Stephen Mitchell is a financial advisor with Stifel in Bluffton, SC, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

William Shumate is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked at Kovack Advisors and Kovack Securities for seven years each before joining LPL in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Patrick Brooks is a CFP® and ChFC® with 29 years of industry experience, currently affiliated with LPL Financial since 2007. Based in Savannah, GA, he has maintained a long tenure at LPL Financial and has authored multiple non-financial publications, including works on community living and a forthcoming book on pickleball strategy co-authored with a professional player. He is also involved in NFT artwork sales and provides notary services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers diverse advisory programs and retirement plan consulting, utilizing discretionary and non-discretionary management supported by internal and third-party research and model portfolios.

Mary Rush is a financial advisor with Ameriprise in Hilton Head, SC, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate, Ameriprise Financial Services, Inc., since 2007. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm uses a centralized consulting team to deliver customized, algorithm-assisted Recommendation Reports focusing on income sources, Social Security options, and tax-efficient withdrawal strategies.

Kimberly Skalla is a financial advisor with LPL Financial in Savannah, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Bonitz of Georgia Inc. and previously at Odeon Capital Group and Allied Millennial Partners. She is also involved with Bonitz of Georgia Inc. in an office administration capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Mark Sicilia is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2009. He owns and operates Perspective Wealth Management LLC, a separate investment-related business based in Bluffton, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors use firm research and planning tools to develop tailored recommendations, with clients able to implement solutions through various brokerage or advisory programs.

Brendan Boyle is an Investment Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked in various capacities within Fidelity Investments, including as a Workplace Planning Consultant at multiple levels from 2021 to 2023. His experience also includes internships in finance and accounting at Sail Energy in 2019 and financial analysis at Atlas Energy in 2020. Brendan's approach to financial planning focuses on understanding each client's unique situation, goals, and concerns. He emphasizes building trust through genuine care and commitment, using creativity, resources, and experience to help co-create financial plans that clients can feel confident pursuing.

Christina Martinez is a financial advisor at Stifel with six years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Stifel in 2021, she worked at KCG Investment Advisory Services from 2016 to 2021. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Teri Deike is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Outside of her advisory role, Deike is involved as an Independent Business Owner with Amway and serves as a youth leader at the Unity Church of God, where she helps lead youth group services and activities. Merrill, together 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 strategies for a range of client types including individuals, high‑net‑worth clients, and charitable organizations.

Paul Lee is a financial advisor with UBS Financial Services in Hilton Head, SC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he has served as a trustee for the Presbyterian Foundation and participates as a subject matter expert with the Investments and Wealth Institute. Additionally, he works part-time as a golf starter at Sea Pines Resort. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm employs proprietary market research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Melissa Myers is a financial advisor at Cetera with 21 years of industry experience. She holds Series 63 and Series 65 designations and previously spent 12 years at Voya before joining Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment and consulting services through a large nationwide network of independent advisors and operates a multi-manager platform with discretionary and non-discretionary portfolio management options.

Michael Cooler is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Prudential Private Capital and Ivy Asset Group, LLC. He serves on the Finance & Audit Committee of the Coastal Community Foundation, a nonprofit involved in various community and humanitarian efforts. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that extend from individual financial plans to corporate financial planning agreements.

Beth Collins is a financial advisor with OSAIC and holds Series 63 and Series 66 credentials. She has 38 years of industry experience, including 22 years with OSAIC. Collins also serves as a financial advisor at Gateway Investments LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and third-party managed account solutions to construct diversified portfolios.

Benjamin Witcher is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has prior work experience with TD Ameritrade and Thrivent Investment Management. Witcher is based in Bluffton, South Carolina. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment guidance approach supported by research from Schwab’s Center for Financial Research.

Neil Bunce is a financial advisor at Ameriprise with a Series 66 credential and less than one year of industry experience. Prior to joining Ameriprise, he held roles at M.H. Frank, LTD. and various educational institutions including Clemson University and the University of South Carolina. He also has experience in the hospitality sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Leigh Cohen is a financial advisor with Merrill in Bluffton, SC, holding Series 63 and Series 65 credentials and having 34 years of industry experience. She has been with Merrill since 1991 and also associated with Bank of America since 2010. Outside of her advisory role, Cohen is a general partner and managing member of Baltic Ave, LLC, a business organization linked to a second home in Nantucket, MA. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Martin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Unconquered Financial Service, Inc. and several other financial firms dating back to 2009. He is also an independent insurance agent through SmartPro Financial LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides diverse investment solutions through independent financial professionals, employing both proprietary and third-party strategies across various custody platforms.

William Abbott is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Harris Pillow Supply, Inc. for seven years and Southern Medical Inc. for four years. He holds a 32% ownership interest in Southern Medical Management, a holding company for skilled nursing facilities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Kelley is a financial advisor at Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and quantitative modeling tools.

Adam Jurewicz is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining LPL Financial. He is also involved with Blueway Management Inc., a non-investment-related business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.