Lawrence Brody is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing for 10 years. Brody has ownership interests in investment-related entities including DABLAB, LLC and a minority stake in Olivia's Center LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics-driven approaches and offers both brokerage and advisory solutions with a broad range of financial products.

Amanda Lord is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at Merrill and Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as a period at Oelschig Nursery. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jeffrey Heeder is a CFP® with 38 years of industry experience, currently serving at Morgan Stanley in Savannah, GA. His prior roles include positions at Bank of America and Merrill. He is involved in community activities as a board member and officer of the Kiwanis Club of Skidaway and serves on the advisory board for Savannah State University’s College of Business. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets and employing a structured planning process supported by firm‑approved tools.

Chris Sotus is a Wealth Management Advisor with over 39 years of investment experience, having served as a Financial Advisor and firm principal, including a role as Resident Director of the Merrill Lynch Wealth Management Savannah branch. He holds the Certified Private Wealth Advisor® (CPWA®) designation through the Investments & Wealth Institute® and the Certified Plan Fiduciary Advisor® (CPFA®) designation. Chris is also a qualified Portfolio Manager who provides traditional advice and builds and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. In the firm's Investment Advisory Program, he may manage client strategies on a discretionary basis. Additionally, Chris has earned the designation of Retirement Accredited Financial Advisor (RAFA) and Retirement Benefits Consultant (RBC). His focus includes services for defined contribution and defined benefit plans, family wealth management strategies, legacy planning, liquidity management, portfolio management, and retirement income planning, leveraging the firm's resources to provide personalized services including ERISA 3(21)(A)(ii) fiduciary advisory services to various organizations. Chris holds a Bachelor's Degree from Georgia State University. A resident of Savannah since 1999, he is a graduate of Leadership Savannah. He has volunteered with several nonprofit organizations and served on the Executive Board of Directors for Park Place Outreach, a youth emergency shelter serving at-risk youth and their families in Savannah and the surrounding area. Chris has been recognized with the PPO 2018 Volunteer of the Year Award and the 2019 Vicki Loughery Volunteer Advocacy Award by EmployAbility.

Kaitlyn Jackson is a Series 66-licensed financial advisor at Stifel with six years of industry experience. She has been with Stifel Nicolaus & Company Inc. since 2019 and previously worked at First Uniform Inc. and Bahama Joe's. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to guide client decisions.

Carrie Fornof is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing Services since 2016 and was previously with Morgan Stanley from 2010 to 2016. Based in Savannah, GA, she provides investment advisory services as part of a large institutional firm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with a broad offering of brokerage and advisory solutions.

Owen Winckler is a financial advisor at Merrill holding a Series 66 credential. He has less than one year of industry experience and has worked at Bank of America and several other firms. Outside of his financial career, he has been affiliated with the Savannah Yacht Club. 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. The firm offers model-based and discretionary investment strategies for a variety of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Hill III is a financial advisor at LPL Financial with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Hornor, Townsend & Kent, and Equitable Advisors. Outside his advisory role, he is involved in a non-variable insurance business. 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 financial planning and investment management services, utilizing both proprietary research and third-party strategies across various asset classes.

Gary Morea is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. His background includes work solely with Edward Jones during this time. Outside of his financial advising role, he is involved with Oak Tree Enterprises LLC as a co-owner, managing real estate investments and property upkeep. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Thomson Jr. is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2009. Outside of his advisory role, he owns a business called Village Barber. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Thomas Reeves is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in wealth management in 2011 after graduating from Furman University in Greenville, SC. Over his 15-year career, he has worked at multiple large investment firms, joining Merrill Lynch in 2015. Thomas focuses on goals-based wealth management planning, combining asset and liability management, investment and income planning, and risk management. He prioritizes client interests and maintains a high standard of care, ethics, and integrity. He serves clients in areas such as education planning, family wealth management, legacy planning, retirement income, and tax minimization. He holds a bachelor's degree from Furman University and completed his secondary education at Savannah Country Day School. Thomas has earned the Professional Investment Advisor (PIA) designation.

Barbara Treadwell is a financial advisor at OSAIC with over 42 years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including American Portfolios Financial Services and Partners For Prosperity, Inc. Outside of her advisory work, she serves on the board of the Lexington Foundation's finance committee, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization.

Caroline Hallett is a financial advisor at Edward Jones with two years of industry experience. Prior to her current role, she worked at InstaCart and Go Store It. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Craig Raymond is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 employs structured planning tools supported by its Global Investment Committee.

Thornton Barrow is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel since 2015. Prior to that, he worked at International Advisory Consultants Inc. from 2010 to 2015. Outside of his advisory role, Barrow is involved in gunsmithing through his ownership of Barrow Arms Company LLC and holds leadership roles in agricultural and timber-related businesses. He also serves as a trustee for the Wormsloe Foundation and the Wormsloe Institute, and is an advisory board member for the University of Georgia Press. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making in asset allocation and financial planning.

Todd Crutchley is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2008. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Todd is also a Notary Public in Bluffton, SC, where he notarizes client documents as part of his investment-related activities. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering both brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Justin Carpenito is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at various Morgan Stanley entities since 2004 and previously at McArthur Financial Services from 1999 to 2003. Outside of his advisory role, he is an officer at Veritasity Labs, LLC, a company developing a behavioral health and wellness smartphone application. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in modeling financial outcomes.

Justin Ozdany Newman is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, Raymond James Financial, and Columbia Sportswear. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software for goal analysis and offers a range of event-driven planning programs alongside educational seminars.

Christopher Dubie is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at Citigroup Global Markets from 1997 to 2009 and Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured processes and firm-approved tools, supporting a wide range of investment and planning needs.

Terri Shiver is a financial advisor at Charles Schwab with 39 years of industry experience. She has been with Charles Schwab since 1994 and has worked at Charles Schwab Bank since 2005. Outside of her advisory role, she owns a real estate property in Savannah, Georgia. Charles Schwab serves a large client base primarily composed 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 combination of non-discretionary advisory models and discretionary separately managed accounts, supported by multi-asset portfolios and research from the Schwab Center for Financial Research.