Jordan Bryant is a financial advisor at Coastline Complete Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network, Wells Fargo Advisors, and Bank of America. Prior to his financial career, Bryant was involved in a family appliance service and parts business for nine years. Coastline Complete Wealth LLC is an SEC-registered investment adviser that offers discretionary investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and pooled or institutional vehicles. The firm focuses on model portfolios using exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining discretion to rebalance as needed.

Margaret Bowen is a CFP® professional with six years of industry experience, currently serving at Fee-Only Financial Planning, L.C. in Alpharetta, GA. She joined the firm in 2016 after a year at SmartPak Equine. 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 using low-cost index funds and ETFs, fixed income through individual bonds, and a longer-term investment approach.

Brandon Cox is a CFP® with 15 years of industry experience, currently serving as an advisor at Coastline Complete Wealth LLC. His prior experience includes roles at Commonwealth Financial Network and Edward Jones. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementations. Coastline Complete Wealth LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and institutional vehicles. The firm uses model portfolios focused on exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining flexibility to rebalance or trade as needed.

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.