William Williams III is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.

Shawn Gaffin is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill, First Citizens Investor Services, and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Jennifer Simpson is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 license. She joined Edward Jones in 2026 and has prior experience working with the Charleston Baptist Association and Kew Baptist Church, as well as in the construction industry at Structures Building Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Will Thompson is a Series 66 licensed financial advisor with Edward Jones in Summerville, South Carolina, where he has worked since 2017. He has eight years of industry experience and previously was affiliated with Bethany United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zlati Matushev is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2014. 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 and investment solutions supported by a nationwide network of financial advisors and branch offices.

Marie Freeman Fisher is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she works as an independent contractor delivering food for UberEats during evenings and weekends. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Julie Hucks is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its related entities since 2001. Outside of her advisory work, she serves on the board of directors for Sculpture in the South, a local arts organization. Ameriprise offers retirement-income planning services primarily for individuals near or in retirement with significant investable assets, combining research and modeling with tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Kayla Manore is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at H&H Homes, Lake Norman Realty Property Management, Park Avenue Properties, Retirement Direct, and Pro Beauty Supply. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Wood is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Summerville, South Carolina. He has four years of experience in the industry, including prior roles at ServisFirst Bank. Wood serves on the boards of several local organizations, including Children in Crisis in Dorchester County and the Greater Summerville Dorchester County Chamber of Commerce. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charities, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.

Richard Candor is a financial advisor with Primerica Advisors, holding a Series 66 designation and six years of industry experience. He has worked in education with Berkeley County and Dorchester District school systems and has been affiliated with Primerica Financial Services since 1988. Candor also engages in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts. The firm focuses on curated third-party asset managers and utilizes a tiered wrap fee structure.

Milton Truluck III is a financial advisor with Primerica Advisors in Goose Creek, SC, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2022. Prior to his financial services career, he was affiliated with The Church of the Holy Cross for 17 years. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Leslie Boykin is a financial advisor at Edward Jones with 21 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Michael Davenport is a CFP®, ChFC®, and Series 63-registered financial advisor with Edward Jones, based in Summerville, SC. He has 35 years of industry experience, all of which have been with Edward D. Jones & Co., L.P. since 1990. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sean Harlan is a CFP®-certified financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at several firms, including Legacy Wealth Management and Brookstone Capital Management, before joining J.P. Morgan Securities in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Maxwell Boyd is a financial advisor with Equitable Advisors in Summerville, SC, holding a Series 66 designation and 21 years of industry experience. He has worked at Equitable Advisors since 2004, including the period when the firm operated as Axa Advisors, LLC. Outside of his advisory role, Boyd is involved with Boyd Investment Group, LLC, managing investment property. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Michelle Pugh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, BB&T (now Truist), Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with access to diverse model portfolios and research.

David Davis is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He has worked at Cetera since 2018 and previously held roles at Money Concepts Capital Corp and Heritage Trust Federal Credit Union. Davis is also involved in fixed insurance and variable contracts through a federal credit union insurance agency. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers across various program structures.

Joshua Welch is a financial advisor with LPL Financial in Summerville, South Carolina, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at South Carolina Federal Credit Union and CUSO Financial Services since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

David Maningding is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America N.A. and the University of South Carolina. Outside of his advisory role, he has been involved with Flight Fit N Fun, LLC, a business related to air sports. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses model-based and discretionary strategies developed by internal and third-party managers, offering a range of asset allocation approaches including tax-aware options.

Angele Gerten is a financial advisor with Primerica Advisors in Summerville, SC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with PFS Investments Inc. since 2016 and with Primerica Financial Services since 2003. Gerten is also the owner of Gerten & Associates, LLC, which is used for Primerica business purposes. Primerica Advisors is a large-scale firm serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies developed by unaffiliated asset managers and offers a range of portfolio models including those focused on cryptocurrency exposure.