Sean O'Keefe is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at firms including Nicholson Wealth Management Group, Wells Fargo Advisors, Commonwealth, and J.P. Morgan Chase & Co. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Christopher Franklin is a CFP® certificant affiliated with LPL Enterprise with two years of industry experience. He has previously worked at Burgess Investment Group, Apollon Wealth Management, and Mosaic Community among other firms. LPL Enterprise, LLC serves a broad client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, consulting, and access to third-party asset managers and wrap programs.

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.

Trevin Link is a financial advisor with Ameriprise in Mt. Pleasant, SC, holding a Series 66 designation. He has six years of self-employment experience and five years working with Seacoast Christian Community Church. He joined Ameriprise in 2024 and has been with the firm since. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on creating written recommendation reports and providing ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

George Case is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Northwestern Mutual and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Raymond Firestone Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Maryland Financial Group, Inc. for 19 years and Financial Concepts Unlimited, Inc. for two years. Firestone serves on the board of the Gavalas Kolanko Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors.

Nicholas Villamater is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 credential and eight years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley since 2018. Prior to his current role, he was employed with VIPkid and CIEE. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and analytical tools but does not include individual security recommendations in standalone planning services.

Cameron Cheek is a financial advisor with UBS Financial Services in Mt. Pleasant, SC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, Cameron serves on the finance committee and board of directors for Quadriplegics United Against Dependency, Inc. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and model-based asset allocations.

Darren Wilson is a financial advisor with Edward Jones in North Charleston, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Wilson is the owner of Wilson Family Ventures LLC, a real estate holding company. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Cole is a CFP® professional with 25 years of industry experience, currently serving at MML Investors Services, LLC, a subsidiary of MassMutual. He previously worked at Grant Williams for eight years. Cole is involved with Affluence Financial Group LLC and Affluence Consulting Group LLC in Charleston, where he holds agent positions. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced software tools and a variety of investment programs.

Derrick Sullivan is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in a recreational endeavor titled The Righteous Gemstones. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through various advisory programs and institutional arrangements.

Cathryn Cato is a financial advisor with LPL Financial in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work history includes roles at Maryland Financial Group, Inc. and Citigroup Global Markets. She is also involved in tax preparation and accounting services as a CPA. 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, supported by a large network of advisors and varied investment strategies.

Stephen Tucker is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Wells Fargo, E*TRADE Securities, and Fidelity Investments. He also has experience outside the industry, including managing Breezy Point Market for six years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dalton Anglin is a financial advisor at LPL Enterprise with six years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he was involved with Alley Cat Allies for three years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Samuel Munn is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Merrill since 2009. Prior to that, he has been associated with Bank of America, N.A. since 1998. Outside of his advisory role, he serves on the community advisory board for Hilton Head Christian Academy. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth investors, and institutional entities.

Zachary Anderson is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and its affiliated entities since 2019, following roles at Northwestern Mutual and engagements with Clemson University and the Charleston County Park and Recreation Commission. Outside of his advisory work, Anderson serves as treasurer for the Charleston County Clemson Club, an alumni association where he manages bookkeeping and organizes events and fundraisers. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a range of investment management and financial planning services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with discretionary and non-discretionary portfolio management across multiple program structures.