Rebecca Turner is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Uvest Financial Services Group and PRUCO Securities. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Bradley is a financial advisor with Edward Jones in Hilton Head Island, SC, holding Series 63 and Series 66 licenses and possessing 42 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a member of the South Carolina House of Representatives and is co-owner of Southern Bar B-Q in Muscle Shoals, AL. He is also president of Calibogue Marine LTD and a board member of The Cypress in Hilton Head. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managed solutions. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as its affiliated mutual funds and trust services.

John Rush is a Series 63-licensed financial advisor with Ameriprise in Hilton Head, SC, bringing 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he serves as Treasurer and Board Member of the Hurricane Ridge Property Owners Association. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations.

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.

Agnes Schmidt is a financial advisor with Edward Jones, holding a Series 66 designation and bringing four years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.