Steven Bacon is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2009, following a tenure at UBS Financial Services. Outside of his advisory work, he owns and operates an agricultural business focused on breeding, racing, and sales of thoroughbred horses. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Patricia Mallard is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside her advisory role, she serves as an executor for an estate and is a partner in a real estate business focused on property management and accounting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Ira Ruby is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of finance, he serves as president and board member of the Chatham Club, a restaurant and nightclub in Savannah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides financial planning services supported by structured discovery processes and uses tools like Monte Carlo simulations to model outcomes, managing approximately $2.74 trillion in client assets.

Christopher Hoover is a CFP® professional with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a part-owner of a rental property in Savannah, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Lindsey Holland is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she owns and operates a sole proprietorship selling products on Amazon. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Kristen Murphy is a CFP® professional with 23 years of experience in financial advisory roles. She is currently with Raymond James Financial and has held positions at firms including SunTrust Advisory Services and Pinnacle Financial Partners. In addition to her advisory work, she assists in developing relationships and prospecting opportunities at Fountain Financial Group and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Joshi Clare is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Morgan Stanley Private Bank in 2015, Clare worked at Morgan Stanley Smith Barney starting in 2009 and Citigroup Global Markets beginning in 2000. Outside of advisory work, Clare is a co-owner of an apartment rental business in Savannah. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Kevin Vogel is a financial advisor at Stifel with seven years of industry experience. He holds a Series 66 designation and has been with Stifel since 2018. Prior to joining Stifel, he worked at Wild Wing Cafe from 2015 to 2018. Vogel serves on the Regional Advisory Board for the Girl Scouts of Historic Georgia. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

Nathan Durham is a CFP® and holds a Series 66 license with four years of industry experience. He has been with Wells Fargo Clearing since 2022 and previously worked at Whole Foods Market and the YMCA of Coastal Georgia. 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 leverages research from Wells Fargo Investment Institute along with third-party data to support its investment approach.

Stephen Hooten is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Richard Kirsch is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Kirsch also co-owns Kirsch Investments LLC, a family investment holding company based in Winnetka, IL, which he manages alongside his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Richard Brooks is a Wealth Management Advisor based in Las Vegas, Nevada, serving clients throughout the United States through Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Life Underwriter® designation. Richard works with select high net worth individuals, families, businesses, and institutions to help manage risk, govern assets and liabilities, and pursue their financial goals. Richard's approach to wealth management begins with understanding his clients' financial needs and objectives, gathering comprehensive financial information, and conducting a detailed wealth analysis. He evaluates various scenarios to assist clients in making informed decisions over time. His services include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, tax minimization, and retirement income planning. He holds a Bachelor's Degree from Indiana University and has earned the Personal Investment Advisor designation. Outside of his professional work, Richard enjoys biking, reading, and spending time with his family.

Wilson Andress is a financial advisor at Stifel with a Series 66 designation and recent industry experience beginning in 2025. Prior to joining Stifel, he operated Andress Golf LLC and has an educational background from Georgia Southern University. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group and provides a range of fee-based financial planning and allocation guidance.

George Thompson is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His work history includes time at the University of Georgia and Benedictine Military School prior to joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Trisha Boyett is a Series 66-licensed financial advisor with Edward Jones, based in Savannah, GA, and has five years of industry experience. She previously worked for the Port Wentworth Chamber of Commerce, Inc. for twelve years prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Cindy Lee is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios, supported by research and due diligence from its Center for Financial Research.

Roseanne Stavely is a financial advisor with LPL Financial based in Savannah, GA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. Her career includes roles at Queensboro National Bank & Trust, Bank of America, Merrill, Webster Bank, and TD Private Client Wealth LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios.

Heather Stanley is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as a trustee and holds several powers of attorney for family members involving investment-related financial matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing it from many large institutional advisers.

Vernon Buchman II is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America, N.A. since 2011. He also serves as a co-trustee for the J J B SR. Marital Trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Mariaglenda Harris is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 63 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and based on modern portfolio theory, offering tailored discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education.