Mt. Pleasant, SC Office

Jacob Palmer is a financial advisor at LPL Enterprise with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He has also worked in the restaurant industry and held positions at the University of Rhode Island. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and access to a broad range of brokerage and insurance products through an integrated platform combining advisory and brokerage channels.

Thomas Russo Jr. is a financial advisor with LPL Enterprise holding a Series 66 designation. He has experience at several firms including The Fiduciary Alliance and has worked in educational roles prior to entering the financial industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by a platform that integrates various financial products and third-party portfolio management.

Jenna Pagano Bass is a financial advisor with LPL Enterprise, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Stride, where she works as a curriculum alignment contractor. She also has eight years of experience with Charleston County School District. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Brian Reese is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and has been involved with multiple business ventures including Bottles LLC and Grassroots Wine Wholesalers LLC. Outside of his advisory role, he is employed as a wine associate and dog walker, and also provides tax preparation services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, utilizing model portfolios, third-party asset management, and a variety of financial and insurance products through an integrated platform.

Randall Slawson Jr. is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC and Converse. Outside of advising, he coaches basketball at West Ashley High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Nathan Fritz Joseph is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Edward Jones. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.

Leroy Summers Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Pruco Securities, LLC, MML Investors Services, MassMutual, and AXA Advisors, LLC. He also worked with the Carolina Panthers from 2017 to 2019. Summers is involved in property and casualty insurance through his role at Comparion Insurance Agency. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products using an integrated platform that combines adviser programs with active sales of insurance and other financial products.

Charles Hitchcock is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Company. Hitchcock is also president of Hitchcock Financial Group Inc., a business entity involved in investment-related activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services supported by LPL’s research, model portfolios, and third-party asset management with an integrated platform that includes insurance products and collateralized lending programs.

Kevin Medert is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He has prior work history with The Prudential Insurance Company of America, Pruco Securities LLC, and The Citadel. Outside of his advisory role, Medert is employed as a security professional with Allied Universal. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

Valetta Burgess is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Enterprise, she held positions with First Command Advisory Services, Cornerstone Insurance Company, and served in the South Carolina Army National Guard. Burgess remains involved with the SC Army National Guard in a political/government capacity. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and the ability to purchase various brokerage and insurance products via an integrated platform.

Magali Garcia is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials. She has been with LPL Enterprise since 2025 and was previously employed at Letourneau University and Southwest High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to managed portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.

Jacob Dalton is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, and MassMutual South Carolina. Outside of financial advising, Dalton serves as a drill sergeant in the U.S. Army Reserve and owns a tax preparation and accounting services business. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.

Robert Mc Coll is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses, with four years of industry experience. He has previously been associated with Knights of Columbus Insurance and related advisory firms. Outside of his advisory role, he serves as a board member for two nonprofit churches and owns an inspection services business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Albert Blakes III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses, and has 34 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation for 15 years and City National Bank for one year. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by model portfolios, third-party asset management programs, and a range of financial products, including insurance.

Eddie Negron is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation. Prior to joining LPL Enterprise, he held roles at several companies including Palmetto Running Company and Restore Hyper Wellness. Negron is also the owner of Slight Edge Sports LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.