Thornton Barrow is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Outside of his advisory work, he is involved in nonprofit boards focused on research and education, including serving as a trustee for the Wormsloe Foundation and the Wormsloe Institute, and as an advisory board member for the University of Georgia Press. He is also the owner of a gunsmithing business. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Terri Shiver is a financial advisor at Charles Schwab with 39 years of industry experience. She has been with Charles Schwab since 1994 and has worked at Charles Schwab Bank since 2005. Outside of her advisory role, she owns a real estate property in Savannah, Georgia. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory models and discretionary separately managed accounts, supported by multi-asset portfolios and research from the Schwab Center for Financial Research.

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.

Matthew Amman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined in 2011 after spending 15 years providing professional services to high-net-worth clients in the construction industry's land development sector. He holds the Certified Private Wealth Advisor® designation and is a Senior Vice President, Wealth Management Advisor, overseeing individual client services as well as coordinating financial advisor training for the Southeast Coastal Market. His approach includes building personalized financial strategies and managing custom investment portfolios to assist clients in pursuing their long-term financial goals. Matthew earned a B.S. in Civil Engineering from the University of Central Florida and an M.B.A. in Finance with the Beta Gamma Sigma designation from Florida State University. He is also certified as a Certified Exit Planning Advisor, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Accredited Financial Advisor. In addition to traditional advisory services, he is qualified to manage investment strategies on a discretionary basis through Merrill's Investment Advisory Program. Outside of his professional work, Matthew has been active in community service, serving on the Board of Directors for the Coastal Conservation Association and the YMCA of Coastal Georgia. He has volunteered with organizations such as Junior Achievement, South University, and The One Hundred Children's Foundation. Matthew resides in Savannah, Georgia, with his wife and three daughters and enjoys outdoor activities including baseball, boating, fishing, football, golfing, running, skiing, surfing, and traveling.

Donna Minor is a financial advisor with Merrill in Savannah, GA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Merrill since 2009. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Craig Ciszewski is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc. for 15 years before joining Osaic Advisory Services and then LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.

Michael Mclaughlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Garet Haynes is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2021 to 2025. He also served on the Chatham County Board of Commissioners from 2014 to 2021. Wells Fargo Clearing provides retirement plan consulting 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 range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

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.

Ron Josey is a financial advisor with Stifel in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves on the finance committee of Southside Baptist Church. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.