Mary Rush is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2007. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a collaborative, non-discretionary approach emphasizing dependable income sources and tax-aware withdrawal strategies.

Neil Bunce is a financial advisor at Ameriprise with a Series 66 credential and less than one year of industry experience. Prior to joining Ameriprise, he held roles at M.H. Frank, LTD. and various educational institutions including Clemson University and the University of South Carolina. He also has experience in the hospitality sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

William Tumlin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, Tumlin serves on the finance and investment committee of the First Presbyterian Church in Beaufort, SC. Raymond James & Associates 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, and municipal entities, offering financial planning and investment consulting with a non-discretionary approach.

Albert Fancher is a Series 66–licensed financial advisor with Edward Jones in Beaufort, South Carolina, where he has worked since 2017. He has eight years of industry experience, including prior roles at Schneider Electric Company. Edward Jones is a full-service wealth management firm that serves a diverse client base including individuals, institutions, and charitable organizations, managing over $1 trillion in assets through a network of more than 23,000 advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated mutual funds under a fiduciary standard.

Charles Grindstaff is a financial advisor at Fidelity with nine years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Bank of America, JP Morgan/Chase, and U.S. Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

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 Troutman currently serves as the Senior Resident Director at Merrill, leading the Beaufort, SC office and working as a Senior Financial Advisor. She has been in the financial services industry since 2010, drawing on her prior experience in commercial real estate development and property management. A Troutman's approach centers on understanding clients' financial situations and helping them pursue personal goals through a goals-based wealth management process. She works closely with individuals and families on areas such as college education planning, retirement income, legacy planning, and family wealth management strategies. Her team provides coordinated services that often include collaboration with clients' attorneys on estate planning strategies. A Troutman is a Personal Investment Advisor and holds a bachelor's degree from American InterContinental University. In addition to her professional role, she is actively involved in community organizations, including the Beaufort Memorial Hospital and the Foundation for Education Excellence. She has held leadership and committee positions in several local organizations such as Child Abuse Prevention Associates and the Boys and Girls Club of Northern Beaufort. She lives on Lady's Island with her husband and their four children.

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.

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.

Benjamin Smith is a financial advisor with Wells Fargo Advisors in Hilton Head Island, SC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at First Command Insurance Services and Heritage Golf Group. He serves on the finance committee of SOAR Special Recreation, supporting Special Olympics programs in his community. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

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.