Kelly La Voie is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining LPL in 2020, Kelly worked at Bank of America and Merrill from 2014 to 2020, and at Morgan Stanley from 2007 to 2014. Kelly has served as a board member for the Town of Canandaigua Zoning Board of Appeals. 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 institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment approaches implemented by a large network of advisors.

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.

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.

James Heidt III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at several firms including MASS MUTUAL and Commonwealth Financial Network and is a co-owner of Savannah Wealth Group, LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm provides a range of investment strategies and platforms, combining advisory services with a broad suite of financial products and partnerships.

Bruce Baker is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He previously worked at Cetera and has been involved with FHT Advisors, where he also serves as a financial professional. Outside of his advisory role, he is an insurance agent servicing various fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and a broad non-advisory financial services platform.

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 at Edward Jones with Series 66 credentials and one year of industry experience. Before joining Edward Jones in 2025, he worked in various roles including at Procare Therapy and Georgia Southern University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

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.

Richard Williams is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and is also associated with Bernard Williams & Co, where he serves as a board member of an insurance agency. Williams is active in community organizations, including serving as Lieutenant Governor of the Society of Colonial Wars in the State of Georgia and as a board member for both the Oglethorpe Club and the Savannah Area Chamber of Commerce. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Marshall Coleman is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in goals-based financial planning and investment management. He focuses on helping families, professionals, and business owners align their financial strategies with their long-term objectives. Marshall works collaboratively with clients, leveraging the resources of Merrill and Bank of America to develop personalized solutions aimed at building, preserving, and transferring wealth. Marshall began his career at Merrill Lynch Wealth Management in 2013 after graduating from the University of Georgia's College of Family and Consumer Sciences with a degree in Financial Planning. While at the university, he was active in the Student Financial Planning Association, volunteered as a tax preparer through the Volunteer Income Tax Assistance program, and completed a summer internship with Merrill Lynch in Albany, Georgia. Since 2015, he has served on the Wealth Management Team at Sotus McCullough, where he also acts as a Senior Portfolio Advisor managing custom investment strategies on a discretionary basis. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Plan Fiduciary Advisor® designations. Outside of his professional role, Marshall serves on the Board of Directors for Park Place Outreach Inc. He enjoys spending time outdoors hunting and fishing, as well as traveling with his family.

Thomas Peterson is a financial advisor with LPL Financial in Savannah, GA, holding Series 63 and Series 66 credentials and 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and CNB Bank, Inc. He has been with LPL Financial in various capacities since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions delivered through a large network of investment adviser representatives.

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 with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also involved in outdoor recreation ventures and serves on the investment committee of a local charitable organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

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.

Robert Carter is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 42 years of industry experience, including previous roles at Ameriprise Financial and Next Financial Group Inc. He also worked with Georgia Sheriffs Youth Homes for 45 years. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

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.