Cheryl Carlon is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 29 years of industry experience. Her career includes roles at Wells Fargo Clearing, Synovus Securities, Citigroup Global Markets, and Charles Schwab. She is currently based in Savannah, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Jacqueline Hunt is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Outside of her advisory role, she owns and markets for H2 Energy INC, a fuel distribution company based in Richmond Hill, Georgia. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Stewart is a financial advisor with Cambridge Investment Research Advisors in Richmond Hill, GA. He holds the Series 63 and Series 65 designations and has six years of industry experience. Prior to his current role, Stewart worked at Custom Audio Video and Best Buy Co., Inc. He is also involved in an insurance and benefits business. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Dakota Craig is an advisor at Merrill with Series 63 and Series 66 licenses and less than one year of experience in the financial industry. Prior to joining Merrill and Bank of America, he held positions at Mariner Finance and has work experience spanning education and community organizations, including Lowndes County Schools and Crossroads Baptist Church. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Cassidy Giroux is a financial advisor at Equitable Advisors with six years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2020. Prior to her current role, Cassidy was involved with Red Moon Hospitality LLC, Appalachian State University, and Crossroads Coffeeshop. She is also a Notary Public in Georgia. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Alan Kinney is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and having 43 years of industry experience. His prior work includes roles at Merrill and Morgan Stanley DW Inc. Outside of his advisory work, he serves as power of attorney for a family member. 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 in-house research and third-party analytics, offering both brokerage and advisory solutions across a broad range of financial products.

David Hill is a financial advisor at Edelman Financial Engines with Series 65 credentials and over a decade of industry experience, including eight years at The Estate Planners Group, LLC. He has been with Edelman Financial Engines since 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Jennifer Young is a financial advisor with LPL Financial in Savannah, GA, holding a Series 66 license and four years of industry experience. She previously worked at Merrill and Bank of America, among other firms. 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 financial planning and investment management services through a large network of advisors and employs various strategies including model portfolios and third-party asset management.

John Clements is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and is also the majority owner of Legacy Asset Management, LLC, an investment-related business in Richmond Hill, GA. 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 data.

Kevin O'Neil is a financial advisor at Merrill with 13 years of experience, holding Series 65 and Series 63 credentials. He has worked at both Bank of America, N.A. and Merrill since 2013. Outside of his advisory role, he serves as a committee member for the Kiwanis of Skidaway, a charitable organization supporting at-risk children in Savannah, Georgia. 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.

Kevin Hughes is a financial advisor with J.P. Morgan Securities in Savannah, GA, holding Series 66 and Series 63 licenses and seven years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Coastal Cathedral. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research to develop model asset allocations.

Barrett Benton is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Adam Hecht is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Outside of his advisory role, he has a 50% ownership interest in a commercial property investment in East Providence, Rhode Island. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm employs proprietary research and planning tools to develop tailored recommendations, with planning engagements typically structured as discrete projects covering diverse areas such as retirement, education, and business-owner transition planning.

Thomas Madison III is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously was with MetLife Securities and Liberty Mutual Insurance. Outside of his advisory role, he serves as secretary of the Savannah St. Patrick's Day Parade Committee, assisting with event coordination and membership activities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative annual planning relationships and offers a range of programs, including estate and employer-sponsored planning.

Aaron Beers is a financial advisor with Edward Jones in Savannah, GA, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at UBS Financial Services, The Vanguard Group, and the Law Offices of John Lyndon. He serves as Vice Chair on the Board of Heads Up Guidance Services, a nonprofit advocating for affordable behavioral health counseling. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond standard advisory services.

Robert Martin IV is a financial advisor at Stifel with 18 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Stifel Nicolaus & Co. Inc since 2016. Martin serves on the board of the Savannah Benevolent Association and has held leadership roles in heritage and social societies including past governor of the Society of Colonial Wars in Georgia and vice president of the St. Andrew's Society of Savannah. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies from its Investment Strategy Group to guide asset allocation and planning analyses.

Amy Steinert is a financial advisor with LPL Financial in Savannah, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Merrill, and Wells Fargo Clearing. Outside of her advisory work, she is also an Uber driver. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

David Mcafoos is a financial advisor with Morgan Stanley in Daufuskie, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, and previously held roles at Citigroup Global Markets, Wells Fargo Clearing, and Wachovia Securities. Outside of his advisory role, he is involved with KD Properties of Asheville, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Richard Lutz Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Coastal Georgia Financial Services, LLC, and various Raymond James entities since 2015. Outside of his advisory role, he manages investments and provides comprehensive financial planning through Coastal Georgia Financial Services, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting, utilizing risk profiling and modeling tools, and supports municipal and public-finance work through unique affiliations.

Joel Rotkow is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Rotkow serves as a board member of the Fairmont Condominium Association in Savannah and is involved in managing commercial real estate investments. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory models, delivering services through Investment Adviser Representatives and focusing on customized solutions aligned with client risk profiles.