Steven Bacon is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2009, following a tenure at UBS Financial Services. Outside of his advisory work, he owns and operates an agricultural business focused on breeding, racing, and sales of thoroughbred horses. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Patricia Mallard is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside her advisory role, she serves as an executor for an estate and is a partner in a real estate business focused on property management and accounting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Ira Ruby is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of finance, he serves as president and board member of the Chatham Club, a restaurant and nightclub in Savannah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides financial planning services supported by structured discovery processes and uses tools like Monte Carlo simulations to model outcomes, managing approximately $2.74 trillion in client assets.

William Stuckart is a financial advisor with Cetera in Bluffton, SC, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Bank of America, Merrill, and Summit Financial Group. Outside of advising, he serves as Membership Chairman for the Vanlandingham Rotary Board and as Treasurer for Harbor 20 Fleet 3. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Tommy Tranum is a financial advisor with Edward Jones in Richmond Hill, GA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2019, following eight years at Dex Media. Outside of his advisory role, he owns a rental property used by his daughter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a significant retail advisor and branch presence nationwide.

Christopher Hoover is a CFP® professional with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a part-owner of a rental property in Savannah, GA. 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 strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Lindsey Holland is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she owns and operates a sole proprietorship selling products on Amazon. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Linda Gause is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm uses structured planning tools and market outcome modeling to develop tailored financial plans, managing approximately $2.74 trillion in client assets.

Kristen Murphy is a CFP® professional with 23 years of experience in financial advisory roles. She is currently with Raymond James Financial and has held positions at firms including SunTrust Advisory Services and Pinnacle Financial Partners. In addition to her advisory work, she assists in developing relationships and prospecting opportunities at Fountain Financial Group and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Joshi Clare is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Morgan Stanley Private Bank in 2015, Clare worked at Morgan Stanley Smith Barney starting in 2009 and Citigroup Global Markets beginning in 2000. Outside of advisory work, Clare is a co-owner of an apartment rental business in Savannah. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Kevin Vogel is a financial advisor with Stifel in Savannah, GA, holding a Series 66 credential and eight years of industry experience. He has been with Stifel since 2018 and previously worked for Wild Wing Cafe for three years. Vogel serves on the Regional Advisory Board for the Girl Scouts of Historic Georgia. Stifel serves a broad range of clients, including individuals, institutional accounts, charitable organizations, and municipal entities, offering brokerage and investment advisory services focused on fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

Nathan Durham is a CFP® and holds a Series 66 license with four years of industry experience. He has been with Wells Fargo Clearing since 2022 and previously worked at Whole Foods Market and the YMCA of Coastal Georgia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and leverages research from Wells Fargo Investment Institute along with third-party data to support its investment approach.

Marida Bruggeman is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options. The firm’s advisory approach involves non-discretionary implementation based on comprehensive research and algorithmic analysis.

Stephen Hooten is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Jennifer Catarino is a financial advisor with Thrivent Investment Management in Savannah, GA. She holds a Series 66 designation and has experience working at Beachbody from 2009 to 2025 before joining Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning combined with a managed-account program under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

James Diemer Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 11 years with MetLife Resources. In addition to advisory work, he is involved in outside insurance sales, focusing on life, accident, health, Medicare-related products, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options as well as educational seminars.

Richard Kirsch is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Kirsch also co-owns Kirsch Investments LLC, a family investment holding company based in Winnetka, IL, which he manages alongside his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Richard Brooks is a Wealth Management Advisor based in Las Vegas, Nevada, serving clients throughout the United States through Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Life Underwriter® designation. Richard works with select high net worth individuals, families, businesses, and institutions to help manage risk, govern assets and liabilities, and pursue their financial goals. Richard's approach to wealth management begins with understanding his clients' financial needs and objectives, gathering comprehensive financial information, and conducting a detailed wealth analysis. He evaluates various scenarios to assist clients in making informed decisions over time. His services include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, tax minimization, and retirement income planning. He holds a Bachelor's Degree from Indiana University and has earned the Personal Investment Advisor designation. Outside of his professional work, Richard enjoys biking, reading, and spending time with his family.

Sarah Reed is a CFP® professional with 18 years of experience in the financial industry, currently serving at Edward Jones since 2008. She holds the Series 66 designation and is based in Bluffton, South Carolina. Outside of her advisory role, she is involved in managing her own businesses, including Isabella Marie LLC and Abigail Jean LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Wilson Andress is a financial advisor at Stifel with a Series 66 designation and recent industry experience beginning in 2025. Prior to joining Stifel, he operated Andress Golf LLC and has an educational background from Georgia Southern University. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group and provides a range of fee-based financial planning and allocation guidance.