Bertin Stuckart Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 42 years of experience in the industry. His work history includes positions at Bank of America, Merrill, UBS Financial Services, and Atlantic Investors. He serves as a board member for the United Way of the Lowcountry and the Shell Hall Property Owners Association. Stuckart is also an insurance agent involved in the sale of life, annuities, and long-term care insurance. Cetera Investment Advisers LLC operates a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform with a variety of program options.

Nicholle Overkamp is a Series 66-credentialed financial advisor with 17 years of industry experience, currently with MassMutual Investors Services. She has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2012. Outside of her advisory role, she is involved in entrepreneurial ventures, including co-authoring a financial guide for women and leading the Western New York chapter of the Entrepreneurs Organization as its president. MassMutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annually structured planning engagements using firm-approved analytical tools and serves a diverse client base including high-net-worth individuals.

Teresah Woolridge is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Stifel and The Fiduciary Group. Outside of advising, she is involved with Red Scribes Media, LLC, a self-publishing and creative writing consultancy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary and discretionary investment options within a large integrated operational structure.

Emily Posch is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and one year of industry experience. Prior to joining Cambridge in 2025, she worked in healthcare and business roles including positions at Carda Health and Tenet Healthcare. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals. The firm offers multiple management platforms, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Kevin Beckwith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients connect all aspects of their financial lives to prioritize and pursue goals that matter most to them. Kevin's experience gained throughout his career at Merrill directly applies to managing risk and navigating today's complex market environment. His expertise includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Kevin holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stetson University. Kevin is active in his church, family, and community. He participates in Wesley Monumental United Methodist Church and has personal interests that include adventure sports, music, and running.

Jeanne Hanrahan is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and 21 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following an 11-year tenure at Merrill Lynch, Pierce, Fenner & Smith. Outside of her advisory role, she is the sole owner of JEGETH, LLC, a real estate business based in Savannah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its process.

Jason Jones is a Series 66 licensed advisor with Merrill in Savannah, GA, with nine years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent six years at TMX Finance. Outside of his advisory role, he assists his father with enhancing the web presence and social media accounts of the family law firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, with portfolio implementation tailored by strategy and client needs.

Thomas Kudarauskas is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Woodbury Financial for 17 years and First Montauk Securities Corp. for one year. He has been involved with CKM Capital Group in the sale and service of fixed indexed annuities and non-variable insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, employing model-based asset allocation and portfolio optimization supported by various investment strategies and third-party managers.

Mona Mikell is a financial advisor with STIFEL in Savannah, GA, holding a Series 63 designation and 38 years of industry experience. She has been with STIFEL since 2015. STIFEL serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decisions.

Brandon James is a CFP® certificant working with Stifel in Savannah, GA, with seven years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, Llc. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Philip Mcalpin is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Scott Richardson is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has partial ownership in a company involved with rental properties, primarily serving student tenants. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to guide investment decisions and provides both brokerage and advisory solutions across a large network of advisors.

Royce Burns is a CFP® with 37 years of industry experience, currently serving at Raymond James & Associates since 2020. His prior roles include positions at Wells Fargo Clearing and Truist Investment Services. Outside of his advisory work, he serves as a FINRA arbitrator and provides limited financial planning consulting to military and Department of Defense personnel focusing on budgeting, debt, and government Thrift Savings Plan education. 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 municipal entities, offering tailored financial planning and advisory services supported by extensive research and a broad range of portfolio management options.

Christopher Spires is a financial advisor with Raymond James & Associates in Bluffton, SC. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 18 years with Raymond James. He serves on the advisory board of Coastal Carolina Hospital. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by affiliated research and model managers.

Clay Corkern is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience, including prior roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has worked in the restaurant and hospitality sectors, including positions at Fat Baby's Pizza and Subs and Westin Resort. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Ryan Purificacion is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, he worked at Rosie Connectivity Solutions and Verizon Wireless. He holds a Series 66 designation. 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 proprietary mutual funds. The firm is recognized for its extensive network of advisors and branches, as well as its affiliated capabilities such as a trust company and securities-based lending.

Randall Otto is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also active as a speaker through Winston Churchill LLC. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Mickey Henderson is a financial advisor with LPL Financial in Savannah, GA, holding a Series 63 designation and 41 years of industry experience. He has worked with LPL Financial since 2017 and previously held positions at National Planning Corporation and Wrp Investments, Inc. Outside of his advisory role, Henderson manages a family partnership and is involved in timberland management. 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, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Benjamin Robbins is a financial advisor at Thrivent Investment Management in Savannah, GA, with three years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and its investment management division since 2023. Outside of finance, Robbins owns Robbins Production and Design LLC, a company providing graphic design, photography, live event production, and live music services, and serves on the board of the Georgetown Office Condominiums. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across a broad range of planning topics. The firm combines planning services with managed-account options while keeping them separate and does not provide institutional portfolio management.

Michael Taylor is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer for the Jones at Whitaker HOA. 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 uses research-driven strategies and offers a range of brokerage and advisory solutions, supported by a large network of financial advisors.