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 prior roles at Ameriprise Financial and Next Financial Group Inc. He also worked with Georgia Sheriffs Youth Homes for 45 years. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and platform arrangements.

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.

William Batchelor is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 32 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining Wells Fargo in 2024. Batchelor serves as a board member of the Savannah Bulldog Club. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Veronica Voisine is a financial advisor at Edward Jones with 13 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2012. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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.

Tommy Tranum is a financial advisor with Edward Jones in Richmond Hill, GA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2019, following eight years at Dex Media. Outside of his advisory role, he owns a rental property used by his daughter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a significant retail advisor and branch presence nationwide.

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.

Linda Gause is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm uses structured planning tools and market outcome modeling to develop tailored financial plans, managing approximately $2.74 trillion in client assets.

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 with Stifel in Savannah, GA, holding a Series 66 credential and eight years of industry experience. He has been with Stifel since 2018 and previously worked for Wild Wing Cafe for three years. Vogel serves on the Regional Advisory Board for the Girl Scouts of Historic Georgia. Stifel serves a broad range of clients, including individuals, institutional accounts, charitable organizations, and municipal entities, offering brokerage and investment advisory services focused on fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

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.

Jennifer Catarino is a financial advisor with Thrivent Investment Management in Savannah, GA. She holds a Series 66 designation and has experience working at Beachbody from 2009 to 2025 before joining Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning combined with a managed-account program under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

James Diemer Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 11 years with MetLife Resources. In addition to advisory work, he is involved in outside insurance sales, focusing on life, accident, health, Medicare-related products, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options as well as educational seminars.