Karyn Lancaster is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and Series 66 designations and having 27 years of industry experience. She previously worked at Tower Square Securities, Inc. from 2002 to 2004 before joining Linsco/Private Ledger Corp., where she has been since 2004. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice primarily delivered by investment adviser representatives using a variety of investment strategies.

Craig Mcdonald Jr. 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 2019 and previously worked at AXA Advisors, LLC and Fort Sumter Tours, Inc. Outside of his advisory role, he is involved as a referring agent in a non-variable insurance business. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jeffrey Percy is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Coughlan is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Russell Reynolds Associates and Cathartes, as well as involvement with the Wake Forest University Basketball Club and Wake Forest University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party program sponsors.

Thomas Clarke is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory duties, he is an organizer of Breakwater Holdings LLC, a real estate investment entity in Mount Pleasant, South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and structured discovery conversations in its financial planning process.

Colm Bailey is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at South Carolina Federal Credit Union, Cuso Financial Services, and Morgan Stanley. He is also involved with South Carolina Federal Investment Solutions, a business related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a network of advisors. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Helen Bourdier is a financial advisor at Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation with two years of industry experience. She has been with Wells Fargo Clearing since 2011. Outside of her advisory role, she owns and operates Bourdier Properties LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lynn Anne Gillen is a CFP® with 25 years of industry experience, currently affiliated with Cetera. She has worked at Cetera Wealth Services and Summit Financial Group in various advisory roles since 2012. Gillen also operates Gillen Wealth Management, LLC as a financial planner. Cetera is an SEC-registered adviser with a nationwide network of independent advisors serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Jennifer Gregory is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her work history includes roles at Wells Fargo Clearing and Fidelity prior to joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and tools to develop tailored recommendations.

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.

Ellen Brankovich is a financial advisor with Equitable Advisors based in North Charleston, SC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, her work history includes various roles in education and retail, as well as time at Pennsylvania State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and diversified asset-management programs. The firm’s approach includes assessing client risk tolerance and matching them to appropriate advisory models or discretionary managers, utilizing both proprietary and third-party platforms.

William Coffey is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding the CFP® and ChFC® designations and over 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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.

Jenne Sevilla is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Her prior experience includes roles at Liberty Partners Capital Management, Northwestern Mutual Investment Management, and Securian Financial Services. In addition to her advisory work, Sevilla is involved in book sales and public speaking through her sole proprietorship and holds a Notary Public commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of financial planning and investment management services to individuals, retirement plans, banks, and institutions. The firm offers customizable portfolio strategies supported by research and technology tools, serving a large network of advisors and overseeing significant discretionary assets.

Michael Johnson Jr. is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Clearview Regional Medical Center. 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Villamater is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 credential and eight years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley since 2018. Prior to his current role, he was employed with VIPkid and CIEE. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and analytical tools but does not include individual security recommendations in standalone planning services.

Darren Wilson is a financial advisor with Edward Jones in North Charleston, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Wilson is the owner of Wilson Family Ventures LLC, a real estate holding company. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Cole is a CFP® professional with 25 years of industry experience, currently serving at MML Investors Services, LLC, a subsidiary of MassMutual. He previously worked at Grant Williams for eight years. Cole is involved with Affluence Financial Group LLC and Affluence Consulting Group LLC in Charleston, where he holds agent positions. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced software tools and a variety of investment programs.

Derrick Sullivan is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in a recreational endeavor titled The Righteous Gemstones. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through various advisory programs and institutional arrangements.

Clayton Abel is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2017. His prior experience includes roles at Nationwide Financial and Nationwide Securities, LLC from 2011 to 2016. Abel also maintains a long-term connection with McKenna Agency dating back to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary models and third-party subadvisors, with operational support from advanced advisor tools.