Robert Donald Elijah Morgan

Pamela Brandt is a CFP® professional with 42 years of industry experience. She is currently with Sustainable Advisors Alliance LLC, where she has worked since 2021. Her prior experience includes 13 years at Portfolio Resources Advisor Group and Portfolio Resources Group, Inc., as well as 19 years at the College for Financial Planning. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, employing both passive and active strategies tailored to clients’ goals and preferences.

Edward Hanks II is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in several business ventures including co-owning a group of Subway restaurants and serves on multiple local boards such as the TRCH Duke Lifepoint Hospital and the Twin County Community Foundation. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.

John Bryant is a financial advisor at Edward Jones with nine years of industry experience. He holds the ChFC® and Series 66 designations. His prior roles include a position at Pine Island Country Club and work with the University of Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Larry Edwards is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Edwards owns a retail business, Midway Food Mart Inc., in Galax, VA. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Joshua Garrett is a financial advisor at Ameriprise with three years of industry experience. He previously worked at Milo C. Cockerham, Inc. for eight years before joining Ameriprise in 2021. Garrett holds a Series 66 designation. Outside of his advisory role, he is involved with Monroe St, LLC, a holding company for an Ameriprise franchise. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate personalized advice, focusing on assets held within Ameriprise-managed accounts.

Jonathan Bowman is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. Outside of his advisory role, he serves on the finance and investment committee at Sparta First Baptist Church, contributing to the allocation of funds for church ministry purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.