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.

Timothy Beers is a financial advisor with Edward Jones in Savannah, GA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. 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 network of financial advisors and branch offices nationwide.

Seth Kovensky is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2011. Kovensky is involved with The National Benefit Corp, a general agency for fixed insurance and long-term care, and operates Live Oak Financial Services LLC, which offers life, health, disability, and annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a variety of financial planning and advisory programs, utilizing model portfolios and research to provide both discretionary and non-discretionary management solutions.

John Kurinij is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He previously worked at Stifel for 15 years before joining Wells Fargo in 2024. Outside of his advisory work, he is an author who has written and published a memoir. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

James Pember Sr. is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Ashley Dando is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Wells Fargo entities since 2012, including ten years at Wells Fargo Clearing. Outside of her advisory work, she is involved with Two Smart Cookies, a business based in Savannah, GA, where she holds 50% ownership and contributes a few hours monthly. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is guided by investment policy statements and modern portfolio theory, with a broader range of financial products than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Daniel Bradley is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Bradley holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, 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 through both direct client relationships and Corporate Financial Planning agreements.

James Mullis is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Before joining Mass Mutual, he worked at Northwestern Mutual in various capacities for one year. Outside of finance, he has a background in education, having worked seven years at Baconton Community Charter School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without discretionary authority.

Marty Phillips is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2023. Prior to joining Stifel, he worked at The Leaders Group, Inc. and Buckhead Brokerage Group, LLC. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

John Berger is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves on the finance committee at St. Francis Cabrini Catholic Church in Savannah, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Coleman Meyer is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, he held various roles in education and real estate from 2019 to 2026. 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 individuals, high-net-worth clients, and institutions.

Colin Hopkins is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials. He has held positions across several industries, including transportation and medical services, prior to joining LPL Enterprise in 2026. Outside of his advisory role, he is involved with HULA Transportation. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

James Kellogg Jr. is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 credential and bringing 17 years of industry experience. He has been with Raymond James since 2012 and is also associated with Kellogg Investment Group in Savannah, GA, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports both wrap-fee advisory programs and institutional portfolio management.

Harry Moore II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 48 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Moore serves as chair of the endowment committee for the Boy Scouts of America Coastal Georgia Council and is a finance committee member for both the same council and Christ Church Anglican in Savannah, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Sheila Shepherd is a financial advisor with Thrivent Investment Management in Savannah, GA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory work, Shepherd engages in freelance event planning, assisting with birthday parties and sensory-focused events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts under a consolidated billing program called WealthPlan.

Benjamin Price is a financial advisor with Raymond James & Associates in Savannah, GA, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting through various specialized programs.

John Baldi is a CFP® and Series 66-registered advisor with Ameriprise Financial Services, bringing eight years of industry experience. He has worked at Ameriprise since 2017, following brief roles at Company Voice and Glennhardie Country Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies for clients nearing or in retirement.

Hannah Strong is a Series 66-licensed financial advisor at UBS Financial Services with three years of industry experience. Her background includes roles at Raymond James & Associates and Wells Fargo Clearing. Prior to her financial career, she worked at Lilly Pulitzer and studied at Florida International University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Adam Hess is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory work, he co-owns a mountain cabin rental property in Blue Ridge, GA, and serves as a board member for a business condo association in Savannah, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based financial analyses without managing client portfolios directly.

Hunter Kicklighter is a financial advisor with Fisher Investments in Savannah, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Fisher Investments in 2025, he worked at Brighthouse Financial for six years and at Shipt, Inc. for two years. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.