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® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. His background includes work solely with Edward Jones during this time. Outside of his financial advising role, he is involved with Oak Tree Enterprises LLC as a co-owner, managing real estate investments and property upkeep. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Craig Raymond is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 employs structured planning tools supported by its Global Investment Committee.

Gene Schraeder Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also provides insurance solutions through a part-time role with Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria.

Agnes Schmidt is a financial advisor with Edward Jones, holding a Series 66 designation and bringing four years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Todd Crutchley is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2008. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Todd is also a Notary Public in Bluffton, SC, where he notarizes client documents as part of his investment-related activities. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering both brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Justin Carpenito is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at various Morgan Stanley entities since 2004 and previously at McArthur Financial Services from 1999 to 2003. Outside of his advisory role, he is an officer at Veritasity Labs, LLC, a company developing a behavioral health and wellness smartphone application. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in modeling financial outcomes.

Jules Axelrod is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a comprehensive background in personal finance, he focuses on areas including college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. His professional experience spans roles at Household Bank, PainWebber, A.G. Edwards, Morgan Stanley, and Merrill Lynch, providing him with broad insight into the financial services industry. Mr. Axelrod earned a Bachelor's Degree from The Ohio State University with a major in literature and a minor in economics. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is also affiliated with several professional organizations such as the Ohio State Alumni of Hilton Head Island and Sarasota, Ringling Museum Patron, Selby Gardens, and St Francis of Assisi. Raised in Maryland, Mr. Axelrod has a diverse family background and was brought up to respect different faiths. Outside of his professional role, he enjoys activities such as cooking, fishing, football, gardening, hiking, reading, skiing, traveling, and watching movies. He and his partner, Tammi, have five children and reside in Englewood, Florida, with regular visits to Maryland and national parks.

Andre Marchesseault currently works as a Financial Consultant. In this role, he collaborates with clients to create personalized financial plans tailored to their individual goals and circumstances. He emphasizes understanding the full personal, professional, and financial picture of each client. Andre has experience in various roles at Fidelity Investments, including Investment Consultant (2024-2025), Central Relationship Manager (2023-2024), and Customer Relationship Advocate (2021-2023). He holds an Arkansas Insurance License. Outside of his professional work, Andre's personal interests include spending time at the beach, fishing, football, golf, and traveling.

Christopher Dubie is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at Citigroup Global Markets from 1997 to 2009 and Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured processes and firm-approved tools, supporting a wide range of investment and planning needs.

Tyler Bottenhagen is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. Prior to joining Raymond James in 2025, he worked at SpotHopper, Cardinal Financial, and Mr. Cooper. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles supported by affiliated research and model managers.

Anthony Camilleri is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at American Funds, American Portfolios Financial Services Inc., Capital Client Group, Inc., and Invesco Advisers, Inc. OSAIC Wealth serves a wide range of clients, including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate entities. The firm offers brokerage and advisory services through various programs that emphasize model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Archie Odom Jr. is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, he spent many years with Avantax Advisory Services and operated A Creig Odom, CPA, PA. He conducts financial planning and investment services under the name A. Creig Odom. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform providing diverse investment options.

Sean Lavelle is a financial advisor with LPL Financial, holding a Series 66 designation and ten years of industry experience. He previously worked at Edward Jones from 2015 to 2025 and has been with LPL Financial since 2025. He also provides investment advisory services through NewEdge Advisors, an independent registered investment advisory firm. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jeffrey Hull is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.