Katherine Shepard

Brian Baldus is a financial advisor with First Command Advisory Services in Saint Marys, GA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining First Command, he served in the US Navy from 2015 to 2023. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement with a 12-month cycle that includes a written financial plan and periodic progress meetings.

Donald Yeiter is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he served in the U.S. Navy for 21 years and worked at Auto Zone. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and delivers structured, face-to-face financial coaching through its Tailored Professional Services program.

Donna Pinter is a financial advisor at Edward Jones with five years of industry experience. Before joining Edward Jones in 2020, she worked at Rich Products Corporation for 19 years and held positions at Southern Ionics Minerals and The Chemours Company. Outside of her advisory role, she is involved in a resin paint distribution business and pursues hobbyist photography for local charities and individual clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a broad retail advisor network and offers a range of advisory programs, tax-efficient services, and affiliated investment products.

Jennifer Cox is a financial advisor with Ameriprise in Kingsland, GA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she serves on the Board of Directors for the FCA of Camden & Charlton County and acts as a quasi treasurer for St. Marys Church of God of Prophecy. Ameriprise offers retirement-income planning services tailored to clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Waeghe is a financial advisor with Morgan Stanley in Kingsland, GA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for nine years before joining Morgan Stanley in 2017. Outside his advisory role, he participates as an independent contractor in consumer product focus groups. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate agreements.

Michael Farnham is a financial advisor with Ameriprise in St. John's, Florida, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with Farnham & DeBellis LLC, a property management business, where he provides back office support. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations, delivered through a centralized consulting team in partnership with financial advisors.