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 the Merrill office in Beaufort, South Carolina. She leads a team that focuses on providing wealth management services to generations of affluent families, including corporate executives, institutions, business owners, non-profit organizations, retirees, and widows. Danielle's approach integrates a client-focused strategy with the firm's goals-based wealth management process, global thought leadership, and advanced technological tools to assist clients in planning for their current and future financial needs. Danielle began her career in financial services in 2010 after several years in commercial real estate development and property management. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. She works closely with individuals and families to understand their financial situations and facilitate the attainment of their personal goals, such as funding education, ensuring retirement readiness, managing healthcare costs, and facilitating intergenerational wealth transfer. She graduated Magna Cum Laude from American InterContinental University with a Bachelor's degree in Marketing and holds the Personal Investment Advisor (PIA) designation. Danielle is active in her community, having served as the past President of the Board of Directors for Child Abuse Prevention Associates, a former board member of the Boys and Girls Club of Northern Beaufort County, and a volunteer at Riverview Charter School. She has also contributed to fundraising efforts for Beaufort Memorial Hospital Foundation, Friends of Caroline Hospice, and Young Life of Beaufort. Danielle resides on Lady's Island with her husband John and their four sons.

Herbert Tanner is a CFP®-certified financial advisor with 42 years of industry experience, currently serving at OSAIC since 2017. His prior experience includes roles at INVEST Financial Corp. and Hand & Tanner Financial Group Inc., where he has held leadership positions. Tanner is involved in several community and nonprofit activities, including serving as past commodore of the Beaufort Water Festival, a board member of Garden City Chapel and Retreat, and on the endowment committee for United Way of the Lowcountry. He also holds leadership roles in religious organizations and civic foundations. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, utilizing risk assessments and multiple program options, supported by a complex affiliate network and significant scale.

John Chase is a financial advisor at Wells Fargo Clearing with 46 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Outside of his advisory role, he serves as the personal representative for his father's estate. 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 uses research and analytics to support its investment approach and offers a broad range of brokerage and advisory solutions.

Anthony Napple is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing, Wells Fargo Advisors, and A.G. Edwards & Sons, Inc. Additionally, he is a 50% owner of Sea Island Cotton Advisors LLC, an investment advisory business co-owned with his spouse. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions using proprietary research and tools.

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 in Port Royal, South Carolina, holding a Series 66 credential with three years of industry experience. Her prior work includes roles at Dust Solutions Inc and Beaufort County Public Works. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of financial advisors and branch offices nationwide.

Garry Gammon is a financial advisor with Cambridge Investment Research Advisors who holds the Series 63 designation and has 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006 and has prior experience with Gammon Money Management Services, Inc. and Bluestar Retirement Advisers, Inc. In addition to his advisory work, he is also an independent insurance agent with various companies. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of account implementation platforms along with proprietary model strategies under the Founders Gate Capital brand.

Owen Hand is a financial advisor with OSAIC holding the CFP® designation and over 57 years of industry experience. His career includes roles at Royal Alliance, Invest Financial Corp., and leadership positions at Hand & Tanner Financial Group Inc. and Owen Hand & Co. Ltd. Outside of advising, he serves as Membership Chair for the Rotary Club of Beaufort and as a seated elder at First Presbyterian Church. OSAIC Wealth serves a diverse range of clients including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services across multiple platforms. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its large scale, complex affiliate network, and private-equity ownership.

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.