Christopher Dubie is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since the late 1990s. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

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 at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services Inc. and American Funds. He is based in Hilton Head, SC. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment tools and platforms to construct portfolios across various asset classes.

Archie Odom Jr. is a financial advisor at Cetera with 28 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, he was affiliated with Avantax Advisory Services and Avantax Investment Services for over 27 years, and operated A Creig Odom, CPA, PA for 14 years. He also conducts financial planning and investment services under the name A. Creig Odom. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that combines proprietary model portfolios, third-party managers, and customizable strategies.

Sean Lavelle is a financial advisor with LPL Financial and holds a Series 66 designation. He has 10 years of industry experience, previously working at Edward Jones before joining LPL Financial and NewEdge Advisors, LLC. He also provides investment advisory services through NewEdge Advisors, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Owen Hand is a CFP® professional with 57 years of experience in the financial services industry. He is currently affiliated with OSAIC and has held roles at Royal Alliance and Invest Financial Corp. He has served as president of multiple entities, including Hand & Tanner Financial Group, Inc. and Owen Hand & Co., Ltd. Outside of his advisory work, he is involved in community activities as Membership Chair for the Rotary Club of Beaufort and serves as a seated elder at First Presbyterian Church. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing in portfolio construction and supports various managed-account solutions, operating across multiple platforms with a complex corporate structure.

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.

Bruce Becker is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Becker also serves as an executor for estates and is a partner in a real estate business. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

David Bennett is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel since 2009 and holds the Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

David Belport is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo’s various affiliated entities since 2009. He is also involved in cash and tax management through his ownership of DCB Asset Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services across a broad range of areas, including retirement, education, and specialty planning such as business-owner transition and special-needs analysis. The firm employs Wells Fargo research and planning tools to develop tailored recommendations, with clients having flexibility in implementation through Wells Fargo’s brokerage or advisory programs.

David Ellis III is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he assists with grant review and oversight for the Ladislas & Vilma Segoe Family Foundation and co-owns a recreational fishing property called Friendship Farm. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Glen Mccormick is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2010. Outside of his advisory role, he serves as a moderator for the Pre-Need Advisory Council in Fort Wayne, Indiana. 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 investors, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Stephen Von Clausburg is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 credentials and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a co-trustee for a family trust. 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 utilizes a research-driven approach incorporating diversification principles and modern portfolio theory while offering both brokerage and advisory solutions.

Ashley Mayo is a Planning Consultant who collaborates with local advisors to enhance personalized relationships and investment goals. She has held various roles at Fidelity Investments, including Relationship Manager from 2024 to 2025, Investment Solutions Representative I from 2023 to 2024, Stock Plan Associate in 2023, and Customer Relationship Advocate from 2022 to 2023. These positions have provided her with experience in client relationship management and investment solutions.

Michael Sirgo is a Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management with over 29 years of experience in the financial services industry. His team focuses on creating tailored strategies that address retirement planning, lifelong income streams, and multigenerational legacy goals. Michael works closely with clients to understand their definitions of prosperity and to develop personalized financial paths aligned with their future aspirations. He emphasizes thorough communication and active listening to provide clients with clarity and resources throughout all life stages, whether they are preparing for retirement, investing, or managing wealth. Before joining Merrill Lynch Wealth Management in 2012, Michael served as a Financial Advisor at Morgan Stanley for 19 years and held the position of Branch Manager from 2002 to 2012, overseeing 15 financial advisors and branch operations. This experience helped him refine his goals-based wealth management approach. He combines the resources of Merrill and Bank of America with personal relationships to serve as a lifelong financial steward for his clients. Michael holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Lincoln High School. Michael and his wife, Bernadette, have been long-time residents of Hilton Head Island since 1983, where they raised their three children. He has been an active member of St. Francis Catholic Church since 1986 and supports local charities including Hospice Care of the Lowcountry, the American Heart Association, and the American Cancer Society. His personal interests include cycling, stand-up paddleboarding, yoga, and coaching his youngest son's sports activities.

Molly Pappalardo is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she held roles at Amazon and Clemson University Marketing and Communications. She also has experience working with community organizations such as the Ambler Area YMCA and Twin Spring Farm Day School and Camp. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios drawn from mutual funds, ETFs, and ETPs.

Windy Peavey is a financial advisor with Edward Jones in Okatie, SC, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Sophia Short is a Planning Consultant at Fidelity Investments, based in the Hilton Head Island Investor Center. In this role, she provides planning guidance for both covered and uncovered clients, aiming to deliver service that fosters client confidence and strengthens client relationships. Sophia focuses on developing effective engagement strategies within the books of business she supports. Her professional experience includes positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Mortgage Broker at PMC Mortgage. These roles contribute to her understanding of financial planning and client management. Outside of her professional work, Sophia has interests in fitness, parenthood, and running.

Jodi Mccloskey is a financial advisor with LPL Financial in Conshohocken, PA, holding a Series 63 designation and 26 years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies.

John Bankhead is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. His career includes roles at UBS Financial Services Inc. and Morgan Stanley Private Bank, N.A. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored agreements.