Robert Carter

John Brighton is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in portfolio management and asset allocation, utilizing his ability to build and manage personalized investment strategies. With experience dating back to 2000, John combines traditional financial advice with discretionary management of client portfolios, incorporating individual securities, Merrill model portfolios, and third-party strategies to help clients pursue their financial objectives. John holds a Master's Degree in Business Administration from the University of South Carolina and a Bachelor's Degree from the State University of New York System. He has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, executive compensation, family wealth management, retirement income, philanthropic planning, and legacy planning. Residing in Hilton Head Island for 26 years, John is active in his community through volunteer work with his church and local organizations such as the Hilton Head Island Recreation Association and the Greater Island Council. His personal interests include boating, cooking, and hiking.

Hannah Myers is a Financial Consultant at Fidelity Investments, where she has been working since 2026. Prior to her current role, she served as a Planning Consultant from 2024 to 2026 and as a Workplace Planning Consultant from 2023 to 2024 at the same firm. She holds insurance licenses in Arkansas and California. In her professional capacity, Hannah focuses on helping individuals and families develop clear, personalized financial strategies aimed at achieving greater stability, confidence, and long-term success. She emphasizes making financial planning approachable and empowering, aligning each plan with her clients' unique goals and circumstances to provide actionable guidance that simplifies decision-making. Outside of her professional work, Hannah enjoys family activities, movies, music, pets, reading, and volunteering.

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.

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.