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 Series 66-licensed financial advisor with Wells Fargo Clearing, based in Savannah, GA, and has 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Royce Burns is a financial advisor with Raymond James & Associates in Savannah, GA, holding CFP® and ChFC® designations and 37 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined 11 years at those firms. Outside of advisory services, he serves as a FINRA arbitrator and provides contracted financial consulting focused on budgeting and government Thrift Savings Plan education to military personnel and their families. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles alongside affiliated research and sub-advisers.

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 holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. He has also held various positions outside the financial sector, including experience in the food service industry. LPL Enterprise serves a diverse client base ranging from individual and high-net-worth clients to retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a combination of advisory and brokerage services, utilizing model portfolios, third-party asset management, and a broad range of financial products through an integrated platform.

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 with Stifel, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Stifel Nicolaus since 2008. Outside of his advisory role, he is involved as a speaker through his affiliation with Winston Churchill LLC. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Mickey Henderson is a financial advisor with LPL Financial in Savannah, GA, holding a Series 63 designation and bringing 40 years of industry experience. Prior to joining LPL Financial in 2017, he was associated with National Planning Corporation starting in 2014. Outside of his advisory work, Henderson manages a family partnership and oversees land maintenance for forest management. 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 representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and various technological 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 at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Taylor serves as treasurer for the Jones at Whitaker HOA in Savannah, 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 investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Howard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in financial services since graduating from the University of Georgia and represents the fifth generation of his family involved in the financial services industry. Robert focuses on providing goals-based wealth management by assisting clients with asset management, planning needs, and lending solutions through Bank of America. His expertise includes family wealth management strategies, legacy planning, and personal retirement planning. Robert 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). Robert is involved in multiple professional and community organizations. He has served as a past board member of Hancock Day School and Leadership Savannah, is a past president of the Savannah Estate Planning Council and the Men's Club of St. John's Church, and serves on the Board of Trustees for the St. Joseph's/Candler Foundation. Additionally, he is active in the Boy Scouts of America as a Troop 57 Committee Leader. Outside of work, Robert enjoys boating, golfing, hiking, reading, running, skiing, tennis, traveling, and spending time with his family.

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 over 16 years of industry experience. He has worked with J.P. Morgan since 2013 in various roles. Outside of his advisory duties, he is also involved in a rental property business through Brookfield Rentals LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager selection, and customized reporting through its Institutional Consulting Services program. The firm employs a quantitative and ESG-inclusive process and has unique regulatory registrations that allow access to a broad array of investment products.

Lloyd Childs is a Series 66-licensed financial advisor with Morgan Stanley in Savannah, GA, with five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020 and was previously employed by the Fulton County School System from 2014 to 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.