Clay Corkern is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. He has also held various positions outside the financial sector, including experience in the food service industry. LPL Enterprise serves a diverse client base ranging from individual and high-net-worth clients to retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a combination of advisory and brokerage services, utilizing model portfolios, third-party asset management, and a broad range of financial products through an integrated platform.

Robert Haug serves as a Branch Leader at Fidelity, a position he has held since 2025. Prior to this role, he gained experience as a Team Leader for Investment Solutions at Fidelity from 2021 to 2025 and briefly served as an Interim FC Leader in 2022. Before joining Fidelity, Robert worked as a Wealth Management Banker at US Bank from 2018 to 2021. His professional focus centers on understanding clients' unique financial needs through active listening and empathy. Robert emphasizes building strong relationships and creating an environment conducive to discussing financial goals. He prioritizes transparency and education to ensure clients are well-informed about their options and views financial planning as an ongoing process that requires regular reviews to adapt to changes. Robert aims to be a reliable partner to his clients, guiding them to pursue their long-term financial goals with confidence.

Christine Quinn is a financial advisor with Morgan Stanley in Ridgeland, South Carolina, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory work, she owns and operates a private nutrition counseling business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client strategies.

Randall Otto is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Stifel Nicolaus since 2008. Outside of his advisory role, he is involved as a speaker through his affiliation with Winston Churchill LLC. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Lauren Holley is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2020. Prior to this role, she worked as a Financial Representative at Fidelity Investments from 2017 to 2020. Lauren focuses on providing support to clients and their families to foster long-term and meaningful relationships through high-quality and holistic services. Her professional experience at Fidelity Investments spans several years, during which she has developed expertise in wealth management planning and client relationship management. Lauren's approach centers on partnership and comprehensive financial planning to meet clients' needs. Outside of her professional work, Lauren has interests in fitness, food, music, reading, traveling, and volunteering.

Janet Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Bank of America, N.A. for 12 years before joining Wells Fargo Clearing in 2023. Williams serves on the finance committee and acts as secretary for Volunteers in Medicine Hilton Head, a nonprofit organization, where she participates in budgeting and financial oversight. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Douglas Bryant is a financial advisor with Edward Jones in Bluffton, SC, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a partner in a family farm, B&C Farms, located in Mouth of Wilson, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Eric Sutherland is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ashley Brothers is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options through a nationwide network of over 23,700 advisors.

Gary Spencer is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2009. Outside of his advisory role, he owns a tax preparation business, S&P Financial Group, Ltd. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines written recommendations with ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Marie Zahner is a Series 66 licensed financial advisor with 26 years of industry experience. She has been with Merrill since 2009 and is also affiliated with Bank of America, N.A. Outside of her advisory role, she is a co-owner of family rental properties in Hilton Head Island and Bluffton, South Carolina. 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 both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Thomas Conlon is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Betterment LLC for three years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its comprehensive financial planning process.

Roger Wible is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and possessing 46 years of industry experience. He has been with Merrill since 1980 and has worked with Bank of America, N.A. since 2017. Outside of his advisory role, he is involved in a family-owned LLC that operates a cricket farm and bakery producing cricket bars. 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, pension plans, corporations, and charitable organizations.

Linda Hill is a financial advisor with Merrill, holding a Series 66 credential and 13 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of her advisory role, she is a notary public and is involved part-time as a sales assistant at Forsythe Jewelers. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Gregory Viventi serves as a Senior Financial Advisor at Merrill Lynch Wealth Management on Hilton Head Island. Since joining the firm in 2000, he has specialized in investment management and developing income strategies tailored for individuals and families. His approach focuses on clients' goals and concerns, utilizing personal wealth analysis and current market assumptions to construct customized portfolio strategies. He leverages Merrill Lynch's investment resources alongside Bank of America's banking services to help clients achieve financial objectives, with an emphasis on capital growth, increased income, retirement planning, and wealth transfer. Gregory holds the Chartered Retirement Planning Counselor™ designation awarded by The College for Financial Planning Institutes Corp. He earned a bachelor's degree from The College of Wooster in Wooster, Ohio, where he majored in economics and minored in biology. He has engaged in community service through various leadership roles, including serving on Hilton Head Island advisory boards, acting as a past president of a school booster club, chairing the United Way of the Low Country - Hilton Head, and chairing the Hilton Head Island School Improvement Council. Currently, he serves as a church elder and supports local nonprofit organizations. Outside of his professional work, Gregory enjoys outdoor activities such as beach walks with family. He holds a private pilot's license and has served on the Beaufort County Airport Advisory Board for four years. He draws a parallel between piloting and financial advising by emphasizing the importance of focusing on the present rather than the past.

Craig Gilmour is a CFP® with 12 years of industry experience, currently affiliated with Raymond James & Associates since 2013. He holds the Series 66 designation and is based in Bluffton, SC. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Frederick Gaskin is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Charles Schwab in 2019, he worked at J.P. Morgan Institutional Investments Inc. and Jpmorgan Investment Management Inc. from 2011 to 2018. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios alongside a formal alternative-investment onboarding and placement process.

Elliot Park is a Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies to help clients pursue their financial goals by creating flexible plans tailored to their individual circumstances and market conditions. His approach centers on understanding what matters most to clients and their families to develop strategies that support their long-term objectives. Elliot's expertise includes education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds a Bachelor's Degree from the College of Charleston and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved with professional organizations such as the Coastal Conservation Association, Hilton Head Area Council of Estate & Financial Advisors, Hilton Head Island-Bluffton Chamber of Commerce, and Lowcountry Young Professionals. A native South Carolinian, Elliot values family, community, and stewardship. Outside of work, he enjoys adventure sports, baseball, boating, fishing, golfing, hiking, music, and spending time with his family. He also serves on the Coastal Community Foundation Grant Committee. Elliot and his wife Grace spend much of their time outdoors with their two dogs, appreciating the natural beauty of the Lowcountry.

Anthony Sposato Jr. is a financial advisor with Ameriprise in Bluffton, SC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his role at Ameriprise, he manages an advisory business through CMA92LLC. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Robert Carter is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he assists clients in developing personalized wealth management strategies that align with their individual financial goals and adapt to changing market conditions. He leverages investment insights from Merrill and the banking services offered by Bank of America to support comprehensive financial planning. Robert holds a Bachelor's Degree from the University of Georgia and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is committed to applying a personalized approach to help clients meet their retirement planning and investment objectives. Additionally, Robert participates in community volunteer activities, reflecting Merrill’s tradition of local engagement.