Philip Mcalpin is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Scott Richardson is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has partial ownership in a company involved with rental properties, primarily serving student tenants. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to guide investment decisions and provides both brokerage and advisory solutions across a large network of advisors.

Royce Burns is a CFP® with 37 years of industry experience, currently serving at Raymond James & Associates since 2020. His prior roles include positions at Wells Fargo Clearing and Truist Investment Services. Outside of his advisory work, he serves as a FINRA arbitrator and provides limited financial planning consulting to military and Department of Defense personnel focusing on budgeting, debt, and government Thrift Savings Plan education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services supported by extensive research and a broad range of portfolio management options.

Erica Webber is a Series 66 licensed advisor with Edward Jones, based in Okatie, SC, and has seven years of industry experience. She has been with Edward Jones since 1998, working continuously at the firm for over two decades. Outside of her advisory role, she is the owner of The Plucky Couple, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of advisory programs, investment strategies, and affiliated financial services.

Christopher Spires is a financial advisor with Raymond James & Associates in Bluffton, SC. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 18 years with Raymond James. He serves on the advisory board of Coastal Carolina Hospital. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by affiliated research and model managers.

Heather Venrick is a financial advisor with LPL Financial based in Bluffton, SC, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at South Carolina Bank & Trust since 2014, as well as prior experience with Sorrento Pacific Financial, LLC and Uvest Financial Services Group, Inc. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of over 22,800 advisors.

Clay Corkern is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience, including prior roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has worked in the restaurant and hospitality sectors, including positions at Fat Baby's Pizza and Subs and Westin Resort. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Ryan Purificacion is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, he worked at Rosie Connectivity Solutions and Verizon Wireless. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds. The firm is recognized for its extensive network of advisors and branches, as well as its affiliated capabilities such as a trust company and securities-based lending.

Robert Haug serves as a Branch Leader at Fidelity, a position he has held since 2025. Prior to this role, he gained experience as a Team Leader for Investment Solutions at Fidelity from 2021 to 2025 and briefly served as an Interim FC Leader in 2022. Before joining Fidelity, Robert worked as a Wealth Management Banker at US Bank from 2018 to 2021. His professional focus centers on understanding clients' unique financial needs through active listening and empathy. Robert emphasizes building strong relationships and creating an environment conducive to discussing financial goals. He prioritizes transparency and education to ensure clients are well-informed about their options and views financial planning as an ongoing process that requires regular reviews to adapt to changes. Robert aims to be a reliable partner to his clients, guiding them to pursue their long-term financial goals with confidence.

Christine Quinn is a financial advisor with Morgan Stanley in Ridgeland, South Carolina, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory work, she owns and operates a private nutrition counseling business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client strategies.

Randall Otto is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also active as a speaker through Winston Churchill LLC. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Lauren Holley is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2020. Prior to this role, she worked as a Financial Representative at Fidelity Investments from 2017 to 2020. Lauren focuses on providing support to clients and their families to foster long-term and meaningful relationships through high-quality and holistic services. Her professional experience at Fidelity Investments spans several years, during which she has developed expertise in wealth management planning and client relationship management. Lauren's approach centers on partnership and comprehensive financial planning to meet clients' needs. Outside of her professional work, Lauren has interests in fitness, food, music, reading, traveling, and volunteering.

Mickey Henderson is a financial advisor with LPL Financial in Savannah, GA, holding a Series 63 designation and 41 years of industry experience. He has worked with LPL Financial since 2017 and previously held positions at National Planning Corporation and Wrp Investments, Inc. Outside of his advisory role, Henderson manages a family partnership and is involved in timberland management. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Michael Taylor is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer for the Jones at Whitaker HOA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research-driven strategies and offers a range of brokerage and advisory solutions, supported by a large network of financial advisors.

Janet Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Bank of America, N.A. for 12 years before joining Wells Fargo Clearing in 2023. Williams serves on the finance committee and acts as secretary for Volunteers in Medicine Hilton Head, a nonprofit organization, where she participates in budgeting and financial oversight. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Patrick O Neil is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. He has previously worked at Bofa Securities, Inc. for 19 years before joining Merrill in 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Bryant is a financial advisor with Edward Jones in Bluffton, SC, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a partner in a family farm, B&C Farms, located in Mouth of Wilson, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Brian Cahill is a financial advisor with Edward Jones in Glastonbury, CT, holding Series 63 and Series 66 credentials. He has 19 years of industry experience, including 18 years with Edward Jones. 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 range of advisory programs and investment strategies under a fiduciary standard.

James Buchman is a Financial Advisor and the Team Financial Advisor for the Sipple Buchman Cairns Reeves team at Merrill Lynch Wealth Management. In this role, he primarily focuses on providing goal-based wealth management planning and works to expand client care and outreach within the team. James assists clients by offering investment advice and solutions that align with their life's goals, risk tolerance, time horizon, and liquidity needs. His areas of expertise include family wealth management strategies, liquidity management, retirement income, tax minimization, philanthropic planning, and services for endowments, foundations, and non-profits. He holds a Bachelor's Degree from Clemson University and professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James is engaged with professional and community organizations, including Park Place Outreach, Inc and United Cerebral Palsy of South Carolina. Outside of his professional activities, he enjoys camping, gardening, soccer, and spending time with his family.

Eric Sutherland is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 43 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. since 2010 and previously worked at Neuberger Berman BD LLC from 2008 to 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework in its recommendations.