Coleman Rudolph Sr. is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Gregory Dyson Jr. is a financial advisor with Merrill in Beaufort, SC, holding a Series 66 designation. He began his career in finance in 2026 after serving 20 years in the United States Marine Corps. Prior to Merrill, he was employed at Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

E. W. James Sprandel is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Fidelity Investments since 2021 and previously spent six years at Sg Americas Securities, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, and holds distinctive registrations including with the CFTC as a commodity pool operator.

Nicolas Park is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones, he worked for the South Carolina Department of Revenue for 13 years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Armin Wahl is a financial advisor at Edward Jones in Beaufort, SC, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, Wahl is involved in making custom fishing rigs for local tackle shops through a small business in Bluffton, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Nicole Herron is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, she partners with executives to help them understand their employer benefits and supports them in developing confidence in their financial plans through a consultative approach. Nicole has extensive experience within Fidelity Investments, having held various positions since 2013, including Planning Consultant, Relationship Manager, Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked at Suntrust Bank as a Personal Banker and at Sterling Capital Management LLC as an Investment Associate. Outside of her professional work, Nicole has personal interests that include boating, cooking and baking, fitness, football, gardening, and spending time with her pets.

A. Danielle Troutman serves as the Senior Resident Director and Senior Financial Advisor at Merrill's Beaufort, SC office. She began her financial services career in 2010 after several years in commercial real estate development and property management. In her current role, she works alongside a team of advisors to assist individuals and families with financial planning, focusing on areas such as college education funding, retirement income, legacy planning, and tax minimization. Danielle holds a Bachelor's degree in Marketing from American InterContinental University, graduating Magna Cum Laude. She is a Personal Investment Advisor (PIA) and a graduate of the 2016 Leadership Beaufort Program. Her community involvement includes volunteer work at Riverview Charter School, membership in 100+ Women Who Care, and past leadership roles such as President of the Board for Child Abuse Prevention Associates. She has also contributed to fundraising committees for organizations including the Boys and Girls Club of Northern Beaufort County, Beaufort Memorial Hospital Foundation, Friends of Caroline Hospice, and Young Life of Beaufort. She resides on Lady's Island with her husband John, who is also a colleague, and their four sons.

Jack Cunningham is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1995 and Bank of America since 2011. Cunningham serves as a director on the board of The Citadel Brigadier Foundation, a charitable organization that raises funds for athletic scholarships. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Herbert Tanner is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at INVEST Financial Corp. and founding Hand & Tanner Financial Group Inc. He has served in leadership positions in community organizations such as the Beaufort Water Festival and holds board roles in religious and civic groups. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and supports a range of investment options, including managed accounts and third-party money manager programs.

John Chase is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as the personal representative for his father's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Anthony Napple is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is a 50% owner of Sea Island Cotton Advisors LLC, an investment advisory firm he co-owns with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, with services that include retirement, education, risk management, and specialty planning areas.

Kimberly Keyserling is a Series 66-credentialed financial advisor with Merrill, based in Beaufort, SC, and has 10 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she serves as Committee Chair for a local Boy Scout troop and is a member of the Board of Trustees at Carteret Street United Methodist Church. 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, and institutional investors.

Brian Richter is a financial advisor at Edward Jones in Port Royal, SC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has seven years of experience in the industry, including a 15-year tenure at PSE&G prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

Sandra Shults is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Coastal Home Interiors from 2015 to 2017. Outside of her advisory role, she owns a condominium in Port Royal, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Robyn Clevinger is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Her prior work history includes roles at Dust Solutions Inc and Beaufort County Public Works. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Garry Gammon is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 35 years of industry experience. He has been affiliated with Cambridge entities since 2001 and has operated Gammon Money Management Services, Inc. since 1998. Outside of advising, he works as an independent insurance agent with various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning and investment management through a network of independent professionals. The firm offers multiple investment strategies and platform options, featuring proprietary and third-party models, with both discretionary and non-discretionary management tailored to client objectives.

Owen Hand is a CFP® professional with 57 years of experience in the financial services industry. He is currently affiliated with OSAIC and has held roles at Royal Alliance and Invest Financial Corp. He has served as president of multiple entities, including Hand & Tanner Financial Group, Inc. and Owen Hand & Co., Ltd. Outside of his advisory work, he is involved in community activities as Membership Chair for the Rotary Club of Beaufort and serves as a seated elder at First Presbyterian Church. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing in portfolio construction and supports various managed-account solutions, operating across multiple platforms with a complex corporate structure.

Glen Mccormick is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2010. Outside of his advisory role, he serves as a moderator for the Pre-Need Advisory Council in Fort Wayne, Indiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional investors, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.