Agnes Schmidt is a financial advisor with Edward Jones, holding a Series 66 designation and bringing four years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Todd Crutchley is a CFP® professional with 34 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2008. He holds the Series 63 and Series 65 licenses and operates out of Bluffton, SC. In addition to his advisory role, he is a Notary Public, notarizing client documents. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and other advisory solutions, with a focus on client discretion over implementation.

Justin Carpenito is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with Veritasity Labs, LLC, which develops a behavioral health and wellness smartphone application. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Jules Axelrod is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a comprehensive background in personal finance, he focuses on areas including college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. His professional experience spans roles at Household Bank, PainWebber, A.G. Edwards, Morgan Stanley, and Merrill Lynch, providing him with broad insight into the financial services industry. Mr. Axelrod earned a Bachelor's Degree from The Ohio State University with a major in literature and a minor in economics. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is also affiliated with several professional organizations such as the Ohio State Alumni of Hilton Head Island and Sarasota, Ringling Museum Patron, Selby Gardens, and St Francis of Assisi. Raised in Maryland, Mr. Axelrod has a diverse family background and was brought up to respect different faiths. Outside of his professional role, he enjoys activities such as cooking, fishing, football, gardening, hiking, reading, skiing, traveling, and watching movies. He and his partner, Tammi, have five children and reside in Englewood, Florida, with regular visits to Maryland and national parks.

Andre Marchesseault currently works as a Financial Consultant. In this role, he collaborates with clients to create personalized financial plans tailored to their individual goals and circumstances. He emphasizes understanding the full personal, professional, and financial picture of each client. Andre has experience in various roles at Fidelity Investments, including Investment Consultant (2024-2025), Central Relationship Manager (2023-2024), and Customer Relationship Advocate (2021-2023). He holds an Arkansas Insurance License. Outside of his professional work, Andre's personal interests include spending time at the beach, fishing, football, golf, and traveling.

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.

James Doubleday III is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of advising, he is involved in coordinating event rentals for a historic event space in Savannah, GA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning areas without implementing the advice. The firm combines holistic, goal-based planning with managed-account options through a consolidated billing structure, relying on financial advisors to deliver and update client plans.

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.

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.

Dora Mae Clark is a Series 66 credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2016. She has 10 years of industry experience and is based in Savannah, GA. Outside of her advisory role, she is a board member and event manager for SMACKO Inc. and holds various ownership and board positions in family-owned and non-public entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a nationwide network of independent financial professionals using a range of portfolio management approaches and platform arrangements.

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.

Craig Ciszewski is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc. for 15 years before joining Osaic Advisory Services and then LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.