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 credentials and bringing 45 years of industry experience. He previously worked at Kovack Advisors and Kovack Securities for seven years each before joining LPL in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Mary Rush is a financial advisor with Ameriprise in Hilton Head, SC, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate, Ameriprise Financial Services, Inc., since 2007. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm uses a centralized consulting team to deliver customized, algorithm-assisted Recommendation Reports focusing on income sources, Social Security options, and tax-efficient withdrawal strategies.

Mark Sicilia is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2009. He owns and operates Perspective Wealth Management LLC, a separate investment-related business based in Bluffton, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors use firm research and planning tools to develop tailored recommendations, with clients able to implement solutions through various brokerage or advisory programs.

Brendan Boyle is an Investment Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked in various capacities within Fidelity Investments, including as a Workplace Planning Consultant at multiple levels from 2021 to 2023. His experience also includes internships in finance and accounting at Sail Energy in 2019 and financial analysis at Atlas Energy in 2020. Brendan's approach to financial planning focuses on understanding each client's unique situation, goals, and concerns. He emphasizes building trust through genuine care and commitment, using creativity, resources, and experience to help co-create financial plans that clients can feel confident pursuing.

Paul Lee is a financial advisor with UBS Financial Services in Hilton Head, SC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he has served as a trustee for the Presbyterian Foundation and participates as a subject matter expert with the Investments and Wealth Institute. Additionally, he works part-time as a golf starter at Sea Pines Resort. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm employs proprietary market research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Melissa Myers is a financial advisor at Cetera with 21 years of industry experience. She holds Series 63 and Series 65 designations and previously spent 12 years at Voya before joining Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment and consulting services through a large nationwide network of independent advisors and operates a multi-manager platform with discretionary and non-discretionary portfolio management options.

Michael Cooler is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Prudential Private Capital and Ivy Asset Group, LLC. He serves on the Finance & Audit Committee of the Coastal Community Foundation, a nonprofit involved in various community and humanitarian efforts. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that extend from individual financial plans to corporate financial planning agreements.

Benjamin Witcher is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has prior work experience with TD Ameritrade and Thrivent Investment Management. Witcher is based in Bluffton, South Carolina. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment guidance approach supported by research from Schwab’s Center for Financial Research.

Neil Bunce is a financial advisor at Ameriprise with a Series 66 credential and less than one year of industry experience. Prior to joining Ameriprise, he held roles at M.H. Frank, LTD. and various educational institutions including Clemson University and the University of South Carolina. He also has experience in the hospitality sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Leigh Cohen is a financial advisor with Merrill in Bluffton, SC, holding Series 63 and Series 65 credentials and having 34 years of industry experience. She has been with Merrill since 1991 and also associated with Bank of America since 2010. Outside of her advisory role, Cohen is a general partner and managing member of Baltic Ave, LLC, a business organization linked to a second home in Nantucket, MA. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Adam Jurewicz is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining LPL Financial. He is also involved with Blueway Management Inc., a non-investment-related business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Sean Casey is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its related entities since 2004. Casey serves on the board of the Rose Hill Plantation Home Owners Association in Bluffton, SC. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and financial planning services through multiple program platforms and custodial relationships.

Daniel Brothers is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 66 designation and is based in Bluffton, SC. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor network and affiliated capabilities beyond traditional advisory services.

Paula Eagle is a Senior Financial Advisor at Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional with 20 years of experience focused on helping women and families navigate complex financial transitions such as inheritance, sudden wealth, concentrated stock positions, and retirement planning. She is especially committed to assisting widows during challenging financial decisions and building long-term relationships with her clients. Paula's background includes a summa cum laude degree in Economics and Finance from Bentley University and completion of an accredited certificate program from the University of California Berkeley Extension. Prior to joining Merrill Lynch in 2018, she worked as a Bond Sales Trader in New York City serving hedge funds in the U.S., Canada, and Europe. Outside of her professional work, Paula is a mother to Edison and Charlie and wife to Brandon. She enjoys gardening, reading, singing, swimming, yoga, and is an active member of the Hilton Head Island community. Her community involvement includes participation in organizations such as Big Brothers Big Sisters of Southwestern CT, Junior Achievement of Greater South Carolina, and others.

Earl Cooler Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple Morgan Stanley entities since 2009. Outside of finance, he co-owns Cooler Charters LLC, which offers private fishing charters in Ridgeland, South Carolina. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include retirement, estate, and investment planning.

Chris Dettling is a Financial Consultant at Fidelity Investments. In this role, he partners with individuals and their families to develop financial plans and investment strategies tailored to their unique objectives. His approach focuses on creating personalized plans designed to assist clients in working toward their personal goals and securing their financial future. Chris has been with Fidelity Investments since 2021, progressing through several positions including Workplace Planning Associate, Workplace Planning Consultant I and II, and Planning Consultant before becoming a Financial Consultant in 2026. This progression reflects his growing experience and expertise in financial planning within the organization. Outside of his professional career, Chris enjoys baseball, football, spending time with pets, and solving puzzles.

Jeffrey Baumhoer is a CFP®-certified financial advisor with 37 years of industry experience, currently affiliated with Wells Fargo Advisors since 2016. He is also the owner of Aurora Appliance, LLC, which provides appliance installation and repair services in Okatie, SC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to create tailored recommendations. The firm serves clients who meet a net-worth threshold and provides a broad menu of planning services, including specialized areas such as business-owner transition and special-needs planning.

Mulford Simons is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and has been associated with Wachovia Bank, N.A. since 2004. 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 products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.