George Case is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Northwestern Mutual and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

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.

Raymond Firestone Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2014. He also has a longstanding affiliation with Maryland Financial Group, Inc. Firestone serves on the board of the Gavalas Kolanko Foundation, a community and charitable organization, and is involved in education workshops as a speaker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Cassie Panzenbeck is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and previously worked at Fiscally Fit, Inc. and JMJ Youth Pilgrimages. Panzenbeck is also a partner and co-owner of a for-profit event called the Catholic Women's Leadership Breakfast. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Dare is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. His prior work includes roles at Primerica Advisors, Guardian Life Insurance Company, Woodbury Financial Services, and Park Avenue Securities. Outside of his advisory work, Dare is involved as an insurance broker and holds membership in two financial advisory LLCs. MassMutual 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 using firm-approved software and offers asset management, wrap and money-manager programs, and educational seminars.

Debra Nelson is a CFP®-designated financial advisor with LPL Financial, based in Mt. Pleasant, SC, with 43 years of industry experience. She has been with LPL Financial since 2014. Outside of her advisory role, she is a business owner providing life coaching services and assists clients with tax preparation and organizing tax records. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and investment management services supported by internal and third-party research.

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.

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.

Waitus Avant Jr. is a financial advisor with Stifel who holds a Series 66 designation and has 22 years of industry experience. He has been with Stifel Nicolaus & Co Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Clayton Abel is a CFP® with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he worked at Nationwide Financial and Nationwide Securities, LLC from 2011 to 2016. He is also involved with the McKenna Agency, where he has been engaged since 2010. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Mary Beth Harlow is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2014, including her current role at Wells Fargo Clearing since 2016. 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 and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Cathryn Cato is a financial advisor with LPL Financial in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. She has been with LPL Financial since 2014 and has been involved with Maryland Financial Group, Inc. since 2008. In addition to her advisory work, she provides tax preparation and accounting services as a CPA. 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 range of advisory programs, financial planning, and retirement plan consulting, with investment management supported by both discretionary and non-discretionary solutions and research from internal and third-party sources.

Stephen Tucker is a financial advisor at Merrill with Series 63 and Series 65 credentials and four years of industry experience. His work history includes positions at Bank of America, Wells Fargo, E*TRADE Securities, and Fidelity Investments. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Dalton Anglin is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory roles, he was involved with Alley Cat Allies from 2016 to 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

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.

Richard Kasprak is a financial advisor at Cetera with 48 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His career includes long-term roles at Avantax and Offerman & Company. Kasprak is also an insurance sales agent, specializing in individual major medical and Medicare supplement insurance policies. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a large nationwide network of over 10,000 advisors.