Robert Hugli is a financial advisor with Morgan Stanley in Johns Island, SC, holding Series 63 and Series 65 licenses and possessing 57 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning tools and a comprehensive investment approach.

Craig Mcdonald Jr. 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 2019 and previously worked at AXA Advisors, LLC and Fort Sumter Tours, Inc. Outside of his advisory role, he is involved as a referring agent in a non-variable insurance business. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Colm Bailey is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at South Carolina Federal Credit Union, Cuso Financial Services, and Morgan Stanley. He is also involved with South Carolina Federal Investment Solutions, a business related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a network of advisors. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Tabatha Butler is a ChFC® and Series 66 licensed financial advisor with Edward Jones, based in Summerville, SC. She has 11 years of experience, all of which have been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jenne Sevilla is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Her prior experience includes roles at Liberty Partners Capital Management, Northwestern Mutual Investment Management, and Securian Financial Services. In addition to her advisory work, Sevilla is involved in book sales and public speaking through her sole proprietorship and holds a Notary Public commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of financial planning and investment management services to individuals, retirement plans, banks, and institutions. The firm offers customizable portfolio strategies supported by research and technology tools, serving a large network of advisors and overseeing significant discretionary assets.

Michael Johnson Jr. is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Clearview Regional Medical Center. 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 strategies, separately managed accounts, and affiliated mutual funds.

Darren Wilson is a financial advisor with Edward Jones in North Charleston, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Wilson is the owner of Wilson Family Ventures LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Clayton Abel is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2017. His prior experience includes roles at Nationwide Financial and Nationwide Securities, LLC from 2011 to 2016. Abel also maintains a long-term connection with McKenna Agency dating back to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary models and third-party subadvisors, with operational support from advanced advisor tools.

Kevin Jackson is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and 15 years of industry experience. He previously worked for Equitable Advisors for 12 years before joining LPL Financial in 2020. Outside of his advisory role, he is involved with Covenant Insurance Group, a non-variable insurance business. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting its advisors with research tools and diverse investment strategies.

Michael Grubb is a financial advisor with LPL Financial who holds the Series 63 and Series 66 licenses and has 37 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera and VOYA Financial Advisors. He has also operated as an independent insurance agent since 2003 and is a commissioned notary in South Carolina. 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 advisory and brokerage services, utilizing a large network of investment adviser representatives and a variety of investment platforms and strategies.

Mari Hendrickson is a financial advisor at Primerica Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PFS Investments, Inc. and Primerica Financial Service since 2005. In addition to investment advisory, she is involved in the sale of mortgage loan products and home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that emphasizes model-delivery strategies managed by unaffiliated asset managers and incorporates a range of investment models, including those involving exchange-traded funds with cryptocurrency exposure.

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.

Henry Thompson III is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, SouthState Investment Services, and SouthState Bank since 2016. 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 portfolios, third-party asset management, and institutional platforms.

Craig Colby is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 37 years of industry experience. His prior roles include positions at Edward Jones, Liberty Partners Capital Management, Oppenheimerfunds Distributor, and Invesco AIM Private Asset Management. Outside of his advisory work, he co-founded and serves as board chairman of the St. Thomas Isle Business Group, a local business networking organization in Mt. Pleasant, SC. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Anne Norton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Raymond James Financial Services since 2026 and previously worked at Raymond James & Associates from 2014 to 2025. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning supported by risk profiling and modeling tools, and it offers specialized programs such as municipal and public finance advisory services.

Dawn Vardakas is a financial advisor with Primerica Advisors in North Charleston, SC, holding Series 63 and Series 65 licenses and with 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved with Saint Benedict Catholic Church since 2026. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Perry Waring is a financial advisor at LPL Financial with 47 years of industry experience. He holds a Series 63 designation and has worked at Cadaret, Grant & Co., Inc. for 43 years and Charlestown Associates for 25 years. Outside of his advisory role, he is involved in local government in Charleston, SC, dedicating time monthly to city activities, and operates a farm through Four Lions, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a variety of financial planning and investment management services, including access to model portfolios and third-party asset management.

Joseph Purter is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Enterprise Holdings, Cintas Corporation, Spectrum, Pizza Hut, and Presbyterian College. Outside of his advisory duties, he is co-owner of Dreamers & Commanders Company LLC, an athletic development business, and serves on the board of Garnet & Blue Collective, which supports NIL opportunities for athletes at Presbyterian College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Ayers is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked seven years with Dorchester School District Two. Outside of his advisory role, Ayers officiates high school football and softball games and owns a custom gifts business specializing in embroidery and vinyl products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Bobby Parham II is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017, previously working at Nationwide Securities LLC from 2013 to 2016. 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, wrap and model portfolio programs, and access to third-party asset managers, supported by technology tools and a variety of strategic and alternative investment options.