Frank Wieczorek Jr. is a financial advisor with Edward Jones in Savannah, GA, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2025. Prior to this, he worked at Procare Therapy and held various roles at Georgia Southern University, Elite Concrete, and Calvary Day School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Elizabeth Bryant is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. Outside of her advisory role, she manages scheduling for a local driving school’s weekend classes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Alastair Cairns is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in financial services since 1994 and joined Merrill Lynch in 2007. With over 20 years of experience, Alastair focuses on providing tailored financial advice and guidance to multiple generations of families, including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Alastair’s expertise includes trust and estate planning services, working closely with clients, accountants, attorneys, and utilizing the resources of Bank of America and Merrill to help clients transfer wealth, minimize taxes, and secure their family’s legacy through various trust structures. He places a strong emphasis on building long-term, multigenerational relationships based on integrity, consistency, and transparency. Additionally, he is committed to educating clients and their families on their investments and financial decisions to promote informed planning for the future. Alastair earned a bachelor’s degree and a Master of Science in financial planning from the University of Georgia. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Alastair serves as the President of the St. Andrew's Society of Savannah and is a board member of the Grandfather Mountain Highland Games. He enjoys golfing, hiking, and skiing, and resides on Skidaway Island in Savannah with his wife, Kristi, and their two children.

Gordon Hamilton III is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has been with Morgan Stanley in various roles since 2009, including positions at Morgan Stanley Private Bank, National Association since 2015, and previously at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm’s financial planning approach uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Wilder is a financial advisor with Raymond James & Associates in Bluffton, SC, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2008. Wilder serves on the board of trustees at St. Joseph's/Candler hospital in Savannah, GA, participating on both the Finance and Corporate Compliance Committees. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning and advisory services through a range of portfolio management styles, with most client relationships structured as non-discretionary planning and consulting.

Richard Williams is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Cambridge since 2016. Williams is also a board member of the Society of Colonial Wars in the State of Georgia and serves on the boards of local business and social organizations in Savannah, GA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions across multiple platforms with both discretionary and non-discretionary options.

Richard Goodwyn Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Mitchell Partners, LLC since 2016 as a managing member and general partner, alongside his roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Bryan Weathersbee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. Outside of his advisory role, he is involved as a financial advisor with May River Health & Benefits in Bluffton, SC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.

Marshall Coleman is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in goals-based financial planning and investment management. He focuses on helping families, professionals, and business owners align their financial strategies with their long-term objectives. Marshall works collaboratively with clients, leveraging the resources of Merrill and Bank of America to develop personalized solutions aimed at building, preserving, and transferring wealth. Marshall began his career at Merrill Lynch Wealth Management in 2013 after graduating from the University of Georgia's College of Family and Consumer Sciences with a degree in Financial Planning. While at the university, he was active in the Student Financial Planning Association, volunteered as a tax preparer through the Volunteer Income Tax Assistance program, and completed a summer internship with Merrill Lynch in Albany, Georgia. Since 2015, he has served on the Wealth Management Team at Sotus McCullough, where he also acts as a Senior Portfolio Advisor managing custom investment strategies on a discretionary basis. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Plan Fiduciary Advisor® designations. Outside of his professional role, Marshall serves on the Board of Directors for Park Place Outreach Inc. He enjoys spending time outdoors hunting and fishing, as well as traveling with his family.

Jessica Barry is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009, also working with Bank of America since 2024. Outside of her advisory role, she volunteers as a parent team coordinator for the Richmond Hill Soccer Club in 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.

Robert Mitton III is a financial advisor with Mass Mutual Investors Services in Bluffton, South Carolina. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His previous roles include positions at Brighthouse Securities, LLC, Fisher Investments, Commonwealth Financial Network, and Savannah Wealth Group. Outside of his advisory work, he is involved in divorce planning through his ownership of Tidal Pointe Advisors, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on annual, collaborative client relationships and uses firm-approved software tools for goal analysis and written recommendations.

John Haslam III is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with MML Investors Services Inc. since 2002 and with Mass Mutual Life Insurance since 2001. Outside of his advisory role, Haslam serves on several nonprofit boards, including The Savannah Music Festival, Blessed Sacrament Church, and Benedictine Military School, and is involved with The Savannah Quarterback Club, which focuses on scholarship fundraising for high school students. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved software and a variety of programs, including estate-settlement and employer-sponsored planning.

Frank Chisholm Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2002. Outside of his advisory role, he is a partner in two outdoor recreation investment ventures and serves on the investment committee of a charitable organization in Savannah, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning processes supported by various firm-approved tools and serves clients through both direct and employer-based agreements.

Douglas Duch is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Stifel since 2015 and has been affiliated with Sterne Agee & Leach since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Robert Carter is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 42 years of industry experience, including prior roles at Ameriprise Financial and Next Financial Group Inc. He also worked with Georgia Sheriffs Youth Homes for 45 years. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and platform arrangements.

Ryan Josey is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus since 2017. Prior to his career in finance, he was affiliated with Georgia Southern University from 2012 to 2017. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Robert Pross is a CFP® professional with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2021. His prior roles include positions at Oppenheimer & Co. Inc, JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Bernstein Global Wealth Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Batchelor is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 32 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining Wells Fargo in 2024. Batchelor serves as a board member of the Savannah Bulldog Club. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Veronica Voisine is a financial advisor at Edward Jones with 13 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Victoria Waters is a financial advisor with Edward Jones in Port Wentworth, GA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.