Kevin Jackson is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and 15 years of industry experience. He previously worked for Equitable Advisors for 12 years before joining LPL Financial in 2020. Outside of his advisory role, he is involved with Covenant Insurance Group, a non-variable insurance business. 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 access, and institutional platforms, supporting its advisors with research tools and diverse investment strategies.

Elliott Chase is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment management services to clients. Details about his specific areas of expertise, educational background, and personal interests have not been provided.

Christopher Williamson is a financial advisor with Mass Mutual Investors Services in Charleston, SC. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to his current role, he worked at Metlife Securities from 2011 to 2017. In addition to his advisory work, he is also an insurance agent specializing in individual and group life and health insurance, as well as fixed and variable annuities. MassMutual Investors Services 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, using firm-approved tools to provide written recommendations through an annual, collaborative planning process.

Lauren Brown is a financial advisor at Merrill with two years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at BOFA Securities, Inc. since 2016. Outside of her advisory role, she serves as a board member for the nonprofit organization Black River United Way. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Wilson is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. Prior to joining Cetera, he worked at Uber and The Citadel. Additionally, he serves as a housing coordinator at Wild Dune Resort, overseeing employee temporary housing. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a variety of program options and custodial relationships.

Michael Grubb is a financial advisor with LPL Financial who holds the Series 63 and Series 66 licenses and has 37 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera and VOYA Financial Advisors. He has also operated as an independent insurance agent since 2003 and is a commissioned notary in South Carolina. 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, utilizing a large network of investment adviser representatives and a variety of investment platforms and strategies.

Christopher Werden is a financial advisor with Cetera in Mount Pleasant, SC, holding a Series 66 designation and 14 years of industry experience. He has worked with Cetera and its affiliates since 2018 and is a partner at Lowcountry Financial Planning. Neben his advisory activities, he operates a pass-through S-corp for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management options and financial planning services through a nationwide network of independent advisors.

Patricia French is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2015. Outside of her advisory role, she is involved in network marketing of hair products and serves as Finance Committee Member and Investment Committee Chair for the Catholic Diocese of Charleston. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets and advisory products.

Sean Dambaugh is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013 and also worked at Axa Advisors, LLC from 2013 to 2020. Outside of his advisory role, he is a partner in OCM Real Estate, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a model-driven approach, often utilizing third-party asset managers and advisory programs, and offers ERISA fiduciary services to qualified plans.

James Crews V is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Guild Mortgage Company for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversee discretionary and non-discretionary advisory services.

Manuel Jimenez IV is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. His prior work includes roles at Merrill, BB&T Securities, Truist Investment Services, and Pinnacle Bank/Pinnacle Financial Partners. He is also a partner in CMJ Properties, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains capabilities in municipal and public finance as well as specialized SIMPLE IRA employer advisory programs.

Jerry Moneer is a Series 66-licensed financial advisor with Edward Jones, based in Goose Creek, SC. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Stephanie Bright is a financial advisor with UBS Financial Services in Mt Pleasant, SC, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining UBS in 2019, she had multiple engagements with High Point Camp and periods of unemployment. Outside of her advisory role, she participates in a Christian leadership development program through Grace Church. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm’s advisors use proprietary research and model-based strategies to tailor plans for clients, offering a broad range of financial planning and portfolio management solutions.

George Kellner Jr. is a financial advisor with Merrill in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Merrill since 1992 and also has experience with Bank of America since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal teams and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Randy Myers is a financial advisor at Edward Jones with 26 years of industry experience, all spent at the firm. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as president of the Abbeville Youth Board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large nationwide network of financial advisors and branch offices.

Donna Fenley is a financial advisor with Edward Jones in Mt Pleasant, South Carolina. She holds Series 63 and Series 66 licenses and has 21 years of industry experience, all with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large national network of advisors and branch offices.

James Cates III is a financial advisor with Merrill in Mount Pleasant, SC. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at TOURISTS Welcome, Edward Jones, and iSlide USA, as well as experience in sports information at Williams College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

George Holmes IV is a financial advisor with Equitable Advisors, holding a Series 66 designation and having 22 years of industry experience. He has been with Equitable Advisors since 2004, including time with its predecessor firm, Axa Advisors, LLC. Holmes is involved with Oak Capital Management, LLC, as well as OCM Real Estate, LLC as a partner. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, typically utilizing third-party asset managers and advisory programs.

Alex Peterson is a Financial Consultant currently working at Fidelity Investments since 2020. He has held various roles in the financial services industry, including Financial Advisor at Edward Jones from 2019 to 2020, Investment Counselor at Fisher Investments from 2018 to 2019, Ultra High-Net-Worth Broker at The Vanguard Group from 2013 to 2017, and Operations Supervisor at Bank of America from 2008 to 2013. Alex began his career during the 2008 recession, which influenced his approach to financial planning. He emphasizes adaptable and forward-looking plans that focus on resilience, trust, and building lasting relationships with the families he serves. His professional experience spans financial consulting, advising, investment counseling, and brokerage services. He invites clients to connect with him to explore his planning approach centered on helping families prepare for life's changes through comprehensive financial planning.

Daniel Parker is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Parker is involved as a sports official for youth and adult basketball games through his work with Cup Sporting Officials & PC Consulting LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.