Duncan Tyson III is a Series 66-licensed financial advisor with Edward Jones in Charleston, SC, where he has worked since 2013. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Jackson is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and 15 years of industry experience. He previously worked for Equitable Advisors for 12 years before joining LPL Financial in 2020. Outside of his advisory role, he is involved with Covenant Insurance Group, a non-variable insurance business. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting its advisors with research tools and diverse investment strategies.

Rodney Connell is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. His prior experience includes 11 years at Citigroup Global Markets. He serves as a trustee for a family trust, dedicating limited time to this role. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Michael Grubb is a financial advisor with LPL Financial who holds the Series 63 and Series 66 licenses and has 37 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera and VOYA Financial Advisors. He has also operated as an independent insurance agent since 2003 and is a commissioned notary in South Carolina. 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, utilizing a large network of investment adviser representatives and a variety of investment platforms and strategies.

Jerry Moneer is a Series 66-licensed financial advisor with Edward Jones, based in Goose Creek, SC. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Randy Myers is a financial advisor at Edward Jones with 26 years of industry experience, all spent at the firm. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as president of the Abbeville Youth Board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large nationwide network of financial advisors and branch offices.

Samuel Crossley is a financial advisor with Wells Fargo Clearing based in Charleston, SC. He holds the ChFC® designation and Series 63 and 65 licenses, with 24 years of industry experience. His prior roles include positions at Principal Securities, American General Life Insurance, and Mass Mutual Investors Services. Outside of his advisory work, he is an active musician playing bass in multiple local bands. 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 provides both brokerage and advisory solutions, employing research and analytics grounded in diversification principles and modern portfolio theory.

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 at Primerica Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PFS Investments, Inc. and Primerica Financial Service since 2005. In addition to investment advisory, she is involved in the sale of mortgage loan products and home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that emphasizes model-delivery strategies managed by unaffiliated asset managers and incorporates a range of investment models, including those involving exchange-traded funds with cryptocurrency exposure.

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 at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, SouthState Investment Services, and SouthState Bank since 2016. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Craig Colby is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 37 years of industry experience. His prior roles include positions at Edward Jones, Liberty Partners Capital Management, Oppenheimerfunds Distributor, and Invesco AIM Private Asset Management. Outside of his advisory work, he co-founded and serves as board chairman of the St. Thomas Isle Business Group, a local business networking organization in Mt. Pleasant, SC. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 worked at Edward Jones from 2012 to 2014 before joining Wells Fargo Clearing in 2016. His spouse owns a psychiatry practice in Mount Pleasant, SC. 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, utilizing research and analytics to guide investment decisions.

Darrell Strickland is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Merrill, Wells Fargo Clearing, and NEXT Financial Group. 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 access to model portfolios and third-party asset managers, supported by extensive operational tools and a broad non-advisory financial platform.

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 at LPL Financial with 47 years of industry experience. He holds a Series 63 designation and has worked at Cadaret, Grant & Co., Inc. for 43 years and Charlestown Associates for 25 years. Outside of his advisory role, he is involved in local government in Charleston, SC, dedicating time monthly to city activities, and operates a farm through Four Lions, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a variety of financial planning and investment management services, including access to model portfolios and third-party asset management.

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.