Barbara Treadwell is a CFP® and ChFC® with 42 years of industry experience. She has worked at OSAIC since 2024 and previously held positions at Partners For Prosperity, Inc. and American Portfolios Financial Services. Treadwell serves as co-trustee of an irrevocable trust and is a member of the board of the Lexington Foundation, a nonprofit organization. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment solutions and utilizes tools such as asset-allocation modeling and risk-tolerance analysis to construct diversified portfolios.

Thornton Barrow is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Outside of his advisory work, he is involved in nonprofit boards focused on research and education, including serving as a trustee for the Wormsloe Foundation and the Wormsloe Institute, and as an advisory board member for the University of Georgia Press. He is also the owner of a gunsmithing business. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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.

James Doubleday III is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of advising, he is involved in coordinating event rentals for a historic event space in Savannah, GA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning areas without implementing the advice. The firm combines holistic, goal-based planning with managed-account options through a consolidated billing structure, relying on financial advisors to deliver and update client plans.

Dora Mae Clark is a Series 66 credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2016. She has 10 years of industry experience and is based in Savannah, GA. Outside of her advisory role, she is a board member and event manager for SMACKO Inc. and holds various ownership and board positions in family-owned and non-public entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a nationwide network of independent financial professionals using a range of portfolio management approaches and platform arrangements.

Andrew Black is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Primerica Advisors since 2019 and previously at Drake Financial Group from 2021 to 2024. Outside of advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Barbara Fitzpatrick is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She has worked with various affiliates of Raymond James since 2017 and previously operated Lemons N Lavender Boutique for one year. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Waters is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2013. Outside of his advisory role, he maintains ownership of a single-family rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Garet Haynes is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2021 to 2025. He also served on the Chatham County Board of Commissioners from 2014 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nicholas Ives is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. In addition to his advisory role, he serves as a Command Sergeant Major in the Georgia Army National Guard and is a board member of the Oglethorpe Chapter of AEA, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

William Hickman is a financial advisor at Minas Wealth Management LLC with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Minas Wealth Management since 2008. Minas Wealth Management LLC serves individual clients and small retirement plans, providing portfolio management and pension consulting. The firm primarily manages assets on a non-discretionary basis, working closely with a small client base to implement investment decisions with client approval.