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.

Donna Minor is a financial advisor with Merrill in Savannah, GA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Merrill since 2009. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Maria Bailey is a financial advisor at Morgan Stanley in Savannah, GA, with 28 years of industry experience. She has held her current role since 2012. Maria holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

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 with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes roles at Wells Fargo Clearing and UBS Financial Services. He also owns and operates DCB Asset Management, focusing on cash and tax management. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

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.

Alan Guenzel is a financial advisor with Wells Fargo Advisors in Bluffton, SC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He also serves as a trustee and owns a financial services firm, Marathon Financial, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that address cash flow, retirement, education, risk, and wealth transfer. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through client meetings and written summaries, supporting optional implementation via brokerage or advisory programs.

Stephen Von Clausburg is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior work includes roles at Banc of America Investment Services and earlier periods at Wells Fargo Clearing. He serves as a co-trustee for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines in-house research with third-party analytics to offer diversified investment solutions across brokerage and advisory platforms.

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 with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Since 2009, he has also been involved with an insurance agency related to his advisory business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Sirgo is a Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management with over 29 years of experience in the financial services industry. His team focuses on creating tailored strategies that address retirement planning, lifelong income streams, and multigenerational legacy goals. Michael works closely with clients to understand their definitions of prosperity and to develop personalized financial paths aligned with their future aspirations. He emphasizes thorough communication and active listening to provide clients with clarity and resources throughout all life stages, whether they are preparing for retirement, investing, or managing wealth. Before joining Merrill Lynch Wealth Management in 2012, Michael served as a Financial Advisor at Morgan Stanley for 19 years and held the position of Branch Manager from 2002 to 2012, overseeing 15 financial advisors and branch operations. This experience helped him refine his goals-based wealth management approach. He combines the resources of Merrill and Bank of America with personal relationships to serve as a lifelong financial steward for his clients. Michael holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Lincoln High School. Michael and his wife, Bernadette, have been long-time residents of Hilton Head Island since 1983, where they raised their three children. He has been an active member of St. Francis Catholic Church since 1986 and supports local charities including Hospice Care of the Lowcountry, the American Heart Association, and the American Cancer Society. His personal interests include cycling, stand-up paddleboarding, yoga, and coaching his youngest son's sports activities.

Molly Pappalardo is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she held roles in marketing and communications at Clemson University and was involved with the Ambler Area YMCA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Andrew Black is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Primerica Advisors since 2019 and previously at Drake Financial Group from 2021 to 2024. Outside of advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Barbara Fitzpatrick is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She has worked with various affiliates of Raymond James since 2017 and previously operated Lemons N Lavender Boutique for one year. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Mclaughlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes a three-year tenure at PGIM Investments LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions through a large network of advisors.

Windy Peavey is a financial advisor with Edward Jones in Okatie, SC, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Sophia Short is a Planning Consultant at Fidelity Investments, based in the Hilton Head Island Investor Center. In this role, she provides planning guidance for both covered and uncovered clients, aiming to deliver service that fosters client confidence and strengthens client relationships. Sophia focuses on developing effective engagement strategies within the books of business she supports. Her professional experience includes positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Mortgage Broker at PMC Mortgage. These roles contribute to her understanding of financial planning and client management. Outside of her professional work, Sophia has interests in fitness, parenthood, and running.

Jodi McCloskey is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. She previously worked at Wells Fargo Clearing for seven years before joining LPL Financial in 2023. McCloskey also operates a home-based financial planning business under her own LLC affiliated with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Patrick House is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America N.A., Merrill, and Fidelity Brokerage Services LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.