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 in Savannah, GA, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of his advisory role, Moore serves as chair of the Endowment Committee for the Boy Scouts of America Coastal Georgia Council and is a member of the finance committees for both the Coastal Georgia Council and Christ Church Anglican. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutional investors. The firm combines research-driven investment strategies with access to a wide range of financial products through affiliated entities.

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.

Rigoberto Bautista is a financial advisor with Merrill in Rincon, GA, holding a Series 66 designation. He has experience working at Merrill and Bank of America, N.A., with prior roles in the automotive and consumer goods industries. 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 supported by internal and third-party managers for a range of clients including individuals, pension plans, and charitable organizations.

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 at Fisher Investments with seven years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Brighthouse Financial and Shipt, Inc. Outside of his advisory role, he is involved in managing a rental property in Charlotte, North Carolina. Fisher Investments provides discretionary portfolio management for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios across equity, fixed income, and blended mandates.

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 15 years at the firm and five years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she serves as a Girl Scout Troop Leader in Savannah, Georgia, where she hosts meetings and organizes activities focused on leadership and fundraising. 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.

Jason Harrington is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously served 22 years in the United States Marine Corps. He also currently works for Gulfstream Aerospace. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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 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.

Monica Everett is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2004. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering a range of model-driven investment strategies supported by third-party asset managers. The firm operates on a large scale with approximately 3,698 financial advisors and $15.5 billion in assets under management.

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.

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.