Alan Kinney is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. His career includes roles at Wells Fargo Advisors LLC, Merrill, and Morgan Stanley DW Inc. Outside of his advisory work, Kinney acts as power of attorney for his mother. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Hill is a financial advisor at Edelman Financial Engines with Series 65 credentials and over a decade of industry experience, including eight years at The Estate Planners Group, LLC. He has been with Edelman Financial Engines since 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Jennifer Young is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, she held roles at Bank of America and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

John Clements is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Clements is also a majority owner of Legacy Asset Management, LLC, an investment-related business based in Richmond Hill, GA. Wells Fargo Clearing provides retirement plan consulting services 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 broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin O'Neil is a financial advisor at Merrill with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Merrill and Bank of America, N.A. since 2013. He serves as a committee member of the Kiwanis of Skidaway, a nonprofit organization supporting at-risk children in Savannah, 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.

Kevin Hughes is a financial advisor with J.P. Morgan Securities in Savannah, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, along with experience at Coastal Cathedral and Belk. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework to guide investment recommendations.

Barrett Benton is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adam Hecht is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Savannah, GA. He has worked within the Wells Fargo organization since 2011, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he holds a 50% ownership interest in a commercial property in East Providence, RI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

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 at Edward Jones with six years of industry experience. He has held positions at UBS Financial Services, The Vanguard Group, and Edward Jones prior to his current role. Beers serves as the vice chair on the executive board of Heads Up Guidance Services, a nonprofit focused on affordable and accessible behavioral health counseling. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors, Merrill, and Wells Fargo Clearing. Outside of her advisory role, she also works as 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Mcafoos is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Morgan Stanley since 2009, including a position at Morgan Stanley Private Bank, National Association since 2015. Outside of advising, he is involved in property ownership through KD Properties of Asheville, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling 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.