Brian Corbett is a CFP® with 18 years of industry experience and is currently affiliated with Wells Fargo Advisors since 2022. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Corbett is involved in managing Corbett & Caperoon Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients using tailored recommendations and a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.

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 designation and four years of industry experience. Her prior experience includes roles at Merrill and Bank of America, as well as positions with Edward Jones and the American Cancer Society. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kevin Hughes is a financial advisor with J.P. Morgan Securities in Savannah, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, along with experience at Coastal Cathedral and Belk. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework to guide investment recommendations.

Adam Hecht is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Savannah, GA. He has worked within the Wells Fargo organization since 2011, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he holds a 50% ownership interest in a commercial property in East Providence, RI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

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, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He previously worked at THE O.N. Equity Sales Company for 34 years and has operated William M Mercer and Associates since 1990. Mercer is also the owner of a non-investment-related business, William Mercer LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Mcafoos is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Morgan Stanley since 2009, including a position at Morgan Stanley Private Bank, National Association since 2015. Outside of advising, he is involved in property ownership through KD Properties of Asheville, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Rebecca Turner is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting, using both discretionary and non-discretionary management supported by a range of model portfolios and research.

Luke Sirgo is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm to collaborate with his father, Mike Sirgo, who is also a Senior Financial Advisor there. Luke's professional mission centers on providing personalized assistance to clients, supporting them with investment needs and wealth management strategies. Luke developed his passion for wealth management during his academic tenure at Campbell University, where he earned both 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 graduation, Luke was selected for the Wells Fargo Early Talent Analyst Program, where he gained experience in risk management reporting and later worked as a relationship manager for high-net-worth clients within Wells Fargo's Private Bank. In addition to his professional career, Luke is involved in community activities through his membership and development committee role at the Bechtler Museum of Modern Art in Uptown Charlotte. He shares his time between Hilton Head and Charlotte.

William Mumpower is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to joining Cambridge, he spent 20 years with Guardian Life. He is a committee member of the Hampton Hall Club in Bluffton, SC, where he is based. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of discretionary and non-discretionary investment platforms and strategies.

Dana Bottenhagen is a financial advisor with Raymond James & Associates, Inc. She holds a Series 63 designation and has 32 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Ferguson is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Raymond James since 2022 and previously spent over a decade in various roles at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Robert Eberly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to individual financial goals and market conditions. His approach integrates investment insights from Merrill with banking and lending solutions offered by Bank of America. Robert holds the Personal Investment Advisor (PIA) designation and has earned both a bachelor's and a master's degree from the University of Pittsburgh. He is committed to working closely with clients to develop financial strategies that support their long-term objectives. Additionally, Robert participates in community volunteering, reflecting Merrill’s tradition of local engagement.

Brandon Witt is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience serving as a Senior Financial Planning Strategist at Alliance Global Partners from 2021 to 2022, and as a Financial Planning Strategist at Aegis Capital Corp. from 2018 to 2021. His approach to financial planning emphasizes establishing strong personal relationships with clients to understand their priorities. Brandon works collaboratively with clients to develop customized plans and implement strategies aimed at achieving their vision of long-term financial stability and success. Outside of his professional career, Brandon has interests that include football, golf, music as an instrumentalist, movies, and parenthood.