Monica Denise Everett

Jordan Bryant is a financial advisor with Coastline Complete Wealth LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Commonwealth Financial Network, Wells Fargo Advisors, and Bank of America. Prior to his financial career, he worked for nearly a decade at Bryant Appliance Service & Parts. Coastline Complete Wealth LLC provides discretionary wealth management and financial planning primarily to clients with investable assets above $250,000. The firm employs a long-term, fundamentally driven approach using ETF-based model portfolios, occasional independent managers, and offers continuous portfolio monitoring and fiduciary services for retirement accounts.

Margaret Bowen is a CFP® professional with seven years of industry experience, currently serving at Fee-Only Financial Planning, L.C. in Okatie, SC. She has been with the firm since 2016, working as part of a three-advisor team. Fee-Only Financial Planning, L.C. provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates, serving both high-net-worth and non‑high-net-worth clients. The firm emphasizes diversified asset allocation, cost-conscious investment selection, and long-term holdings, managing approximately $404 million for about 141 clients.

Brandon Cox is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Edward Jones for 13 years, followed by Commonwealth Financial Network for 2 years before joining Coastline Complete Wealth LLC in 2025. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and recommendations. Coastline Complete Wealth LLC provides discretionary wealth management and financial planning to individuals, trusts, estates, and businesses, primarily serving clients with investable assets above $250,000. The firm uses a long-term, fundamentally driven investment approach focused on ETF-based model portfolios, standalone financial planning, and occasional independent managers, with an emphasis on continuous monitoring and fiduciary oversight.

Andrew Hudick is a CFP® professional with 38 years of experience in financial planning. He has been with Fee-Only Financial Planning, L.C. since 1981. Fee-Only Financial Planning, L.C. provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates, including high-net-worth clients. The firm emphasizes diversified asset allocation, low-cost index funds and ETFs, and longer-term holdings, managing approximately $364 million in discretionary assets for about 142 clients.

Marc Johnston is a CFP® and ChFC® with 27 years of industry experience. He is currently with The Bedminster Group in Bluffton, SC, and has previously worked at RE Advisers Corporation and RE Investment Corporation. The Bedminster Group provides discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment advice using a broad range of analytical methods and serves in ERISA fiduciary roles, including as a Section 3(38) investment manager for trustee-directed retirement plans.

Anne Hudick is a CFP® professional with 25 years of experience at Fee-Only Financial Planning, L.C., where she has worked since 2001. She holds the Series 63 designation and is based in Okatie, South Carolina. Fee-Only Financial Planning, L.C. provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates, including high-net-worth clients. The firm emphasizes diversified asset-allocation models, low-cost index funds and ETFs, and longer-term holdings, managing approximately $364 million in discretionary assets.