Jeffery Mc Carragher is a financial advisor at Edward Jones in Charleston, SC, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Edward Jones, he has been self-employed since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and trust services, operating under a fiduciary standard.

Nicholas Jones is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding CFP® and ChFC® designations and bringing 16 years of industry experience. He has been with Mass Mutual since 2012, including over a decade at Mass Mutual Investors Services. Outside of his advisory role, Jones serves as vice president of his local homeowners association board. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a collaborative planning approach using analytical tools and offers a range of programs including educational seminars and event-driven planning services.

Charlie Stephenson is a Planning Consultant at Fidelity Investments. He has held various roles at Fidelity Investments since 2022, including Relationship Manager, Financial Representative, and Client Relationship Advocate. Prior to his current role, Charlie gained experience in client relationship management and financial representation. As a veteran and former fighter jet technician, he applies discipline and steady focus to his professional relationships. His approach emphasizes service, integrity, and accountability, aiming to understand client goals and values to co-create personalized financial plans. Outside of his professional work, Charlie's interests include golf, music as an instrumentalist and singer, military service, reading, and traveling.

Denise Croake is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 designations and 14 years of industry experience. She previously worked at THE O.N. Equity Sales Company for 12 years and has been associated with Encore Financial Group for over a decade, where she served as COO and Investment Advisor Representative. Outside of her advisory roles, she is involved in managing a small residential rental business with her spouse. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using a range of asset allocation tools and third-party solutions to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Beth Bohara is a financial advisor with Mass Mutual Investors Services in Mt. Pleasant, South Carolina, holding Series 63 and Series 66 licenses and two years of industry experience. She has previously worked with Northwestern Mutual Wealth Management Company and Medical University of South Carolina entities. Outside of advisory work, she holds a position as an insurance broker specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative annual planning engagements supported by firm-approved analytical tools.

John Welsh is a financial professional with Cetera, holding a Series 66 credential and four years of industry experience. His career includes roles at Commonwealth Financial Group and Cetera Wealth Services, LLC. Outside of advisory work, he was involved with Wild Roots Candle Company from 2019 to 2021. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeffrey Mcintire is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Royal Alliance Associates, INC. and Jhfn Sii. In addition to his advisory role, he is the managing partner at TEE TO GREEN FINANCIAL, LLC, a partnership focused on tax preparation and filing. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services supported by various investment platforms and third-party solutions.

James Moore is a Series 66-licensed financial advisor with Merrill, based in Mount Pleasant, SC, with 11 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Dillingham is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He has been associated with Wells Fargo Clearing Services, LLC since 2017 and Wells Fargo Bank NA since 2014. Outside of his advisory role, he is involved in property management and cohosting short-term rental properties in Charleston, SC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu for clients meeting a net-worth threshold and integrates advisory services with various financial products and referral channels.

Charlotte Littleton is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Oak Capital Management and Daniel Dupuis. Outside of advising, she is involved with The Sustainable Warehouse, a nonprofit where she serves as a bookkeeper, and owns The Blank House LLC, an appraisal photography business. 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 various third-party managers. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to implement client recommendations.

Spencer Lynch is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. Lynch serves on several nonprofit boards in Charleston, including the American College of the Building Arts, the Gibbes Museum of Art, and the Charleston Jewish Federation, contributing to finance and fundraising committees. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary consulting with a variety of portfolio management approaches.

George Jilich is a financial advisor at UBS Financial Services in Mt. Pleasant, SC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at The Bank of South Carolina, St. Phillips Episcopal Church, and The College of Charleston. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Henry Thompson III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at LPL Financial and SouthState Investment Services since 2023 and has been with SouthState Bank since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a variety of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Todd Turner is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and its affiliates since 2023 and previously was associated with Commonwealth Financial Services and Minnesota Life Insurance Company. Turner is also a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and affiliations.

Paul Callander is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Voya Financial Advisors. He is also involved in non-variable insurance sales as an outside business activity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Cameron Mactavish is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he consults with Affluence Consulting Group on business planning, including succession and exit strategies. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-driven client relationships.

Craig Colby is a financial advisor with Edward Jones in Mt. Pleasant, SC, holding Series 63, 65, and 66 licenses and 37 years of industry experience. His prior roles include positions at OppenheimerFunds Distributor, Inc. and Liberty Partners Capital Management. Outside of his advisory work, he is co-founder and board chairman of the St. Thomas Isle Business Group, a business networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Linda Hay is a financial advisor with Merrill in Mount Pleasant, South Carolina, holding Series 63 and Series 66 licenses and 43 years of industry experience, all with Merrill since 1983. Outside of her advisory role, she serves as an executor for her parents and owns a farmland property in Johns Island, South Carolina, which her son manages. 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, pensions, corporations, and charitable organizations.

Collin Porter is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. He has worked at Morgan Stanley since 2023 and also coaches sailing outside of his advisory role. His coaching activities include instructing at the Carolina Yacht Club and other local sailing programs. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include broad investment and financial planning solutions.

Travis Burdette is a financial advisor with Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, his spouse owns and operates a psychiatry practice in Mount Pleasant, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.