Check the background of this firm on FINRA's BrokerCheck.

Our Team

Our team approach to advising ensures you have access to our full capabilities and all the knowledge and resources we offer. Meet the team to learn more about the depth of experience we offer every client.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Jennifer Blanchard RICP, CLTC, CSSCS

Jennifer Blanchard RICP, CLTC, CSSCS

Financial Advisor
Orangeburg
All
Brian Brown

Brian Brown

Field Director / Financial Advisor
Myrtle Beach
All
Jon Carroll

Jon Carroll

Field Director / Financial Advisor
Charleston
All
Caroline Clark

Caroline Clark

Client Service Associate
Charleston
All
Ragland Coxe

Ragland Coxe

Financial Advisor
Charleston
All
Jason Creech

Jason Creech

CFO / OSJ Manager
Charleston
All
James Dejter

James Dejter

Financial Advisor
Charleston
All
Gavin Dooley

Gavin Dooley

Financial Advisor
Charleston
All
Ethan Early

Ethan Early

Client Service Associate
Charleston
All
Jack Felix

Jack Felix

Financial Advisor
Charleston
All
Britt Gilbert

Britt Gilbert

CEO / Managing Partner
Charleston
All
Nathan Heinlein

Nathan Heinlein

Financial Consultant
Charleston
All
Michael Henry

Michael Henry

Financial Advisor
Charleston
All
Rhett Lindler

Rhett Lindler

Financial Advisor
Charleston
All
Lindsay Loignon

Lindsay Loignon

Financial Advisor
Charleston
All
Sam McBride

Sam McBride

Financial Advisor
Charleston
All
Jay Morris

Jay Morris

Financial Advisor
Myrtle Beach
All
Paul Newell

Paul Newell

Financial Advisor
Charleston
All
Nicholas Pavia

Nicholas Pavia

Director of Medical Division / Financial Advisor
Charleston
All
George Rabon CFP®

George Rabon CFP®

Financial Advisor
Summerville
All
Alex Roliczek

Alex Roliczek

Financial Advisor
Charleston
All
Kristin Schwalbe

Kristin Schwalbe

New Business Processor
Charleston
All
Keating Simons

Keating Simons

OSJ Principal
Charleston
All
Jack Solen

Jack Solen

Financial Advisor
Charleston
All
Ashley Stoll

Ashley Stoll

Client Service Associate
Charleston
All
Tyler Tenaglia

Tyler Tenaglia

Investment Consultant
Charleston
All
Noah Tremaine

Noah Tremaine

Financial Consultant
Charleston
All
Todd Turner CEPA®

Todd Turner CEPA®

Financial Advisor
Charleston
All
Jill Wahlberg

Jill Wahlberg

Client Service Associate
Myrtle Beach
All
Ellerie Walker

Ellerie Walker

Practice Manager
Charleston
All
Heather Wanner

Heather Wanner

Marketing & Recruiting Manager
Charleston
All
Emily Welsh FPQP®

Emily Welsh FPQP®

Financial Paraplanner
Charleston
All
John Welsh

John Welsh

Financial Advisor
Charleston
All
Clark Wilson

Clark Wilson

Financial Advisor
Charleston
All

Join our team

Become a part of the Commonwealth team to gain access to the independence and resources you need to build the practice you want.