Samuel Martin is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with &PARTNERS and has previously worked at SJ Martin Wealth Management and Edward Jones. Outside of his advisory work, Martin is a partner in Herban Market LLC, a café located in Beaufort, SC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using both discretionary and non-discretionary approaches, leveraging a combination of proprietary and third-party strategies.

Denise Moody is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2011. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Jay Johnson is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. Prior to joining AE Wealth Management in 2019, he worked at PTMW and spent 16 years at General Electric. He is also involved with Simply Stated Retirement Solutions, where he engages in insurance sales and related financial advisory activities. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that includes model portfolio solutions, discretionary asset management, financial planning, and specialized plan services, supporting a high client load across its extensive advisor network.

William Stricklin III is a financial advisor at Valic Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic since 2013. Outside of his advisory role, he serves as president of the Vivian's Island Property Owners Association, overseeing board and committee meetings for a small community of 36 property owners. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

William Ramette is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley in various capacities from 2011 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, including families, family offices, and institutions, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by a consolidated investment platform that delivers a range of discretionary and non-discretionary solutions across multiple asset classes.

Katherine Younce is a Financial Advisor with Merrill Lynch Wealth Management, specializing in creating personalized financial strategies that help individuals and families achieve their long-term goals. She focuses on areas such as family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Katherine leverages Merrill's investment insights and Bank of America's comprehensive banking and lending solutions to support both personal and small business financial needs. Katherine holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned the Personal Investment Advisor (PIA) designation. With a background that includes experience in the mortgage industry, she brings an understanding of the importance of planning for homeownership, retirement, education, and long-term financial security. Her approach aims to simplify complex financial decisions and guide clients toward confidence and clarity in their financial future. Beyond her professional role, Katherine is committed to her family and community. She has been married for 29 years and enjoys spending time with her husband and two daughters. Her personal interests include football, gardening, reading, traveling, and volunteering with local non-profits such as the Boys & Girls Club of North Beaufort County, the Foundation of Educational Excellence, and Hopeful Horizons.

Patrick Cunningham is a Senior Vice President and Senior Financial Advisor leading The Cunningham Team at Merrill Lynch Wealth Management. Based in Beaufort, South Carolina, he and his team serve clients across more than 25 states. Since 1995, the team has focused on helping individuals, families, and businesses simplify their financial lives through structured planning and disciplined investment management, leveraging the resources of Merrill and Bank of America. Patrick has received multiple recognitions, including being named on Forbes' Best-in-State Wealth Advisors list from 2022 to 2026 and the Best-in-State Top Next Generation Wealth Advisors (under 40) from 2022 to 2024, where he was ranked #1 in South Carolina in 2024. He previously served on Merrill's Next Gen Leadership Council. He holds a Bachelor's Degree from The Citadel and the Personal Investment Advisor (PIA) designation. Patrick has been involved in community organizations such as serving on St. Peter's Catholic Church Finance Council and as President of the Beaufort Chapter of The Citadel Alumni Association. He resides on Lady's Island with his wife, Becky, and their twin boys.

Brock Mumford is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes positions at Bank of America, Columbia Management, and Ameriprise Financial from 2006 to 2017, as well as roles at Element Funding and Southtown Watersports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

W Clark IV is a Senior Financial Advisor and senior member of The Clark-Troutman Group, a seven-person wealth management team at Merrill Lynch Wealth Management serving clients throughout the United States. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for six consecutive years as of April 2025. The Clark-Troutman Group has also been named to the Forbes "Best-in-State Wealth Management Teams" for four consecutive years as of 2026. Clark joined Merrill Lynch in 1984 and has developed a client-focused practice dedicated to helping clients achieve their financial goals. His approach emphasizes understanding each client's unique situation and collaborating with his team, along with resources from Merrill, Bank of America, and clients' external professionals, to develop and implement strategies addressing investment and liability management, retirement planning, and trust and estate planning services, with a focus on risk mitigation. He holds a Bachelor's Degree from Bucknell University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Clark enjoys cooking, golfing, and spending time with his family.

