Jeff Mitchell is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. His work history includes roles at Monolith Financial Group, Inc., Advisors Plus, LLC, Crossroads Capital Management, Inc., Jcg Investments, LLC, and Afea. Outside of investment advisory, he serves as a coach in an educational capacity with Afea. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Jeffrey Troiano is a financial advisor with Mercer Global Advisors Inc. He holds the Series 63 and Series 65 designations and has 34 years of industry experience. Prior to joining Mercer in 2026, he worked at Purshe Kaplan Sterling Investments for 17 years and at Charter Oak Capital Management, formerly Troiano & Associates, for 24 years. He serves as president of South Church Housing, a nonprofit focused on low-income housing. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles.

James Lowe is a financial advisor at Oppenheimer with 44 years of industry experience. He has held his current position since 2002 at Fahnestock & Co. Inc., a division of Oppenheimer. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary approaches.

Frank Hayn Jr. is a financial advisor with Merrill in Okatie, South Carolina, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Merrill since 1981 and has also worked at Bank of America, N.A. since 2011. 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, pension plans, corporations, and charitable organizations.

James Rini is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 29 years of industry experience, including prior roles at Ameriprise from 1999 to 2016. In addition to his advisory work, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Timothy Vorel is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Woodbury Financial for 14 years and Thrivent Investment Management for 6 years. Outside of his advisory role, he serves as a poll worker for Effingham County elections and as a referee for the Savannah Volleyball Officials Association. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with a range of advisory and brokerage services, supporting both discretionary and advisor-managed strategies across multiple custodial platforms.

Jeffrey Baron is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 22 years of industry experience, having worked with MassMutual Investors Services and MassMutual Life Insurance Company since 2015. In addition to his advisory role, he works as a life and health insurance broker. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative, annual planning engagements supported by proprietary software tools.

Jeremy Herren is a financial advisor with Edward Jones in Springfield, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, Herren is involved with CD Baby, managing streaming revenue activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Andrija Copic is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at UPS for 23 years before joining Edward Jones. Outside of his advisory role, he is involved in tennis-related activities, including teaching lessons at the Chatham Racquet Club, and is a member of a local bakery business through a loan guarantor role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets.

Gregory Vasher is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His work history includes roles at Mass Mutual Investors Services, Avantax, and Valiant Wealth Management. He is currently associated with Valiant Wealth Management, where he provides financial advice and investment solutions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Thomas Ranalli is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of L&R Vacations, LLC, a business involved in real estate. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michele Shuman is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and possessing 10 years of industry experience. She has been associated with Thrivent Financial and Thrivent Investment Management since 2015. Outside of her advisory role, she serves as a board member of the Georgia Battlefields Association, a nonprofit focused on preserving historic sites and battlefields in Georgia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various financial topics, with the option to combine planning and managed-account programs while maintaining separate services and conducting periodic plan reviews.

Beth Collins is a financial advisor at OSAIC with 38 years of industry experience. She has held her current position since 2004. Collins also serves as a financial advisor for Gateway Investments LLC. OSAIC operates a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a wide range of brokerage and advisory services.

Jeffrey Baumhoer is a CFP®-certified financial advisor with 37 years of industry experience, currently affiliated with Wells Fargo Advisors since 2016. He is also the owner of Aurora Appliance, LLC, which provides appliance installation and repair services in Okatie, SC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to create tailored recommendations. The firm serves clients who meet a net-worth threshold and provides a broad menu of planning services, including specialized areas such as business-owner transition and special-needs planning.

Brett Courtmanche is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2005. Outside of his advisory role, he coaches AAU baseball. MassMutual 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, using analytical tools to develop written recommendations while maintaining a collaborative client relationship.

Veronica Voisine is a financial advisor at Edward Jones with 13 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2012. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Victoria Waters is a financial advisor with Edward Jones in Port Wentworth, GA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Harris is a financial advisor with Mass Mutual Investors Services in Okatie, SC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining his current firm in 2026, he worked at Northwestern Mutual in various roles from 2020 to 2026 and has experience at Newsbank, Inc. and Blackbaud. Mass Mutual Investors Services 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 specialized programs such as divorce planning and employer-sponsored planning through annual, collaborative client relationships.

Rigoberto Bautista is a financial advisor with Merrill in Rincon, GA, holding a Series 66 designation. He has experience working at Merrill and Bank of America, N.A., with prior roles in the automotive and consumer goods industries. 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 supported by internal and third-party managers for a range of clients including individuals, pension plans, and charitable organizations.

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.