James Martin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Unconquered Financial Service, Inc. and several other financial firms dating back to 2009. He is also an independent insurance agent through SmartPro Financial LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides diverse investment solutions through independent financial professionals, employing both proprietary and third-party strategies across various custody platforms.

Christopher Frohn is a CFP® professional affiliated with Wells Fargo Clearing in Savannah, GA, with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC, along with a longer tenure at Wachovia Bank, N.A. beginning in 2007. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Louis Brody is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to evaluate investment options based on diversification and modern portfolio theory.

Joseph Kelley is a financial advisor at Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and quantitative modeling tools.

George Barrow is a Series 66 licensed financial advisor at Stifel with 16 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as a board member of the Savannah Benevolent Association, a charitable organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Vivian Butler is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2009. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party teams.

William Monroe III is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has been with Stifel since 2020. Outside of his advisory role, Monroe is the owner of Houseware Warehouse LLC, a wholesale distributor of kitchen products, and serves as co-trustee of the Monroe Welfare Foundation. He also advises on the finance committee of Veritas Academy. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services guided by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michael Mella is a financial advisor with Cambridge Investment Research Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Cantella & Co., Inc. for over a decade before joining Cambridge in 2022. Mella also owns and operates Mella Wealth Management in Savannah. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

Marci Mc Gregor is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 credential and has been with Merrill since 2002. Outside of her advisory role, she is a part owner of an LLC formed to purchase a family home. 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.

Tracey Love is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and administrative work with Love Medical LLC, a medical device company. She is based in Savannah, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning on retirement, tax, estate, and other financial matters without discretionary trading authority.

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.

Savannah Todd is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and served in educational roles at Calvary Day School and other institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based analyses across various planning topics without including implementation. The firm offers a combined planning and managed-account option called “WealthPlan” while maintaining separate service components.

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.

Bruce Baker is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at FHT Advisors and Cetera Advisors LLC. Outside of his advisory roles, Baker is also involved in insurance sales, offering life, health, disability, annuities, property and casualty, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform that offers various program structures and access to third-party money managers.

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.