Amy Covington is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

James King II is a financial advisor at UBS Financial Services with 37 years of industry experience. He previously worked at Merrill for 35 years and Bank of America for 11 years. He serves as an executor for the Peggy K Daugherty Estate, overseeing its distribution and closing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research to support tailored client strategies.

Garry Gammon is a financial advisor with Cambridge Investment Research Advisors who holds the Series 63 designation and has 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006 and has prior experience with Gammon Money Management Services, Inc. and Bluestar Retirement Advisers, Inc. In addition to his advisory work, he is also an independent insurance agent with various companies. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of account implementation platforms along with proprietary model strategies under the Founders Gate Capital brand.

Agnes Schmidt is a financial advisor with Edward Jones, holding a Series 66 designation and bringing four years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jules Axelrod is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a comprehensive background in personal finance, he focuses on areas including college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. His professional experience spans roles at Household Bank, PainWebber, A.G. Edwards, Morgan Stanley, and Merrill Lynch, providing him with broad insight into the financial services industry. Mr. Axelrod earned a Bachelor's Degree from The Ohio State University with a major in literature and a minor in economics. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is also affiliated with several professional organizations such as the Ohio State Alumni of Hilton Head Island and Sarasota, Ringling Museum Patron, Selby Gardens, and St Francis of Assisi. Raised in Maryland, Mr. Axelrod has a diverse family background and was brought up to respect different faiths. Outside of his professional role, he enjoys activities such as cooking, fishing, football, gardening, hiking, reading, skiing, traveling, and watching movies. He and his partner, Tammi, have five children and reside in Englewood, Florida, with regular visits to Maryland and national parks.

Andre Marchesseault currently works as a Financial Consultant. In this role, he collaborates with clients to create personalized financial plans tailored to their individual goals and circumstances. He emphasizes understanding the full personal, professional, and financial picture of each client. Andre has experience in various roles at Fidelity Investments, including Investment Consultant (2024-2025), Central Relationship Manager (2023-2024), and Customer Relationship Advocate (2021-2023). He holds an Arkansas Insurance License. Outside of his professional work, Andre's personal interests include spending time at the beach, fishing, football, golf, and traveling.

Anthony Camilleri is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at American Funds, American Portfolios Financial Services Inc., Capital Client Group, Inc., and Invesco Advisers, Inc. OSAIC Wealth serves a wide range of clients, including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate entities. The firm offers brokerage and advisory services through various programs that emphasize model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Owen Hand is a financial advisor with OSAIC holding the CFP® designation and over 57 years of industry experience. His career includes roles at Royal Alliance, Invest Financial Corp., and leadership positions at Hand & Tanner Financial Group Inc. and Owen Hand & Co. Ltd. Outside of advising, he serves as Membership Chair for the Rotary Club of Beaufort and as a seated elder at First Presbyterian Church. OSAIC Wealth serves a diverse range of clients including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services across multiple platforms. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its large scale, complex affiliate network, and private-equity ownership.

David Bennett is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel since 2009 and holds the Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

David Belport is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes roles at Wells Fargo Clearing and UBS Financial Services. He also owns and operates DCB Asset Management, focusing on cash and tax management. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

David Ellis III is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he assists with grant review and oversight for the Ladislas & Vilma Segoe Family Foundation and co-owns a recreational fishing property called Friendship Farm. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Glen Mccormick is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2010. Outside of his advisory role, he serves as a moderator for the Pre-Need Advisory Council in Fort Wayne, Indiana. 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 investors, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Stephen Von Clausburg is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior work includes roles at Banc of America Investment Services and earlier periods at Wells Fargo Clearing. He serves as a co-trustee for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines in-house research with third-party analytics to offer diversified investment solutions across brokerage and advisory platforms.

Ashley Mayo is a Planning Consultant who collaborates with local advisors to enhance personalized relationships and investment goals. She has held various roles at Fidelity Investments, including Relationship Manager from 2024 to 2025, Investment Solutions Representative I from 2023 to 2024, Stock Plan Associate in 2023, and Customer Relationship Advocate from 2022 to 2023. These positions have provided her with experience in client relationship management and investment solutions.

Craig Ciszewski is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Since 2009, he has also been involved with an insurance agency related to his advisory business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Sirgo is a Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management with over 29 years of experience in the financial services industry. His team focuses on creating tailored strategies that address retirement planning, lifelong income streams, and multigenerational legacy goals. Michael works closely with clients to understand their definitions of prosperity and to develop personalized financial paths aligned with their future aspirations. He emphasizes thorough communication and active listening to provide clients with clarity and resources throughout all life stages, whether they are preparing for retirement, investing, or managing wealth. Before joining Merrill Lynch Wealth Management in 2012, Michael served as a Financial Advisor at Morgan Stanley for 19 years and held the position of Branch Manager from 2002 to 2012, overseeing 15 financial advisors and branch operations. This experience helped him refine his goals-based wealth management approach. He combines the resources of Merrill and Bank of America with personal relationships to serve as a lifelong financial steward for his clients. Michael holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Lincoln High School. Michael and his wife, Bernadette, have been long-time residents of Hilton Head Island since 1983, where they raised their three children. He has been an active member of St. Francis Catholic Church since 1986 and supports local charities including Hospice Care of the Lowcountry, the American Heart Association, and the American Cancer Society. His personal interests include cycling, stand-up paddleboarding, yoga, and coaching his youngest son's sports activities.

Molly Pappalardo is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she held roles in marketing and communications at Clemson University and was involved with the Ambler Area YMCA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Mclaughlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes a three-year tenure at PGIM Investments LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions through a large network of advisors.

Sophia Short is a Planning Consultant at Fidelity Investments, based in the Hilton Head Island Investor Center. In this role, she provides planning guidance for both covered and uncovered clients, aiming to deliver service that fosters client confidence and strengthens client relationships. Sophia focuses on developing effective engagement strategies within the books of business she supports. Her professional experience includes positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Mortgage Broker at PMC Mortgage. These roles contribute to her understanding of financial planning and client management. Outside of her professional work, Sophia has interests in fitness, parenthood, and running.

Richard Schnurr is a Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2018 in various roles including Investment Consultant and Retirement Solutions Consultant. In his current capacity since 2021, he focuses on providing financial guidance to clients, particularly in areas such as tax-efficient investing, legacy planning, and retirement planning. Throughout his tenure at Fidelity Investments, Richard has developed expertise in helping clients pursue lasting financial freedom. He aims to collaborate with clients to design plans that reflect their commitment to saving and investing for the future, emphasizing a relationship grounded in trust and integrity. Richard holds a California Insurance License. Outside of his professional role, he engages in personal interests including family activities, football, golf, hiking, outdoor adventures, and traveling.