Dana Bottenhagen is a financial advisor with Raymond James & Associates, Inc. She holds a Series 63 designation and has 32 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffrey Hull Jr. is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Robert Star is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 credentials and 24 years of industry experience. His prior roles include positions at IBN Financial Inc., Starvangrouw LLC, and Live Oak Capital Group LLC. Outside of advising, he is a partner in Star Vangrouw LLC, a full-service tax preparation and bookkeeping firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides access to proprietary and third-party investment strategies with multiple custody and platform options tailored to client objectives.

Luke Gawronski is a CFP® with 12 years of industry experience. He is currently with MassMutual Investors Services and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and MetLife Securities Inc. Gawronski also works as a Certified Exit Planning Advisor, consulting with entrepreneurs on their business and personal finances post-exit. MassMutual Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning using firm-approved analytical tools and offers a range of asset management and educational programs.

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.

Hampton Long is a Series 66 licensed financial advisor with 10 years of industry experience, currently with Charles Schwab & Co., Inc. He previously worked at Bank of America and Merrill from 2016 to 2021. Outside of his advisory work, he serves in several nonprofit roles, including as an advisory board member for the Lowcountry Chamber Music Festival and as a trustee and finance committee member for local charitable organizations in South Carolina and an educational foundation in Canada. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational structures.

Gene Schraeder Jr. is a financial advisor at Wells Fargo Advisors with 48 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2009. He also provides insurance solutions to clients through Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to tailor recommendations.

Tyler Bottenhagen is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. Prior to joining Raymond James in 2025, he worked at SpotHopper, Cardinal Financial, and Mr. Cooper. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles supported by affiliated research and model managers.

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.

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.

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.

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.

William Hickman is a financial advisor at Minas Wealth Management LLC with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Minas Wealth Management since 2008. Minas Wealth Management LLC serves individual clients and small retirement plans, providing portfolio management and pension consulting. The firm primarily manages assets on a non-discretionary basis, working closely with a small client base to implement investment decisions with client approval.