Gwynn Yocco is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Pruco Securities, FSC Securities Corporation, Morgan Stanley, and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various brokerage and insurance services through affiliated entities.

Alan Mooneyham is a CFP® professional with 39 years of industry experience. He has worked at LPL Financial since 2021 and previously spent over three decades with Jackson National Life and Waddell & Reed, INC. Outside of his financial advisory roles, he served as a non-variable insurance agent with Jackson National Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Christopher Corkern is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is involved with May River Insurance Group, a property and casualty company in Bluffton, SC. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists, and offers a range of advisory, brokerage, and insurance-related services.

Benjamin Catlett is a financial advisor with Edward Jones in Bluffton, SC, holding Series 63 and Series 66 credentials and accumulating 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he manages a commercial rental property in Dandridge, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Gordon Crenshaw II is a financial advisor with Raymond James & Associates in Bluffton, SC, holding Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at StoneX Advisors Inc and Stonex Securities Inc for a combined 11 years. He also serves as a trustee for a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Hayden Letien is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Primerica, he worked at Aerotek for seven years. He is involved in the sale of investment-related products and also engages in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Tyler Shrewsbury is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at Gulfstream, Montage International, Sunset Rentals, and Colleton River Plantation Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and branch offices nationwide.

James Ade Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Merrill since 1994, including his current tenure beginning in 2022. Outside of his advisory role, he is a co-owner of a rental property with family members in Hilton Head Island, South Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Jennifer Napple is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Fidelity and Wells Fargo Clearing. Outside of her advisory role, she has a 50% ownership interest in Sea Island Cotton Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools.

Michael Botwinick is a CFP® professional with 44 years of industry experience, currently affiliated with LPL Financial since 1998. He is based in Bluffton, SC, and has experience selling fixed whole life and group health insurance. Outside of his advisory role, he is a co-owner of Black Sheep Aviation, LLC, which holds an aircraft. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and access to model portfolios, employing various investment strategies supported by proprietary research and technology tools.

Mark Telfer is a CFP® professional with over 21 years of experience and has been with Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Bluffton, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of nearly 24,000 financial advisors.

Thomas Ranalli is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of L&R Vacations, LLC, a business involved in real estate. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Zeth Walters is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. He has worked at Cetera since 2013 and has been involved in business ownership, including co-owning a fitness gym where he participates in business planning, coaching, and training. Walters also maintains roles as an insurance agent offering fixed and group retirement annuities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with a range of discretionary and non-discretionary investment and retirement services, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Joseph Flowers is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for seven years. Outside of his advisory role, he holds power of attorney for his sister’s investment 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 uses research and analytics from Wells Fargo Investment Institute and third‑party sources to support its investment strategies and provides a range of brokerage and advisory solutions.

Morgan Crutchley is a financial advisor at Stifel with seven years of industry experience. He has worked at Stifel Nicolaus & Company Inc. since 2018 and previously held a position at Pro Spirits Holding Pte. Ltd. from 2015 to 2017. Outside of his advisory role, he serves as Treasurer of the Bluffton Paddle Club, where he manages the budget and prepares monthly financial reports. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

John Walter is a financial advisor with Morgan Stanley Wealth Management in Bluffton, SC, holding Series 63, 65, and 66 designations and 23 years of industry experience. He previously worked at Bank of America for 23 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools without providing individual security recommendations as part of standalone financial plans.

Chelsea Cammarota is a financial advisor with Merrill, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1998. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Mitchell is a financial advisor with Stifel in Bluffton, SC, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

William Shumate is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Kovack Advisors, Kovack Securities, Next Financial Group, and FSC Securities Corporation. Outside of his advisory work, he is involved with Southmark Consulting and Southmark Financial Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mary Rush is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2007. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a collaborative, non-discretionary approach emphasizing dependable income sources and tax-aware withdrawal strategies.