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.

Steven Breen is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is also the president and a board member of the Hilton Head Foundation to Benefit America's Veterans, Inc. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, primarily those with significant investable assets. The firm combines research-driven, algorithm-assisted recommendations with personalized financial advice and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Dare is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Guardian Life, Woodbury Financial Services, and Park Avenue Securities. Outside of his advisory role, he is involved in insurance brokerage and participates in structured settlement referrals. 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, focusing on collaborative, annual planning relationships and event-driven planning services.

Debra Nelson is a CFP® certificant with 43 years of industry experience, currently serving as a financial advisor at LPL Financial since 2014. Her prior experience includes positions at MSI Financial Services, Onyx Wealth Advisors, and VOYA Financial Advisors. Outside of advisory work, she operates a life coaching business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to various investment strategies and technology-driven research tools while managing over $819 billion in discretionary assets through a large network of advisors.

Kevin Brazell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is one of the managing partners of WMB & Associates, where he focuses on providing customized wealth management strategies and estate planning services to high-net-worth families, executives, and business owners. He also serves as a client relationship manager, guiding clients through the retirement planning process and assisting them in maintaining their financial lifestyle. Kevin holds a Bachelor's Degree from the University of South Carolina. He has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Through his CEPA designation, he helps business owners build more valuable companies, align their personal goals, and increase the viability of their financial plans. In addition to his professional work, Kevin participates in his community by volunteering with organizations such as First Tee of Columbia and the Midlands Golf Foundation. His approach emphasizes understanding clients' life priorities to create personalized financial plans tailored to their goals and aspirations.

Waitus Avant Jr. is a financial advisor with Stifel who holds a Series 66 designation and has 22 years of industry experience. He has been with Stifel Nicolaus & Co Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

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.

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.

Alan Green is a financial advisor with LPL Financial in Mt Pleasant, SC, holding a Series 66 designation and 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Petersen Investments Inc. and Equitable Advisors. Green is also a CPA and is involved in tax preparation and accounting services through his own practice and as president of Worth Our Wisdom. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rodney Connell is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a trustee for a family trust and holds powers of attorney for family members in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Alison Barkley is a CFP® certified financial advisor at Stifel with 16 years of industry experience. She has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

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.

Joel Queck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he has a minority ownership interest in a family farm in Iowa and co-owns a veterinary dental solutions business with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Nicholas Jones is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding CFP® and ChFC® designations and bringing 16 years of industry experience. He has been with Mass Mutual since 2012, including over a decade at Mass Mutual Investors Services. Outside of his advisory role, Jones serves as vice president of his local homeowners association board. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a collaborative planning approach using analytical tools and offers a range of programs including educational seminars and event-driven planning services.

Denise Croake is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at THE O.N. Equity Sales Company and Encore Financial Group. Croake also operates a residential rental business in partnership with her spouse. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing various asset-allocation tools and third-party platforms to construct diversified portfolios.

Beth Bohara is a financial advisor with Mass Mutual Investors Services in Mt. Pleasant, South Carolina, holding Series 63 and Series 66 licenses and two years of industry experience. She has previously worked with Northwestern Mutual Wealth Management Company and Medical University of South Carolina entities. Outside of advisory work, she holds a position as an insurance broker specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative annual planning engagements supported by firm-approved analytical tools.

Jeffrey Mcintire is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Royal Alliance Associates, INC. and Jhfn Sii. In addition to his advisory role, he is the managing partner at TEE TO GREEN FINANCIAL, LLC, a partnership focused on tax preparation and filing. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services supported by various investment platforms and third-party 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.

Anne Norton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Raymond James Financial Services since 2026 and previously worked at Raymond James & Associates from 2014 to 2025. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning supported by risk profiling and modeling tools, and it offers specialized programs such as municipal and public finance advisory services.

Robert Waite is a financial advisor with Ameriprise in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Ameriprise since 2017 and previously spent time at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Waite coaches youth soccer with the South Carolina Surf Soccer Club. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. Its approach integrates research, modeling, and tax-efficiency analysis to deliver tailored, written retirement income recommendations through a centralized consulting team.