Joshua Wright is a financial advisor with OSAIC, holding a Series 66 designation and 15 years of industry experience. He has been with OSAIC since 2016 and also maintains a role at Bank of America, N.A. since 2011. Wright is a licensed realtor who assists with buying and selling primary residences for friends. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to manage portfolios with a range of investment options.

Kenneth Pugno is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 39 years of industry experience. He previously worked at UBS Financial Services for 12 years and Morgan Stanley for one year. 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 third-party asset management, supported by extensive technology tools and a broad suite of non-advisory financial products.

Jennifer Simpson is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 license. She joined Edward Jones in 2026 and has prior experience working with the Charleston Baptist Association and Kew Baptist Church, as well as in the construction industry at Structures Building Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Brian Reese is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in outside employment with Bottles LLC as a Wine Associate and works as a dog walker and tax preparer in the Charleston area. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and provides financial planning, consulting, and access to third-party asset managers.

Gabriel Brogden is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at South Carolina Federal Credit Union, Cuso Financial Services, LP, and BB&T Investment Services. 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, model portfolios, third-party asset management access, and institutional platforms.

Thomas Furse is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Justin Slattery is a financial advisor with Mass Mutual Investors Services in Mount Pleasant, South Carolina. He holds Series 66 and Series 63 licenses and has 17 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is also an agent specializing in property/casualty, group life, group health, and group benefits. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, typically structuring engagements as annual, collaborative relationships focused on goals analysis rather than discretionary investment management.

Jesse Lempesis is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at MetLife Securities Inc. and holds officer and agent positions in various consulting and marketing firms, including Affluence Consulting Group LLC and Affluence Marketing Group LLC. He also serves as a board member for the One Cool Blow Condominium Association. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements using firm-approved tools and offers programs including wrap accounts, money-manager programs, and educational seminars.

Will Thompson is a Series 66 licensed financial advisor with Edward Jones in Summerville, South Carolina, where he has worked since 2017. He has eight years of industry experience and previously was affiliated with Bethany United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tera Bishop is a financial advisor at Wells Fargo Advisors with one year of industry experience. She previously worked at Truist and Truist Investment Services, INC. before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, wealth-transfer, and specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Samuel Winkler is a CFP® with nine years of industry experience, currently affiliated with Cetera. He has worked with Cetera Advisors LLC since 2017 and is a co-owner of Thiem McCutchen Winkler CPAs PA, a tax preparation firm. Winkler is also a partner at Lowcountry Financial Group, where he provides financial planning and investment advice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and third-party managers.

Zlati Matushev is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2014. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

James Sheehan is a CFP®-certified financial advisor with 29 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Raymond James & Associates and UBS Financial Services. Sheehan is based in Daniel Island, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

April Mckinney is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, wealth-transfer, and niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to deliver tailored recommendations.

Mark Fell is a financial professional with 24 years of industry experience, currently with Cetera. He holds Series 63 and Series 66 credentials and has been associated with Cetera Advisors LLC since 2013. Fell is also co-owner of Conte Fell Advisors and serves as a board director for the nonprofit Communities in Schools. He is treasurer of The Latinx Exchange Club of Charleston, SC. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a large network of independent advisors. The firm serves individual and institutional clients with portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party managers.

Lynn Mack is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, Mack worked at MetLife Securities from 2014 to 2017 and has been affiliated with MassMutual Life Insurance since 2016. Outside of advisory roles, Mack is an insurance agent specializing in life, disability, long-term care, health, and fixed annuities, as well as a notary and owner of an LLC that manages administrative support and expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers investment guidance through collaborative, annual planning relationships and a range of educational programs.

Eugene Johnson IV is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. Prior to this, he worked at SunTrust Investment Services, Inc. for eight years. He is also a trustee for the Johnson Family ILIT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Jackson Weeks is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. He is also the owner of Jackson Swim School, where he provides swim lessons. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform and various program structures.

Randall Slawson Jr. is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at Pruco Securities, LLC and Converse. Outside of his advisory work, he coaches basketball at West Ashley High School. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Daniel Parsons is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2015 and at Bank of America from 2015 to 2024. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party asset managers.