William Scott is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding member of the Pritsios-Scott Group. He specializes in working with high-net-worth individuals and families, focusing on family wealth management strategies, portfolio management services, and retirement income. Within his team, he is responsible for asset allocation planning and implementation, helping clients create and execute defined investment plans tailored to their specific financial objectives. Mr. Scott began his career as a United States Marine Corps Officer before transitioning to the financial services industry. He has held senior roles at Paine Webber, FBR, Oppenheimer Wealth Management, and Barclays Wealth prior to joining Merrill in 2015. He earned a bachelor's degree from Franklin and Marshall College and holds the Personal Investment Advisor (PIA) designation. A native Washingtonian, he serves on the boards of the Yellow Ribbon Fund and St. Johns College High School. He lives with his wife and their family in Bethesda, Maryland, and Beaufort, South Carolina. In his free time, he enjoys golf, fitness, cycling, hiking, reading, and spending time with his family.

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.

William Tumlin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, Tumlin serves on the finance and investment committee of the First Presbyterian Church in Beaufort, SC. 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, institutions, and municipal entities, offering financial planning and investment consulting with a non-discretionary approach.

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, South Carolina, where he has worked since 2017. He has eight years of industry experience, including prior roles at Schneider Electric Company. Edward Jones is a full-service wealth management firm that serves a diverse client base including individuals, institutions, and charitable organizations, managing over $1 trillion in assets through a network of more than 23,000 advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated mutual funds under a fiduciary standard.

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.

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.

Charles Grindstaff is a financial advisor at Fidelity with nine years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Bank of America, JP Morgan/Chase, and U.S. Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Michael Brotsky is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation for nine years. He is also the owner of Conscious Capital LLC, an investment-related LLC, and works as an insurance agent specializing in fixed annuities and traditional insurance policies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

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 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.

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.

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.

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.