Jennifer Blanchard is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. She previously worked at Securian Financial Services and Minnesota Life Insurance Company for 19 years and has been associated with The Commonwealth Financial Group for over two decades. Outside of her advisory work, she serves on the fundraising committee for The Samaritan House of Orangeburg and is a board member of the Orangeburg Civic Ballet. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individuals, 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 incorporating both affiliated and third-party strategies.

Stephanie Harvey is a financial advisor at Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Osaic in 2024, she worked at Woodbury Financial Services and Equitable Advisors/AxA Advisors. Outside of her advisory role, she is president of Cane Bay Financial Planning LLC and owns a sole proprietorship offering insurance products. Osaic Wealth serves a diverse client base, including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types and supports various third-party platforms and managed-account solutions.

Timothy Sease is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with LPL Financial and South State Bank. He previously worked at First Southeast Investor Services, Inc. for 18 years. His other business activities include serving as an executive officer and director of investment services at South State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, and institutions.

Vicente Munoz Reyes is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2025. Outside of his advisory role, he is involved in several activities including serving as a mathematics tutor, working as an academic assistant for online math courses at Louisiana State University at Alexandria, co-founding and managing projects at Tikvah Health and Wellness, and coaching CrossFit classes. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides specialties including divorce planning and event-driven estate and employer-sponsored planning programs.

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.

Jacob Wright is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 credential and has 13 years of industry experience. Prior to joining Raymond James, he worked at SunTrust Advisory Services, Truist Investment Services, and BB&T entities. He serves as a board member and finance committee member for City Life Church in Mount Pleasant, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools, supporting clients through advisory programs and institutional consulting across its extensive advisor network.

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.

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.

Kenneth Fickling is a Series 66-credentialed financial advisor with 26 years of industry experience. He is currently with LPL Financial and has prior experience at Cetera, Wells Fargo Advisors, A. G. Edwards & Sons, and UBS Financial Services. He is also involved with Charleston Retirement Planning, a non-variable insurance business related to his advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides brokerage and advisory services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by technology and research tools, with a notable scale of assets and advisor network.

James Greenho is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include positions at Raymond James & Associates and various divisions within Morgan Stanley since 2009. Outside of his advisory work, he volunteers as a tennis coach at Bishop England High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and analytical tools, managing approximately $2.74 trillion in client assets.

Alvin Lowry Jr. is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as a board member of the Military Magnet Foundation and holds leadership positions with the Veterans of Foreign Wars Post 3137. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and proprietary as well as third-party strategies tailored to client objectives.

Colm Bailey is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior experience includes roles at South Carolina Federal Credit Union, Cuso Financial Services, and Morgan Stanley. He is also involved in South Carolina Federal Investment Solutions, an affiliated business activity. 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 access to third-party asset management, supported by a broad platform and extensive advisor network.

Eddie Negron is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held various roles including sales lead at Palmetto Running Company and business owner of Slight Edge Sports LLC. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, and charitable entities through a network of investment adviser representatives. The firm employs a primarily model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program among other services.

Sean O'Keefe is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Nicholson Wealth Management Group, Wells Fargo Advisors, Commonwealth, Minnesota Life Insurance Co, Securian Financial Services Inc, and J.P. Morgan Chase & Co. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Christopher Franklin is a financial advisor with LPL Enterprise, holding the CFP® designation along with Series 66, 65, and 63 licenses. He has two years of industry experience and previously worked at Burgess Investment Group and Apollon Wealth Management. LPL Enterprise provides investment advisory and brokerage services to individual and high‑net‑worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a variety of affiliated services including insurance and trust custody.

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.

Brian Anderson is a CFP® with 10 years of industry experience, currently affiliated with Mass Mutual Investors Services. He previously worked at Principal Life Insurance Company and Principal Securities Inc for seven years. Outside of his advisory role, he is also engaged in life, fixed annuities, disability, long-term care, and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, along with educational seminars.

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.

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.

Albert Lussier IV is a financial advisor with LPL Enterprise and holds the CFP® designation along with Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Lussier is based in Mt. Pleasant, South Carolina. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, employer-sponsored retirement plans, and corporate and charitable entities. The firm uses primarily model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in model wealth portfolios.