Holley Dean is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. Outside of his advisory role, he serves as secretary for a historic restoration company and is involved in managing dock rental operations. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Daniel Harris is a financial advisor with Mass Mutual Investors Services in Okatie, South Carolina. He holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining Mass Mutual Investors Services, he worked at Northwestern Mutual in various capacities from 2020 to 2026 and has experience in both financial services and corporate roles. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver collaborative, goal-based recommendations.

Thomas Walling is a CFP® professional with 26 years of industry experience, currently serving at Cetera since 2023. He has also worked with Cetera Wealth Services, LLC since 2013 and has experience as an independent insurance agent focusing on disability, life, accident, health, and long-term care coverage. Walling contributes as a columnist for a community newsletter in Albany, NY, and serves as an elected board member of the Albany County Historical Association. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a nationwide network of independent advisors. The firm serves a range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment program platforms.

Michael Vulku is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Vulku holds Series 63 and Series 65 licenses and is based in Hilton Head Island, South Carolina. Ameriprise provides retirement-income planning services aimed at individuals with substantial investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cassandra Holland is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2017, progressing through roles including Customer Relations Advocate, Active Trader Specialist, Active Trader VIP Specialist, Brokerage Consultant, and currently serving as Financial Consultant since 2024. With nearly a decade of experience in the financial industry and almost two decades of military service, Cassandra applies a disciplined and thoughtful approach to financial planning. She is a CERTIFIED FINANCIAL PLANNER® professional and holds a California Insurance License. Outside of her professional work, Cassandra has personal interests that include beach activities, fitness, outdoor adventures, parenthood, pets, and traveling.

Amy Amico is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 36 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018 and previously at Santander Securities, LLC from 2012 to 2018. 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 offers model-based and discretionary investment strategies designed for individual, high-net-worth, pension, corporate, and charitable clients.

Melissa Messenger is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2017, including roles with Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, she was with AXA Advisors, LLC for one year. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Vincent Becker Jr. is a financial advisor with Raymond James & Associates in Bluffton, SC, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Raymond James & Associates since 2009. 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, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Matthew Kabala is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked within Wells Fargo Clearing and Wells Fargo Advisors, LLC. He also serves as a financial advisor for Princeton Harriman Insurance Solutions, focusing on insurance-related services. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering clients discretion over implementation through various brokerage and advisory programs.

Daniel Bradley is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Bradley holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Emily Macias is a financial advisor at Edward Jones with 13 years at the firm and 5 years of industry experience. She holds the Series 66 designation and is based in Bluffton, South Carolina. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

William Foggo is a CFP® professional with 26 years of industry experience, currently serving at Raymond James & Associates since 2006. He holds Series 63 and Series 66 licenses and is based in Bluffton, SC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

John Berger is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves on the finance committee at St. Francis Cabrini Catholic Church in Savannah, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Colin Hopkins is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials. He has held positions across several industries, including transportation and medical services, prior to joining LPL Enterprise in 2026. Outside of his advisory role, he is involved with HULA Transportation. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

James Stark is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. In this role, he collaborates with clients to develop personalized investment strategies aimed at achieving their financial goals. He works alongside clients to identify obstacles, evaluate available strategies, and implement plans in pursuit of financial freedom. Prior to his current position, Stark held several roles at Fidelity Investments, including Planning Consultant (2024-2025), Relationship Manager (2023-2024), High Net Worth Service Associate (2023), and Customer Relationship Advocate (2022-2023). These positions reflect his progressive experience in financial services and client relationship management. Outside of his professional work, Stark has interests in football, golf, soccer, and tennis.

Doree Cook is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning and supports combining planning with managed accounts while keeping services separate, focusing exclusively on personalized planning rather than institutional portfolio management.

Sheila Shepherd is a financial advisor with Thrivent Investment Management in Savannah, GA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory work, Shepherd engages in freelance event planning, assisting with birthday parties and sensory-focused events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts under a consolidated billing program called WealthPlan.

John Baldi is a CFP® and Series 66-registered advisor with Ameriprise Financial Services, bringing eight years of industry experience. He has worked at Ameriprise since 2017, following brief roles at Company Voice and Glennhardie Country Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies for clients nearing or in retirement.

Hannah Strong is a Series 66-licensed financial advisor at UBS Financial Services with three years of industry experience. Her background includes roles at Raymond James & Associates and Wells Fargo Clearing. Prior to her financial career, she worked at Lilly Pulitzer and studied at Florida International University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Douglas Grant is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at MetLife Securities Inc. for 10 years before joining Mass Mutual in 2016. In addition to his advisory role, he is an insurance broker with DSG Insurance Services, Inc., focusing on disability, health, and dental insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client analysis and firm-approved tools to deliver tailored financial recommendations through ongoing collaborative relationships.