Byron Braun is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Braun Wealth Management Group of Nest Capital LLC and serves as chairperson for the Fort Wayne Children’s Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing research and planning tools to provide tailored recommendations.

Danielle Jeffcoat is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Bluffton, SC. She has 15 years of industry experience and has been with Edward Jones since 2010. Outside of her advisory role, she co-owns an LLC that holds raw land. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory services supported by a nationwide network of financial advisors and branch offices.

Cassidy Giroux is a financial advisor at Equitable Advisors with six years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2020. Prior to her current role, Cassidy was involved with Red Moon Hospitality LLC, Appalachian State University, and Crossroads Coffeeshop. She is also a Notary Public in Georgia. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Austin Truex is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. His career includes roles at Ameriprise, Cetera, First United Bank & Trust, and Wesbanco. He is currently based in Bluffton, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Alan Kinney is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and having 43 years of industry experience. His prior work includes roles at Merrill and Morgan Stanley DW Inc. Outside of his advisory work, he serves as power of attorney for a family member. 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 combines in-house research and third-party analytics, offering both brokerage and advisory solutions across a broad range of financial products.

Samuel Keeler is a Senior Financial Advisor with Merrill Lynch Wealth Management, joining The Cunningham Team in 2019 through Merrill’s Advisor Development Program. He focuses on family wealth management strategies, managing new wealth, retirement planning, philanthropic planning, and services for endowments, foundations, and non-profits. Sam emphasizes creating genuine relationships with clients to understand their goals and develop personalized, measurable financial plans. Prior to his financial advisory career, Sam graduated from The Citadel in 2011 and spent eight years in the hospitality industry in the Charleston, Beaufort, and Hilton Head markets. He served as a General Manager for one of Charleston’s largest hotel groups and later as Director of Operations for Marriott Vacation Club’s Sea Pines Properties. His approach centers on listening to client needs and leveraging the investment insights of Merrill and banking services of Bank of America to provide a comprehensive wealth management experience. Sam holds the Personal Investment Advisor (PIA) designation. Sam is actively involved in his community through organizations such as the Rotary Club of Bluffton, Bank of America Community Volunteers, and Sea Island Presbyterian Church, where he serves as a Stephen Minister and Deacon. He and his wife Weslie, an educator in the Bluffton area, live with their two daughters in Bluffton. His personal interests include baseball, cooking, fishing, football, golfing, hunting, reading, soccer, traveling, and spending time with family.

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.

John Clements is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and is also the majority owner of Legacy Asset Management, LLC, an investment-related business in Richmond Hill, GA. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

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.

Barrett Benton is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. 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 manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Aaron Beers is a financial advisor with Edward Jones in Savannah, GA, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at UBS Financial Services, The Vanguard Group, and the Law Offices of John Lyndon. He serves as Vice Chair on the Board of Heads Up Guidance Services, a nonprofit advocating for affordable behavioral health counseling. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond standard advisory services.

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.

Amy Steinert is a financial advisor with LPL Financial in Savannah, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Merrill, and Wells Fargo Clearing. Outside of her advisory work, she is also an Uber driver. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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.