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 has also worked at Wachovia Bank, N.A. since 2004. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nicholas Martin is a financial advisor with Raymond James Financial Services Advisors, Inc. and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Edward Jones and Grand Design Wealth Management Inc. He is the owner of Bluffton Financial Planning and Bossier Financial Planning, where he acts as a branch owner and financial planner. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical and modeling tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Michael Brotsky is a financial advisor at Osaic Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation, Morgan Stanley, and Wells Fargo Clearing. Brotsky is also the owner of Conscious Capital LLC, an investment-related business, and is licensed as an insurance agent selling fixed annuities and traditional insurance policies. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supported by risk assessments and rebalancing tools, and provides access to discretionary managed strategies, third-party managers, and proprietary models.

Gregory Karels is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC since 2013, as well as at Total Financial Solutions and Financial Group since 1993. He also operates a DBA called The Karels Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

John Levy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 30 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for nine years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Coleman Rudolph Sr. is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Chad Johnson is a financial advisor with Raymond James & Associates in Bluffton, SC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior experience includes six years at Morgan Stanley and multiple roles at E*TRADE and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles and is notable for providing municipal advisory services alongside investment management.

Elizabeth Bryant is a Series 66-licensed financial advisor with 21 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She has worked at Merrill, Wells Fargo Clearing, and Raymond James, and is involved part-time as a scheduler for a local driving school. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored planning and risk profiling tools to support client goals and offers advisory programs alongside municipal and public-finance services.

Gregory Dyson Jr. is a financial advisor with Merrill in Beaufort, SC, holding a Series 66 designation. He began his career in finance in 2026 after serving 20 years in the United States Marine Corps. Prior to Merrill, he was employed at Bank of America, N.A. Merrill, together 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 model-based and discretionary investment strategies.

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 designations and has 39 years of industry experience. His career includes tenures at Citigroup Global Markets and Morgan Stanley Smith Barney before his current role at Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of investment and financial programs.

Scott Fitzenreiter is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill and Bank of America before joining UBS in 2022. He serves as a finance officer for The Old Guard Association, a veterans organization related to the 3rd United States Infantry Regiment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

E. W. James Sprandel is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Fidelity Investments since 2021 and previously spent six years at Sg Americas Securities, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, and holds distinctive registrations including with the CFTC as a commodity pool operator.

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 at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Barclays Capital Inc. and Lehman Brothers Inc. He is also a general partner at Mitchell Partners, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of wealth advisors, offering non-discretionary, customized asset allocation advice, investment manager searches, and performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.