Cheryl Carlon is a Series 63 licensed financial advisor with 29 years of industry experience, currently with Wells Fargo Advisors in Savannah, GA. She has been affiliated with Wells Fargo Clearing and related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jacqueline Hunt is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Outside of her advisory role, she owns and markets for H2 Energy INC, a fuel distribution company based in Richmond Hill, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Stewart is a financial advisor with Cambridge Investment Research Advisors in Richmond Hill, GA. He holds the Series 63 and Series 65 licenses and has six years of industry experience. Prior to his current role, Stewart worked at Custom Audio Video and Best Buy Co., Inc. In addition to his advisory work, he is involved in insurance, benefits, and human resources through a separate business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies including proprietary and third-party models.

Cassidy Giroux is a financial advisor at Equitable Advisors with six years of industry experience. She holds a Series 66 designation and has prior experience in hospitality and educational roles, including work with Red Moon Hospitality LLC and Appalachian State University. Giroux is also a notary public with The Clerk's Authority Georgia Superior Court Clerks' Cooperative Activity. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through LPL-sponsored programs and endorsed third-party managers.

Alan Kinney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Outside of his advisory role, he serves as power of attorney for his mother, dedicating several hours monthly to this responsibility. 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 IPS-driven approach is grounded in modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

John Clements is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Clements is also a majority owner of Legacy Asset Management, LLC, an investment-related business based in Richmond Hill, GA. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin O'Neil is a financial advisor at Merrill with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Merrill and Bank of America, N.A. since 2013. He serves as a committee member of the Kiwanis of Skidaway, a nonprofit organization supporting at-risk children in Savannah, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Barrett Benton is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aaron Beers is a financial advisor at Edward Jones with six years of industry experience. He has held positions at UBS Financial Services, The Vanguard Group, and Edward Jones prior to his current role. Beers serves as the vice chair on the executive board of Heads Up Guidance Services, a nonprofit focused on affordable and accessible behavioral health counseling. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Steinert is a financial advisor with LPL Financial in Savannah, GA, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Merrill, and Wells Fargo Clearing. Outside of her advisory work, she has engaged as an Uber driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

James Zack is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 40 years of industry experience and has previously worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by proprietary and third-party research.

Laura Evans is a financial advisor at LPL Financial with over 31 years of industry experience. She holds the CFP®, ChFC®, and Series 63 credentials. Prior to joining LPL Financial in 2023, she worked at Edward Jones for 23 years and ProEquities, Inc. for 26 years. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning and advisory programs that include discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research and diverse investment strategies.

Richard Lutz Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Coastal Georgia Financial Services, LLC, and various Raymond James entities since 2015. Outside of his advisory role, he manages investments and provides comprehensive financial planning through Coastal Georgia Financial Services, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting, utilizing risk profiling and modeling tools, and supports municipal and public-finance work through unique affiliations.

Brian Mimbs is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Richmond Hill, GA. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Joel Rotkow is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked at AXA Advisors, LLC. Outside of advising, he serves as a board member of the Fairmont Condominium Association and manages several private commercial real estate investments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

J Burton Jr. is a financial advisor with LPL Financial in Richmond Hill, GA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Dominion Financial Services from 2012 to 2018 before joining LPL Financial. Outside of advisory work, he is involved in life and health insurance services focusing on life, health, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management and providing access to model portfolios and research from multiple sources.

Christopher Beaudry is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab, Charles Schwab Bank, TD Ameritrade, and Scottrade. Outside of advising, he is involved in a small-scale apartment rental business. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Robin Pulaski is a financial advisor with Merrill in Savannah, GA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. She has worked at Merrill since 2011. Outside of her advisory role, she is employed part-time handling bookkeeping for a landscaping and hardscaping business in Bluffton, SC, and serves as power of attorney for her parents. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Tillinger is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Bank of America N.A. and Merrill. He serves on the Board of Trustees at St. Andrew’s School and is Vice President of its Investment Committee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Lawrence Brody is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009. Brody has ownership interests in investment-related entities, including DABLAB, LLC and a minority stake in Olivia's Center LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach to portfolio construction and offers a broad range of brokerage and advisory solutions.