Gwynn Yocco is a financial advisor with LPL Enterprise holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Enterprise in 2024, Yocco worked for Pruco Securities, LLC for nine years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Alan Mooneyham is a CFP® with 39 years of industry experience and is currently with LPL Financial. His background includes long tenures at Jackson National Life and Waddell & Reed, as well as involvement with Grace Coastal Church. He has maintained an insurance agency role related to investment products since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and various advanced investment technologies.

Christopher Corkern is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Prudential Insurance Company of America since 1998 and joined LPL Enterprise in 2024. Outside of advising, he is involved with May River Insurance Group, a property and casualty business in Bluffton, SC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products and includes a role in LPL’s collateralized lending program.

Benjamin Catlett is a financial advisor with Edward Jones in Bluffton, SC, holding Series 63 and Series 66 credentials and accumulating 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he manages a commercial rental property in Dandridge, TN. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Gordon Crenshaw II is a financial advisor with Raymond James & Associates in Bluffton, SC, holding Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at StoneX Advisors Inc and Stonex Securities Inc for a combined 11 years. He also serves as a trustee for a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Hayden Letien is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Primerica, he worked at Aerotek for seven years. He is involved in the sale of investment-related products and also engages in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Tyler Shrewsbury is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at Gulfstream, Montage International, Sunset Rentals, and Colleton River Plantation Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and branch offices nationwide.

James Ade Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Merrill since 1994, including his current tenure beginning in 2022. Outside of his advisory role, he is a co-owner of a rental property with family members in Hilton Head Island, South Carolina. Merrill, along 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 a range of model-based and discretionary investment strategies.

Jennifer Napple is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Wells Fargo Advisors in various roles since 2013 and is a 50% owner of Sea Island Cotton Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutions, using proprietary research and planning tools to develop tailored client recommendations.

Craig Barrow III is a Series 63-credentialed financial advisor with STIFEL, where he has worked since 2015. He has 60 years of industry experience. Outside of his advisory role, he manages a tree farm through Barrow Farm & Timber LLC and serves as chairman of the Wormsloe Institute of Environmental History, overseeing education and research funding activities. STIFEL serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Michael Botwinick is a CFP® with 43 years of industry experience, currently serving as an advisor at LPL Financial since 1998. He is co-owner of Black Sheep Aviation, LLC, an entity holding an airplane. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning and advisory programs supported by research from LPL Research and third-party subadvisors, offering both discretionary and non-discretionary management across multiple investment strategies.

Mark Telfer is a CFP® professional with over 21 years of experience and has been with Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Bluffton, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of nearly 24,000 financial advisors.

Thomas Ranalli is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of L&R Vacations, LLC, a business involved in real estate. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Washburn is a CFP®-certified financial advisor with Ameriprise in Savannah, GA, bringing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to develop personalized recommendations delivered through a centralized consulting team.

Zeth Walters is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. He has worked at Cetera since 2013 and has been involved in business ownership, including co-owning a fitness gym where he participates in business planning, coaching, and training. Walters also maintains roles as an insurance agent offering fixed and group retirement annuities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with a range of discretionary and non-discretionary investment and retirement services, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Joseph Flowers is a CFP®-designated financial advisor with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as power of attorney for his sister’s accounts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Morgan Crutchley is a financial advisor at Stifel with seven years of industry experience. He has worked at Stifel Nicolaus & Company Inc. since 2018 and previously held a position at Pro Spirits Holding Pte. Ltd. from 2015 to 2017. Outside of his advisory role, he serves as Treasurer of the Bluffton Paddle Club, where he manages the budget and prepares monthly financial reports. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

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.

Dallas Washburn is a Series 66-licensed financial advisor with Ameriprise in Savannah, GA, and has 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored non-discretionary recommendations through a centralized consulting team.

Maggie Roche is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 31 years of industry experience. She has been with Cetera Advisors LLC since 2013 and also operates Roche Financial Inc., which she founded in 1991. Outside of her advisory work, she serves as a committee member at Saint Ann Catholic Church, where she participates in reviewing church finances and discussions about planned and charitable giving. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures and custodial relationships.