Ellen Leboeuf is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. She previously worked at UBS Financial Services for 17 years and Merrill for 5 years. She is also involved with LeBoeuf Wealth Management LLC, an entity associated with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers comprehensive advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Womack is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at 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 with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market modeling techniques.

Matthew Hunt is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes multiple tenures at Ameriprise and four years at Waddell & Reed. He is based in Hilton Head Island, South Carolina. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies involving dependable income sources and tax-aware withdrawals.

Daniel Harris is a financial advisor with Mass Mutual Investors Services in Okatie, SC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining his current firm in 2026, he worked at Northwestern Mutual in various roles from 2020 to 2026 and has experience at Newsbank, Inc. and Blackbaud. 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 specialized programs such as divorce planning and employer-sponsored planning through annual, collaborative client relationships.

Michael Vulku is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Vulku holds Series 63 and Series 65 licenses and is based in Hilton Head Island, South Carolina. Ameriprise provides retirement-income planning services aimed at individuals with substantial investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cassandra Holland is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2017, progressing through roles including Customer Relations Advocate, Active Trader Specialist, Active Trader VIP Specialist, Brokerage Consultant, and currently serving as Financial Consultant since 2024. With nearly a decade of experience in the financial industry and almost two decades of military service, Cassandra applies a disciplined and thoughtful approach to financial planning. She is a CERTIFIED FINANCIAL PLANNER® professional and holds a California Insurance License. Outside of her professional work, Cassandra has personal interests that include beach activities, fitness, outdoor adventures, parenthood, pets, and traveling.

Amy Amico is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 36 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018 and previously at Santander Securities, LLC from 2012 to 2018. 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 offers model-based and discretionary investment strategies designed for individual, high-net-worth, pension, corporate, and charitable clients.

Melissa Messenger is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2017, following a prior role at AXA Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Vincent Becker Jr. is a financial advisor with Raymond James & Associates in Bluffton, SC, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Raymond James & Associates since 2009. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Matthew Kabala is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses, and has 11 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. In addition to his advisory role, he is involved with Princeton Harriman Insurance Solutions, providing insurance-related advisory services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.

Anna Van Bourgondien is a Financial Consultant at Fidelity Investments. She holds the CERTIFIED FINANCIAL PLANNER® designation and works closely with clients to develop and support their long-term financial plans and strategies. Her experience at Fidelity Investments spans multiple roles since 2022, including Investment Consultant, Planning Consultant, and Workplace Planning and Advice Team Leader. Through these positions, she has assisted thousands of clients in achieving their personal and financial goals. Anna has built her career at Fidelity by progressing through various consulting and advisory roles. This progression has equipped her with a comprehensive understanding of financial planning and investment consulting within the workplace planning context.

Emily Macias is a financial advisor at Edward Jones with 13 years at the firm and 5 years of industry experience. She holds the Series 66 designation and is based in Bluffton, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

William Foggo is a CFP® professional with 27 years of industry experience, currently serving with Raymond James & Associates since 2006. He previously worked at A. G. Edwards & Sons, Inc. from 2002 to 2006. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Stark is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. In this role, he collaborates with clients to develop personalized investment strategies aimed at achieving their financial goals. He works alongside clients to identify obstacles, evaluate available strategies, and implement plans in pursuit of financial freedom. Prior to his current position, Stark held several roles at Fidelity Investments, including Planning Consultant (2024-2025), Relationship Manager (2023-2024), High Net Worth Service Associate (2023), and Customer Relationship Advocate (2022-2023). These positions reflect his progressive experience in financial services and client relationship management. Outside of his professional work, Stark has interests in football, golf, soccer, and tennis.

Doree Cook is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning and supports combining planning with managed accounts while keeping services separate, focusing exclusively on personalized planning rather than institutional portfolio management.

Douglas Grant is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at MetLife Securities Inc. for 10 years before joining Mass Mutual in 2016. In addition to his advisory role, he is an insurance broker with DSG Insurance Services, Inc., focusing on disability, health, and dental insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client analysis and firm-approved tools to deliver tailored financial recommendations through ongoing collaborative relationships.

David Callahan is a financial advisor with Wells Fargo Advisors in Hilton Head, SC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Callahan is also associated with Callahan Financial Management Group LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically being discrete and customizable to client needs.

Richard Carlson is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent 16 years with M&T Securities. He is based in Bluffton, South Carolina. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Anthony Napple is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing, Wells Fargo Advisors, and A.G. Edwards & Sons, Inc. Additionally, he is a 50% owner of Sea Island Cotton Advisors LLC, an investment advisory business co-owned with his spouse. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions using proprietary research and tools.

Richard Fister Jr. is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 25 years. He serves on the finance committee of the nonprofit Mother of Good Counsel Home in St. Louis, Missouri. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and approved tools but does not include individual security recommendations as part of standalone plans.