Leighton Mitchell is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Primerica, Mitchell has held roles at various companies including Disney and has maintained business interests through Bo Mitchell Inc., where he serves as CEO. Outside of financial advising, he is involved in entrepreneurial activities connected to his private business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a network of advisors using model-driven investment strategies managed by unaffiliated asset managers.

David Reed is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with Equitable Advisors since 2014 and previously with Axa Advisors, LLC. Outside of his advisory role, he serves on the board of directors for the Colgate University football program. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, focusing on personalized client assessment and fiduciary services for qualified plans.

Donald Kellerman Jr. is a financial advisor at Raymond James Financial with 29 years of industry experience. He has previously worked at Merrill and Bank of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation, along with targeted advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Meredith Kitson is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2018 and previously held roles at Edelman Financial Services, EF Legacy Securities, and John Hancock. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering services that include discretionary management, online advice, and workplace retirement solutions.

Gene Potes is a financial advisor with LPL Financial in Summerville, SC, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at Premier Wealth Partners, LLC, Sallyport Global, and Merrill among other firms. He is also involved with GAP Enterprise LLC, a business entity for tax and investment purposes. 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, and institutional platforms, with advice primarily provided by investment adviser representatives using discretionary or non-discretionary strategies.

Lindsay Loignon is a financial professional with 15 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 credentials and has previously worked at Citigroup Global Markets, Securian Financial Service Inc, and Minnesota Life Insurance Company. Outside of advisory work, she is an independent advocate for Green Compass, LLC, a retailer of clean and organic wellness products. Cetera Investment Advisers LLC provides a comprehensive range of services to individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers multiple portfolio management options, financial planning, retirement services, and access to third-party money managers within a multi-manager platform managing over $256 billion in assets.

Brent Tatum is a financial advisor with Edward Jones in Summerville, SC, holding CFP®, ChFC®, and Series 66 designations and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Andy OnCall and Mosquito Squad, and earlier at 911 Driving School. He serves as Chairman of the board for Dorchester Habitat for Humanity in Summerville. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Sam Anderson Jr. is a financial advisor at Edward Jones in North Charleston, SC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Visionary Financial Group, Principal Life Insurance Company, PlanMember Securities Corporation, and Strategic Wealth Advisory Group. Outside of finance, he owns and operates a business as a basketball official (referee). Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Richard Olszewski is a financial advisor with Edward Jones in Summerville, SC, holding Series 63 and Series 66 designations and 23 years of industry experience. His prior roles include positions at WealthVest, MML Investors Services, MassMutual, and Foresters Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Troy Barrentine is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Equitable Advisors since 1999. Outside of his advisory work, he serves on the board of directors as treasurer for Portside Center, LLC. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through its network of Investment Adviser Representatives and third-party model sponsors.

Virginia Wilson is a financial advisor with Cetera and holds the CFP® designation along with Series 65 and 63 licenses. She has five years of industry experience and has worked at several firms, including Cetera Advisors and JBJ Investment Partners. In addition to her advisory role, she serves as a financial professional offering pro bono financial planning through the Foundation for Financial Planning. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment advisory services through a large network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with offerings that include portfolio management, financial planning, and access to multiple program structures and third-party managers.

Logan Young is a financial advisor with Ameriprise in Mt. Pleasant, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Liberty University from 2021 to 2024 and has teaching experience at the high school and middle school levels. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Anthony Valentino III is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked previously at Commonwealth Financial, Minnesota Life Insurance, and Securian Financial Services. Valentino is also involved as an advisor with Coastal Strategic Capital. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement model portfolios, third-party managers, or bespoke strategies.

James Grogan is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior roles include leadership positions at Lowcountry Financial Group, Cetera Advisors LLC, and Low Country Retirement. He serves as a board member of the Exchange Club, a civic organization focused on preventing child abuse. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Steven Meyer is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he is actively involved in multiple investment-related business ventures, including ownership positions in several LLCs focused on financial services and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, delivering tailored recommendations through comprehensive planning tools and integrating advisory services with other financial products and referral channels.

Nathan Heinlein is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has prior experience at Ignite Digital Services and educational institutions. Heinlein also serves as an associate on the financial planning team at Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Cestone is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His work history includes roles at the United States Postal Service and Gateway Logistic Corp prior to joining Raymond James in 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Walker King is a financial advisor at Edward Jones in Charleston, SC, with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Saybrus Equity Services Inc and Saybrus Partners from 2014 to 2020. Outside of advising, he has been involved with MAC3 Holdings LLC, a single-family rental property business in Greenville, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its large network of advisors and branch offices and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Korey Banks is a financial advisor at Edward Jones in Summerville, SC, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.