John Ferguson is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Raymond James since 2022 and previously spent over a decade in various roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 licenses and possessing 42 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 co-owner of Southern Bar B-Q in Muscle Shoals, AL. He is also president of Calibogue Marine LTD and a board member of The Cypress in Hilton Head. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managed solutions. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as its affiliated mutual funds and trust services.

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.

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.

Sarah Gainey is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for nine years before joining Raymond James in 2024. 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 broad client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Trisha Keller is a financial advisor at Stifel with 22 years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley and Stifel Nicolaus & Co Inc. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

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 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Amy Covington is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

James King II is a financial advisor at UBS Financial Services with 37 years of industry experience. He previously worked at Merrill for 35 years and Bank of America for 11 years. He serves as an executor for the Peggy K Daugherty Estate, overseeing its distribution and closing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research to support tailored client strategies.

John Rush is a Series 63-licensed financial advisor with Ameriprise in Hilton Head, SC, bringing 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he serves as Treasurer and Board Member of the Hurricane Ridge Property Owners Association. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations.

Hampton Long is a Series 66 licensed financial advisor with 10 years of industry experience, currently with Charles Schwab & Co., Inc. He previously worked at Bank of America and Merrill from 2016 to 2021. Outside of his advisory work, he serves in several nonprofit roles, including as an advisory board member for the Lowcountry Chamber Music Festival and as a trustee and finance committee member for local charitable organizations in South Carolina and an educational foundation in Canada. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational structures.

Gary Morea is a CFP®-designated financial advisor with Edward Jones, based in Savannah, GA, and has 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a co-owner of Oak Tree Enterprises LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Caroline Hallett is a financial advisor at Edward Jones with two years of industry experience. Prior to her current role, she worked at InstaCart and Go Store It. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.