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.

Brett Courtmanche is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked with MassMutual Life Insurance Co. and MassMutual Investors Services since 2005. Outside of his advisory role, he serves as an AAU baseball coach. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and offers a range of planning programs, including recently added divorce planning and event-driven estate and employer-sponsored planning services.

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.

Nicolas Park is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones, he worked for the South Carolina Department of Revenue for 13 years. He holds the Series 66 designation. 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 and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Armin Wahl is a financial advisor at Edward Jones in Beaufort, SC, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, Wahl is involved in making custom fishing rigs for local tackle shops through a small business in Bluffton, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.