Ryan Reeves Sr. is a CFP® professional affiliated with LPL Financial, with 25 years of experience in the financial industry. He has worked at South State Bank and LPL Financial since 2014 and held prior positions with Sorrento Pacific Financial, LLC and Uvest Financial Services Group, Inc. In addition to his advisory role, he is involved with South State Investment Services, a business related to his LPL activities. 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 provides a range of advisory and brokerage services utilizing both proprietary and third-party investment strategies, supported by extensive technology and a broad platform of financial products.

Christopher Thomson is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cheri Greene is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Edward Jones, where she has worked since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Jennifer Kline is a financial advisor with Equitable Advisors in North Charleston, SC. She holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to her current role, her work experience includes positions in the hospitality and service industries, including Patriots Point Links and Hooters. Equitable Advisors serves a broad client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Brian Berry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at LPL Financial since 2020 and is also associated with Berry & Associates Financial Group, which he founded in 2011. Prior to that, he held roles at Eagle Strategies and New York Life-related firms from 2007 to 2020. 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, model portfolio programs, third-party asset management, and institutional platforms.

Michael Avant is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Michael Roy II is a financial advisor with Equitable Advisors in North Charleston, SC, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2010 and was previously with Axa Advisors. Outside of his advisory role, he owns Meek Ventures, LLC and RNF Customs, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Amanda Davis is a financial advisor at Edward Jones in Summerville, SC, with three years of industry experience. She holds a Series 66 designation and previously worked at Charleston Dog House for three years. 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 investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Jennifer Hatton is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at LPL Financial since 2025 and previously spent 12 years at D.A. Davidson & Co. Outside of advising, she is a co-owner of a real estate rental property in Eufaula, Alabama. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of strategies and operational tools.

Lisa Dehaven is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked with South State Bank and its predecessor, South Carolina Bank & Trust, since 2014 and was previously with First Southeast Investor Services, Inc. for 20 years. 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 and model portfolio programs, supported by a large network of advisors and advanced operational tools.

Kristina Campbell is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and Series 65 licenses and 28 years of industry experience. Her prior experience includes roles at South Carolina Bank and Trust, Sorrento Pacific Financial, LLC, and Uvest Financial Services Group, Inc. She is also a Notary Public of South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutional clients. The firm offers a range of investment programs and platforms and supports its advisors with research, technology, and a broad suite of financial services.

Sarah Banks is a financial advisor at Edward Jones with 18 years of industry experience. She has held her current position at Edward Jones since 2009 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

James Salmon is a financial advisor at Edward Jones in Summerville, SC, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Freeman Boatworks, Southeast Power Components, and Medix Specialty Vehicles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of investment advisory programs and services.

Alton Palmer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include work with United Community Bank, Guardian Life, and New York Life Insurance Company. He is also a business owner of Chucktown Startups, LLC. 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.

Brandon O'higgins is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and seven years of industry experience. He worked previously at Fox Dog LLC and Triangle Char & Bar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a large national network of advisors and branch offices.

Stephanie Harvey is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Equitable Advisors. Harvey is also president of Cane Bay Financial Planning LLC and offers insurance products as a sole proprietor. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that provides brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.

Timothy Sease is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with LPL Financial and South State Bank. He previously worked at First Southeast Investor Services, Inc. for 18 years. His other business activities include serving as an executive officer and director of investment services at South State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, and institutions.

Karyn Lancaster is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and Series 66 designations and having 27 years of industry experience. She previously worked at Tower Square Securities, Inc. from 2002 to 2004 before joining Linsco/Private Ledger Corp., where she has been since 2004. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice primarily delivered by investment adviser representatives using a variety of investment strategies.

Ryan Coughlan is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Russell Reynolds Associates and Cathartes, as well as involvement with the Wake Forest University Basketball Club and Wake Forest University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party program sponsors.

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.