John Levy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Elizabeth Bryant is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. Outside of her advisory role, she manages scheduling for a local driving school’s weekend classes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joshua Artime is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he has worked in event staffing, health product sales, and food service supervision. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gordon Hamilton III is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has been with Morgan Stanley in various roles since 2009, including positions at Morgan Stanley Private Bank, National Association since 2015, and previously at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm’s financial planning approach uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Scott Fitzenreiter is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bank of America and Merrill. He serves as a finance officer for The Old Guard Association, a veterans organization connected to the 3rd United States Infantry Regiment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and model-based asset allocations.

Courtney Kort is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2025. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies designed by internal Chief Investment Office teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Wilder is a financial advisor with Raymond James & Associates in Bluffton, SC, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2008. Wilder serves on the board of trustees at St. Joseph's/Candler hospital in Savannah, GA, participating on both the Finance and Corporate Compliance Committees. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning and advisory services through a range of portfolio management styles, with most client relationships structured as non-discretionary planning and consulting.

Trevor Jackson is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial plans and investment strategies aligned with their goals and values. He joined Fidelity Investments in 2024, initially serving as a Financial Representative before transitioning to his current role in 2025. In his role, Trevor focuses on understanding clients' priorities and co-creating tailored financial solutions to provide greater control over their present and future objectives. Outside of his professional duties, he enjoys activities such as beach outings, football, golf, hiking, and snowboarding.

Kristen Rodgers is a financial advisor with Merrill, holding a Series 66 designation and having two years of industry experience. She previously worked at First Financial Bank and Key Investment Services, accumulating nine years of experience before joining Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Richard Goodwyn Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Mitchell Partners, LLC since 2016 as a managing member and general partner, alongside his roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Robert Long is a financial advisor with Morgan Stanley in Hilton Head Island, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Bryan Weathersbee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. Outside of his advisory role, he is involved as a financial advisor with May River Health & Benefits in Bluffton, SC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.

Robert Mitton III is a financial advisor with Mass Mutual Investors Services in Bluffton, South Carolina. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His previous roles include positions at Brighthouse Securities, LLC, Fisher Investments, Commonwealth Financial Network, and Savannah Wealth Group. Outside of his advisory work, he is involved in divorce planning through his ownership of Tidal Pointe Advisors, LLC. Mass Mutual Investors Services is 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 seminars with a focus on annual, collaborative client relationships and uses firm-approved software tools for goal analysis and written recommendations.

Samuel Reeson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo and involvement with The Cranford Social and River and Rail Cantina. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Isaac Van Puffelen is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with wealth management teams to help clients gain clarity and confidence regarding their financial goals. Prior to his current role, Isaac gained experience within Fidelity Investments as an Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate from 2020 to 2023. This progression reflects his growing expertise in providing financial solutions and client service. Outside of his professional work, Isaac engages in family activities, social events with friends, as well as recreational pursuits such as golf, surfing, and traveling.

Jona Kimbro is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Jona held positions at Dell Technologies and worked in various roles related to higher education and staffing. 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 strategies, and maintains a large network of financial advisors across the United States.

Judson Ruhl is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has worked at Merrill since 2016 and previously held roles at Bank of America and Sears Home Services. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Kevin Courtney is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the stewardship committee at Providence Presbyterian Church in Hilton Head Island, managing the church’s finances and encouraging membership giving. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Rebecca Hickman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. She has worked at Raymond James & Associates since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Ryan Berry is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America, N.A., among other related entities. 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, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.