William is originally from London, England and has worked in many different fields, including as an adviser to a British Prime Minister, as a TV spokesperson on disability rights issues and more recently, as a writer and producer for film and television. Since coming to America several years ago, William made one movie that was released in the pandemic and then pivoted to a new career as a financial professional. William is currently a Marketing Director at World Financial Group, is licensed in 16 states and has recently become a Certified Financial Fiduciary. 

Sean Flaherty been working with individuals , families and businesses in the area for 29 years. I am dedicated to developing lasting relationships with all our clients. I believe in helping you assess your financial goals and participate in the management of your finances as well as your hopes and dreams. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We're looking forward to using our expertise to help you pursue your financial goals.

Benjamin Green

Founder & Wealth Preservation Specialist

A native of Columbia, SC, Benjamin is Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Benjamin greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner.

He has over 2,000 clients and has educated over 10,000 people. Benjamin is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company.

Benjamin has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina.

Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller "The Global Superstar: How Your Students Can Develop an Advantage over Global Competition" to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University.

He’s conversant in Japanese, Portuguese, and Spanish, and has studied Latin, Italian, and French. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club, The Entrepreneurship Center, and the Nashville Kiwanis Club.

Benjamin splits time between his homes in Nashville, TN, and Columbia, SC, with his wife Kim, and their two wonderful daughters. He loves traveling, spending time with friends and family, and helping his clients win.

Benjamin Green

Founder & Wealth Preservation Specialist

A native of Columbia, SC, Benjamin is Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Benjamin greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner.

He has over 2,000 clients and has educated over 10,000 people. Benjamin is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company.

Benjamin has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina.

Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller "The Global Superstar: How Your Students Can Develop an Advantage over Global Competition" to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University.

He’s conversant in Japanese, Portuguese, and Spanish, and has studied Latin, Italian, and French. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club, The Entrepreneurship Center, and the Nashville Kiwanis Club.

Benjamin splits time between his homes in Nashville, TN, and Columbia, SC, with his wife Kim, and their two wonderful daughters. He loves traveling, spending time with friends and family, and helping his clients win.

My Qualifications

Laurence has been a financial advisor since 2013. He received a Bachelors degree in Economics and a minor in finance from the University of Rhode Island. He holds his General Securities Representative registration (Series 7), his Uniform Combined State Law Registration (Series 66) and insurance licenses for life, health, disability, property and casualty. He has obtained the following two designations. The Certified Financial Fiduciary® (CFF) and the Certified in Social Security Claiming Strategies (CSSCS) designation. Laurence is dedicated to developing lasting relationships with all of his clients. His goal is to help clients assess their financial goals and participate in the management of their finances. One of the benefits of working with Laurence is his ability to provide clear, easily understood explanations of financial investments and services. The personalized program he provides is designed to help you work toward an independent financial future.

My Background

Laurence currently lives in Cherry Hill, NJ with his wife Danielle and their son Mason. When not working, he enjoys golfing and skiing.

On March 7, 2016 I joined Medallion Wealth Advisors after working at Merrill Lynch for 4 years.  I am currently accepting new clients.  My most typical client is a Physician or other Healthcare Professional as I spent a number of years in medical sales earlier in my career.  I also work with many families and small business owners helping them plan and save for retirement.  I specialize in Financial Planning and providing Investment Advice.  My goal is to provide the individual investor the same level of professional management and service as institutional investors.  Through the planning process I develop an in-depth understanding of my client's financial needs and goals, and then design an investment strategy designed to meet those goals while taking on the minimum amount of risk needed.  I am most proud of helping my clients achieve their financial goals.  I went through the process of attaining the Certified Financial Fiduciary® designation to emphasize my life-long commitment to always act in the financial Best Interest of my clients.  I live in Colchester with my wife and three daughters.

Dan is a ‘Certified Financial Fiduciary’ and a nationally-recognized financial advisor with over 20 years’ experience. Dan believes that risk management is the most important aspect of financial planning. Managing risk and being able to keep your life’s hard-earned money protected is just as crucial as growing your money, recognizing that losses hurt you more than gains help you.

Dan is passionate about his clients’ financial education. He finds it deeply rewarding to take the complexities of a family’s finances and translate those issues into something clear and understandable so they can make solid, risk-free retirement planning decisions. It’s important that his clients understand what their money needs to do to accomplish their financial goals first, then implement a sound and secure plan.

Additionally, Dan is an author, speaker, and educator. He has appeared on a number of media publications and media networks.

Dan’s life is about commitment – his commitment to professional and personal development and his commitment to others. In his spare time, he enjoys spending time with family; snow skiing, water sports, traveling and attending sporting events. He attributes his success to the fact that the foundation of his practice is based on honesty, integrity and always doing what is in the best for his clients.

Dan can be reached at 408.206.7665 or through his website at: https://www.simplifiedretirementstrategy.com

Chet joined Nelson Financial Planning in August of 2018 . He is a Financial Planner with Nelson Financial Planning , Inc. (NFP) and a FINRA Registered Representative with Nelson Ivest Brokerage Services, Inc. (NIBS).

Chet is a Chartered Retirement Planning Counselor (CRPC™), a Financial Paraplanner Qualified Professional (PFQP®), a Notary Public in Florida, and he holds a Series 7 Securities License with FINRA, along with the Certified Financial Fiduciary® designation. 

What really inspires Chet is working side by side with clients through the personal and financial journey towards a safe and secure financial future. And with no account or investment minimums, he is ready to help anyone. 

When he’s not changing lives with successful financial planning, he is likely fishing, in the gym, or traveling to this next bucket-list destination. 

Andrea Carpenter is a Partner and Financial Advisor with Prosperity Partners Wealth Management, LLC. Andrea has been in the financial industry over 25 years and during that time has worked with clients from a variety of industries, including small Business Owners, Teachers and Engineers. Over the years, Andrea has worked with not only clients, but other advisors in financial plan design and training.

With all the twists and turns one can experience in their financial lives, Andrea utilizes her diverse business acumen and financial credentials in helping clients plan for the financial challenges ahead. She works in navigating those paths by focusing on educating clients of their options and opportunities in building a plan to walk through various life stages on their financial journey.

A lifelong East Tennessee native, Andrea graduated from Maryville College with a degree in Management where she met her spouse Joel. They have two children, Madalyn, also an MC grad and Joshua, a recent graduate of the University of Tennessee.  Andrea is the former board president of a local nonprofit, Kingdom Design Ministries and is an active supporter of her church.

John Hess has been involved with Client Service and Practice Management since 1987. He joined what is now Hess Financial Planning Inc in 1999. In 2015, he became the sole owner of the Firm. He focuses on financial planning, helping clients plan for and enjoy their retirement. As part of planning, John helps clients with the tax implications of their investment decisions. He earned his Enrolled Agent (EA) designation, which enables him to practice and represent clients before the IRS.

In 2024, Hess Financial Planning Inc was awarded Business of the Year Lancaster, SC by the Lancaster Co Chamber of Commerce in recognition of their service and contributions to clients and the community.

John has been published in Investment Advisor magazine. He served as Area Chapter Director for Avantax Investment Services^sm for 7 years. The meetings are for training and networking with area Investment Advisors. John maintains his Securities licenses through continuing education at national and local conferences.

John is involved in providing the full slate of financial services we offer for our clients. John is Securities Licensed and is a Licensed Insurance Agent in multiple states.

John and his wife Malissa have two children and three grandchildren. John spends much of his leisure time working in ministries at his church: teaching, serving, singing, and leading various groups. John also enjoys reading, golf, and working in the yard.