William Amatuzzo is a CFP® professional with 23 years of industry experience, currently affiliated with Commonwealth Financial Network and Clear Path Private Wealth since 2018. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Amatuzzo is a co-owner of Amatuzzo, Magnani & Associates, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational support, investment management, and compliance services, with discretionary portfolio construction and model portfolios managed by its Investment Management and Research team.

Michael Mcfaul is a financial advisor with VOYA Financial Advisors, Inc., holding Series 66 and Series 65 credentials and 17 years of industry experience. His previous roles include positions at Transamerica Investors Securities Corporation and Fidelity Brokerage Services LLC. Outside of his advisory career, he works as an Uber driver during evenings and weekends. VOYA Financial Advisors, Inc. serves a diverse clientele, including individuals, institutions, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary, recommendation-based relationships across various managed account and wrap program structures.

Joshua Nelson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career includes roles at Ameriprise and Transamerica-affiliated companies. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners, providing investment education and managed advice programs that incorporate proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Christine Torrey is a financial advisor at Hightower Advisors with 25 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Torrey holds a Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment strategies.

Amanda Rose is a CFP® professional with four years of experience in the financial services industry. She has worked at Creative Planning since 2022, following roles at JBJ Investment Partners, Synovus Bank, and Wright Patt Credit Union. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Seth Bennett is a financial advisor with TIAA-CREF in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with TIAA-CREF and TIAA since 2014 and was previously associated with T. Rowe Price from 2020 to 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides point-in-time planning services separate from ongoing discretionary portfolio management, operates within a vertically integrated group using affiliated funds, and serves as adviser to a donor-advised fund.

Arthur Connor is a financial advisor with Cambridge Investment Research Advisors in Summerville, SC, holding the ChFC® and Series 63 designations and having 52 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2012 and serves on the board of directors for Blue Island Citizens for Persons with Developmental Disabilities. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing multiple custody platforms and a variety of investment strategies, including proprietary models and third-party manager referrals.

William Rouse Jr. is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves on the board of a property owners association and holds ownership interests in several family and investment-related partnerships. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients meeting certain net-worth criteria. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.

Jacob Palmer is a financial advisor at LPL Enterprise with five years of industry experience and a Series 66 credential. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles outside finance, such as positions at Davenports Family Restaurant and Georges of Galilee. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and affiliated insurance and trust custody services.

Randall Tepatti is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Avantax Advisory Services, Bulloch Telephone Cooperative, and other firms. In addition to advising, he operates Tepatti Financial, LLC, where he provides accounting services and tax preparation for individuals and small businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and employs a multi-manager platform with various program options.

Maurice Brown is a financial advisor with Edward Jones in Moncks Corner, SC, holding a Series 66 license and seven years of industry experience. He previously worked at Farmers and Merchants Bank for three years and has concurrently been employed at Publix Grocery for over fifteen years. Outside of his advisory role, he is the CEO of two small businesses in Summerville, SC, including a courier service and a janitorial services company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, comprehensive service offerings, and fiduciary standard of care.

Thomas Russo Jr. is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has worked with several firms, including The Fiduciary Alliance and Globe Life. Outside of his advisory work, he is involved in a non-variable insurance agency based in Florence, SC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Allan Proske Jr. is a CFP® professional with eight years of industry experience, currently advising at Cetera. His work history includes roles at Commonwealth Financial, Minnesota Life Insurance Co, and First Allied Securities. He is also a partner in Coastal Strategic Capital, a business engaged in financial and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

William Everett is a CFP®-certified financial advisor with Edward Jones, based in Summerville, SC. He has 20 years of industry experience, all of which has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice President of the Azalea Referral Group in Summerville, coordinating speakers and membership for weekly meetings. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of approximately 23,700 financial advisors.

Michael Leonard is a financial advisor with MassMutual Investors Services in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes positions at MassMutual Life Insurance Company and MetLife Resources. He also works as a licensed insurance agent specializing in life, annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to deliver detailed, goal-based recommendations.

Jenna Pagano Bass is a Series 66-registered financial advisor with LPL Enterprise, based in Mt. Pleasant, SC, and has three years of industry experience. Prior to joining LPL Enterprise in 2024, she worked with The Prudential Insurance Company of America and Stride, a learning company where she serves as a curriculum alignment contractor. She also has eight years of experience with the Charleston County School District. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning, consulting, and insurance products.

Aaron Gore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Voya Financial Advisors. In addition to his advisory work, he is involved with Wordsworth Management Group Inc., a business entity active for tax and investment purposes. 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 financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Amanda Wise is a Series 66 licensed financial advisor with Merrill, based in Summerville, SC. She has four years of industry experience and has been with Merrill since 2020, also working with Bank of America, N.A. during that time. Prior to her financial services career, she had roles in the restaurant industry. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 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.