Ashley Dando is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She worked at Merrill from 1999 to 2012 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she has partial ownership in a local business called Two Smart Cookies. 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 combines research from Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory to support its advisory solutions.

Daniel Bradley is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Prior to that, he was with Merrill from 2005 to 2010. Bradley manages multiple timberland investment entities in Savannah, Georgia. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Emily Macias is a financial advisor at Edward Jones with 13 years at the firm and 5 years of industry experience. She holds the Series 66 designation and is based in Bluffton, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

James Mullis is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Before joining Mass Mutual, he worked at Northwestern Mutual in various capacities for one year. Outside of finance, he has a background in education, having worked seven years at Baconton Community Charter School. Mass Mutual Investors Services, LLC 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, emphasizing collaborative, goal-based planning without discretionary authority.

Marty Phillips is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2023. Prior to joining Stifel, he worked at The Leaders Group, Inc. and Buckhead Brokerage Group, LLC. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

John Berger is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wachovia Bank, N.A. beginning in 1996. Berger is a finance committee member of St. Francis Cabrini Catholic Church in Savannah, GA, where he participates in financial decision-making for the church. Wells Fargo Advisors is a national securities firm with over 14,000 advisors and approximately $671 billion in assets under management. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients.

Coleman Meyer is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, he held various roles in education and real estate from 2019 to 2026. 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 institutions.

Colin Hopkins is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses. Located in Savannah, GA, he has less than one year of industry experience. Outside of his advisory role, he has been involved with HULA Transportation since 2024. LPL Enterprise, LLC serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and brokerage services through a network of investment adviser representatives.

James Kellogg Jr. is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 credential and bringing 17 years of industry experience. He has been with Raymond James since 2012 and is also associated with Kellogg Investment Group in Savannah, GA, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports both wrap-fee advisory programs and institutional portfolio management.

Harry Moore II is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of his advisory role, Moore serves as chair of the Endowment Committee for the Boy Scouts of America Coastal Georgia Council and is a member of the finance committees for both the Coastal Georgia Council and Christ Church Anglican. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutional investors. The firm combines research-driven investment strategies with access to a wide range of financial products through affiliated entities.

Sheila Shepherd is a financial advisor with Thrivent Investment Management in Savannah, GA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory work, Shepherd engages in freelance event planning, assisting with birthday parties and sensory-focused events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts under a consolidated billing program called WealthPlan.

Benjamin Price is a financial advisor with Raymond James & Associates in Savannah, GA, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting through various specialized programs.

John Baldi is a CFP® and Series 66-registered advisor with Ameriprise Financial Services, bringing eight years of industry experience. He has worked at Ameriprise since 2017, following brief roles at Company Voice and Glennhardie Country Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies for clients nearing or in retirement.

Hannah Strong is a Series 66-licensed financial advisor at UBS Financial Services with three years of industry experience. Her background includes roles at Raymond James & Associates and Wells Fargo Clearing. Prior to her financial career, she worked at Lilly Pulitzer and studied at Florida International University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Adam Hess is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory work, he co-owns a mountain cabin rental property in Blue Ridge, GA, and serves as a board member for a business condo association in Savannah, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based financial analyses without managing client portfolios directly.

Hunter Kicklighter is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Brighthouse Financial and Shipt, Inc. Outside of his advisory role, he is involved in managing a rental property in Charlotte, North Carolina. Fisher Investments provides discretionary portfolio management for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios across equity, fixed income, and blended mandates.

Stefanie Gretkowski is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2013 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, custody, underwriting, and capital markets solutions.

Phyllis Graham is a financial advisor at Edward Jones in Port Wentworth, GA, holding a Series 66 designation. She has over 14 years of prior experience at JCB Inc before joining Edward Jones in 2025. Graham is also the owner of BAEHR Solutions LLC, originally established for consulting in product and marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Jessica Bates is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has been with Bank of America N.A. Merrill Lynch, Pierce, Fenner & Smith Inc. since 2005. Prior to her career in finance, she attended Georgia Southern University from 2013 to 2016. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America affiliates and a broad capital markets platform.

Richard Carlson is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent 16 years with M&T Securities. He is based in Bluffton, South Carolina. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.