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.

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 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.

William Coffey is a CFP® and ChFC® with 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Charleston, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Albert Lussier IV is a CFP® with seven years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to multiple investment programs through an integrated platform.

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 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.

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.