James Clifford Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at multiple firms including First Allied Advisory Services and currently serves as a partner at Clifford Bootes Asset Management. Outside of his advisory roles, he is the owner of Atlas Metals. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Salmon is a financial advisor at Edward Jones in Summerville, SC, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Freeman Boatworks, Southeast Power Components, and Medix Specialty Vehicles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of investment advisory programs and services.

Alton Palmer is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at United Community Bank and various financial services and insurance firms, as well as operating Palmer Financial Wellness, LLC. Palmer is also a business owner of Chucktown Startups, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a range of advisory programs and services, including discretionary and non-discretionary portfolio management supported by research and model portfolios.

Brandon O'higgins is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and seven years of industry experience. He worked previously at Fox Dog LLC and Triangle Char & Bar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a large national network of advisors and branch offices.

Jennifer Blanchard is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. She previously worked at Securian Financial Services and Minnesota Life Insurance Company for 19 years and has been associated with The Commonwealth Financial Group for over two decades. Outside of her advisory work, she serves on the fundraising committee for The Samaritan House of Orangeburg and is a board member of the Orangeburg Civic Ballet. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform incorporating both affiliated and third-party strategies.

Stephanie Harvey is a financial advisor at Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Osaic in 2024, she worked at Woodbury Financial Services and Equitable Advisors/AxA Advisors. Outside of her advisory role, she is president of Cane Bay Financial Planning LLC and owns a sole proprietorship offering insurance products. Osaic Wealth serves a diverse client base, including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types and supports various third-party platforms and managed-account solutions.

Nicholas Pecoraro is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 to 2024. Pecoraro also manages Pecoraro Wealth Management Inc., a non-investment related business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs and provides both discretionary and non-discretionary management with access to model portfolios, research, and various technology-enabled solutions.

Timothy Sease is a CFP®-credentialed financial advisor with 34 years of industry experience. He is affiliated with LPL Financial and has worked concurrently at South State Bank since 2014. Prior to that, he was with First Southeast Investor Services, Inc. for 18 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, incorporating discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Vicente Munoz Reyes is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2025. Outside of his advisory role, he is involved in several activities including serving as a mathematics tutor, working as an academic assistant for online math courses at Louisiana State University at Alexandria, co-founding and managing projects at Tikvah Health and Wellness, and coaching CrossFit classes. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides specialties including divorce planning and event-driven estate and employer-sponsored planning programs.

Karyn Lancaster is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Linsco/Private Ledger Corp. since 2004 and operates a DBA, Valerie E. Thomas & Associates, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of representatives. The firm offers diversified advisory programs, financial planning, retirement consulting, and access to model portfolios and research from multiple sources.

Craig McDonald Jr. is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and 16 years of industry experience. Before joining LPL in 2019, he worked at AXA Advisors and operated Fort Sumter Tours, Inc. from 2003 to 2019. He is involved as a referring agent for a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Ryan Coughlan is a financial advisor with Equitable Advisors in North Charleston, SC. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Russell Reynolds Associates and Cathartes and was involved with the Wake Forest University Basketball Club and Wake Forest University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple platform sponsors and program managers.

Edwards Brawley is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Ameriprise in various capacities since 2009. Outside of advisory work, he operates a business through Edgeworth Capital Group and is involved with DHS Office Works, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice. The firm emphasizes a structured approach to retirement recommendations, drawing on extensive research and tools, with services designed for clients meeting certain asset criteria.

James Greenho is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include positions at Raymond James & Associates and various divisions within Morgan Stanley since 2009. Outside of his advisory work, he volunteers as a tennis coach at Bishop England High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and analytical tools, managing approximately $2.74 trillion in client assets.

Colm Bailey is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Before joining LPL Financial in 2025, he worked at Cuso Financial Services, LP and has been affiliated with South Carolina Federal Credit Union since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Sean O'Keefe is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Nicholson Wealth Management Group, Wells Fargo Advisors, Commonwealth, Minnesota Life Insurance Co, Securian Financial Services Inc, and J.P. Morgan Chase & Co. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Tabatha Butler is a ChFC® and Series 66 licensed financial advisor with Edward Jones, based in Summerville, SC. She has 11 years of experience, all of which have been with Edward Jones since 2015. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Anderson is a CFP® with 10 years of industry experience, currently affiliated with Mass Mutual Investors Services. He previously worked at Principal Life Insurance Company and Principal Securities Inc for seven years. Outside of his advisory role, he is also engaged in life, fixed annuities, disability, long-term care, and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, along with educational seminars.

Ellen Brankovich is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and is based in North Charleston, SC. Prior to joining Equitable Advisors, her background includes roles in various sectors such as education and retail. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a structured client intake process.

Rebekah Bould is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and two years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.