Michael Barker is a financial advisor with Ameriprise in Mt Pleasant, SC, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, with eligibility criteria based on investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized retirement recommendations.

Kenneth Fickling is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Cetera Advisors LLC and Wells Fargo Advisors. He is involved in Charleston Retirement Planning, a non-variable insurance and investment-related business in Mount Pleasant, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research resources.

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.

Kimberly Frankel is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. Her previous roles include positions at Stifel Nicolaus & Co. Inc. and multiple divisions within Raymond James. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary planning using analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Clayton Wood is a CFP® professional with eight years of industry experience, currently serving at Cambridge Investment Research Advisors since 2022. His prior experience includes roles at C.B. Wood Financial LLC, which he founded, as well as Capital Asset Advisory Services and several other financial firms. He is also president of the Wood Foundation Inc., a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of proprietary and third-party strategies.

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.

Alvin Lowry Jr. is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as a board member of the Military Magnet Foundation and holds leadership positions with the Veterans of Foreign Wars Post 3137. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and proprietary as well as third-party strategies tailored to client objectives.

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.

Eddie Negron is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation. Prior to joining LPL Enterprise, he held roles at several companies including Palmetto Running Company and Restore Hyper Wellness. Negron is also the owner of Slight Edge Sports LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

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.

Christopher Franklin is a CFP® professional affiliated with LPL Enterprise, LLC, based in Mt. Pleasant, SC, with two years of industry experience. His prior roles include positions at Burgess Investment Group, Apollon Wealth Management, and Mosaic Community. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Ellen Brankovich is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and is based in North Charleston, SC. Prior to joining Equitable Advisors, her background includes roles in various sectors such as education and retail. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a structured client intake process.