William Monroe III is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has been with Stifel since 2020. Outside of his advisory role, Monroe is the owner of Houseware Warehouse LLC, a wholesale distributor of kitchen products, and serves as co-trustee of the Monroe Welfare Foundation. He also advises on the finance committee of Veritas Academy. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services guided by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Paula Eagle is a Senior Financial Advisor at Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional with 20 years of experience focused on helping women and families navigate complex financial transitions such as inheritance, sudden wealth, concentrated stock positions, and retirement planning. She is especially committed to assisting widows during challenging financial decisions and building long-term relationships with her clients. Paula's background includes a summa cum laude degree in Economics and Finance from Bentley University and completion of an accredited certificate program from the University of California Berkeley Extension. Prior to joining Merrill Lynch in 2018, she worked as a Bond Sales Trader in New York City serving hedge funds in the U.S., Canada, and Europe. Outside of her professional work, Paula is a mother to Edison and Charlie and wife to Brandon. She enjoys gardening, reading, singing, swimming, yoga, and is an active member of the Hilton Head Island community. Her community involvement includes participation in organizations such as Big Brothers Big Sisters of Southwestern CT, Junior Achievement of Greater South Carolina, and others.

Michael Mella is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. His prior work includes roles at Janney Montgomery Scott and Cantella & Co., Inc. Mella is also the owner of Mella Wealth Management in Savannah, GA. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Marci Mc Gregor is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 credential and has been with Merrill since 2002. Outside of her advisory role, she is a part owner of an LLC formed to purchase a family home. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Earl Cooler Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple Morgan Stanley entities since 2009. Outside of finance, he co-owns Cooler Charters LLC, which offers private fishing charters in Ridgeland, South Carolina. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include retirement, estate, and investment planning.

Tracey Love is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and administrative work with Love Medical LLC, a medical device company. She is based in Savannah, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning on retirement, tax, estate, and other financial matters without discretionary trading authority.

Chris Dettling is a Financial Consultant at Fidelity Investments. In this role, he partners with individuals and their families to develop financial plans and investment strategies tailored to their unique objectives. His approach focuses on creating personalized plans designed to assist clients in working toward their personal goals and securing their financial future. Chris has been with Fidelity Investments since 2021, progressing through several positions including Workplace Planning Associate, Workplace Planning Consultant I and II, and Planning Consultant before becoming a Financial Consultant in 2026. This progression reflects his growing experience and expertise in financial planning within the organization. Outside of his professional career, Chris enjoys baseball, football, spending time with pets, and solving puzzles.

Kelly La Voie is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining LPL in 2020, Kelly worked at Bank of America and Merrill from 2014 to 2020, and at Morgan Stanley from 2007 to 2014. Kelly has served as a board member for the Town of Canandaigua Zoning Board of Appeals. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment approaches implemented by a large network of advisors.

Jeffrey Baumhoer is a CFP®-certified financial advisor with 37 years of industry experience, currently affiliated with Wells Fargo Advisors since 2016. He is also the owner of Aurora Appliance, LLC, which provides appliance installation and repair services in Okatie, SC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to create tailored recommendations. The firm serves clients who meet a net-worth threshold and provides a broad menu of planning services, including specialized areas such as business-owner transition and special-needs planning.

Mulford Simons is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has also worked at Wachovia Bank, N.A. since 2004. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nicholas Martin is a financial advisor with Raymond James Financial Services Advisors, Inc. and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Edward Jones and Grand Design Wealth Management Inc. He is the owner of Bluffton Financial Planning and Bossier Financial Planning, where he acts as a branch owner and financial planner. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical and modeling tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Michael Brotsky is a financial advisor at Osaic Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation, Morgan Stanley, and Wells Fargo Clearing. Brotsky is also the owner of Conscious Capital LLC, an investment-related business, and is licensed as an insurance agent selling fixed annuities and traditional insurance policies. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supported by risk assessments and rebalancing tools, and provides access to discretionary managed strategies, third-party managers, and proprietary models.

Gregory Karels is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC since 2013, as well as at Total Financial Solutions and Financial Group since 1993. He also operates a DBA called The Karels Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

John Levy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 30 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for nine years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Chad Johnson is a financial advisor with Raymond James & Associates in Bluffton, SC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior experience includes six years at Morgan Stanley and multiple roles at E*TRADE and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles and is notable for providing municipal advisory services alongside investment management.

Elizabeth Bryant is a Series 66-licensed financial advisor with 21 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She has worked at Merrill, Wells Fargo Clearing, and Raymond James, and is involved part-time as a scheduler for a local driving school. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored planning and risk profiling tools to support client goals and offers advisory programs alongside municipal and public-finance services.

Joshua Artime is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he has worked in event staffing, health product sales, and food service supervision. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gordon Hamilton III is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 39 years of industry experience. His career includes tenures at Citigroup Global Markets and Morgan Stanley Smith Barney before his current role at Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of investment and financial programs.

Scott Fitzenreiter is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill and Bank of America before joining UBS in 2022. He serves as a finance officer for The Old Guard Association, a veterans organization related to the 3rd United States Infantry Regiment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Courtney Kort is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2025. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies designed by internal Chief Investment Office teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.