Travis Chance is a CFP® with 13 years of industry experience and leads CFG Wealth Management, LLC as its sole advisor. He has held roles at CFG Tax Planning, LLC, Farm Hub Partners, LLC, and Farm Core Advisors, and has served as a City Councilman in Statesboro, GA since 2008. Outside of financial advising, Chance is involved in socially conscious natural farming through Farm Hub Partners. CFG Wealth Management primarily serves high-net-worth individuals and retirement plan sponsors, providing fixed-fee and hourly financial planning along with limited-scope ERISA 3(21) plan advisory and education. The firm refers clients to third-party money managers for asset management and focuses on client discovery, tailored recommendations, and ongoing monitoring without discretionary trading authority.

James Kennedy is a CFP® professional with 16 years of industry experience. He is the principal advisor at Safe Harbor Financial Planning & Investment Advisory, LLC, where he has worked since 2009. Kennedy is also a partner and Certified Public Accountant (CPA) at Reddick, Riggs, Hunter & Kennedy, P.C., a role he has held since 1998. Safe Harbor Financial Planning & Investment Advisory provides personalized financial planning, portfolio management, and pension consulting services to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental analysis and modern portfolio theory, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Stephen Hammond is a financial advisor at Christian Values Investing, Inc. in Statesboro, GA, holding Series 63 and Series 65 designations with 18 years of industry experience. He has been with Christian Values Investing since 1993. Christian Values Investing, Inc. manages approximately $48.8 million for individuals, trusts, estates, and charitable organizations, providing biblically-based financial planning and portfolio management. The firm applies Biblically Responsible Investing screens to exclude companies conflicting with biblical values and combines fundamental stock analysis with mutual funds, ETFs, and fixed income in portfolio construction.

David Hammond is a financial advisor at Christian Values Investing, Inc. He holds a Series 65 credential and has one year of industry experience. His prior background includes his time as a college and high school student. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investment screens and combines fundamental stock analysis with mutual funds, ETFs, and fixed income to guide portfolio construction.

Grayson Shaw is a Series 65-licensed financial advisor with Christian Values Investing, Inc., where he has worked since 2022. He has three years of industry experience, including prior roles at OPS Tech Alliance and Pizza Inn. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investing screens and combines fundamental analysis with mutual funds, ETFs, and fixed income, also frequently acting as a sub-advisor to other advisers.

Molly Lanier is a financial advisor at Sound View Wealth Advisors Group, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Synovus Securities and Synovus Trust Co. Lanier serves on the boards of the Statesboro Regional Sexual Assault Center and Skidaway Health & Living Services, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management to individuals, families, trusts, and institutions. The firm employs a long-term investment approach based on detailed client discovery and fundamental analysis, utilizing model portfolios and external managers as appropriate.

Arthur Flattich III is a financial advisor with MissionSquare Retirement in Statesboro, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with ICMA-RC Services, LLC since 1996. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Justin Thompson is a financial advisor with Virtue Capital Management, LLC in Statesboro, GA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Brookstone Capital Management LLC and has been a self-employed insurance agent since 2012. Thompson also serves as an operations officer in the Georgia Army National Guard, where he plans training for a brigade. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and ERISA consulting, using quantitative optimization and proprietary models that emphasize economic data inputs.

James Winskie is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at MML Investors Services and MassMutual, and is co-owner of Savannah Wealth Group and Winskie Financial Group. Winskie is also involved in a private insurance review entity, SWG Insurors, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, investment management, and compliance services.

Austin Brown is a financial advisor with Commonwealth Financial Network based in Statesboro, GA. He holds a Series 65 designation and began his advisory career in 2025 after completing his studies. Prior to joining Commonwealth, he was affiliated with Savannah Wealth Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including PPS Custom, PPS Select, and retirement plan consulting. The firm acts as a platform provider delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Morrell Mccaskill is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and has previously worked at firms including LPL Financial and MassMutual. He is also COO and Co-CIO of Savannah Wealth Group, LLC, a private entity focused on securities, advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Justin Abercrombie is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Southbridge Community Church, Synovus Bank, The Heritage Bank, and Connection Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Trent Doty is a CFP® professional with eight years of industry experience, currently serving at Wells Fargo Clearing since 2018. Prior to this, he worked at Edward Jones and Saddle Creek Logistics Services. Outside of his advisory role, he has a minority interest in a development company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, serving plan objectives and risk tolerances while acting as an ERISA fiduciary.

Michael Elliott is a CFP® and holds the Series 66 designation with 19 years of industry experience. He has been with Edward Jones in Statesboro, GA since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Ansley Beaubien is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Ansley worked as a sales associate at Frills By Scott, assisting customers with prom and wedding dresses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a wide range of investment strategies and advisory services supported by a large network of advisors and branch offices nationwide.

