 2021. Outside of his advisory practice, Ross is a co-trustee of his father's trust and has ownership in a tree farm through Boland Family Farms LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized offerings such as business-owner transition and special-needs planning. The firm utilizes in-house research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

David Reed is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Equitable Advisors since 2014. Prior to that, he was with Axa Advisors for six years. Reed serves on the board of directors for the Colgate University football program. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer platform.

Donald Kellerman Jr. is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client interviews, risk profiling, and firm research, with a notable focus on advisory and implementation-support services.

Meredith Kitson is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2018 and previously held roles at Edelman Financial Services, EF Legacy Securities, and John Hancock. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering services that include discretionary management, online advice, and workplace retirement solutions.

Kurt Denner is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Wagner Systems Inc. and Apex Tool Group, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of financial advisors.

Benjamin Crane is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has held positions at Avantax Advisory Services, Avantax Investment Services, and Arrow Advisory, LLC, where he also provides individual and business tax preparation, bookkeeping, payroll, and tax planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies supported by a nationwide network of over 10,000 advisors.

Lindsay Loignon is a financial professional with 15 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 credentials and has previously worked at Citigroup Global Markets, Securian Financial Service Inc, and Minnesota Life Insurance Company. Outside of advisory work, she is an independent advocate for Green Compass, LLC, a retailer of clean and organic wellness products. Cetera Investment Advisers LLC provides a comprehensive range of services to individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers multiple portfolio management options, financial planning, retirement services, and access to third-party money managers within a multi-manager platform managing over $256 billion in assets.

Troy Barrentine is a CFP® and ChFC® with 31 years of industry experience, currently serving at Equitable Advisors since 1999. Prior to the firm’s current branding, he was associated with AXA Advisors, LLC for 21 years. Outside of his advisory role, Barrentine holds board and financial roles in several entities, including serving as Treasurer on the Board of Directors for Portside Center, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, offering a mix of discretionary and non-discretionary advisory services.

Logan Young is a financial advisor with Ameriprise in Mt. Pleasant, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Liberty University from 2021 to 2024 and has teaching experience at the high school and middle school levels. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Anthony Valentino III is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked previously at Commonwealth Financial, Minnesota Life Insurance, and Securian Financial Services. Valentino is also involved as an advisor with Coastal Strategic Capital. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement model portfolios, third-party managers, or bespoke strategies.

Steven Meyer is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has worked at Wells Fargo Advisors since 2016. Outside of advising, he has involvement in multiple investment-related business ventures in the Charleston area. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that delivers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory work with other financial products and referral channels.

Nathan Heinlein is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has prior experience at Ignite Digital Services and educational institutions. Heinlein also serves as an associate on the financial planning team at Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Michael Bayless is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His prior roles include positions with Avantax and Prudential Insurance Company of America. He also provides financial planning and wealth management services through Arrow Advisory. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and retirement services. The firm operates a multi-manager platform offering access to affiliated and third-party money managers and manages over $256 billion in assets across more than 10,000 advisors.