Marie Freeman Fisher is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she works as an independent contractor delivering food for UberEats during evenings and weekends. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Julie Hucks is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its related entities since 2001. Outside of her advisory work, she serves on the board of directors for Sculpture in the South, a local arts organization. Ameriprise offers retirement-income planning services primarily for individuals near or in retirement with significant investable assets, combining research and modeling with tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Charles Matthews is a financial advisor at Cetera with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Trinity Wealth Securities, Florida Financial Advisors, and First Citizens. Outside of advisory work, he has experience in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Eric Rozzi is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior roles include work at Commonwealth Financial Group and involvement with Patrick Property Hospitality Group. Outside of finance, he has experience in education and community service, having worked at the University of South Carolina, Trident Technical College, Wando High School, and held a position in the South Carolina Senate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment options.

Nathan Fritz Joseph is a financial advisor with LPL Enterprise in Mt. Pleasant, SC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, Park Avenue Securities, Guardian Life Insurance Company, and Edward Jones. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

William Petzold is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at First Allied Securities, Commonwealth Financial Group, and Securian Financial Services. Outside of his advisory work, he is involved as an owner of Absolute Medical Systems LLC and has a longstanding affiliation with Pintail. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with discretionary and non-discretionary options.

Rhett Lindler is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He has worked with Commonwealth Financial Group and other financial services firms. Lindler is also the owner of Seabreeze Wealth Management, LLC, an expense management business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

Charles Williams Jr Jr. is a financial advisor at Edward Jones in Charleston, SC, holding the CFP®, ChFC®, and Series 66 credentials with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked in academic and security industries and served as a teaching pastor at First Baptist Church of North Charleston. Williams also preaches on occasion at Living by Faith Baptist Church and serves on the finance committee of a homeowners association. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Evan King is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he has been involved with R&E Estate Holdings LLC and R&E Ventures LLC, both in property acquisition and management. Outside of finance, he works as a teacher and golf coach at North Hills School District and serves as a waiter at Bellevue Fine Dining. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm serves clients with a range of planning needs including retirement, risk, education, and specialized areas like business-owner transition and sports and entertainment planning.

Kayla Manore is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at H&H Homes, Lake Norman Realty Property Management, Park Avenue Properties, Retirement Direct, and Pro Beauty Supply. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Dalrymple is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. His prior experience includes roles at Sorrento Pacific Financial, LLC, Uvest Financial Services Group, Inc., and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

John Wood is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Summerville, South Carolina. He has four years of experience in the industry, including prior roles at ServisFirst Bank. Wood serves on the boards of several local organizations, including Children in Crisis in Dorchester County and the Greater Summerville Dorchester County Chamber of Commerce. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charities, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.

Carley Elvis is a Series 66 licensed financial advisor with Wells Fargo Advisors in Charleston, SC, bringing one year of industry experience. Prior to joining Wells Fargo Advisors, Carley worked at Millennium Private Wealth and has held various roles outside finance, including positions at Hot Stacks Cafe and The Landing at the Boathouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu with specialized services and uses Wells Fargo research and tools to develop tailored client recommendations.

Leroy Summers Jr. is a financial advisor at LPL Enterprise with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Pruco Securities, MML Investors Services, MassMutual, AXA Advisors, and the Carolina Panthers organization. Summers also operates a property and casualty insurance agency, Comparion Insurance Agency, in North Charleston, SC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jody Hyden is a Series 66-licensed financial advisor with Ameriprise, based in Daniel Island, SC, and has 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Hyden owns My Circle, LLC, a holding company for an app and potential social communication website, and serves on the board of the Coastal Educational Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Richard Candor is a financial advisor with Primerica Advisors, holding a Series 66 designation and six years of industry experience. He has worked in education with Berkeley County and Dorchester District school systems and has been affiliated with Primerica Financial Services since 1988. Candor also engages in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts. The firm focuses on curated third-party asset managers and utilizes a tiered wrap fee structure.

Milton Truluck III is a financial advisor with Primerica Advisors in Goose Creek, SC, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2022. Prior to his financial services career, he was affiliated with The Church of the Holy Cross for 17 years. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Samuel Mc Bride is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He has worked at Cetera since 2023 and previously was associated with Commonwealth Financial Group and Securian Financial Services. Outside of his advisory work, he is involved in fixed insurance sales and has a modeling role related to clothing fitting. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm offers multiple program structures and access to third-party managers, overseeing more than $256 billion in assets through a large network of advisors.

Kimberly Mathewes is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Sean Delaunay is a financial advisor with Equitable Advisors in North Charleston, SC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in the food service industry and held various positions including at Palmetto Smoke House and Oyster Bar and Monks BBQ. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management programs. The firm employs a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to tailor investment solutions.