Marci Mc Gregor is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 credential and has been with Merrill since 2002. Outside of her advisory role, she is a part owner of an LLC formed to purchase a family home. 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 institutional investors.

Tracey Love is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and administrative work with Love Medical LLC, a medical device company. She is based in Savannah, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning on retirement, tax, estate, and other financial matters without discretionary trading authority.

Roland Towery III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients manage new wealth, plan for personal retirement, engage in portfolio management services, minimize taxes, and generate retirement income. Acting through Beckwith, Towery & Associates, his team assists a diverse clientele by providing information that enables sound decisions in investing, giving, and enjoying their financial successes. They utilize Bank of America and Merrill Lynch resources to create value for clients by emphasizing simplicity, accessibility, and comprehensive capabilities. Roland holds a Bachelor's Degree from Armstrong Atlantic State University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) professional designations. He is active in professional and community organizations including the Marine Corps League of Savannah Georgia and the Salvation Army of Savannah Georgia. He also serves on The Salvation Army Savannah Advisory Board. Outside of his professional responsibilities, Roland is a husband and father of three sons. He is a member of Hope Bible Church and enjoys various outdoor activities such as camping, hiking, golf, chess, sailing, and spending time with family.

Savannah Todd is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and served in educational roles at Calvary Day School and other institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based analyses across various planning topics without including implementation. The firm offers a combined planning and managed-account option called “WealthPlan” while maintaining separate service components.

Kelly La Voie is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining LPL in 2020, Kelly worked at Bank of America and Merrill from 2014 to 2020, and at Morgan Stanley from 2007 to 2014. Kelly has served as a board member for the Town of Canandaigua Zoning Board of Appeals. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment approaches implemented by a large network of advisors.

David Barrow III is a financial advisor at Stifel with over 53 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. Barrow is active in his community, serving as treasurer for the Savannah Benevolent Association and the Christian Business Men’s Committee of Downtown Savannah, and is a member of the Trust Committee at St. John's Church in Savannah. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment strategy developed by its Investment Strategy Group.

Daniel Umbel is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and Morgan Stanley Smith Barney. He serves on the boards of America's Second Harvest of Coastal Georgia and Horizons Savannah, local nonprofit organizations focused on health, welfare, and education. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and investment committee guidance to support client goals.

Jaden Coulter is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting high-earning medical sales professionals by turning variable income into lasting wealth through strategies that include cash flow and income planning around on-target earnings and commission cycles, equity compensation strategy across RSUs, ESPPs, and ESOs, tax-efficient investing strategies, and retirement planning tailored to actual income patterns. Jaden holds a Bachelor's Degree from the University of Alabama and has earned the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He is also a member of the Sigma Chi - Iota Iota professional organization. Outside of his professional work, Jaden enjoys hiking, pickleball, and running.

Steven Stein is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1990, also working with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Heidt III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at several firms including MASS MUTUAL and Commonwealth Financial Network and is a co-owner of Savannah Wealth Group, LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm provides a range of investment strategies and platforms, combining advisory services with a broad suite of financial products and partnerships.

Bruce Baker is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He previously worked at Cetera and has been involved with FHT Advisors, where he also serves as a financial professional. Outside of his advisory role, he is an insurance agent servicing various fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and a broad non-advisory financial services platform.

Sherry Parker is a financial advisor with Stifel in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Stifel since 2015. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Frank Wieczorek Jr. is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Before joining Edward Jones in 2025, he worked in various roles including at Procare Therapy and Georgia Southern University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Elizabeth Bryant is a Series 66-licensed financial advisor with 21 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She has worked at Merrill, Wells Fargo Clearing, and Raymond James, and is involved part-time as a scheduler for a local driving school. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored planning and risk profiling tools to support client goals and offers advisory programs alongside municipal and public-finance services.

Alastair Cairns is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in financial services since 1994 and joined Merrill Lynch in 2007. With over 20 years of experience, Alastair focuses on providing tailored financial advice and guidance to multiple generations of families, including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Alastair’s expertise includes trust and estate planning services, working closely with clients, accountants, attorneys, and utilizing the resources of Bank of America and Merrill to help clients transfer wealth, minimize taxes, and secure their family’s legacy through various trust structures. He places a strong emphasis on building long-term, multigenerational relationships based on integrity, consistency, and transparency. Additionally, he is committed to educating clients and their families on their investments and financial decisions to promote informed planning for the future. Alastair earned a bachelor’s degree and a Master of Science in financial planning from the University of Georgia. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Alastair serves as the President of the St. Andrew's Society of Savannah and is a board member of the Grandfather Mountain Highland Games. He enjoys golfing, hiking, and skiing, and resides on Skidaway Island in Savannah with his wife, Kristi, and their two children.

Gordon Hamilton III is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 39 years of industry experience. His career includes tenures at Citigroup Global Markets and Morgan Stanley Smith Barney before his current role at Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of investment and financial programs.

Michael Wilder is a financial advisor with Raymond James & Associates in Bluffton, SC, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2008. Wilder serves on the board of trustees at St. Joseph's/Candler hospital in Savannah, GA, participating on both the Finance and Corporate Compliance Committees. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning and advisory services through a range of portfolio management styles, with most client relationships structured as non-discretionary planning and consulting.

Richard Williams is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and is also associated with Bernard Williams & Co, where he serves as a board member of an insurance agency. Williams is active in community organizations, including serving as Lieutenant Governor of the Society of Colonial Wars in the State of Georgia and as a board member for both the Oglethorpe Club and the Savannah Area Chamber of Commerce. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Richard Goodwyn Jr. is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Barclays Capital Inc. and Lehman Brothers Inc. He is also a general partner at Mitchell Partners, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of wealth advisors, offering non-discretionary, customized asset allocation advice, investment manager searches, and performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Bryan Weathersbee is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses, with 23 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, spanning over two decades. Outside of advising, he is a co-owner of a rental condominium. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.