Melinda Harrity is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Roger Doty is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Statesboro, GA. He has 27 years of industry experience, including prior roles at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he holds an ownership interest in a development company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions tailored to plan objectives and demographics.

Ansley Thompson is a financial advisor at Merrill with Series 66 registration and eight years of industry experience. Prior to joining Merrill in 2016, Ansley worked at Geico from 2014 to 2016 and joined Bank of America, N.A. in 2025. Ansley volunteers on the Community Investment Committee for United Way of Bulloch County, participating in site visits to evaluate programs supported by the organization. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes tax-focused investment solutions and benefits from integration with Bank of America affiliates and capital markets platforms.

Alexander Mc Ghee is a financial advisor at Edward Jones in Statesboro, GA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Mc Ghee is involved in managing real estate-related businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with over 23,700 advisors and emphasizes fiduciary standards in its advisory services.

Chris Marsh is a financial advisor at Merrill Lynch Wealth Management. He joined the firm in August 2023 and provides advice and guidance to help clients develop personalized financial strategies considering their risk tolerance, time horizon, and liquidity needs. Chris holds a Bachelor's degree and a Master's degree from the University of Georgia. He has professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Asset Management Specialist™ (AAMS™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has experience working closely with individuals and businesses, focusing on education planning, personal retirement planning, and small business strategies. Outside of his professional role, Chris is involved with several organizations including Ogeechee Area Hospice, Inc., Rockin' Out Alzheimer's Disease Foundation, Inc., Rotary Club of Statesboro, GA, and the University of Georgia Alumni Association. He enjoys cooking, football, hunting, and spending time with his family.

Amy Banks is a financial advisor with Wells Fargo Clearing in Statesboro, GA, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Hagan Mercer is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Equitable Advisors and Queensborough National Bank and Trust Company. Outside of his advisory role, he has been involved with Beaver Creek Plantation since 2019. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

David Beaubien is a financial advisor at Edward Jones in Statesboro, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Kristie Crooms is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a 50% ownership interest in BKM Enterprises, LLC, a non-investment-related business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

William Williams Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Williams is a 33% owner of Maxwill Investments LLC, where he engages in deal discussions and occasional closings. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. Their IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary options, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep programs.

James Campbell is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2011. Campbell is a committee member of Open Hearts Community Mission, Inc., where he helps organize an annual 5K run to raise funds for the nonprofit. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates with Bank of America affiliates and emphasizes managed account and manager-selection capabilities across multiple investment strategies.

Max Manack is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Merrill since 1985 and also has a tenure at Bank of America starting in 2011. Outside of his advisory work, Manack manages a family timber and securities LLC and owns local properties in Statesboro, GA, including office space leased to a pregnancy counseling center. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering various managed account programs and portfolio management services. The firm emphasizes manager selection and tax-focused investment strategies, supported by integration with Bank of America’s broader financial platform.

Tiffany Nessmith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Investment Services for a combined 10 years before joining LPL Financial in 2023. Nessmith is also involved with Edelson Wealth Management, dedicating part of her time to this employee model brand. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.

John Sammons is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Pruco Securities, and First Bank of Coastal Georgia. Sammons worked at Georgia Southern University prior to his financial services career. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of more than 23,700 advisors.

Michael Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience as a Naval Aviator and Navy Commander. Since joining Merrill in 2019, he has applied his background as a Naval Officer and Military Operational Planner to assist families and businesses in navigating complex financial situations. His approach involves working closely with clients to develop financial strategies that align with their risk tolerance, liquidity needs, and investment timelines. Mike holds a Bachelor's degree in Mechanical Engineering from the United States Naval Academy and a Master's degree in National Security and Strategic Studies from the United States Naval War College. He also completed an Executive Program in Financial Planning at the University of Georgia’s Terry College of Business. He is certified as a CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Retirement Accredited Financial Advisor, and serves as a Senior Portfolio Advisor. In addition to his professional work, Mike is actively involved in his community through organizations such as American Heritage Girls, Habitat for Humanity, Trail Life USA, and Vet 2 Vet. He and his wife live on their family farm in South Georgia, where they raise livestock and grow various crops while homeschooling their four children.

Elizabeth Klein is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2010. Outside of her advisory work, she serves on the planning committee for the Statesboro High 1996 Class Reunion. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies and operates in close integration with Bank of America affiliates.

Ronald Smith is a financial advisor with LPL Financial based in Statesboro, GA. He holds a Series 66 designation and began his advisory career in 2024. Prior to entering the financial industry, he has worked with the Federal Bureau of Investigation since 2003. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering a range of financial planning and investment management solutions supported by an in-house research team.