Colin Hopkins is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses. Located in Savannah, GA, he has less than one year of industry experience. Outside of his advisory role, he has been involved with HULA Transportation since 2024. LPL Enterprise, LLC serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and brokerage services through a network of investment adviser representatives.

James Kellogg Jr. is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 credential and bringing 17 years of industry experience. He has been with Raymond James since 2012 and is also associated with Kellogg Investment Group in Savannah, GA, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports both wrap-fee advisory programs and institutional portfolio management.

Harry Moore II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 48 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Moore serves as chair of the endowment committee for the Boy Scouts of America Coastal Georgia Council and is a finance committee member for both the same council and Christ Church Anglican in Savannah, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Sheila Shepherd is a financial advisor with Thrivent Investment Management in Savannah, GA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory work, Shepherd engages in freelance event planning, assisting with birthday parties and sensory-focused events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts under a consolidated billing program called WealthPlan.

Benjamin Price is a financial advisor with Raymond James & Associates in Savannah, GA, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting through various specialized programs.

John Baldi is a CFP® and Series 66-registered advisor with Ameriprise Financial Services, bringing eight years of industry experience. He has worked at Ameriprise since 2017, following brief roles at Company Voice and Glennhardie Country Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies for clients nearing or in retirement.

Hannah Strong is a Series 66-licensed financial advisor at UBS Financial Services with three years of industry experience. Her background includes roles at Raymond James & Associates and Wells Fargo Clearing. Prior to her financial career, she worked at Lilly Pulitzer and studied at Florida International University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Adam Hess is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory work, he co-owns a mountain cabin rental property in Blue Ridge, GA, and serves as a board member for a business condo association in Savannah, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based financial analyses without managing client portfolios directly.

Hunter Kicklighter is a financial advisor with Fisher Investments in Savannah, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Fisher Investments in 2025, he worked at Brighthouse Financial for six years and at Shipt, Inc. for two years. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Stefanie Gretkowski is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2013 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, custody, underwriting, and capital markets solutions.

Phyllis Graham is a financial advisor at Edward Jones in Port Wentworth, GA, holding a Series 66 designation. She has over 14 years of prior experience at JCB Inc before joining Edward Jones in 2025. Graham is also the owner of BAEHR Solutions LLC, originally established for consulting in product and marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Jessica Bates is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has been with Bank of America N.A. Merrill Lynch, Pierce, Fenner & Smith Inc. since 2005. Prior to her career in finance, she attended Georgia Southern University from 2013 to 2016. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America affiliates and a broad capital markets platform.

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 66, Series 63, and Series 65 credentials and two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade, and Morgan Stanley. He is also involved in business activities with Cardinal Brothers, LLC and Starcard5534, LLC. 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 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®-designated financial advisor with Morgan Stanley in Savannah, GA, bringing 10 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he is co-owner of Parker's Smoked Meats, a restaurant in Savannah. Morgan Stanley Wealth Management offers advisory services and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and modeling techniques.

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 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.