Michael Wilder is a financial advisor with Raymond James & Associates in Bluffton, SC, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2008. Wilder serves on the board of trustees at St. Joseph's/Candler hospital in Savannah, GA, participating on both the Finance and Corporate Compliance Committees. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning and advisory services through a range of portfolio management styles, with most client relationships structured as non-discretionary planning and consulting.

Richard Williams is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and is also associated with Bernard Williams & Co, where he serves as a board member of an insurance agency. Williams is active in community organizations, including serving as Lieutenant Governor of the Society of Colonial Wars in the State of Georgia and as a board member for both the Oglethorpe Club and the Savannah Area Chamber of Commerce. 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 manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Trevor Jackson is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial plans and investment strategies aligned with their goals and values. He joined Fidelity Investments in 2024, initially serving as a Financial Representative before transitioning to his current role in 2025. In his role, Trevor focuses on understanding clients' priorities and co-creating tailored financial solutions to provide greater control over their present and future objectives. Outside of his professional duties, he enjoys activities such as beach outings, football, golf, hiking, and snowboarding.

Kristen Rodgers is a financial advisor with Merrill, holding a Series 66 designation and having two years of industry experience. She previously worked at First Financial Bank and Key Investment Services, accumulating nine years of experience before joining Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Richard Goodwyn Jr. is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Barclays Capital Inc. and Lehman Brothers Inc. He is also a general partner at Mitchell Partners, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of wealth advisors, offering non-discretionary, customized asset allocation advice, investment manager searches, and performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Long is a financial advisor with Morgan Stanley in Hilton Head Island, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Bryan Weathersbee is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses, with 23 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, spanning over two decades. Outside of advising, he is a co-owner of a rental condominium. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Robert Mitton III is a financial advisor with Mass Mutual Investors Services. He holds Series 65 and Series 63 credentials and has 17 years of industry experience. His prior roles include positions at Brighthouse Securities, Fisher Investments, and Commonwealth Financial Network. Outside of his advisory work, he is the owner of Tidal Pointe Advisors, LLC, which provides divorce planning services. 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 ongoing financial planning, asset management, and educational seminars, including a recently introduced standalone Divorce Planning service.

John Haslam III is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with MML Investors Services Inc. since 2002 and with Mass Mutual Life Insurance since 2001. Outside of his advisory role, Haslam serves on several nonprofit boards, including The Savannah Music Festival, Blessed Sacrament Church, and Benedictine Military School, and is involved with The Savannah Quarterback Club, which focuses on scholarship fundraising for high school students. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved software and a variety of programs, including estate-settlement and employer-sponsored planning.

Isaac Van Puffelen is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with wealth management teams to help clients gain clarity and confidence regarding their financial goals. Prior to his current role, Isaac gained experience within Fidelity Investments as an Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate from 2020 to 2023. This progression reflects his growing expertise in providing financial solutions and client service. Outside of his professional work, Isaac engages in family activities, social events with friends, as well as recreational pursuits such as golf, surfing, and traveling.

Brett Courtmanche is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2005. Outside of his advisory role, he coaches AAU baseball. MassMutual Investors Services, LLC 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 educational seminars, using analytical tools to develop written recommendations while maintaining a collaborative client relationship.

Jona Kimbro is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Jona held positions at Dell Technologies and worked in various roles related to higher education and staffing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors across the United States.

Douglas Duch is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Stifel since 2015 and has been affiliated with Sterne Agee & Leach since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Judson Ruhl is a Series 66-licensed financial advisor with Merrill, based in Bluffton, SC, with five years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2016. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies designed by internal and third-party managers for a range of individual and institutional clients.

Kevin Courtney is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. His previous roles include positions at Citigroup Global Markets and A.G. Edwards & Sons, Inc. He serves on the stewardship committee of Providence Presbyterian Church in Hilton Head Island, managing the church’s finances and encouraging membership giving. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analyses.

Rebecca Hickman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. She has worked at Raymond James since 2019, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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, institutional clients, and municipalities, offering a range of financial planning and investment consulting services with generally non-discretionary client relationships.

Ryan Berry is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America, N.A., among other related entities. 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, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Susan Graziano is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at Raymond James & Associates since 2020 and previously at Wells Fargo Clearing from 2016 to 2020. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a range of portfolio management styles and affiliated research.

Katherine Phifer is a CFP® professional with 19 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2016 and previously at Merrill from 2007 to 2010. Phifer serves on the finance committee of the Beaufort County Open Land Trust. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

William Stuckart is a financial advisor with Cetera in Bluffton, SC, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Bank of America, Merrill, and Summit Financial Group. Outside of advising, he serves as Membership Chairman for the Vanlandingham Rotary Board and as Treasurer for Harbor 20 Fleet 3. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.