Sara Hellman

Montserrat Hernandez Melo is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds Series 63 and Series 65 registrations. Prior to her current role, she worked at TD Bank NA from 2016 to 2023. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm utilizes a combination of strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers.

John Peay is a financial advisor at Savant Wealth Management with over 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Savant, he founded Peay and Associates LLC and spent more than two decades at Swaim Brown Wealth Management and its predecessors. In addition to his advisory work, he serves as a board member for AgSouth Farm Credit. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

David Ramage is a financial advisor at Savant Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Swaimbrown Wealth Management and Upstate Insurance Consultants, where he is a 50% owner of an independent insurance agency. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates with a large advisory team and integrated legal, accounting, and trust affiliates.

Christopher Benson is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2012. He is also the President of Benson Wealth Management, LLC, a support company he established to handle operating expenses and liability matters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Gary Davis is a financial advisor with Edward Jones in Clinton, SC, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Renee Underwood is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at LPL Financial since 2010, following prior roles at Raymond James Financial and Raymond James Financial Services, Inc. Outside of her advisory work, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.