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.

Susan Graziano is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at Raymond James & Associates since 2020 and previously at Wells Fargo Clearing from 2016 to 2020. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a range of portfolio management styles and affiliated research.

Katherine Phifer is a CFP® with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Phifer is a member of the finance committee for the Beaufort County Open Land Trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

William Stuckart is a financial advisor with Cetera in Bluffton, SC, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Bank of America, Merrill, and Summit Financial Group. Outside of advising, he serves as Membership Chairman for the Vanlandingham Rotary Board and as Treasurer for Harbor 20 Fleet 3. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Marida Bruggeman is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options. The firm’s advisory approach involves non-discretionary implementation based on comprehensive research and algorithmic analysis.

John Wigington is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo entities since 2009 and serves on the board of directors for the Bakala Foundation USA, a nonprofit organization involved in charitable grant reviews. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gary Bezilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samuel Cage is the Vice President and Financial Consultant at Fidelity Investments. He has held various roles within Fidelity Investments since 2014, progressing through positions such as Financial Consultant, Workplace Planning Consultant III, Retirement Relationship Manager, and several others related to financial representation and investment solutions. His professional experience spans over a decade, during which he has focused on helping clients and their families advance toward their financial goals through a client-centered planning process. Samuel's career reflects a consistent commitment to financial consulting and retirement solutions. Outside of his professional work, Samuel enjoys activities such as biking, family activities, golf, hiking, and running.

Luke Schultz is Vice President and Financial Consultant at Fidelity Investments. He began his career at Fidelity in 2012, progressing through roles including Trader, Premium Relationship Associate, Investment Solutions Representative, Retirement Solutions Representative, Retirement Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2022. Drawing on his professional start in the United States Marine Corps, Schultz applies discipline and attention to detail in his work. He follows a three-step process focused on understanding client situations and priorities, analyzing these situations, and partnering with clients to develop and maintain personalized financial strategies. Outside of his professional responsibilities, Schultz has interests in board games, fitness, hiking, outdoor adventures, military service, and parenthood.

Sarah Reed is a CFP® professional with 18 years of experience in the financial industry, currently serving at Edward Jones since 2008. She holds the Series 66 designation and is based in Bluffton, South Carolina. Outside of her advisory role, she is involved in managing her own businesses, including Isabella Marie LLC and Abigail Jean LLC. 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 with a nationwide network of more than 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Cory Smith is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at Cetera and its related entities since 2022, alongside a tenure at Regions Bank beginning in 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Robin Monleon is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Justin Marcus is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at VOYA Financial Advisors and ownership of Jstntym Financial & Insurance Solutions, Inc. He is also licensed as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that incorporates affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.