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.

Amanda King is a financial advisor at Merrill with 15 years at the firm and five years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she serves as a Girl Scout Troop Leader in Savannah, Georgia, where she hosts meetings and organizes activities focused on leadership and fundraising. 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 plans, corporations, and charitable organizations.

Servando Llanio Sr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He previously worked at Invest Financial Corporation for 11 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment programs, including access to third-party asset managers and institutional platforms, serving a broad client base with both discretionary and non-discretionary strategies.

Kathleen Murphy is a financial advisor with Edward Jones in Kiawah Island, SC, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and is also associated with TripleSpiral Corporation since 2015. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kim Annunziata is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory work, she has worked as a bartender and waitress for a catering company in Hilton Head, SC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Justin Parker is a CFP®-designated financial advisor with Morgan Stanley in Savannah, GA, bringing 10 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he is co-owner of Parker's Smoked Meats, a restaurant in Savannah. Morgan Stanley Wealth Management offers advisory services and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and modeling techniques.

Cheryl Carlon is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 29 years of industry experience. Her career includes roles at Wells Fargo Clearing, Synovus Securities, Citigroup Global Markets, and Charles Schwab. She is currently based in Savannah, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Edward Donegan is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He worked at Signator Investors, Inc. for 23 years before joining OSAIC in 2018. Donegan also operates a sole proprietorship offering investment advisory and insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment approach featuring portfolio optimization, risk assessment tools, and a range of advisory and brokerage services delivered through multiple affiliated entities.

Jacqueline Hunt is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Outside of her advisory role, she owns and markets for H2 Energy INC, a fuel distribution company based in Richmond Hill, 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.

Byron Braun is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Braun Wealth Management Group of Nest Capital LLC and serves as chairperson for the Fort Wayne Children’s Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing research and planning tools to provide tailored recommendations.

Danielle Jeffcoat is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Bluffton, SC. She has 15 years of industry experience and has been with Edward Jones since 2010. Outside of her advisory role, she co-owns an LLC that holds raw land. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory services supported by a nationwide network of financial advisors and branch offices.

Dakota Craig is an advisor at Merrill with Series 63 and Series 66 licenses and less than one year of experience in the financial industry. Prior to joining Merrill and Bank of America, he held positions at Mariner Finance and has work experience spanning education and community organizations, including Lowndes County Schools and Crossroads Baptist Church. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Cassidy Giroux is a financial advisor at Equitable Advisors with six years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2020. Prior to her current role, Cassidy was involved with Red Moon Hospitality LLC, Appalachian State University, and Crossroads Coffeeshop. She is also a Notary Public in Georgia. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Alan Kinney is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and having 43 years of industry experience. His prior work includes roles at Merrill and Morgan Stanley DW Inc. Outside of his advisory work, he serves as power of attorney for a family member. 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 in-house research and third-party analytics, offering both brokerage and advisory solutions across a broad range of financial products.

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 with LPL Financial in Savannah, GA, holding a Series 66 license and four years of industry experience. She previously worked at Merrill and Bank of America, among other firms. 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 financial planning and investment management services through a large network of advisors and employs various strategies including model portfolios and third-party asset management.

John Clements is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and is also the majority owner of Legacy Asset Management, LLC, an investment-related business in Richmond Hill, GA. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Kevin O'Neil is a financial advisor at Merrill with 13 years of experience, holding Series 65 and Series 63 credentials. He has worked at both Bank of America, N.A. and Merrill since 2013. Outside of his advisory role, he serves as a committee member for the Kiwanis of Skidaway, a charitable 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kevin Hughes is a financial advisor with J.P. Morgan Securities in Savannah, GA, holding Series 66 and Series 63 licenses and seven years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Coastal Cathedral. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research to develop model asset allocations.

Barrett Benton is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. 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 manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.