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 14 years of industry experience. Her work history includes roles at Queensboro National Bank & Trust, Bank of America, Merrill, Webster Bank, and TD Private Client Wealth LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a large network of advisors and over $819 billion in discretionary assets under management.

Heather Stanley is a financial advisor with Wells Fargo Clearing in Savannah, GA. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee and holds powers of attorney related to family financial matters. 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 uses research and analytics to guide investment options and offers both brokerage and advisory solutions.

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, holding a Series 63 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 sources.

Robert Ruffo is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools such as Monte Carlo simulations to model outcomes.

Stewart Schwabe is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds a Series 63 designation and has been with various Morgan Stanley entities since 2003, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services 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 analyses.

Daniel King is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2013. Outside of his advisory role, he works as a consultant and independent contractor for Central Casting in Atlanta. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Robert Mcwilliams Jr. is a financial advisor with LPL Financial in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Commonwealth Financial Network, Mass Mutual Investors Services, Kestra Investment Services, and AlphaStream Portfolios. He is co-owner of SWG Insurors, LLC, an insurance business, and owns Savannah Wealth Group and Tinker McWilliams, Inc., entities that facilitate securities, advisory, and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational tools including machine learning, and oversees more than $819 billion in assets with a large network of advisors.

Theresa Palmer is a Series 66-licensed financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kaleena Hale is a financial advisor with Merrill in Savannah, GA, holding Series 63 and Series 66 designations. She has 17 years of industry experience and has been with Merrill since 2007. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Erik Zimmerman is a financial advisor with Merrill in Savannah, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2007 and also has experience at Bank of America, N.A. since 2022. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Holley Dean is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. Outside of his advisory role, he serves as secretary for a historic restoration company and is involved in managing dock rental operations. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Thomas Walling is a CFP® professional with 26 years of industry experience, currently serving at Cetera since 2023. He has also worked with Cetera Wealth Services, LLC since 2013 and has experience as an independent insurance agent focusing on disability, life, accident, health, and long-term care coverage. Walling contributes as a columnist for a community newsletter in Albany, NY, and serves as an elected board member of the Albany County Historical Association. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a nationwide network of independent advisors. The firm serves a range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment program platforms.

Michael Fogarty is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Commonwealth Financial Network, Savannah Wealth Group, and MassMutual Life Insurance Company. In addition to his advisory work, he is involved in fixed insurance sales. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

C Morris is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 63 designation and 38 years of industry experience. Since 2009, Morris has worked at Morgan Stanley Smith Barney and, since 2015, at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Cynthia Vogel is a financial advisor with Stifel who holds a Series 66 designation and has 29 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and Merrill. Outside of her advisory role, she volunteers with the Girl Scouts of Historic Georgia in leadership positions and serves as an advisor to the Finance Committee at St. James the Less Catholic Church in Savannah, GA. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Margaret Mcintyre is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has spent the majority of her career at Wells Fargo Clearing, with two separate tenures totaling nearly 19 years. Outside of her advisory work, she serves as an executor for her spouse’s estate. 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 uses research and analytics to guide its investment approach and offers both brokerage and advisory solutions at a large scale.

Darryl Wright is a financial advisor with Primerica Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, Wright owns Wright Wealth Builders, LLC, a legal entity formed for real estate purchases. 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 account options under a wrap-fee structure. The firm curates third-party asset managers and oversees portfolio implementation via BNY Mellon Advisors.