Randy Myers is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Outside of his advisory role, he serves as president of the Abbeville Youth Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial products, supporting its advisory services through a nationwide network of over 23,000 advisors.

Samuel Crossley is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Wells Fargo in 2023, he worked at Principal Securities Inc., Principal Life Insurance Company, American General Life Insurance, AIG Capital Services, Inc., LPL Financial, Queensborough National Bank, and INVEST Financial Corp. Outside of his advisory work, he is active as a bass player in local bands and serves part-time as a ticket taker at Benedictine Military School in Savannah, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad investment menu with insurance-related vehicles and bank deposit sweep options.

Alexander Bukoski is a CFP® at Edelman Financial Engines with several years of experience in the financial services industry, including prior roles at AXA Advisors and New York Life Insurance Company. He has also worked in the restaurant industry and has experience in higher education. Edelman Financial Engines provides technology-enabled investment advisory services 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.

Mari Hendrickson is a financial advisor with Primerica Advisors in North Charleston, SC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Service since 2005. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Glennon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Merrill Lynch, Truist Investment Services, and BB&T Securities. Glennon is also an associate at Pinnacle Asset Management, where he focuses on building relationships with Pinnacle partners and managing client investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jeffery Mc Carragher is a financial advisor at Edward Jones in Charleston, SC, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Edward Jones, he has been self-employed since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and trust services, operating under a fiduciary standard.

Henry Thompson III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at LPL Financial and SouthState Investment Services since 2023 and has been with SouthState Bank since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a variety of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Cameron Mactavish is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he consults with Affluence Consulting Group on business planning, including succession and exit strategies. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-driven client relationships.

Collin Porter is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. He has worked at Morgan Stanley since 2023 and also coaches sailing outside of his advisory role. His coaching activities include instructing at the Carolina Yacht Club and other local sailing programs. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include broad investment and financial planning solutions.

Travis Burdette is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, his spouse owns and operates a psychiatry practice in Mount Pleasant, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Darrell Strickland is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He began working with LPL Financial in 2025 following a 15-year tenure at Next Financial Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from various sources.

Dawn Vardakas is a financial advisor with Primerica Advisors in North Charleston, SC, holding Series 63 and Series 65 licenses and with 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved with Saint Benedict Catholic Church since 2026. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Perry Waring is a financial advisor with LPL Financial, holding a Series 63 designation and 46 years of industry experience. Before joining LPL Financial in 2025, he spent over four decades at Cadaret, Grant & Co., Inc. and has been associated with Charlestown Associates since 2001. Outside of his advisory work, he is involved in local government in Charleston, SC, serving in a political role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of financial planning and advisory programs supported by research, model portfolios, and technology-driven solutions.

Anna Ponder is a financial advisor at Edward Jones in Summerville, SC, holding the ChFC® designation and Series 66 license with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Joseph Purter is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Enterprise Holdings, Cintas Corporation, Spectrum, Pizza Hut, and Presbyterian College. Outside of his advisory duties, he is co-owner of Dreamers & Commanders Company LLC, an athletic development business, and serves on the board of Garnet & Blue Collective, which supports NIL opportunities for athletes at Presbyterian College. 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 approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Denise Kelly is a financial advisor at Morgan Stanley with 41 years of industry experience. She has been with Morgan Stanley and its affiliate, Morgan Stanley Smith Barney LLC, since 2012. Kelly holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Patrick Buttarazzi Jr. is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a three-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment searches, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within their investment menus.

Joseph Lassiter is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Apollon Wealth Management, among other firms. Outside of his advisory work, he is involved with Dogstar Pet Care, a recreation business in Charleston, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and modeling tools, focusing on advisory services rather than individual security recommendations.

Joshua Ayers is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked seven years with Dorchester School District Two. Outside of his advisory role, Ayers officiates high school football and softball games and owns a custom gifts business specializing in embroidery and vinyl products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Bobby Parham II is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2017, following three years at Nationwide Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.