Anthony Napple is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is a 50% owner of Sea Island Cotton Advisors LLC, an investment advisory firm he co-owns with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, with services that include retirement, education, risk management, and specialty planning areas.

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.

Servando Llanio Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial since 2018 and has concurrent experience with Invest Financial Corporation dating back to 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Kathleen Murphy is a financial advisor with Edward Jones in Kiawah Island, SC, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and is also associated with TripleSpiral Corporation since 2015. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Benedict is a financial advisor at LPL Financial with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Cadaret, Grant & Co., Inc. and MassMutual Financial Group. In addition to his advisory role, he is involved with KAFL Insurance Resources in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management strategies supported by in-house and third-party research.

Teresa Mccarty is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at Merrill Lynch since 2009 and joined Bank of America N.A. in 2024. Outside of her advisory role, she is an employee at Spartina, a business organization in Hilton Head, South Carolina, where she assists with stocking and ticketing for outlet sales. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and organizations.

Whitney Mcdaniel is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is president of the Sea Island Chamber Singers, a community music organization in Beaufort, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven, fiduciary advice with both discretionary and non-discretionary options. The firm’s approach includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

A. Roberson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been a financial advisor for over 30 years and has served as the Senior Resident Director of the Hilton Head office for 25 years. Roberson focuses on assisting families in improving their financial lives by developing comprehensive wealth management strategies. Roberson and his team at RJC Wealth Management Group bring extensive experience in managing diverse types of wealth. They collaborate closely with clients to understand their unique circumstances, concerns, and future aspirations, crafting tailored financial plans that adapt to changes over time. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, sports and entertainment, and retirement income. Roberson holds a Bachelor's degree from Georgia Southern University and has earned the Personal Investment Advisor (PIA) designation. He is actively involved in his community through organizations such as the Georgia Southern University Athletic Foundation and the South Atlantic Fisheries Management Council.

Edward Donegan is a financial advisor at OSAIC with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, following a 23-year tenure at Signator Investors, Inc. In addition to his advisory role, Donegan operates a sole proprietorship as an insurance agent serving needs-based clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs, utilizing firm-provided tools and multiple investment platforms.

Tim MacDougall is the Vice President and Branch Leader at Fidelity Investments in Hilton Head, SC. In this role, he leads the branch with a focus on building strong, trusting relationships with clients by understanding their unique financial goals and developing tailored strategies to help achieve long-term success. He emphasizes transparency and integrity to empower clients in making informed financial decisions. Tim has a range of experience in the financial services industry, including roles as Market Manager at Charles Schwab and TD Ameritrade, Branch Manager at TD Ameritrade, and various positions at Fidelity Investments such as Investment Solutions Representative and Trader. His career has encompassed both leadership and client-focused positions, highlighting his expertise in financial advising and market management. Outside of his professional role, Tim's personal interests include fishing, football, kayaking, and spending time with his pets.

Benjamin Smith is a financial advisor with Wells Fargo Advisors in Hilton Head Island, SC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at First Command Insurance Services and Heritage Golf Group. He serves on the finance committee of SOAR Special Recreation, supporting Special Olympics programs in his community. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Byron Braun is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Braun Wealth Management Group of Nest Capital LLC and serves as chairperson for the Fort Wayne Children’s Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing research and planning tools to provide tailored recommendations.

Danielle Jeffcoat is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Bluffton, SC. She has 15 years of industry experience and has been with Edward Jones since 2010. Outside of her advisory role, she co-owns an LLC that holds raw land. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory services supported by a nationwide network of financial advisors and branch offices.

Austin Truex is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. His career includes roles at Ameriprise, Cetera, First United Bank & Trust, and Wesbanco. He is currently based in Bluffton, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Samuel Keeler is a Senior Financial Advisor with Merrill Lynch Wealth Management, joining The Cunningham Team in 2019 through Merrill’s Advisor Development Program. He focuses on family wealth management strategies, managing new wealth, retirement planning, philanthropic planning, and services for endowments, foundations, and non-profits. Sam emphasizes creating genuine relationships with clients to understand their goals and develop personalized, measurable financial plans. Prior to his financial advisory career, Sam graduated from The Citadel in 2011 and spent eight years in the hospitality industry in the Charleston, Beaufort, and Hilton Head markets. He served as a General Manager for one of Charleston’s largest hotel groups and later as Director of Operations for Marriott Vacation Club’s Sea Pines Properties. His approach centers on listening to client needs and leveraging the investment insights of Merrill and banking services of Bank of America to provide a comprehensive wealth management experience. Sam holds the Personal Investment Advisor (PIA) designation. Sam is actively involved in his community through organizations such as the Rotary Club of Bluffton, Bank of America Community Volunteers, and Sea Island Presbyterian Church, where he serves as a Stephen Minister and Deacon. He and his wife Weslie, an educator in the Bluffton area, live with their two daughters in Bluffton. His personal interests include baseball, cooking, fishing, football, golfing, hunting, reading, soccer, traveling, and spending time with family.

Brian Corbett is a CFP® with 18 years of industry experience and is currently affiliated with Wells Fargo Advisors since 2022. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Corbett is involved in managing Corbett & Caperoon Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients using tailored recommendations and a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.

Walter Clark is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at MetLife Securities Inc. for 29 years. He also serves as a life and health insurance agent. Mass Mutual Investors Services 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 emphasizes collaborative, goal-based planning using advanced software tools and offers a range of investment and educational programs.

Thomas Madison III is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously was with MetLife Securities and Liberty Mutual Insurance. Outside of his advisory role, he serves as secretary of the Savannah St. Patrick's Day Parade Committee, assisting with event coordination and membership activities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative annual planning relationships and offers a range of programs, including estate and employer-sponsored planning.

Brighan Dryer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on building personalized wealth management strategies that reflect each client’s life priorities, collaborating closely to create flexible plans tailored to their goals and aspirations. Brighan provides guidance across diverse areas including college education planning, family wealth management, legacy planning, retirement income, and specialized services such as LGBT wealth planning and divorce financial analysis. Brighan holds a Bachelor's Degree from the University of Michigan System and maintains professional credentials including Certified Divorce Financial Analyst® (CDFA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He holds FINRA Series 7 and 66 licenses, as well as Life and Health Insurance certifications. In his practice, he focuses on acting decisively to solve complex financial challenges, fostering strong relationships by listening and advising clients through significant life events. Outside of his professional role, Brighan is involved with community organizations such as Bluffton Self Help and the Hilton Head Humane Association. He is also a member of the University of Michigan Alumni Club. His personal interests include boating, cooking, golfing, music, reading, spending time with family, and traveling.

Colton Hennessey is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, and Wells Fargo. Outside of finance, he has worked as a food delivery courier for DoorDash and Uber Eats. 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, pension plans, corporations, and charitable organizations.