Anthony Allegro is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with individuals and their families to develop tailored financial plans that address their unique goals. Anthony focuses on creating personalized strategies that encompass investment portfolios, retirement planning, and long-term financial planning. Prior to his current role, Anthony served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Workplace Planning Consultant from 2022 to 2024. His experience spans various aspects of financial consulting, enabling him to guide clients through the accumulation, preservation, and distribution phases of life. Outside of his professional responsibilities, Anthony enjoys activities such as beach outings, camping, cars, fishing, golf, and outdoor adventures.

Lance Tyner is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Lighthouse Wealth Advisors of Charleston LLC and Ilderton Conversions of North Charleston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eugene Hines is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. Based in Charleston, SC, he operates Hines Wealth Management, which also offers group employer benefit insurance packages. LPL Financial is a national firm providing advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and institutions, with access to various investment programs, research resources, and technology-driven portfolio management solutions.

Lisa Dempsey is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked at Bank of America and was employed at Seabrook Island Club. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Louis Tick is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as President Elect and is an executive committee member at the College of Charleston Jewish Studies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Albert Blakes III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses, and has 34 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation for 15 years and City National Bank for one year. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by model portfolios, third-party asset management programs, and a range of financial products, including insurance.

Jason Creech is a financial professional at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Securian Financial Services and Commonwealth Financial Group Inc., where he is also a partial owner. He serves as an officer on the board of the Commonwealth Cares Foundation. Cetera Investment Advisers LLC is a nationally registered adviser supporting over 10,000 advisors and approximately 800,000 clients. The firm offers a multi-manager platform with diverse portfolio management options for individuals, retirement plans, corporate, charitable, and institutional clients.

Devin Darcangelo is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 license and 24 years of industry experience. Prior to joining Morgan Stanley, he spent 14 years at UBS Financial Services Inc. He is a partner and owner of an investment vehicle, TBDD LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Ashley Stoll is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has served as a Client Service Manager at Commonwealth Financial Group, supporting new business and account maintenance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Michael Lilley is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. With over 26 years of experience, he supports individuals and families in navigating changing markets and economic cycles through coordinated financial planning and personalized advice. He assists clients by integrating investments, retirement planning, tax considerations, lending solutions, and estate planning to address important financial decisions. Michael holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, is a Chartered Retirement Planning Counselor (CRPC), and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Marist College. His approach centers on understanding the complete financial picture of his clients to bring clarity and coordination, helping them save time, preserve and grow wealth, and reduce financial stress. Outside of his professional work, Michael enjoys cooking, fishing, music, reading, running, spending time with his family, tennis, traveling, and yoga.

Alexis Tucker is a financial advisor with Ameriprise in North Charleston, SC, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, Alexis is the owner of Lala Loves You, LLC, a retail business. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service aimed at clients with significant investable assets, combining research and modeling with tailored recommendations delivered through a centralized consulting team.

Kristina Campbell is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been associated with South Carolina Bank and Trust and LPL Financial since 2014. Additionally, she serves as a Notary Public of South Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Dorian Enhelder is a Certified Financial Planner (CFP®) with 24 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2026, following ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Madison Duffy is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Wells Fargo Clearing, Madison worked at The Vanguard Group and Wells Fargo Advisors, and spent five years at Clemson University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 advisors and offers both brokerage and advisory solutions.

Vanessa Koegler is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors and Primerica Financial Services prior to her current roles. Koegler also engages in outside insurance sales, focusing on life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved tools and offering a range of planning services including recent additions such as Divorce Planning.

Adam Epstein serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he applies his expertise in retirement planning and personal investment strategies to support clients' financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Adam earned his bachelor's degree from the University of South Carolina System.

Hunter Bradley is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at the Atlanta Voiceover Studio and service with the Douglas County Board of Commissioners. 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, offering model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth investors, and institutions.

Mary Mceachern is a CFP®-credentialed financial advisor at Morgan Stanley with 38 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Mary is also the sole proprietor of Duncan & Daly LLC, a real estate business based in Charleston, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning resources as part of its services.

James Clifford Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at multiple firms including First Allied Advisory Services and currently serves as a partner at Clifford Bootes Asset Management. Outside of his advisory roles, he is the owner of Atlas Metals. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

John Bennett is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. With approximately 24 years of experience as a financial advisor, he specializes in working with affluent clients across the United States. Bennett offers personalized wealth management strategies that take into account clients’ full financial pictures and evolving market conditions. He provides access to Merrill’s investment insights and the banking and lending solutions of Bank of America. Bennett holds a Bachelor's Degree from Clemson University and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. He also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His professional affiliations include participation in the Hibernian Society, St Mary's Church, Porter Gaud School Parents Association, and Ronald McDonald House. He is actively involved in community organizations such as the Hibernian Society Foundation, Porter Gaud School Foundation, St Mary's Catholic Church, Windwood Farm Home for Boys, and Ronald McDonald House.