David Hill is a financial advisor at Edelman Financial Engines with Series 65 credentials and over a decade of industry experience, including eight years at The Estate Planners Group, LLC. He has been with Edelman Financial Engines since 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Jennifer Young is a financial advisor with LPL Financial in Savannah, GA, holding a Series 66 license and four years of industry experience. She previously worked at Merrill and Bank of America, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs various strategies including model portfolios and third-party asset management.

John Clements is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and is also the majority owner of Legacy Asset Management, LLC, an investment-related business in Richmond Hill, GA. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Kevin Hughes is a financial advisor with J.P. Morgan Securities in Savannah, GA, holding Series 66 and Series 63 licenses and seven years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Coastal Cathedral. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research to develop model asset allocations.

Barrett Benton is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Adam Hecht is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Outside of his advisory role, he has a 50% ownership interest in a commercial property investment in East Providence, Rhode Island. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm employs proprietary research and planning tools to develop tailored recommendations, with planning engagements typically structured as discrete projects covering diverse areas such as retirement, education, and business-owner transition planning.

Walter Clark is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at MetLife Securities Inc. for 29 years. He also serves as a life and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using advanced software tools and offers a range of investment and educational programs.

Thomas Madison III is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously was with MetLife Securities and Liberty Mutual Insurance. Outside of his advisory role, he serves as secretary of the Savannah St. Patrick's Day Parade Committee, assisting with event coordination and membership activities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative annual planning relationships and offers a range of programs, including estate and employer-sponsored planning.

Robert Martin IV is a financial advisor at Stifel with 18 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Stifel Nicolaus & Co. Inc since 2016. Martin serves on the board of the Savannah Benevolent Association and has held leadership roles in heritage and social societies including past governor of the Society of Colonial Wars in Georgia and vice president of the St. Andrew's Society of Savannah. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies from its Investment Strategy Group to guide asset allocation and planning analyses.

Melisa Fennell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shari Stiles is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at Lang Capital, LLC for six years before joining Raymond James in 2019. Raymond James & Associates is a large 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, and offers a range of financial planning and consulting services with largely non-discretionary relationships.

Christopher Beaudry is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab, Charles Schwab Bank, TD Ameritrade, and Scottrade. Outside of advising, he is involved in a small-scale apartment rental business. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Mary Conover is a financial advisor with Cetera who holds Series 63, 65, and 66 designations and has eight years of industry experience. She previously worked at Franklin Resources for 19 years and has experience with Minnesota Life Insurance Company and Securian Financial Services. Outside of advisory roles, she serves on the boards of the RWJBH Field of Dreams inclusive playground project and the Moceans Center for Independent Living, both focused on community outreach and support for people with disabilities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients through a nationwide network of more than 10,000 advisors.

Aaron Tillinger is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Bank of America N.A. and Merrill. He serves on the Board of Trustees at St. Andrew’s School and is Vice President of its Investment Committee. 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 advisory options grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Lawrence Brody is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing for 10 years. Brody has ownership interests in investment-related entities including DABLAB, LLC and a minority stake in Olivia's Center LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics-driven approaches and offers both brokerage and advisory solutions with a broad range of financial products.

Carrie Fornof is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing Services since 2016 and was previously with Morgan Stanley from 2010 to 2016. Based in Savannah, GA, she provides investment advisory services as part of a large institutional firm. 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 combines research and analytics with a broad offering of brokerage and advisory solutions.

Gary Morea is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. His background includes work solely with Edward Jones during this time. Outside of his financial advising role, he is involved with Oak Tree Enterprises LLC as a co-owner, managing real estate investments and property upkeep. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Barbara Treadwell is a financial advisor at OSAIC with over 42 years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including American Portfolios Financial Services and Partners For Prosperity, Inc. Outside of her advisory work, she serves on the board of the Lexington Foundation's finance committee, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization.

Thornton Barrow is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel since 2015. Prior to that, he worked at International Advisory Consultants Inc. from 2010 to 2015. Outside of his advisory role, Barrow is involved in gunsmithing through his ownership of Barrow Arms Company LLC and holds leadership roles in agricultural and timber-related businesses. He also serves as a trustee for the Wormsloe Foundation and the Wormsloe Institute, and is an advisory board member for the University of Georgia Press. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making in asset allocation and financial planning.

Terri Shiver is a financial advisor at Charles Schwab with 39 years of industry experience. She has been with Charles Schwab since 1994 and has worked at Charles Schwab Bank since 2005. Outside of her advisory role, she owns a real estate property in Savannah, Georgia. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory models and discretionary separately managed accounts, supported by multi-asset portfolios and research from the Schwab Center for Financial Research.