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.

Brian Richter is a financial advisor at Edward Jones in Port Royal, SC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has seven years of experience in the industry, including a 15-year tenure at PSE&G prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

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.

Robyn Clevinger is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Her prior work history includes roles at Dust Solutions Inc and Beaufort County Public Works. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

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.

William Mercer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He previously worked at THE O.N. Equity Sales Company for 34 years and has operated William M Mercer and Associates since 1990. Mercer is also the owner of a non-investment-related business, William Mercer LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Mcafoos is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Morgan Stanley since 2009, including a position at Morgan Stanley Private Bank, National Association since 2015. Outside of advising, he is involved in property ownership through KD Properties of Asheville, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Rebecca Turner is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting, using both discretionary and non-discretionary management supported by a range of model portfolios and research.

Luke Sirgo is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm to collaborate with his father, Mike Sirgo, who is also a Senior Financial Advisor there. Luke's professional mission centers on providing personalized assistance to clients, supporting them with investment needs and wealth management strategies. Luke developed his passion for wealth management during his academic tenure at Campbell University, where he earned both a Bachelor’s Degree in Trust and Wealth Management and a Master’s in Business Administration. He also minored in Financial Planning and served as a graduate assistant for the Trust & Wealth Management program. After graduation, Luke was selected for the Wells Fargo Early Talent Analyst Program, where he gained experience in risk management reporting and later worked as a relationship manager for high-net-worth clients within Wells Fargo's Private Bank. In addition to his professional career, Luke is involved in community activities through his membership and development committee role at the Bechtler Museum of Modern Art in Uptown Charlotte. He shares his time between Hilton Head and Charlotte.

William Mumpower is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to joining Cambridge, he spent 20 years with Guardian Life. He is a committee member of the Hampton Hall Club in Bluffton, SC, where he is based. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of discretionary and non-discretionary investment platforms and strategies.

Dana Bottenhagen is a financial advisor with Raymond James & Associates, Inc. She holds a Series 63 designation and has 32 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates, Inc. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.