William Milton Jr. is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2001. Outside of his advisory work, Milton serves as Chairman of the financial stewardship committee at Mt. Moriah Missionary Baptist Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs and third-party managers, focusing on tailored advice based on client risk tolerance and needs.

Hannah Richardson is a CFP® with 10 years of industry experience, currently advising clients at Edward Jones since 2016. She holds a Series 66 license and is based in Daniel Island, SC. Outside of her advisory role, she manages a rental property in North Charleston, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 28 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. In addition to his advisory role, he serves as a contractor managing an advisory business through DHS Office Works LLC. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Fisher Investments and Fidelity. He is also licensed to sell life, disability, long-term care, health insurance, and fixed annuities in an outside business capacity. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management services, using firm-approved software to analyze client goals and deliver written recommendations.

Keating Simons is a financial professional with eight years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Group and Securian Financial Services. Outside of his financial career, he is the owner of Sweet Grass Digital, an LLC with no current activity. Cetera Investment Advisers LLC is an SEC-registered firm distributing services through a large network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ryan Birge is a financial advisor at LPL Financial with 18 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, RBC Capital Markets, and Citigroup Global Markets. 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 services, including financial planning, model portfolio programs, and institutional platforms, with a focus on diverse investment strategies supported by research and technology.

Nicholas Brown is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Securities America Advisors, Inc. from 2010 to 2012. Outside of his advisory work, he has involvement in independent tax and investment activities through Brown-Hogue LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

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 worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he is involved in business networking groups and participates in managing commercial real estate ventures related to his financial advisory business. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party and proprietary programs and provides ERISA fiduciary services to qualified plans via credentialed representatives.

Kenneth Pugno is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 39 years of industry experience. He previously worked at UBS Financial Services for 12 years and Morgan Stanley for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive technology tools and a broad suite of non-advisory financial products.

Justin Slattery is a financial advisor with MassMutual Investors Services in Mount Pleasant, South Carolina. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including prior roles at MetLife Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is also an agent involved in property/casualty, group life, group health, and group benefits insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative planning engagements using firm-approved software and offers specialized programs including estate settlement and employer-sponsored planning.

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®-certified financial advisor with 29 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Raymond James & Associates and UBS Financial Services. Sheehan is based in Daniel Island, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

April Mckinney is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning solutions and integrates advisory services with other financial product offerings through a large network of advisors.

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.

Lynn Mack is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, Mack worked at MetLife Securities from 2014 to 2017 and has been affiliated with MassMutual Life Insurance since 2016. Outside of advisory roles, Mack is an insurance agent specializing in life, disability, long-term care, health, and fixed annuities, as well as a notary and owner of an LLC that manages administrative support and expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers investment guidance through collaborative, annual planning relationships and a range of educational programs.