Roland Towery III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the Beckwith, Towery & Associates team, providing comprehensive financial guidance to a diverse group of clients. His expertise includes managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Utilizing the resources of Bank of America and Merrill Lynch, the team focuses on delivering value through simplicity, ease of access, and a wide range of capabilities. Towery holds a Bachelor's Degree from Armstrong Atlantic State University and is a Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). He is involved professionally with organizations such as the Marine Corps League of Savannah Georgia and the Salvation Army of Savannah Georgia. Outside of his professional role, he serves as a husband and father to three sons, is a member of Hope Bible Church, and serves on the board of The Salvation Army. His personal interests include boating, camping, chess, golfing, hiking, racquetball, and running.

Kelly La Voie is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2020, Kelly worked at Bank of America and Merrill for six years each. Kelly also serves as a board member for the Town of Canandaigua Zoning Board of Appeals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

David Barrow III is a financial advisor at Stifel with over 53 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. Barrow is active in his community, serving as treasurer for the Savannah Benevolent Association and the Christian Business Men’s Committee of Downtown Savannah, and is a member of the Trust Committee at St. John's Church in Savannah. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment strategy developed by its Investment Strategy Group.

Benjamin Oxnard III is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch from 2009 to 2017. Outside of his advisory work, he serves as president of the 11th Terrace Homeowners Association and as a board member for the Wylly Island HOA in Savannah. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Daniel Umbel is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and Morgan Stanley Smith Barney. He serves on the boards of America's Second Harvest of Coastal Georgia and Horizons Savannah, local nonprofit organizations focused on health, welfare, and education. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and investment committee guidance to support client goals.

Jaden Coulter is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting high-earning medical sales professionals by turning variable income into lasting wealth through strategies that include cash flow and income planning around on-target earnings and commission cycles, equity compensation strategy across RSUs, ESPPs, and ESOs, tax-efficient investing strategies, and retirement planning tailored to actual income patterns. Jaden holds a Bachelor's Degree from the University of Alabama and has earned the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He is also a member of the Sigma Chi - Iota Iota professional organization. Outside of his professional work, Jaden enjoys hiking, pickleball, and running.

Steven Stein is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1990, also working with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mulford Simons is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and has been associated with Wachovia Bank, N.A. since 2004. 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 incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Sherry Parker is a financial advisor with Stifel in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Stifel since 2015. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Frank Wieczorek Jr. is a financial advisor with Edward Jones in Savannah, GA, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2025. Prior to this, he worked at Procare Therapy and held various roles at Georgia Southern University, Elite Concrete, and Calvary Day School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Joshua Artime is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he has worked in event staffing, health product sales, and food service supervision. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alastair Cairns is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in financial services since 1994 and joined Merrill Lynch in 2007. With over 20 years of experience, Alastair focuses on providing tailored financial advice and guidance to multiple generations of families, including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Alastair’s expertise includes trust and estate planning services, working closely with clients, accountants, attorneys, and utilizing the resources of Bank of America and Merrill to help clients transfer wealth, minimize taxes, and secure their family’s legacy through various trust structures. He places a strong emphasis on building long-term, multigenerational relationships based on integrity, consistency, and transparency. Additionally, he is committed to educating clients and their families on their investments and financial decisions to promote informed planning for the future. Alastair earned a bachelor’s degree and a Master of Science in financial planning from the University of Georgia. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Alastair serves as the President of the St. Andrew's Society of Savannah and is a board member of the Grandfather Mountain Highland Games. He enjoys golfing, hiking, and skiing, and resides on Skidaway Island in Savannah with his wife, Kristi, and their two children.

Marshall Coleman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in 2013 after graduating from the University of Georgia's College of Family and Consumer Sciences with a Bachelor of Science degree in Family Financial Planning. Marshall joined the Sotus McCullough Wealth Management Team in 2015, where he focuses on goals-based planning to assist families, professionals, and business owners in pursuing their financial objectives. Marshall is a specially qualified Senior Portfolio Advisor, providing traditional advice and investment guidance while building and managing custom investment strategies. He selects from a broad range of Merrill model portfolios and third-party investment options and may manage these strategies on a discretionary basis through the Firm's Investment Advisory Program. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional responsibilities, Marshall serves on the Board of Directors for Park Place Outreach Inc. He enjoys spending time outdoors, including activities such as hunting, fishing, and traveling.

Jessica Barry is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009, also working with Bank of America since 2024. Outside of her advisory role, she volunteers as a parent team coordinator for the Richmond Hill Soccer Club in 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Haslam III is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with MML Investors Services Inc. since 2002 and with Mass Mutual Life Insurance since 2001. Outside of his advisory role, Haslam serves on several nonprofit boards, including The Savannah Music Festival, Blessed Sacrament Church, and Benedictine Military School, and is involved with The Savannah Quarterback Club, which focuses on scholarship fundraising for high school students. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved software and a variety of programs, including estate-settlement and employer-sponsored planning.

Frank Chisholm Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2002. Outside of his advisory role, he is a partner in two outdoor recreation investment ventures and serves on the investment committee of a charitable organization in Savannah, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning processes supported by various firm-approved tools and serves clients through both direct and employer-based agreements.

Douglas Duch is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Stifel since 2015 and has been affiliated with Sterne Agee & Leach since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Josey is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus since 2017. Prior to his career in finance, he was affiliated with Georgia Southern University from 2012 to 2017. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Robert Pross is a CFP® professional with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2021. His prior roles include positions at Oppenheimer & Co. Inc, JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Bernstein Global Wealth Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Batchelor is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 32 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining Wells Fargo in 2024. Batchelor serves as a board member of the Savannah Bulldog Club. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.