Nancy Sides is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 36 years of industry experience. She has worked at Cetera since 2021 and has been president of Sides Financial Strategies, Inc. since 1995. Additionally, she teaches financial strategies at Midlands Technical College. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program options and custodial relationships.

John Sumner III is a CFP® with 26 years of industry experience and has been with Raymond James & Associates for 11 years. He serves as a finance and investment committee member for St Helena's Anglican Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Leah Kutil is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, she worked at Beaufort Memorial Hospital and Nashville Audio Visual. Outside of her advisory work, she teaches Mahjong locally on weekends. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lindsay Kave is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill, Lindsay worked for ten years at Riverview Charter School. Merrill, together 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harriet Bruce is a Series 66-credentialed advisor with Raymond James & Associates in Beaufort, SC, and has 13 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as Treasurer for a local philanthropic education organization. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jennifer Napple is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Wells Fargo Advisors in various roles since 2013 and is a 50% owner of Sea Island Cotton Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutions, using proprietary research and planning tools to develop tailored client recommendations.

John C. Troutman, Jr., CPWA®, CPFA, serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2011, he has focused on addressing the wealth management needs of affluent client families. His approach emphasizes personal attention and professional discipline, informed by over two decades of experience in the field and a family background in banking. John holds the Certified Private Wealth Advisor® designation and the Certified Plan Fiduciary Advisor credential. He earned bachelor's degrees in Finance and Management from the Moore School of Business and in Religious Studies from the College of Humanities at the University of South Carolina. His expertise encompasses a broad range of client focus areas, including family wealth management strategies, legacy and philanthropic planning, divorce transition planning, tax minimization, and portfolio management services. He works closely with clients, coordinating retirement, estate, and tax planning strategies with their CPAs and attorneys. In addition to his professional responsibilities, John is actively involved in community organizations. He serves on the board of The Historic Beaufort Foundation and has contributed to several other groups, such as the YMCA, Beaufort Rotary Endowment, Moore School of Business, Bluffton Self Help, and Penn Center. John resides on Lady’s Island with his wife Danielle and their four children.

William Scott is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding member of the Pritsios-Scott Group. He specializes in working with high-net-worth individuals and families, focusing on family wealth management strategies, portfolio management services, and retirement income. Within his team, he is responsible for asset allocation planning and implementation, helping clients create and execute defined investment plans tailored to their specific financial objectives. Mr. Scott began his career as a United States Marine Corps Officer before transitioning to the financial services industry. He has held senior roles at Paine Webber, FBR, Oppenheimer Wealth Management, and Barclays Wealth prior to joining Merrill in 2015. He earned a bachelor's degree from Franklin and Marshall College and holds the Personal Investment Advisor (PIA) designation. A native Washingtonian, he serves on the boards of the Yellow Ribbon Fund and St. Johns College High School. He lives with his wife and their family in Bethesda, Maryland, and Beaufort, South Carolina. In his free time, he enjoys golf, fitness, cycling, hiking, reading, and spending time with his family.

William Tumlin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, Tumlin serves on the finance and investment committee of the First Presbyterian Church in Beaufort, SC. 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 municipal entities, offering financial planning and investment consulting with a non-discretionary approach.

Albert Fancher is a Series 66–licensed financial advisor with Edward Jones in Beaufort, South Carolina, where he has worked since 2017. He has eight years of industry experience, including prior roles at Schneider Electric Company. Edward Jones is a full-service wealth management firm that serves a diverse client base including individuals, institutions, and charitable organizations, managing over $1 trillion in assets through a network of more than 23,000 advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated mutual funds under a fiduciary standard.

Charles Grindstaff is a financial advisor at Fidelity with nine years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Bank of America, JP Morgan/Chase, and U.S. Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.