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.

Maria Bailey is a financial advisor at Morgan Stanley in Savannah, GA, with 28 years of industry experience. She has held her current role since 2012. Maria holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Dora Mae Clark is a Series 66 registered financial advisor with Cambridge Investment Research Advisors, where she has worked since 2016. She has 11 years of industry experience. Outside of her advisory role, she serves as an event manager and board member for SMACKO Inc. in Savannah, GA. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Martin Welch is a financial advisor at Thrivent Investment Management in Savannah, GA, with four years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Thrivent, Welch worked at the Small Business Administration and Wells Fargo Clearing Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing program called WealthPlan.

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 Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Wells Fargo Clearing. Prior to his financial advisory career, he served on the Chatham County Board of Commissioners for seven years. 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 that covers a broad range of topics without including implementation of recommendations, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Patrick House is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America N.A., Merrill, and Fidelity Brokerage Services LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Charlton Riegner is a financial advisor at Thrivent Investment Management in Savannah, GA, with two years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial and Calvary Day School. Outside of advising, he coordinates events for Gingerbread Gatherings LLC, which rents out a courtyard space for receptions and gatherings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these services as either one-time or ongoing engagements, covering a broad range of financial topics.

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.