Luke Sirgo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on areas including family wealth management strategies, legacy planning, liquidity management, retirement income, and socially responsible investing. Luke graduated from Campbell University with 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 completing his degrees, Luke joined the Wells Fargo Early Talent Analyst Program, where he developed data and analytics skills in risk management before transitioning to wealth management. In that role, he supported private wealth financial advisors by managing relationships with high-net-worth clients and coordinating wealth transfer conversations. Luke is involved in his community as a development committee member of the Bechtler Museum of Modern Art in Uptown Charlotte and is a member of the Golf Committee at Spanish Wells Club in Hilton Head. He divides his time between Hilton Head and Charlotte.

Heyward Derrick is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual in various roles from 2022 to 2026. Outside of finance, he has experience in the culinary sector, having worked with Chef Driven and Plums INC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party managers, and affiliated insurance and trust services.

William Mumpower is a CFP® professional with 42 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. He previously worked for Guardian Life for 20 years. He is a committee member of the Hampton Hall Club in Bluffton, SC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Dana Bottenhagen is a financial advisor with Raymond James & Associates, holding a Series 63 designation and with 32 years of industry experience. Their career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining Raymond James in 2025. 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, institutional clients, and municipal entities, offering a range of financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

Aderito Morais is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 15 years with IC Advisory Services Inc and The Investment Center Inc. Morais is also associated with Ryan-Hess-Morais Financial Advisors, Inc., where he has been involved since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Ferguson is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He previously worked at Wells Fargo Clearing from 2009 to 2022 before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Chad Cole is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2017, serving in various roles including Planning Consultant, Relationship Manager, Investment Solutions, High Net Worth, and Customer Relationship Advocate. Prior to his financial services career, Chad began his professional journey with the United States Army Guard. Chad applies principles of hard work and discipline learned during his military service to his work with clients. He partners with clients and their families to create financial plans and investment strategies aligned with their goals. He holds an Arkansas Insurance License.

Robert Eberly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to individual financial goals and market conditions. His approach integrates investment insights from Merrill with banking and lending solutions offered by Bank of America. Robert holds the Personal Investment Advisor (PIA) designation and has earned both a bachelor's and a master's degree from the University of Pittsburgh. He is committed to working closely with clients to develop financial strategies that support their long-term objectives. Additionally, Robert participates in community volunteering, reflecting Merrill’s tradition of local engagement.

Brandon Witt is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience serving as a Senior Financial Planning Strategist at Alliance Global Partners from 2021 to 2022, and as a Financial Planning Strategist at Aegis Capital Corp. from 2018 to 2021. His approach to financial planning emphasizes establishing strong personal relationships with clients to understand their priorities. Brandon works collaboratively with clients to develop customized plans and implement strategies aimed at achieving their vision of long-term financial stability and success. Outside of his professional career, Brandon has interests that include football, golf, music as an instrumentalist, movies, and parenthood.

Jeffrey Bradley is a financial advisor with Edward Jones in Hilton Head Island, SC, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a member of the South Carolina House of Representatives and is involved in several business activities, including co-ownership of Southern Bar B-Q in Muscle Shoals, AL, and presidency of Calibogue Marine Ltd, a recreational fishing business. He also serves on the board of The Cypress in Hilton Head. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets through a large network of advisors and branch offices and offers a range of advisory programs and affiliated investment options under a fiduciary standard.

William Pomeroy is a financial advisor at Edward Jones with 43 years of industry experience. He previously worked at Oppenheimer & Co Inc for 11 years before joining Edward Jones in 2024. He holds Series 63 and Series 66 designations. Pomeroy serves as a trustee for several irrevocable trusts managing assets for family beneficiaries. Edward Jones is a full-service wealth management firm serving more than 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 supported by a nationwide network of financial advisors and branch offices.

Jeffrey Hull Jr. is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Raymond James & Associates 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Marc Dolph is a financial advisor at Morgan Stanley, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including ownership of The Upstairs Pub Inc and positions with Monroe County Community School Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services. The firm manages substantial client assets and employs structured planning tools without providing individual security recommendations as part of standalone financial plans.

James Thomas Jr. is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and currently serves at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured processes and analytical tools, managing approximately $2.74 trillion in client assets.

Trisha Keller is a financial advisor with Stifel, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms, including Merrill and Morgan Stanley, and has been with Stifel since 2009, with a brief break from the industry between 2019 and 2022. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Robert Star is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at IBN Financial Inc and running his own firm, Starvangrouw, LLC, which also provides tax preparation and bookkeeping services. Cambridge Investment Research Advisors serves a mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

David Ruckno is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his financial services career in 1998 as a brokerage representative and trader for Fidelity Investments, David has worked extensively with clients preparing for or already in retirement, as well as with retirement plans for businesses. His work focuses on building sustainable lifetime income streams and developing risk management strategies aligned with clients' objectives, income needs, and risk tolerance. David earned dual bachelor's degrees in economics and business from the University of Pittsburgh. He holds the Chartered Retirement Planning Counselor (CRPC™) designation, as well as professional certifications including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a Senior Portfolio Advisor, he offers custom investment strategies that may be managed on a discretionary basis through Merrill’s Investment Advisory Program. In addition to his professional responsibilities, David is actively involved in community organizations such as Hilton Head Island Rotary and the Spanish Wells Board. He also speaks both English and Spanish and dedicates time to understanding clients’ needs, fostering long-term relationships to support their financial goals.

Ronald Orie Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Luke Gawronski is a CFP® with 12 years of industry experience. He is currently with MassMutual Investors Services and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and MetLife Securities Inc. Gawronski also works as a Certified Exit Planning Advisor, consulting with entrepreneurs on their business and personal finances post-exit. MassMutual Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning using firm-approved analytical tools and offers a range of asset management and educational programs.

Peter Motta is a Private Wealth Advisor at Merrill Private Wealth Management and a key member of the Cenname Team, which he joined in 1991. His role involves advising ultra-high-net-worth clients and their family members on significant decision points related to their lives and legacies. He contributes to team management and focuses on areas such as client strategy and outreach, strategic vision, investment committee oversight, and engagement with local, regional, and corporate management. Peter holds a bachelor's degree in Finance from George Mason University and an M.B.A. from The Ohio State University's Fisher School of Business, where he concentrated on Finance and Real Estate and assisted in managing the O.S.U. Endowment. He has earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® professional designations. Additionally, Peter has experience serving as a board member for Marburn Academy, a school for children with learning disabilities. Outside of his professional work, Peter's personal interests include music, tennis, and traveling.