Kristen Rodgers is a financial advisor with Merrill, holding a Series 66 designation and having two years of industry experience. She previously worked at First Financial Bank and Key Investment Services, accumulating nine years of experience before joining Merrill. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Richard Goodwyn Jr. is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Barclays Capital Inc. and Lehman Brothers Inc. He is also a general partner at Mitchell Partners, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of wealth advisors, offering non-discretionary, customized asset allocation advice, investment manager searches, and performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Long is a financial advisor with Morgan Stanley in Hilton Head Island, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Bryan Weathersbee is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses, with 23 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, spanning over two decades. Outside of advising, he is a co-owner of a rental condominium. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Marshall Coleman is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in goals-based financial planning and investment management. He focuses on helping families, professionals, and business owners align their financial strategies with their long-term objectives. Marshall works collaboratively with clients, leveraging the resources of Merrill and Bank of America to develop personalized solutions aimed at building, preserving, and transferring wealth. Marshall began his career at Merrill Lynch Wealth Management in 2013 after graduating from the University of Georgia's College of Family and Consumer Sciences with a degree in Financial Planning. While at the university, he was active in the Student Financial Planning Association, volunteered as a tax preparer through the Volunteer Income Tax Assistance program, and completed a summer internship with Merrill Lynch in Albany, Georgia. Since 2015, he has served on the Wealth Management Team at Sotus McCullough, where he also acts as a Senior Portfolio Advisor managing custom investment strategies on a discretionary basis. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Plan Fiduciary Advisor® designations. Outside of his professional role, Marshall serves on the Board of Directors for Park Place Outreach Inc. He enjoys spending time outdoors hunting and fishing, as well as traveling with his family.

Thomas Peterson is a financial advisor with LPL Financial in Savannah, GA, holding Series 63 and Series 66 credentials and 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and CNB Bank, Inc. He has been with LPL Financial in various capacities since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 solutions delivered through a large network of investment adviser representatives.

Jessica Barry is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009, also working with Bank of America since 2024. Outside of her advisory role, she volunteers as a parent team coordinator for the Richmond Hill Soccer Club in 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.

Robert Mitton III is a financial advisor with Mass Mutual Investors Services. He holds Series 65 and Series 63 credentials and has 17 years of industry experience. His prior roles include positions at Brighthouse Securities, Fisher Investments, and Commonwealth Financial Network. Outside of his advisory work, he is the owner of Tidal Pointe Advisors, LLC, which provides divorce planning services. 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 ongoing financial planning, asset management, and educational seminars, including a recently introduced standalone Divorce Planning service.

John Haslam III is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with MML Investors Services Inc. since 2002 and with Mass Mutual Life Insurance since 2001. Outside of his advisory role, Haslam serves on several nonprofit boards, including The Savannah Music Festival, Blessed Sacrament Church, and Benedictine Military School, and is involved with The Savannah Quarterback Club, which focuses on scholarship fundraising for high school students. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved software and a variety of programs, including estate-settlement and employer-sponsored planning.

Isaac Van Puffelen is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with wealth management teams to help clients gain clarity and confidence regarding their financial goals. Prior to his current role, Isaac gained experience within Fidelity Investments as an Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate from 2020 to 2023. This progression reflects his growing expertise in providing financial solutions and client service. Outside of his professional work, Isaac engages in family activities, social events with friends, as well as recreational pursuits such as golf, surfing, and traveling.

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.

Frank Chisholm Jr. is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also involved in outdoor recreation ventures and serves on the investment committee of a local charitable organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Jona Kimbro is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Jona held positions at Dell Technologies and worked in various roles related to higher education and staffing. 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, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors across the United States.

Douglas Duch is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Stifel since 2015 and has been affiliated with Sterne Agee & Leach since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Josey is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus since 2017. Prior to his career in finance, he was affiliated with Georgia Southern University from 2012 to 2017. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Judson Ruhl is a Series 66-licensed financial advisor with Merrill, based in Bluffton, SC, with five years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2016. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies designed by internal and third-party managers for a range of individual and institutional clients.

Kevin Courtney is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. His previous roles include positions at Citigroup Global Markets and A.G. Edwards & Sons, Inc. He serves on the stewardship committee of Providence Presbyterian Church in Hilton Head Island, managing the church’s finances and encouraging membership giving. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analyses.

Rebecca Hickman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. She has worked at Raymond James since 2019, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering a range of financial planning and investment consulting services with generally non-discretionary client relationships.

Robert Pross is a CFP® professional with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2021. His prior roles include positions at Oppenheimer & Co. Inc, JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Bernstein Global Wealth Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Berry is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America, N.A., among other related entities. 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, institutions, and charitable organizations.