Elliot Park is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients create personalized wealth management strategies that align with their financial goals, including education planning, family wealth management, legacy planning, personal retirement planning, and tax minimization. Elliot holds a Bachelor's Degree from the College of Charleston and carries the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is active in several professional organizations, including the Coastal Conservation Association, College of Charleston Alumni Association, Hilton Head Area Council of Estate & Financial Advisors, Inc., and the Low Country Young Professionals. Additionally, he serves on the Coastal Community Foundation Grant Committee. A native South Carolinian with a strong appreciation for the outdoors, Elliot enjoys adventure sports, baseball, boating, fishing, golfing, hiking, music, surfing, and spending time with his family. These personal interests and values of family, community, and stewardship influence his approach to working with clients.

Anthony Sposato Jr. is a financial advisor with Ameriprise Financial Services in Bluffton, SC, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has worked at Ameriprise since 2011 and previously with Wells Fargo Clearing from 2003 to 2011. Outside of his advisory role, he manages an independent advisory business, CMA92LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning advice through a centralized service team collaborating with financial advisors.

Robert Carter is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he assists clients in developing personalized wealth management strategies that align with their individual financial goals and adapt to changing market conditions. He leverages investment insights from Merrill and the banking services offered by Bank of America to support comprehensive financial planning. Robert holds a Bachelor's Degree from the University of Georgia and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is committed to applying a personalized approach to help clients meet their retirement planning and investment objectives. Additionally, Robert participates in community volunteer activities, reflecting Merrill’s tradition of local engagement.

Thomas White IV is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 63 designation and 31 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Sharon Coursey is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2002 to 2009. She holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides advisory programs that include tailored financial planning and manages approximately $2.74 trillion in client assets.

Gwynn Yocco is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Pruco Securities, FSC Securities Corporation, Morgan Stanley, and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various brokerage and insurance services through affiliated entities.

Jade Islas is a financial advisor with Thrivent Investment Management in Savannah, GA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Thrivent Financial and Erica Timmons State Farm, as well as diverse positions outside finance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Alan Mooneyham is a CFP® professional with 39 years of industry experience. He has worked at LPL Financial since 2021 and previously spent over three decades with Jackson National Life and Waddell & Reed, INC. Outside of his financial advisory roles, he served as a non-variable insurance agent with Jackson National Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Christopher Corkern is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is involved with May River Insurance Group, a property and casualty company in Bluffton, SC. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists, and offers a range of advisory, brokerage, and insurance-related services.

Benjamin Catlett is a financial advisor with Edward Jones in Bluffton, SC, holding Series 63 and Series 66 credentials and accumulating 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he manages a commercial rental property in Dandridge, TN. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Gordon Crenshaw II is a financial advisor with Raymond James & Associates in Bluffton, SC, holding Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at StoneX Advisors Inc and Stonex Securities Inc for a combined 11 years. He also serves as a trustee for a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Aaron Monegan is a financial advisor with Primerica Advisors in Savannah, GA, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2021 and previously was employed at Perspecta Inc. from 2016 to 2019. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies created by unaffiliated managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional clients.

Hayden Letien is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Primerica, he worked at Aerotek for seven years. He is involved in the sale of investment-related products and also engages in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Tyler Shrewsbury is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at Gulfstream, Montage International, Sunset Rentals, and Colleton River Plantation Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and branch offices nationwide.

James Ade Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Merrill since 1994, including his current tenure beginning in 2022. Outside of his advisory role, he is a co-owner of a rental property with family members in Hilton Head Island, South Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

John Powell is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Craig Barrow III is a Series 63-credentialed financial advisor with STIFEL, where he has worked since 2015. He has 60 years of industry experience. Outside of his advisory role, he manages a tree farm through Barrow Farm & Timber LLC and serves as chairman of the Wormsloe Institute of Environmental History, overseeing education and research funding activities. STIFEL serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Michael Botwinick is a CFP® professional with 44 years of industry experience, currently affiliated with LPL Financial since 1998. He is based in Bluffton, SC, and has experience selling fixed whole life and group health insurance. Outside of his advisory role, he is a co-owner of Black Sheep Aviation, LLC, which holds an aircraft. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and access to model portfolios, employing various investment strategies supported by proprietary research and technology tools.

Jason Ford is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Outside of his advisory role, Ford is involved in multiple business ventures, including ownership of several rental properties and a restaurant in Savannah, GA. Wells Fargo Advisors is a large national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs a research-driven approach that incorporates diversification and modern portfolio theory while offering both brokerage and advisory solutions.

William Lynch is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Axa Advisors, Raymond James & Associates, Morgan Keegan & Company, LLC, and Truist Investment Services. He serves on the Board of Stewards at the Savannah Yacht Club, chairing the Youth Committee and organizing youth activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs, often partnering with third-party asset managers and sponsors to deliver tailored investment solutions.