ADVISOR BIO

Aaron Schluep is a financial advisor with Empower Advisory Group, LLC. Aaron has been in the financial services industry since 2004 and holds a Series 6, Series 63, Series 26 and Series 65 license. Aaron specializes in retirement planning, asset management and insurance.

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ADVISOR BIO

Aaron Lucash is a financial professional with over 3 years of experience in the industry. Aaron holds a Series 63, 65, and 7TO license and is registered in South Carolina. Aaron is affiliated with Wells Fargo Clearing Services, LLC, which manages over $500 billion in assets. Aaron has experience working with high-net-worth individuals, corporations, and charitable organizations. In addition to financial planning, Aaron offers portfolio management services and investment consulting services.

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ADVISOR BIO

Aaron Barber is a financial advisor with Wells Fargo Clearing Services, LLC, specializing in providing comprehensive financial planning and portfolio management solutions. Aaron has been in the financial services industry since 2014 and is registered to offer investment advice in both South Carolina and Texas. Aaron previously worked for Wachovia Securities, LLC in St. Louis, Missouri.

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ADVISOR BIO

Abigail Capasso is a registered representative with Edward Jones. Abigail has been in the securities industry since 2016. Abigail is registered with the state of South Carolina.

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ADVISOR BIO

Abigail Rose Kladivko is a registered Investment Advisor Representative with Sound Income Strategies, LLC. Abigail has been coaching financial advisors and staff on marketing and practice management strategies for over a year. She previously worked as a Marketing Coordinator in Waretown, NJ. Abigail is registered with the state of South Carolina and holds the Series 65 license. Her area of expertise includes Financial Planning, Portfolio Management for Individuals and Investment Companies, and Educational Seminars.

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ADVISOR BIO

Abigayle Julia Loblein is an Investment Advisor Representative associated with Strategic Blueprint, LLC. Abigayle is registered with the state of South Carolina. Abigayle has been working in the financial services industry since 2021. Abigayle has worked for several organizations including Bee Street Advisory Group, Northwestern Mutual, Bridgeway Academy, Edovate, Inc., Charleston County School District, Wake County School District and School District of Philadelphia.

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ADVISOR BIO

Adam Monical is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. Adam has been in the financial services industry since 2017 and has held previous roles with Edward Jones and TD Ameritrade. Adam holds the Series 63, 66, 7, and SIE licenses. Adam specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Adam is also involved in the community as a tour guide for Bulldog Tours in Charleston, SC.

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ADVISOR BIO

Adam Crotts is a financial advisor with First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc. located in Charleston, SC. Adam Crotts has been in the financial services industry since 2013. Adam Crotts has passed the Series 6, Series 7, Series 63 and Series 66 exams. Adam Crotts holds active registrations in 16 states.

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ADVISOR BIO

Adela C. Coffey is a registered representative with Raymond James & Associates, Inc., and has been in the industry since 2024. Adela is registered to offer securities and investment advisory services in South Carolina. Adela holds the Series 7TO and SIE licenses. Adela is currently located at the Raymond James & Associates, Inc. office in Charleston, South Carolina.

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ADVISOR BIO

Aimar McQueeney is an Investment Advisor Representative with State Farm Investment Management Corp. located in Charleston, South Carolina. Aimar has been in the industry since March 2013. Aimar holds Series 63, 65 and SIE licenses and is registered with the state of South Carolina. Aimar also is an agent with LB Dantzler's Insurance Agency and Tom McQueeney Insurance agency. Aimar offers investment advisory services for individuals and investment companies.

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