Thomas Reeves is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in wealth management in 2011 after graduating from Furman University in Greenville, SC. Over his 15-year career, he has worked at multiple large investment firms, joining Merrill Lynch in 2015. Thomas focuses on goals-based wealth management planning, combining asset and liability management, investment and income planning, and risk management. He prioritizes client interests and maintains a high standard of care, ethics, and integrity. He serves clients in areas such as education planning, family wealth management, legacy planning, retirement income, and tax minimization. He holds a bachelor's degree from Furman University and completed his secondary education at Savannah Country Day School. Thomas has earned the Professional Investment Advisor (PIA) designation.

Barbara Treadwell is a financial advisor at OSAIC with over 42 years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including American Portfolios Financial Services and Partners For Prosperity, Inc. Outside of her advisory work, she serves on the board of the Lexington Foundation's finance committee, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization.

Thornton Barrow is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel since 2015. Prior to that, he worked at International Advisory Consultants Inc. from 2010 to 2015. Outside of his advisory role, Barrow is involved in gunsmithing through his ownership of Barrow Arms Company LLC and holds leadership roles in agricultural and timber-related businesses. He also serves as a trustee for the Wormsloe Foundation and the Wormsloe Institute, and is an advisory board member for the University of Georgia Press. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making in asset allocation and financial planning.

Justin Ozdany Newman is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, Raymond James Financial, and Columbia Sportswear. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software for goal analysis and offers a range of event-driven planning programs alongside educational seminars.

Terri Shiver is a financial advisor at Charles Schwab with 39 years of industry experience. She has been with Charles Schwab since 1994 and has worked at Charles Schwab Bank since 2005. Outside of her advisory role, she owns a real estate property in Savannah, Georgia. Charles Schwab serves a large client base primarily composed 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 combination of non-discretionary advisory models and discretionary separately managed accounts, supported by multi-asset portfolios and research from the Schwab Center for Financial Research.

James Doubleday III is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of advising, he is involved in coordinating event rentals for a historic event space in Savannah, GA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning areas without implementing the advice. The firm combines holistic, goal-based planning with managed-account options through a consolidated billing structure, relying on financial advisors to deliver and update client plans.

Matthew Amman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2011, bringing 15 years of professional experience serving high-net-worth clients in the construction industry's land development sector. His approach to financial advising centers on building long-lasting personal relationships with affluent clients to provide tailored investment advice. He creates portfolio recommendations that balance clients' immediate financial needs with their long-term investment goals, leveraging strategic partnerships and access to industry research. Matthew holds a Bachelor of Science in Civil Engineering from the University of Central Florida and a Master's degree from Florida State University. He has earned several professional designations including Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a registered professional engineer and a licensed U.S. Coast Guard Captain. Matthew resides in Savannah, Georgia with his wife, Catherine, and their three daughters. He has served on the Board of the Islands YMCA and is a member of the Professional Baseball Players Association. He participates in community volunteering activities and has personal interests that include baseball, boating, fishing, football, golfing, running, skiing, surfing, and traveling.

Donna Minor is a financial advisor with Merrill in Savannah, GA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Merrill since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Maria Bailey is a financial advisor at Morgan Stanley in Savannah, GA, with 28 years of industry experience. She has held her current role since 2012. Maria holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Dora Mae Clark is a Series 66 registered financial advisor with Cambridge Investment Research Advisors, where she has worked since 2016. She has 11 years of industry experience. Outside of her advisory role, she serves as an event manager and board member for SMACKO Inc. in Savannah, GA. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Martin Welch is a financial advisor at Thrivent Investment Management in Savannah, GA, with four years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Thrivent, Welch worked at the Small Business Administration and Wells Fargo Clearing Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing program called WealthPlan.

Jeffrey Ritch Sr. is a financial advisor with UBS Financial Services in Richmond Hill, GA, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves as a basketball referee for a recreational youth basketball league. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Garet Haynes is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Wells Fargo Clearing. Prior to his financial advisory career, he served on the Chatham County Board of Commissioners for seven years. 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 that covers a broad range of topics without including implementation of recommendations, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Patrick House is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America N.A., Merrill, and Fidelity Brokerage Services LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Charlton Riegner is a financial advisor at Thrivent Investment Management in Savannah, GA, with two years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial and Calvary Day School. Outside of advising, he coordinates events for Gingerbread Gatherings LLC, which rents out a courtyard space for receptions and gatherings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these services as either one-time or ongoing engagements, covering a broad range of financial topics.

Nicholas Ives is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. In addition to his advisory role, he serves as a Command Sergeant Major in the Georgia Army National Guard and is a board member of the Oglethorpe Chapter of AEA, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ron Josey is a financial advisor with Stifel in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves on the finance committee of Southside Baptist Church. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.