Janet Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Bank of America, N.A. for 12 years before joining Wells Fargo Clearing in 2023. Williams serves on the finance committee and acts as secretary for Volunteers in Medicine Hilton Head, a nonprofit organization, where she participates in budgeting and financial oversight. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Joseph Flowers is a CFP®-designated financial advisor with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as power of attorney for his sister’s accounts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

William Abbott is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Harris Pillow Supply, Inc. for seven years and Southern Medical Inc. for four years. He holds a 32% ownership interest in Southern Medical Management, a holding company for skilled nursing facilities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Levy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Katherine Phifer is a CFP® with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Phifer is a member of the finance committee for the Beaufort County Open Land Trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Wigington is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo entities since 2009 and serves on the board of directors for the Bakala Foundation USA, a nonprofit organization involved in charitable grant reviews. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gary Bezilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Cutshall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of advising, she is a notary public in South Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product options, such as insurance-related vehicles and bank deposit sweeps.

Whitney Mcdaniel is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is president of the Sea Island Chamber Singers, a community music organization in Beaufort, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven, fiduciary advice with both discretionary and non-discretionary options. The firm’s approach includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Samuel Keeler is a Senior Financial Advisor with Merrill Lynch Wealth Management, joining The Cunningham Team in 2019 through Merrill’s Advisor Development Program. He focuses on family wealth management strategies, managing new wealth, retirement planning, philanthropic planning, and services for endowments, foundations, and non-profits. Sam emphasizes creating genuine relationships with clients to understand their goals and develop personalized, measurable financial plans. Prior to his financial advisory career, Sam graduated from The Citadel in 2011 and spent eight years in the hospitality industry in the Charleston, Beaufort, and Hilton Head markets. He served as a General Manager for one of Charleston’s largest hotel groups and later as Director of Operations for Marriott Vacation Club’s Sea Pines Properties. His approach centers on listening to client needs and leveraging the investment insights of Merrill and banking services of Bank of America to provide a comprehensive wealth management experience. Sam holds the Personal Investment Advisor (PIA) designation. Sam is actively involved in his community through organizations such as the Rotary Club of Bluffton, Bank of America Community Volunteers, and Sea Island Presbyterian Church, where he serves as a Stephen Minister and Deacon. He and his wife Weslie, an educator in the Bluffton area, live with their two daughters in Bluffton. His personal interests include baseball, cooking, fishing, football, golfing, hunting, reading, soccer, traveling, and spending time with family.

Ronald Orie Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Von Clausburg is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 credentials and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a co-trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes a research-driven approach incorporating diversification principles and modern portfolio theory while offering both brokerage and advisory solutions.