Joshua Artime is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he has worked in event staffing, health product sales, and food service supervision. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Fitzenreiter is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bank of America and Merrill. He serves as a finance officer for The Old Guard Association, a veterans organization connected to the 3rd United States Infantry Regiment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and model-based asset allocations.

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.

Courtney Kort is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2025. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies designed by internal Chief Investment Office teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Trevor Jackson is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial plans and investment strategies aligned with their goals and values. He joined Fidelity Investments in 2024, initially serving as a Financial Representative before transitioning to his current role in 2025. In his role, Trevor focuses on understanding clients' priorities and co-creating tailored financial solutions to provide greater control over their present and future objectives. Outside of his professional duties, he enjoys activities such as beach outings, football, golf, hiking, and snowboarding.

Kristen Rodgers is a financial advisor with Merrill, holding a Series 66 designation and having two years of industry experience. She previously worked at First Financial Bank and Key Investment Services, accumulating nine years of experience before joining Merrill. 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. 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.

Robert Long is a financial advisor with Morgan Stanley in Hilton Head Island, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Samuel Reeson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo and involvement with The Cranford Social and River and Rail Cantina. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Isaac Van Puffelen is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with wealth management teams to help clients gain clarity and confidence regarding their financial goals. Prior to his current role, Isaac gained experience within Fidelity Investments as an Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate from 2020 to 2023. This progression reflects his growing expertise in providing financial solutions and client service. Outside of his professional work, Isaac engages in family activities, social events with friends, as well as recreational pursuits such as golf, surfing, and traveling.

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.

Kevin Courtney is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the stewardship committee at Providence Presbyterian Church in Hilton Head Island, managing the church’s finances and encouraging membership giving. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Ryan Berry is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America, N.A., among other related entities. 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, institutions, and charitable organizations.

Susan Graziano is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at Raymond James & Associates since 2020 and previously at Wells Fargo Clearing from 2016 to 2020. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a range of portfolio management styles and affiliated research.

Katherine Phifer is a CFP® with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Phifer is a member of the finance committee for the Beaufort County Open Land Trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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. Danielle Troutman serves as the Senior Resident Director and Senior Financial Advisor at Merrill's Beaufort, SC office. She began her financial services career in 2010 after several years in commercial real estate development and property management. In her current role, she works alongside a team of advisors to assist individuals and families with financial planning, focusing on areas such as college education funding, retirement income, legacy planning, and tax minimization. Danielle holds a Bachelor's degree in Marketing from American InterContinental University, graduating Magna Cum Laude. She is a Personal Investment Advisor (PIA) and a graduate of the 2016 Leadership Beaufort Program. Her community involvement includes volunteer work at Riverview Charter School, membership in 100+ Women Who Care, and past leadership roles such as President of the Board for Child Abuse Prevention Associates. She has also contributed to fundraising committees for organizations including the Boys and Girls Club of Northern Beaufort County, Beaufort Memorial Hospital Foundation, Friends of Caroline Hospice, and Young Life of Beaufort. She resides on Lady's Island with her husband John, who is also a colleague, and their four sons.

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.

John Wigington is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo entities since 2009 and serves on the board of directors for the Bakala Foundation USA, a nonprofit organization involved in charitable grant reviews. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gary Bezilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samuel Cage is the Vice President and Financial Consultant at Fidelity Investments. He has held various roles within Fidelity Investments since 2014, progressing through positions such as Financial Consultant, Workplace Planning Consultant III, Retirement Relationship Manager, and several others related to financial representation and investment solutions. His professional experience spans over a decade, during which he has focused on helping clients and their families advance toward their financial goals through a client-centered planning process. Samuel's career reflects a consistent commitment to financial consulting and retirement solutions. Outside of his professional work, Samuel enjoys activities such as biking, family activities, golf, hiking, and running.