William Morgan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He began his advisory career in 2024 and has experience with Primerica Financial Services and various roles at Clemson University and W International. His other business activities include sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process, with a tiered wrap-fee structure distinguishing its approach.

John Palen III is a CFP®-certified financial advisor with Edward Jones, bringing 28 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, John is involved with the Low Country Muscle Car Club in Charleston, SC, where he helps coordinate car shows that support local community charities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches nationwide.

William Williams III is a financial advisor at Edward Jones in Summerville, SC, holding a Series 66 designation with 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a network of more than 23,000 financial advisors and over 15,000 branch offices nationwide.

Shawn Gaffin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Merrill and First Citizens Investor Services before joining J.P. Morgan in 2020. He was also involved with A&S Express, Inc. from 2020 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a forward-looking approach to build model asset allocations, supporting investment decisions while clients retain final authority.

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 25 years of industry experience. She has been with Ameriprise in various capacities since 2001. Outside of her advisory work, she serves on the Board of Directors for Sculpture in the South, a local nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service offering tailored retirement income planning and tax-aware withdrawal strategies.

Kayla Manore is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Her prior work includes roles in real estate and property management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice centered on reliable income sources and tax-aware withdrawal strategies.

John Wood is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and four years of industry experience. Prior to joining Cambridge, he worked at ServisFirst Bank for six years. He serves on the boards of several local organizations in Summerville, South Carolina, including Children in Crisis in Dorchester County and the Greater Summerville Dorchester County Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of account platforms, proprietary model strategies, and access to third-party advisers.

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 at Primerica Advisors with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Primerica since 2022 and previously spent 17 years with The Church of the Holy Cross. Outside of advising, he is involved in the sale of home security and automation products through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing custody services.

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.

Maxwell Boyd is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of his advisory work, Boyd is involved in managing investment properties through Boyd Investment Group, LLC. Equitable Advisors serves individuals across a range of wealth levels, as well as institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes both proprietary and third-party investment models and offers ERISA fiduciary services through a network of Investment Adviser Representatives.

Michelle Pugh is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, BB&T (now Truist), Bank of America, and Merrill. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 affiliated with LPL Financial and holds the Series 63 and Series 66 designations. He has 14 years of industry experience, with prior roles at South Carolina Federal Credit Union and CUSO Financial Services, LP. He operates out of Summerville, SC. 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 other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.