Craig McDonald Jr. is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and 16 years of industry experience. Before joining LPL in 2019, he worked at AXA Advisors and operated Fort Sumter Tours, Inc. from 2003 to 2019. He is involved as a referring agent for a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Jeffrey Percy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

William Wennberg Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A., Le Cavalier, and Equitable Advisors, LLC. He has worked in various capacities outside finance, including at Dupont Country Club as a fitness desk attendant. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jake Wynn serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners with clients and their families to develop financial plans aimed at achieving their financial goals and providing peace of mind. He emphasizes building strong relationships and maintaining trust, reliability, and competency through open communication and ongoing plan evaluation. Prior to joining Fidelity Investments, Jake worked as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020 and as a Financial Advisor at Prudential Financial between 2015 and 2017. His career also includes experience as an Operations Manager at Palmetto from 2013 to 2016.

Thomas Clarke is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory duties, he is an organizer of Breakwater Holdings LLC, a real estate investment entity in Mount Pleasant, South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and structured discovery conversations in its financial planning process.

Brannigan Beam is a CFP® and ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Company, having previously worked for Northwestern Mutual in various capacities. Outside of his advisory role, he is an author and serves on a nonprofit board. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning, estate settlement, and employer-sponsored planning.

John Harris is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds the Series 63 credential and has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and a variety of portfolio management styles.

Mattison McCurry is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. McCurry has been with Raymond James & Associates since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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.

Matthew Brosey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial advisory profession for over 25 years and has been with Merrill Lynch since 2009. Matthew holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. In his role, Matthew works with a select group of clients focusing on helping them grow, preserve, and transfer their wealth. His areas of expertise include managing cash flow and investment portfolios, personal and home financing liabilities through Bank of America, tax-efficient strategies, insurance, and estate planning. He specializes in college education planning, retirement planning, portfolio management, and tax minimization. Matthew earned a Bachelor's degree from Indiana University. He lives in Mount Pleasant with his wife Ashley and their two children. Outside of work, he enjoys fishing, football, golfing, and traveling.

Stephen Thomas is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 credential and 16 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory work, Thomas coaches youth soccer for the Asheville Buncombe Youth Soccer Organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Helen Bourdier is a financial advisor at Wells Fargo Clearing with a Series 66 designation and 15 years of experience at the firm. She is based in North Charleston, SC. Outside of her advisory role, she is the sole owner of Bourdier Properties LLC, a rental property business. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anna Perkins is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. She has held roles outside of finance, including part-time work in catering and bartending at Relish Distinctive Catering and Snee Farm Country Club. Prior to her current position, she has worked in various roles across retail and education. 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 municipalities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Lynn Anne Gillen is a CFP® with 25 years of industry experience, currently affiliated with Cetera. She has worked at Cetera Wealth Services and Summit Financial Group in various advisory roles since 2012. Gillen also operates Gillen Wealth Management, LLC as a financial planner. Cetera is an SEC-registered adviser with a nationwide network of independent advisors serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

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.

Jennifer Gregory is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with the Wells Fargo organization in various capacities since 2014. 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 fee-based financial planning services, including specialized planning such as business-owner transition and sports & entertainment planning.

William Coffey is a CFP® and ChFC® with 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Charleston, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jenne Sevilla is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. She previously worked at Liberty Partners Capital Management, LLC, and Liberty Partners Financial Services, LLC from 2016 to 2018. Outside of her advisory role, she operates a sole proprietorship involved in book sales and public speaking, and she is also a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, encompassing both discretionary and non-discretionary management strategies.

Michael Johnson Jr. is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Clearview Regional Medical Center. 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 and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.