Daniel Harris is a financial advisor with Mass Mutual Investors Services in Okatie, South Carolina. He holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining Mass Mutual Investors Services, he worked at Northwestern Mutual in various capacities from 2020 to 2026 and has experience in both financial services and corporate roles. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver collaborative, goal-based recommendations.

Vincent Becker Jr. is a financial advisor with Raymond James & Associates in Bluffton, SC, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Raymond James & Associates since 2009. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Matthew Kabala is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked within Wells Fargo Clearing and Wells Fargo Advisors, LLC. He also serves as a financial advisor for Princeton Harriman Insurance Solutions, focusing on insurance-related services. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering clients discretion over implementation through various brokerage and advisory programs.

William Foggo is a CFP® professional with 26 years of industry experience, currently serving at Raymond James & Associates since 2006. He holds Series 63 and Series 66 licenses and is based in Bluffton, SC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

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.

Anthony Napple is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is a 50% owner of Sea Island Cotton Advisors LLC, an investment advisory firm he co-owns with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, with services that include retirement, education, risk management, and specialty planning areas.

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.

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.

Austin Truex is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. His career includes roles at Ameriprise, Cetera, First United Bank & Trust, and Wesbanco. He is currently based in Bluffton, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Walter Clark is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at MetLife Securities Inc. for 29 years. He also serves as a life and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using advanced software tools and offers a range of investment and educational programs.

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.

Kamila Mc Donald is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked previously at First Command Brokerage Services, Alida Hotel, and in other roles including at Belfords Seafood and Steaks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors.

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.