Patrick O Neil is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. He has previously worked at Bofa Securities, Inc. for 19 years before joining Merrill in 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Bryant is a financial advisor with Edward Jones in Bluffton, SC, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a partner in a family farm, B&C Farms, located in Mouth of Wilson, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Brian Cahill is a financial advisor with Edward Jones in Glastonbury, CT, holding Series 63 and Series 66 credentials. He has 19 years of industry experience, including 18 years with Edward Jones. 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 and offers a range of advisory programs and investment strategies under a fiduciary standard.

James Buchman is a Financial Advisor and the Team Financial Advisor for the Sipple Buchman Cairns Reeves team at Merrill Lynch Wealth Management. In this role, he primarily focuses on providing goal-based wealth management planning and works to expand client care and outreach within the team. James assists clients by offering investment advice and solutions that align with their life's goals, risk tolerance, time horizon, and liquidity needs. His areas of expertise include family wealth management strategies, liquidity management, retirement income, tax minimization, philanthropic planning, and services for endowments, foundations, and non-profits. He holds a Bachelor's Degree from Clemson University and professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James is engaged with professional and community organizations, including Park Place Outreach, Inc and United Cerebral Palsy of South Carolina. Outside of his professional activities, he enjoys camping, gardening, soccer, and spending time with his family.

Eric Sutherland is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 43 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. since 2010 and previously worked at Neuberger Berman BD LLC from 2008 to 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Robert Howard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides goals-based wealth management services, assisting clients with asset management, planning needs, and access to lending solutions from Bank of America. Robert's approach emphasizes achieving above-average risk-adjusted returns while recognizing that life and legacy goals require personalized strategies beyond industry benchmarks. Robert has been in financial services since graduating from the University of Georgia, continuing a family tradition spanning five generations in the field. He specializes in family wealth management strategies, legacy planning, and personal retirement planning. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). He has been recognized on the Forbes | SHOOK® "Best-in-State Wealth Advisors" list from 2018 through 2026. Robert has been involved in various professional and community organizations such as the Hancock Day School Board of Trustees, Leadership Georgia, Leadership Savannah, Savannah Estate Planning Council, Savannah Philharmonic, St. John's Church, St. Joseph's/Candler Foundation, The Rotary Club of Savannah, and serves as a Troop 57 Committee Leader for the Boy Scouts of America. His personal interests include boating, golfing, hiking, reading, running, skiing, spending time with family, tennis, and traveling.

Bryan Smith is a financial advisor with LPL Financial based in Savannah, GA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Savannah Wealth Group, Commonwealth Financial Network, MML Investors Services, and MassMutual Life Insurance Co. Outside of finance, he serves as a basketball coach at Calvary Day School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies.

Ashley Brothers is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He has 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 manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options through a nationwide network of over 23,700 advisors.

James Guzman is a financial advisor with J.P. Morgan Securities in Savannah, GA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with J.P. Morgan in various capacities since 2013. Outside of his advisory role, Guzman is an owner and partner of a real estate rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process employs centralized due diligence and combines quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

Robert Campbell is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with LPL Financial and co-owns Savannah Wealth Group, a private entity facilitating securities, advisory, and insurance services. His prior experience includes roles at Commonwealth Financial Network and MassMutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers while supporting advisors with a range of investment and operational tools.

Lloyd Childs is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked for six years with the Fulton County School System. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through Corporate Financial Planning agreements.

William Hannan is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, following a 12-year tenure at Merrill. His outside activities include occasional assistance with a family-owned business in Savannah, Georgia. 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 employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Craig Gilmour is a CFP® with 12 years of industry experience, currently affiliated with Raymond James & Associates since 2013. He holds the Series 66 designation and is based in Bluffton, SC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Morgan Carter is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked with Junior Achievement of Georgia for one year. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Cytra Kinte Parker is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she focuses on understanding clients' priorities to help develop strategies for pursuing their short-, mid-, and long-term financial goals. She provides support across a range of areas including general investing, retirement planning, and saving for unexpected events, and offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Cytra holds a Bachelor's Degree from Clayton State University and has completed an Accredited Certificate Program at Valdosta State University. She also carries the Personal Investment Advisor (PIA) designation. Bilingual in English and Spanish, she is a member of professional organizations such as the Savannah Chamber of Commerce - RCT and The Junior League of Savannah. Her community involvement includes work with America's Second Harvest of Coastal Georgia, the Frank Callen Boys & Girls Club, Savannah Tree Foundation, and several other local organizations.

Kerri Kanoy is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 designation and 23 years of industry experience. She worked at Truist Investment Services, Inc. for 12 years before joining Wells Fargo in 2016. Kanoy serves as an administrator for her father's estate. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to support its investment approach and operates with more than 14,000 financial advisors managing approximately $671 billion in assets.

Sissy Levy is a financial advisor with Stifel in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she serves in multiple leadership positions including president, vice president, treasurer, and secretary of the Oceanview Owners Association in Tybee Island, GA. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Christopher Brennan Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America, N.A. and Ameriprise. He is based in Savannah, GA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alex Wren is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously spent two years at UBS Financial Services Inc. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Anthony Sposato Jr. is a financial advisor with Ameriprise Financial Services in Bluffton, SC, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has worked at Ameriprise since 2011 and previously with Wells Fargo Clearing from 2003 to 2011. Outside of his advisory role, he manages an independent advisory business, CMA92LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning advice through a centralized service team collaborating with financial advisors.