Matthew Brosey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in financial advising and has been with Merrill Lynch since 2009. He holds the Chartered Retirement Planning Counselor™ designation and the Personal Investment Advisor (PIA) credential. Matthew works with a select group of clients focusing on areas such as college education planning, liquidity management, retirement income, portfolio management services, and tax minimization. His approach involves managing cash flow, investment portfolios, and liabilities with an emphasis on tax efficiency. He also utilizes insurance and estate planning services to assist clients in wealth transfer to the next generation. He holds a bachelor's degree from Indiana University. Matthew resides in Mount Pleasant, South Carolina with his wife Ashley and their two children, Henry and Mimi. Outside of work, he enjoys fishing, football, golfing, and traveling.

Alvin Lowry Jr. is a financial advisor with Cambridge Investment Research Advisors in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Mass Mutual Investors Services and First Command Advisory Services before joining Cambridge in 2021. Outside of advising, he serves on the board of the Military Magnet Foundation and holds leadership roles with VFW Post 3137. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Stephen Thomas is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with LPL Financial since 2013. He previously worked at Edward Jones from 2009 to 2013 and briefly at Wells Fargo Clearing. Outside of his advisory role, Thomas coaches youth soccer with the Asheville Buncombe Youth Soccer Organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services supported by model portfolios, third-party asset management, and various institutional platforms.

Helen Bourdier is a financial advisor at Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation with two years of industry experience. She has been with Wells Fargo Clearing since 2011. Outside of her advisory role, she owns and operates Bourdier Properties LLC. 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 offers both brokerage and advisory solutions.

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 six years of industry experience. He holds a Series 66 designation and has worked at firms including Nicholson Wealth Management Group, Wells Fargo Advisors, Commonwealth, and J.P. Morgan Chase & Co. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jennifer Gregory is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her work history includes roles at Wells Fargo Clearing and Fidelity prior to joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and tools to develop tailored recommendations.

Christopher Franklin is a CFP® professional affiliated with LPL Enterprise with two years of industry experience. He previously worked at Burgess Investment Group, Apollon Wealth Management, and Mosaic Community, among others. His background includes roles in both financial advisory and community organizations. LPL Enterprise, LLC provides advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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 with Equitable Advisors based in North Charleston, SC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, her work history includes various roles in education and retail, as well as time at Pennsylvania State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and diversified asset-management programs. The firm’s approach includes assessing client risk tolerance and matching them to appropriate advisory models or discretionary managers, utilizing both proprietary and third-party platforms.

William Coffey is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding the CFP® and ChFC® designations and over 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Albert Lussier IV is a financial advisor with LPL Enterprise and holds the CFP® designation along with Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Lussier is based in Mt. Pleasant, South Carolina. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, employer-sponsored retirement plans, and corporate and charitable entities. The firm uses primarily model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in model wealth portfolios.

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 work includes roles at Northwestern Mutual and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Jenne Sevilla is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Her prior experience includes roles at Liberty Partners Capital Management, Northwestern Mutual Investment Management, and Securian Financial Services. In addition to her advisory work, Sevilla is involved in book sales and public speaking through her sole proprietorship and holds a Notary Public commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of financial planning and investment management services to individuals, retirement plans, banks, and institutions. The firm offers customizable portfolio strategies supported by research and technology tools, serving a large network of advisors and overseeing significant discretionary assets.

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 Financial Services, LLC since 2020. His prior roles include positions at Wells Fargo Clearing and several branches of Morgan Stanley from 2003 to 2018. He serves as president on the board of the Hilton Head Foundation to Benefit America's Veterans, Inc. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement income planning and ongoing advice through a structured, research-driven process.

Raymond Firestone Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Maryland Financial Group, Inc. for 19 years and Financial Concepts Unlimited, Inc. for two years. Firestone serves on the board of the Gavalas Kolanko Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors.

Cassie Panzenbeck is a financial advisor with Raymond James & Associates in Charleston, SC, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, she worked at Fiscally Fit, Inc. and was involved with JMJ Youth Pilgrimages. She is also a co-owner and partner in 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 serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, drawing on a range of portfolio management styles supported by affiliated research and model manager options.