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.

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 based in Savannah, GA, with 27 years of industry experience. He has worked at LPL Financial since 2011 and previously held roles at Securities America Advisors, Inc., First Command Bank, and First Command Brokerage Services, Inc. Outside of his advisory work, Kovensky is involved with Live Oak Financial Services LLC, which offers life, health, disability, long-term care insurance, fixed annuities, and term insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a variety of advisory services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

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 in Savannah, GA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She worked at Merrill from 1999 to 2012 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she has partial ownership in a local business called Two Smart Cookies. 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 combines research from Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory to support its advisory solutions.

Daniel Bradley is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Prior to that, he was with Merrill from 2005 to 2010. Bradley manages multiple timberland investment entities in Savannah, Georgia. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct 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® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wachovia Bank, N.A. beginning in 1996. Berger is a finance committee member of St. Francis Cabrini Catholic Church in Savannah, GA, where he participates in financial decision-making for the church. Wells Fargo Advisors is a national securities firm with over 14,000 advisors and approximately $671 billion in assets under management. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients.

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 with LPL Enterprise holding Series 63 and Series 65 licenses. Located in Savannah, GA, he has less than one year of industry experience. Outside of his advisory role, he has been involved with HULA Transportation since 2024. LPL Enterprise, LLC serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and brokerage services through a network of investment adviser representatives.