Randolph Bradshaw is a financial advisor at &Partners with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Ampersand Partners, LLC. Outside of his advisory role, he owns Bull Market Farms, LLC, and serves on the advisory board of ATLAS POINT, a fintech company focused on behavioral finance. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis across both discretionary and non-discretionary accounts.

Sage Harosia Calaci is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. Prior to her advisory roles, she worked five years at Wegmans Food Markets and one year at GLK Foods. She is also a partner at Sage Financial Planning, focusing on business exit planning and consulting. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.

Natalia Donaldson is a Series 66-licensed financial advisor at Lincoln Investment with nine years of industry experience. She previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company before joining Capital Analysts and Lincoln Investment in 2024. Donaldson serves as a board member and secretary for Osprey Village, Inc., an organization developing residential communities for adults with developmental disabilities. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm utilizes an in-house Investment Management & Research team and a layered advisory model to provide financial planning, portfolio management, and ERISA fiduciary services.

Stephen Arthur is a financial advisor with GWN Securities Inc. holding a Series 66 credential and seven years of industry experience. He has worked at GWN Securities since 2020 and concurrently at Harbor Light Insurance and Wealth Advisors LLC since 2020. Outside of financial services, he has been involved with Giuseppi's Pizza & Pasta since 2015 as a delivery driver. GWN Securities provides investment advisory services to individual and corporate clients through various managed account and financial planning programs. The firm utilizes both affiliated and unaffiliated sub-advisers with portfolio strategies based on asset allocation and Modern Portfolio Theory, incorporating market-timing and momentum-based approaches in select legacy programs.

Melissa Gordon is a financial advisor with Principal Financial Services in Savannah, GA, holding the ChFC® designation and a Series 63 license. She has 13 years of industry experience, including roles at Principal Life Insurance Company, NY Life, and State Farm. Gordon serves as a board member for the Frank Callen Boys & Girls Club, where she participates in fundraising and volunteer activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Leslie Hetager is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked with BB&T and its affiliated entities since 2001 and joined Truist Advisory Services in 2019. Leslie serves as Treasurer for the Equine Valor Program, a nonprofit that provides equestrian therapy to veterans with PTSD and other mental health challenges. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI-enabled tools and partners with Envestnet to provide asset allocation, manager selection, and ongoing monitoring services.

Beverly Holley IV is a financial advisor at Farther with 17 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and its affiliated entities from 2010 to 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Cole De Marzo is a financial advisor with Guardian Life, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience at the University of Wyoming and Michigan State University. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers a range of advisory solutions including discretionary management, model-based strategies, and digital advisory portfolios, supported by proprietary platforms and third-party providers.

Odette Olson is a financial advisor with Morgan Stanley in Hilton Head, SC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2018 and was previously with Rappaport Reiches Capital Management from 2016 to 2018. Olson serves as a board member for the Spertus Institute, a nonprofit organization in Chicago. Morgan Stanley Wealth Management offers investment advisory and brokerage services to individual and institutional clients, providing tailored financial planning and a range of investment programs supported by firm-approved planning tools and extensive resources.

Frank Hayn Jr. is a financial advisor with Merrill in Okatie, South Carolina, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Merrill since 1981 and has also worked at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Kennett is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Merrill and Bank of America since 2021 and previously spent a decade with Jackson National Life Distributors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harry Haase is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2005. Haase also operates an accounting and tax preparation service and serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals and multiple platform options.

James Rini is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 29 years of industry experience, including prior roles at Ameriprise from 1999 to 2016. In addition to his advisory work, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Edwin Reynolds is a financial advisor at Cambridge Investment Research Advisors with 46 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at MSI Financial Services and New England Securities. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, health, group health, dental, and long-term disability products. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm manages a multi‑billion dollar asset base and provides access to proprietary model strategies as well as unaffiliated third-party advisors.

Reginald Riggins Jr. is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Mass Mutual and its affiliate MML Investors Services since 2001. Outside of his advisory role, he is also an insurance agent specializing in individual and group life, disability, and long-term care insurance. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved software to deliver collaborative, goal-oriented advice without investment discretion.

John Brighton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in portfolio management and asset allocation, providing clients with personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. John is a qualified Portfolio Manager and manages his strategies on a discretionary basis through the Firm's Investment Advisory Program. John entered the financial services industry in 2000 after earning a Master's Degree in Business Administration from the University of South Carolina. He also holds a Bachelor's Degree from the State University of New York System. His professional designations include Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Hilton Head Island for 26 years, John participates actively in his community through his church and organizations like the Hilton Head Island Recreation Association and the Greater Island Council. He enjoys boating, cooking, and hiking in his personal time.

Christopher Lane is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Stifel since 2015. He is a member of the University of Georgia Family and Consumer Sciences Alumni Advisory Board and has authored a children's picture book inspired by his son. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

G. Harden III is a CFA® charterholder with 42 years of industry experience, currently serving as a financial advisor at Stifel in Savannah, GA since 2015. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning, supporting client decision-making with forward-looking capital market assumptions and probabilistic modeling.

Bertin Stuckart Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 42 years of experience in the industry. His work history includes positions at Bank of America, Merrill, UBS Financial Services, and Atlantic Investors. He serves as a board member for the United Way of the Lowcountry and the Shell Hall Property Owners Association. Stuckart is also an insurance agent involved in the sale of life, annuities, and long-term care insurance. Cetera Investment Advisers LLC operates a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform with a variety of program options.

Brandon Roisman is a CFP® with 45 years of industry experience, currently with Raymond James & Associates, where he has worked since 2013. He holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. is a large brokerage and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional advisory services.