Amanda King is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she serves as a Girl Scout Troop Leader in Savannah, Georgia, where she hosts meetings and plans activities for youth leadership development. 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 various institutional investors.

Michael Cardinal is a financial advisor at Merrill with Series 65, 66, and 63 licenses and two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase, J.P. Morgan Securities, E*Trade, and Morgan Stanley. He has been involved with his own business, Cardinal Brothers, LLC, since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kim Annunziata is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory work, she has worked as a bartender and waitress for a catering company in Hilton Head, SC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Justin Parker is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with Morgan Stanley in Savannah, GA. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is co-owner of Parker's Smoked Meats, a restaurant in Savannah. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Cheryl Carlon is a Series 63 licensed financial advisor with 29 years of industry experience, currently with Wells Fargo Advisors in Savannah, GA. She has been affiliated with Wells Fargo Clearing and related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored 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 licenses and has six years of industry experience. Prior to his current role, Stewart worked at Custom Audio Video and Best Buy Co., Inc. In addition to his advisory work, he is involved in insurance, benefits, and human resources through a separate business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies including proprietary and third-party models.

Cassidy Giroux is a financial advisor at Equitable Advisors with six years of industry experience. She holds a Series 66 designation and has prior experience in hospitality and educational roles, including work with Red Moon Hospitality LLC and Appalachian State University. Giroux is also a notary public with The Clerk's Authority Georgia Superior Court Clerks' Cooperative Activity. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through LPL-sponsored programs and endorsed third-party managers.

Alan Kinney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Outside of his advisory role, he serves as power of attorney for his mother, dedicating several hours monthly to this responsibility. 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 approach is grounded in modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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 designation and four years of industry experience. Her prior experience includes roles at Merrill and Bank of America, as well as positions with Edward Jones and the American Cancer Society. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

John Clements is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Clements is also a majority owner of Legacy Asset Management, LLC, an investment-related business based in Richmond Hill, GA. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin O'Neil is a financial advisor at Merrill with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Merrill and Bank of America, N.A. since 2013. He serves as a committee member of the Kiwanis of Skidaway, a nonprofit 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Hughes is a financial advisor with J.P. Morgan Securities in Savannah, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, along with experience at Coastal Cathedral and Belk. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework to guide investment recommendations.

Barrett Benton is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adam Hecht is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Savannah, GA. He has worked within the Wells Fargo organization since 2011, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he holds a 50% ownership interest in a commercial property in East Providence, RI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

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 at Edward Jones with six years of industry experience. He has held positions at UBS Financial Services, The Vanguard Group, and Edward Jones prior to his current role. Beers serves as the vice chair on the executive board of Heads Up Guidance Services, a nonprofit focused on affordable and accessible behavioral health counseling. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 credentials 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 has engaged as an Uber driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.