Brian Corbett is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Corbett holds a 65% ownership stake in Corbett & Caperon Wealth Management, LLC, a financial planning practice based in Mankato, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized areas and delivers tailored recommendations supported by in-house research and planning tools.

David Hill is a financial advisor at Edelman Financial Engines with Series 65 credentials and over a decade of industry experience, including eight years at The Estate Planners Group, LLC. He has been with Edelman Financial Engines since 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Jennifer Young is a financial advisor with LPL Financial in Savannah, GA, holding a Series 66 license and four years of industry experience. She previously worked at Merrill and Bank of America, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs various strategies including model portfolios and third-party asset management.

Kevin Hughes is a financial advisor with J.P. Morgan Securities in Savannah, GA, holding Series 66 and Series 63 licenses and seven years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Coastal Cathedral. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research to develop model asset allocations.

Adam Hecht is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Outside of his advisory role, he has a 50% ownership interest in a commercial property investment in East Providence, Rhode Island. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm employs proprietary research and planning tools to develop tailored recommendations, with planning engagements typically structured as discrete projects covering diverse areas such as retirement, education, and business-owner transition planning.

Walter Clark is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at MetLife Securities Inc. for 29 years. He also serves as a life and health insurance agent. Mass Mutual Investors Services 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 emphasizes collaborative, goal-based planning using advanced software tools and offers a range of investment and educational programs.

Thomas Madison III is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously was with MetLife Securities and Liberty Mutual Insurance. Outside of his advisory role, he serves as secretary of the Savannah St. Patrick's Day Parade Committee, assisting with event coordination and membership activities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative annual planning relationships and offers a range of programs, including estate and employer-sponsored planning.

Brighan Dryer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on building personalized wealth management strategies that reflect each client’s life priorities, collaborating closely to create flexible plans tailored to their goals and aspirations. Brighan provides guidance across diverse areas including college education planning, family wealth management, legacy planning, retirement income, and specialized services such as LGBT wealth planning and divorce financial analysis. Brighan holds a Bachelor's Degree from the University of Michigan System and maintains professional credentials including Certified Divorce Financial Analyst® (CDFA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He holds FINRA Series 7 and 66 licenses, as well as Life and Health Insurance certifications. In his practice, he focuses on acting decisively to solve complex financial challenges, fostering strong relationships by listening and advising clients through significant life events. Outside of his professional role, Brighan is involved with community organizations such as Bluffton Self Help and the Hilton Head Humane Association. He is also a member of the University of Michigan Alumni Club. His personal interests include boating, cooking, golfing, music, reading, spending time with family, and traveling.

Robert Martin IV is a financial advisor at Stifel with 18 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Stifel Nicolaus & Co. Inc since 2016. Martin serves on the board of the Savannah Benevolent Association and has held leadership roles in heritage and social societies including past governor of the Society of Colonial Wars in Georgia and vice president of the St. Andrew's Society of Savannah. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies from its Investment Strategy Group to guide asset allocation and planning analyses.

Colton Hennessey is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, and Wells Fargo. Outside of finance, he has worked as a food delivery courier for DoorDash and Uber Eats. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Mercer is a financial advisor with LPL Financial based in Bluffton, SC. He holds Series 63 and Series 65 licenses and has 44 years of industry experience, including 34 years at THE O.N. Equity Sales Company and over three decades operating his own firm, William M Mercer and Associates. In addition to his advisory work, he owns a separate business entity unrelated to investments. 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 and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

David Mcafoos is a financial advisor with Morgan Stanley in Daufuskie, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, and previously held roles at Citigroup Global Markets, Wells Fargo Clearing, and Wachovia Securities. Outside of his advisory role, he is involved with KD Properties of Asheville, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Rebecca Turner is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Uvest Financial Services Group and PRUCO Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Luke Sirgo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on areas including family wealth management strategies, legacy planning, liquidity management, retirement income, and socially responsible investing. Luke graduated from Campbell University with a Bachelor's degree in Trust and Wealth Management and a Master's in Business Administration. He also minored in Financial Planning and served as a graduate assistant for the Trust & Wealth Management program. After completing his degrees, Luke joined the Wells Fargo Early Talent Analyst Program, where he developed data and analytics skills in risk management before transitioning to wealth management. In that role, he supported private wealth financial advisors by managing relationships with high-net-worth clients and coordinating wealth transfer conversations. Luke is involved in his community as a development committee member of the Bechtler Museum of Modern Art in Uptown Charlotte and is a member of the Golf Committee at Spanish Wells Club in Hilton Head. He divides his time between Hilton Head and Charlotte.

Heyward Derrick is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual in various roles from 2022 to 2026. Outside of finance, he has experience in the culinary sector, having worked with Chef Driven and Plums INC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party managers, and affiliated insurance and trust services.

William Mumpower is a CFP® professional with 42 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. He previously worked for Guardian Life for 20 years. He is a committee member of the Hampton Hall Club in Bluffton, SC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Dana Bottenhagen is a financial advisor with Raymond James & Associates, holding a Series 63 designation and with 32 years of industry experience. Their career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining Raymond James in 2025. 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 clients, and municipal entities, offering a range of financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

Aderito Morais is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 15 years with IC Advisory Services Inc and The Investment Center Inc. Morais is also associated with Ryan-Hess-Morais Financial Advisors, Inc., where he has been involved since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Ferguson is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He previously worked at Wells Fargo Clearing from 2009 to 2022 before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Chad Cole is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2017, serving in various roles including Planning Consultant, Relationship Manager, Investment Solutions, High Net Worth, and Customer Relationship Advocate. Prior to his financial services career, Chad began his professional journey with the United States Army Guard. Chad applies principles of hard work and discipline learned during his military service to his work with clients. He partners with clients and their families to create financial plans and investment strategies aligned with their goals. He holds an Arkansas Insurance License.