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 with Edward Jones in Savannah, GA, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at UBS Financial Services, The Vanguard Group, and the Law Offices of John Lyndon. He serves as Vice Chair on the Board of Heads Up Guidance Services, a nonprofit advocating for affordable behavioral health counseling. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond standard advisory services.

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 licenses 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 is also an Uber driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

James Zack is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Laura Evans is a financial advisor at LPL Financial with 31 years of industry experience. She holds the CFP® and ChFC® designations and previously worked at Edward Jones for 23 years and ProEquities, Inc. for 26 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by research-driven model portfolios and various institutional platforms.

Richard Lutz Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Coastal Georgia Financial Services, LLC, and various Raymond James entities since 2015. Outside of his advisory role, he manages investments and provides comprehensive financial planning through Coastal Georgia Financial Services, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting, utilizing risk profiling and modeling tools, and supports municipal and public-finance work through unique affiliations.

Brian Mimbs is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Richmond Hill, GA. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Joel Rotkow is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Rotkow serves as a board member of the Fairmont Condominium Association in Savannah and is involved in managing commercial real estate investments. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory models, delivering services through Investment Adviser Representatives and focusing on customized solutions aligned with client risk profiles.

J Burton Jr. is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Dominion Financial Services for six years. Outside of his advisory role, he is involved in life and health insurance services. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Christopher Beaudry is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab, Charles Schwab Bank, TD Ameritrade, and Scottrade. Outside of advising, he is involved in a small-scale apartment rental business. Charles Schwab serves a large client base primarily consisting 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 blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Robin Pulaski is a financial advisor with Merrill in Savannah, GA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. She has worked at Merrill since 2011. Outside of her advisory role, she is employed part-time handling bookkeeping for a landscaping and hardscaping business in Bluffton, SC, and serves as power of attorney for her parents. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Aaron Tillinger is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Bank of America N.A. and Merrill. He serves on the Board of Trustees at St. Andrew’s School and is Vice President of its Investment Committee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Lawrence Brody is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing for 10 years. Brody has ownership interests in investment-related entities including DABLAB, LLC and a minority stake in Olivia's Center LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics-driven approaches and offers both brokerage and advisory solutions with a broad range of financial products.

Amanda Lord is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at Merrill and Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as a period at Oelschig Nursery. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jeffrey Heeder is a CFP® with 38 years of industry experience, currently serving at Morgan Stanley in Savannah, GA. His prior roles include positions at Bank of America and Merrill. He is involved in community activities as a board member and officer of the Kiwanis Club of Skidaway and serves on the advisory board for Savannah State University’s College of Business. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets and employing a structured planning process supported by firm‑approved tools.

Chris Sotus is a Wealth Management Advisor with over 39 years of investment experience, having served as a Financial Advisor and firm principal, including a role as Resident Director of the Merrill Lynch Wealth Management Savannah branch. He holds the Certified Private Wealth Advisor® (CPWA®) designation through the Investments & Wealth Institute® and the Certified Plan Fiduciary Advisor® (CPFA®) designation. Chris is also a qualified Portfolio Manager who provides traditional advice and builds and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. In the firm's Investment Advisory Program, he may manage client strategies on a discretionary basis. Additionally, Chris has earned the designation of Retirement Accredited Financial Advisor (RAFA) and Retirement Benefits Consultant (RBC). His focus includes services for defined contribution and defined benefit plans, family wealth management strategies, legacy planning, liquidity management, portfolio management, and retirement income planning, leveraging the firm's resources to provide personalized services including ERISA 3(21)(A)(ii) fiduciary advisory services to various organizations. Chris holds a Bachelor's Degree from Georgia State University. A resident of Savannah since 1999, he is a graduate of Leadership Savannah. He has volunteered with several nonprofit organizations and served on the Executive Board of Directors for Park Place Outreach, a youth emergency shelter serving at-risk youth and their families in Savannah and the surrounding area. Chris has been recognized with the PPO 2018 Volunteer of the Year Award and the 2019 Vicki Loughery Volunteer Advocacy Award by EmployAbility.

Kaitlyn Jackson is a Series 66-licensed financial advisor at Stifel with six years of industry experience. She has been with Stifel Nicolaus & Company Inc. since 2019 and previously worked at First Uniform Inc. and Bahama Joe's. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to guide client decisions.

Carrie Fornof is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing Services since 2016 and was previously with Morgan Stanley from 2010 to 2016. Based in Savannah, GA, she provides investment advisory services as part of a large institutional firm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with a broad offering of brokerage and advisory solutions.

Owen Winckler is a financial advisor at Merrill holding a Series 66 credential. He has less than one year of industry experience and has worked at Bank of America and several other firms. Outside of his financial career, he has been affiliated with the Savannah Yacht Club. 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. The firm offers model-based and discretionary investment strategies for a variety of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.