Katherine Younce is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals and families pursue long-term financial goals through customized wealth management strategies. She focuses on areas including family wealth management, legacy planning, retirement income, philanthropic planning, tax minimization, and small business strategies. Katherine partners with clients to develop actionable plans tailored to their priorities, leveraging Merrill Lynch’s investment expertise alongside Bank of America’s banking and lending solutions. Katherine holds a Bachelor's Degree from the University of North Carolina at Charlotte and maintains the Personal Investment Advisor (PIA) designation. With experience rooted in both the mortgage industry and her own life as a wife and mother, she understands the importance of planning for homeownership, education, retirement, and healthcare costs. Her approach centers on simplifying complex financial concepts and fostering transparency to empower clients on their financial journeys. Outside of her professional work, Katherine is committed to her family and community. She has been married for 29 years and enjoys spending time with her husband and two daughters. Her personal interests include football, gardening, reading, and traveling. Katherine actively volunteers with local non-profits such as the Boys & Girls Club of North Beaufort County, the Foundation of Educational Excellence, and Hopeful Horizons, reflecting her values of growth, stewardship, and connection.

Patrick Cunningham is a Senior Vice President and Senior Financial Advisor leading The Cunningham Team, a wealth management group based in Beaufort, South Carolina. The team has served clients in over 25 states since its founding in 1995 and operates with the resources of Merrill Lynch Wealth Management and Bank of America to provide comprehensive financial planning and investment management services. Patrick's expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and retirement income. He has been recognized on multiple Forbes advisor rankings, including the Best-in-State Wealth Advisors from 2022 to 2025 and Best-in-State Next-Generation Wealth Advisors (under 40) from 2022 to 2024, achieving the #1 ranking in South Carolina in 2024. Previously, he served on Merrill's NextGen Leadership Council. A Beaufort native, Patrick holds a bachelor's degree from The Citadel and the Personal Investment Advisor (PIA) professional designation. His community involvement includes service on St. Peter's Catholic Church Finance Council, presidency of the Beaufort Chapter of The Citadel Alumni Association, and graduation from Leadership Beaufort. He resides on Lady's Island with his wife Becky and their twin boys.

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.

W Clark is a Private Wealth Manager with Merrill Private Wealth Management, serving clients since 2014. In this role, he focuses on developing financial strategies tailored to clients’ specific objectives, time horizons, risk profiles, and liquidity needs. His responsibilities include investment manager research and review, assisting with the design of wealth management strategies, executing trades for discretionary portfolios, managing executive trading and hedging strategies, and chairing his team’s investment committee. He also provides investment advice to young professionals, clients’ children, and recent collegiate graduates. Clark has been part of the Hise Lowry Group since graduating from McGill University, where he earned a bachelor's degree in Economics with a minor in Chemistry. He holds the Certified Investment Management Analyst (CIMA®) designation as well as the Personal Investment Advisor (PIA) designation. His expertise emphasizes tax-efficient investment management within individual client risk frameworks.

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.

Gregory Viventi is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management on Hilton Head Island, where he has been serving clients since 2000. He specializes in investment management with an emphasis on designing growth and income strategies tailored to individuals and families. Gregory utilizes a goal-based wealth management process that incorporates personal wealth analysis and current market insights to develop customized portfolio strategies. He leverages the resources of Merrill Lynch and the banking services of Bank of America to help clients achieve financial objectives, focusing on capital growth, income generation, retirement planning, and wealth transfer. He holds the Chartered Retirement Planning Counselor™ designation awarded by The College for Financial Planning Institutes Corp. Gregory is a graduate of The College of Wooster in Wooster, Ohio, where he majored in economics and minored in biology. His professional affiliations include memberships in various local organizations, and he has held leadership roles such as chairing the United Way of the Low Country – Hilton Head and serving on advisory boards related to education and airports. Currently, he serves as a church elder and supports several local nonprofit organizations. Outside of his professional work, Gregory enjoys outdoor activities, particularly beach walks with his family. He is a private pilot and served four years on the Beaufort County Airport Advisory Board. He draws a parallel between piloting and financial advising, emphasizing the importance of focusing on current conditions to navigate successfully. Gregory is committed to community involvement and welcomes an introductory conversation to discuss clients’ individualized financial goals.