William Hannan is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he is connected to a local business, Two Smart Cookies Acquisition Group, where he assists with non-investment-related duties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 has been with Wells Fargo since 2016. Outside of her advisory role, she serves as the administrator for her father’s estate. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions to support investor needs.

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 in Bluffton, SC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his role at Ameriprise, he manages an advisory business through CMA92LLC. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Andrija Copic is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at UPS for 23 years before joining Edward Jones. Outside of his advisory role, he is involved in tennis-related activities, including teaching lessons at the Chatham Racquet Club, and is a member of a local bakery business through a loan guarantor role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets.

Thomas White IV is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 63 designation and 31 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Sharon Coursey is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 66 credentials and 39 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Gwynn Yocco is a financial advisor with LPL Enterprise holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Enterprise in 2024, Yocco worked for Pruco Securities, LLC for nine years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Alan Mooneyham is a CFP® with 39 years of industry experience and is currently with LPL Financial. His background includes long tenures at Jackson National Life and Waddell & Reed, as well as involvement with Grace Coastal Church. He has maintained an insurance agency role related to investment products since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and various advanced investment technologies.

Christopher Corkern is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Prudential Insurance Company of America since 1998 and joined LPL Enterprise in 2024. Outside of advising, he is involved with May River Insurance Group, a property and casualty business in Bluffton, SC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products and includes a role in LPL’s collateralized lending program.

Benjamin Catlett is a financial advisor with Edward Jones in Bluffton, SC, holding Series 63 and Series 66 credentials and accumulating 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he manages a commercial rental property in Dandridge, TN. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Aaron Monegan is a financial advisor with Primerica Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at PFS Investments Inc. and Perspecta Inc. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supports a range of investment approaches.

Hayden Letien is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Primerica, he worked at Aerotek for seven years. He is involved in the sale of investment-related products and also engages in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Tyler Shrewsbury is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at Gulfstream, Montage International, Sunset Rentals, and Colleton River Plantation Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and branch offices nationwide.

John Powell is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.