Archie Odom Jr. is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, he spent many years with Avantax Advisory Services and operated A Creig Odom, CPA, PA. He conducts financial planning and investment services under the name A. Creig Odom. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform providing diverse investment options.

James Doubleday III is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of advising, he is involved in coordinating event rentals for a historic event space in Savannah, GA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning areas without implementing the advice. The firm combines holistic, goal-based planning with managed-account options through a consolidated billing structure, relying on financial advisors to deliver and update client plans.

Matthew Amman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2011, bringing 15 years of professional experience serving high-net-worth clients in the construction industry's land development sector. His approach to financial advising centers on building long-lasting personal relationships with affluent clients to provide tailored investment advice. He creates portfolio recommendations that balance clients' immediate financial needs with their long-term investment goals, leveraging strategic partnerships and access to industry research. Matthew holds a Bachelor of Science in Civil Engineering from the University of Central Florida and a Master's degree from Florida State University. He has earned several professional designations including Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a registered professional engineer and a licensed U.S. Coast Guard Captain. Matthew resides in Savannah, Georgia with his wife, Catherine, and their three daughters. He has served on the Board of the Islands YMCA and is a member of the Professional Baseball Players Association. He participates in community volunteering activities and has personal interests that include baseball, boating, fishing, football, golfing, running, skiing, surfing, and traveling.

Sean Lavelle is a financial advisor with LPL Financial, holding a Series 66 designation and ten years of industry experience. He previously worked at Edward Jones from 2015 to 2025 and has been with LPL Financial since 2025. He also provides investment advisory services through NewEdge Advisors, an independent registered investment advisory firm. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Bruce Becker is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Becker also serves as an executor for estates and is a partner in a real estate business. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

Donna Minor is a financial advisor with Merrill in Savannah, GA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Merrill since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Maria Bailey is a financial advisor at Morgan Stanley in Savannah, GA, with 28 years of industry experience. She has held her current role since 2012. Maria holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Dora Mae Clark is a Series 66 registered financial advisor with Cambridge Investment Research Advisors, where she has worked since 2016. She has 11 years of industry experience. Outside of her advisory role, she serves as an event manager and board member for SMACKO Inc. in Savannah, GA. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Martin Welch is a financial advisor at Thrivent Investment Management in Savannah, GA, with four years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Thrivent, Welch worked at the Small Business Administration and Wells Fargo Clearing Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing program called WealthPlan.

Jodi McCloskey is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. She previously worked at Wells Fargo Clearing for seven years before joining LPL Financial in 2023. McCloskey also operates a home-based financial planning business under her own LLC affiliated with LPL. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Jeffrey Ritch Sr. is a financial advisor with UBS Financial Services in Richmond Hill, GA, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves as a basketball referee for a recreational youth basketball league. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Garet Haynes is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Wells Fargo Clearing. Prior to his financial advisory career, he served on the Chatham County Board of Commissioners for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a broad range of topics without including implementation of recommendations, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Patrick House is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America N.A., Merrill, and Fidelity Brokerage Services LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

John Bankhead is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. His career includes roles at UBS Financial Services Inc. and Morgan Stanley Private Bank, N.A. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored agreements.

Charlton Riegner is a financial advisor at Thrivent Investment Management in Savannah, GA, with two years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial and Calvary Day School. Outside of advising, he coordinates events for Gingerbread Gatherings LLC, which rents out a courtyard space for receptions and gatherings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these services as either one-time or ongoing engagements, covering a broad range of financial topics.

Nicholas Ives is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. In addition to his advisory role, he serves as a Command Sergeant Major in the Georgia Army National Guard and is a board member of the Oglethorpe Chapter of AEA, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ron Josey is a financial advisor with Stifel in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves on the finance committee of Southside Baptist Church. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.