Adam Hecht is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Outside of his advisory role, he has a 50% ownership interest in a commercial property investment in East Providence, Rhode Island. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm employs proprietary research and planning tools to develop tailored recommendations, with planning engagements typically structured as discrete projects covering diverse areas such as retirement, education, and business-owner transition planning.

Thomas Madison III is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously was with MetLife Securities and Liberty Mutual Insurance. Outside of his advisory role, he serves as secretary of the Savannah St. Patrick's Day Parade Committee, assisting with event coordination and membership activities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative annual planning relationships and offers a range of programs, including estate and employer-sponsored planning.

Aaron Beers is a financial advisor with Edward Jones in Savannah, GA, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at UBS Financial Services, The Vanguard Group, and the Law Offices of John Lyndon. He serves as Vice Chair on the Board of Heads Up Guidance Services, a nonprofit advocating for affordable behavioral health counseling. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond standard advisory services.

Robert Martin IV is a financial advisor at Stifel with 18 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Stifel Nicolaus & Co. Inc since 2016. Martin serves on the board of the Savannah Benevolent Association and has held leadership roles in heritage and social societies including past governor of the Society of Colonial Wars in Georgia and vice president of the St. Andrew's Society of Savannah. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies from its Investment Strategy Group to guide asset allocation and planning analyses.

Amy Steinert is a financial advisor with LPL Financial in Savannah, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Merrill, and Wells Fargo Clearing. Outside of her advisory work, she is also an Uber driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

William Mercer is a financial advisor with LPL Financial based in Bluffton, SC. He holds Series 63 and Series 65 licenses and has 44 years of industry experience, including 34 years at THE O.N. Equity Sales Company and over three decades operating his own firm, William M Mercer and Associates. In addition to his advisory work, he owns a separate business entity unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

David Mcafoos is a financial advisor with Morgan Stanley in Daufuskie, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, and previously held roles at Citigroup Global Markets, Wells Fargo Clearing, and Wachovia Securities. Outside of his advisory role, he is involved with KD Properties of Asheville, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

James Zack is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Rebecca Turner is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Uvest Financial Services Group and PRUCO Securities. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Heyward Derrick is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual in various roles from 2022 to 2026. Outside of finance, he has experience in the culinary sector, having worked with Chef Driven and Plums INC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party managers, and affiliated insurance and trust services.

Laura Evans is a financial advisor at LPL Financial with 31 years of industry experience. She holds the CFP® and ChFC® designations and previously worked at Edward Jones for 23 years and ProEquities, Inc. for 26 years. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by research-driven model portfolios and various institutional platforms.

Richard Lutz Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Coastal Georgia Financial Services, LLC, and various Raymond James entities since 2015. Outside of his advisory role, he manages investments and provides comprehensive financial planning through Coastal Georgia Financial Services, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting, utilizing risk profiling and modeling tools, and supports municipal and public-finance work through unique affiliations.

William Mumpower is a CFP® professional with 42 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. He previously worked for Guardian Life for 20 years. He is a committee member of the Hampton Hall Club in Bluffton, SC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Brian Mimbs is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Richmond Hill, GA. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Joel Rotkow is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Rotkow serves as a board member of the Fairmont Condominium Association in Savannah and is involved in managing commercial real estate investments. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory models, delivering services through Investment Adviser Representatives and focusing on customized solutions aligned with client risk profiles.

J Burton Jr. is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Dominion Financial Services for six years. Outside of his advisory role, he is involved in life and health insurance services. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Christopher Beaudry is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab, Charles Schwab Bank, TD Ameritrade, and Scottrade. Outside of advising, he is involved in a small-scale apartment rental business. Charles Schwab serves a large client base primarily consisting 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 blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Trisha Keller is a financial advisor with Stifel, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms, including Merrill and Morgan Stanley, and has been with Stifel since 2009, with a brief break from the industry between 2019 and 2022. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Robin Pulaski is a financial advisor with Merrill in Savannah, GA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. She has worked at Merrill since 2011. Outside of her advisory role, she is employed part-time handling bookkeeping for a landscaping and hardscaping business in Bluffton, SC, and serves as power of attorney for her parents. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Aaron Tillinger is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Bank of America N.A. and Merrill. He serves on the Board of Trustees at St. Andrew’s School and is Vice President of its Investment Committee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.