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.

Mark Sicilia is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years before joining Wells Fargo Advisors in 2024. Sicilia also owns and operates Perspective Wealth Management LLC in Bluffton, SC. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include retirement, cash-flow, education, and specialized planning such as business-owner transition and special-needs analysis. The firm integrates advisory services with other financial products and referral channels to provide clients with comprehensive financial solutions.

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 with Charles Schwab & Co., Inc. in Bluffton, SC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at TD Ameritrade and Thrivent Financial. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary advisory models alongside discretionary separately managed accounts, supported by a multi-asset portfolio approach and centralized operational infrastructure.

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 licenses and possessing 26 years of industry experience. He has previously worked at Ameriprise Financial Services, Inc., Merrill, and Morgan Stanley DW Inc. In addition to his advisory role, he is involved with Blueway Management Inc., a non-investment related business entity. 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 advisors and extensive operational tools.

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.

Albert Fancher is a Series 66–licensed financial advisor with Edward Jones in Beaufort, SC, where he has worked since 2017. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

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.