Jennifer Kline is a financial advisor with Equitable Advisors in North Charleston, SC. She holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to her current role, her work experience includes positions in the hospitality and service industries, including Patriots Point Links and Hooters. Equitable Advisors serves a broad client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Brian Berry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at LPL Financial since 2020 and is also associated with Berry & Associates Financial Group, which he founded in 2011. Prior to that, he held roles at Eagle Strategies and New York Life-related firms from 2007 to 2020. 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, model portfolio programs, third-party asset management, and institutional platforms.

Lushen Evans is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. He provides guidance on various financial matters, including general investing, retirement planning, and saving for unexpected events. Evans holds a Bachelor's Degree from the College of Charleston and a Master of Business Administration (MBA) from The Citadel. He is also a Personal Investment Advisor (PIA). His approach emphasizes understanding what is important to clients and their families to create effective financial strategies. He collaborates with clients to address their concerns and questions, offering ongoing advice as their needs evolve.

Michael Avant is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Michael Roy II is a Series 66-licensed financial advisor with Equitable Advisors, based in North Charleston, SC, with 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2010. Outside of his advisory role, he is the owner of Meek Ventures, LLC and RNF Customs, LLC. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of investment models, including third-party and proprietary offerings, and provides services through a network of Investment Adviser Representatives.

Amanda Davis is a Series 66-licensed financial advisor with Edward Jones in Summerville, SC, and has two years of industry experience. Prior to her advisory role, she worked for three years at Charleston Dog House. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Jennifer Hatton is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at LPL Financial since 2025 and previously spent 12 years at D.A. Davidson & Co. Outside of advising, she is a co-owner of a real estate rental property in Eufaula, Alabama. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of strategies and operational tools.

Lisa Dehaven is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked with South State Bank and its predecessor, South Carolina Bank & Trust, since 2014 and was previously with First Southeast Investor Services, Inc. for 20 years. 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 and model portfolio programs, supported by a large network of advisors and advanced operational tools.

Louis Tick is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as President Elect and is an executive committee member at the College of Charleston Jewish Studies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Albert Blakes III is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation, City National Bank, and J. B. Hanauer & Co. since 2003. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and other entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to asset managers and TAMPs, and brokerage services through affiliated entities.

Jason Creech is a financial professional at Cetera with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Securian Financial Services and Commonwealth Financial Group, where he is also a partial owner. He serves as an officer and board member of the Commonwealth Cares Foundation and acts as a notary public in Daniel Island, SC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, employer-sponsored 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 with access to affiliated and third-party managers across various program structures.

Ashley Stoll is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has served as a Client Service Manager at Commonwealth Financial Group, supporting new business and account maintenance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Alexis Tucker is a financial advisor with Ameriprise in North Charleston, SC, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, Alexis is the owner of Lala Loves You, LLC, a retail business. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service aimed at clients with significant investable assets, combining research and modeling with tailored recommendations delivered through a centralized consulting team.

Kristina Campbell is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and Series 65 licenses and 28 years of industry experience. Her prior experience includes roles at South Carolina Bank and Trust, Sorrento Pacific Financial, LLC, and Uvest Financial Services Group, Inc. She is also a Notary Public of South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutional clients. The firm offers a range of investment programs and platforms and supports its advisors with research, technology, and a broad suite of financial services.

Dorian Enhelder is a Certified Financial Planner (CFP®) with 24 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2026, following ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Vanessa Koegler is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors and Primerica Financial Services prior to her current roles. Koegler also engages in outside insurance sales, focusing on life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved tools and offering a range of planning services including recent additions such as Divorce Planning.

Sarah Banks is a financial advisor at Edward Jones with 18 years of industry experience. She has held her current position at Edward Jones since 2009 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million 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 through a nationwide network of more than 23,700 advisors, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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 with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include work with United Community Bank, Guardian Life, and New York Life Insurance Company. He is also a business owner of Chucktown Startups, LLC. 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.

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.