Jonathan Carroll is a financial professional with 20 years of industry experience, currently serving at Cetera since 2023. He holds Series 63 and Series 65 credentials and has prior experience with Commonwealth Financial Group, Securian Financial Insurance, and Minnesota Life Insurance Company. Outside of advising, he is a business owner and volunteers as a board member for Kids Chance of South Carolina. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various discretionary and non-discretionary program options.

William Milton Jr. is a financial advisor at Equitable Advisors with 26 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Chairman of the financial stewardship committee at Mt. Moriah Missionary Baptist Church. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional investors. The firm offers a combination of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Hannah Richardson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Daniel Island, SC. Outside of her advisory role, she manages rental property operations in North Charleston, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 financial advisors nationwide.

Jonathan Hungerford is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Bank of America and Merrill from 2009 to 2021. Outside of his advisory role, he holds a 40% ownership stake in Febrees Brothers, LLC, a non-investment-related business based in Greenville, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services supported by Wells Fargo’s research and planning tools. The firm offers a broad range of planning options, including specialized services for business owners, sports and entertainment professionals, and clients with unique needs.

Brian Zalakar is a financial advisor at Wells Fargo Advisors with five years of industry experience. His background includes positions at RBC Capital Markets and McTighe Markets Inc., as well as work in home improvements and health-related roles. Zalakar holds a Series 66 designation and is based in Charleston, SC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation available through various brokerage and advisory programs.

James Sharp Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he manages an advisory business through DHS Office Works LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and serves clients through a centralized retirement-income consulting team in partnership with its financial advisors.

Patrick O'Brien is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including two years at Immedion before joining Edward Jones. Based in Mount Pleasant, SC, he serves clients through his role at Edward Jones. 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 broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Amy Nagel is a Series 65-licensed financial advisor with Cetera Investment Advisers LLC and has one year of industry experience. She previously worked at The Boulevard Company and spent over two decades at Keller Williams Realty. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services and supports various program structures and custodial relationships across a large network of independent advisors.

Patrick Kramer is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He previously worked at Pruco Securities LLC and The Prudential Insurance Company of America before joining Mass Mutual and its affiliated firms in 2018. Outside of his advisory role, he is also licensed as an insurance agent, offering life, disability, long-term care, health insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and structured planning processes to deliver written recommendations, allowing clients to decide on implementation separately.

Keating Simons is a financial professional with eight years of industry experience, currently affiliated with Cetera. He holds Series 65 and Series 63 credentials and has worked at firms including Commonwealth Financial Group and Securian Financial Services. Outside of his advisory role, he owns Sweet Grass Digital, an author-focused LLC with no current activity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a nationwide network of advisors, utilizing multiple program structures and third-party managers.

Ryan Birge is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, Morgan Stanley, RBC Capital Markets, LLC, and People's Securities, Inc. Birge operates under the DBA Island Park Private Wealth for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by proprietary research and third-party subadvisors.

Nicholas Brown is a financial advisor with LPL Financial in Daniel Island, SC, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with an insurance agency business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and access to various model portfolios and research resources.

Craig Hoffman is a financial advisor with Cambridge Investment Research Advisors in Mt. Pleasant, SC. He holds a Series 65 designation and has been with Cambridge since 2026. Prior to this role, he held positions at firms including Greystar Real Estate Partners and various gig-economy companies. Outside of advising, he has been involved with Melalueca since 2016. Cambridge Investment Research Advisors serves a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple custody platforms.

Daniel Dupuis is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, LLC. Outside of his advisory role, Dupuis is involved in local business networking groups, serving as vice president and secretary of the Park Circle Group and running the bi-weekly Liberty Networking meetings. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through third-party managers and operates a hybrid model combining advisory and brokerage services.

Kenneth Pugno is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Justin Slattery is a financial advisor with Mass Mutual Investors Services in Mount Pleasant, South Carolina. He holds Series 66 and Series 63 licenses and has 17 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is also an agent specializing in property/casualty, group life, group health, and group benefits. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, typically structuring engagements as annual, collaborative relationships focused on goals analysis rather than discretionary investment management.

Tera Bishop is a financial advisor at Wells Fargo Advisors with one year of industry experience. She previously worked at Truist and Truist Investment Services, INC. before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, wealth-transfer, and specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

James Sheehan is a CFP®-credentialed financial advisor at LPL Financial with 28 years of industry experience. He previously worked at Raymond James & Associates and UBS Financial Services, serving clients across multiple firms. Sheehan is based in Daniel Island, SC. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by proprietary research, third-party subadvisors, and various portfolio management options.

April Mckinney is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, wealth-transfer, and niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to deliver tailored recommendations.

Robert Swallen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2022, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services through Wealth Advisors on a non-discretionary basis.