Sarah Reed is a CFP® professional with 18 years of experience in the financial industry, currently serving at Edward Jones since 2008. She holds the Series 66 designation and is based in Bluffton, South Carolina. Outside of her advisory role, she is involved in managing her own businesses, including Isabella Marie LLC and Abigail Jean LLC. 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 with a nationwide network of more than 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Leonard Mangiaracina Jr. is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America, Merrill, and AllianceBernstein. Outside of his advisory role, he is a partner in YHSea LLC, a real estate investment venture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and methodologies to guide client decisions.

Wilson Andress is a financial advisor at Stifel with a Series 66 designation and recent industry experience beginning in 2025. Prior to joining Stifel, he operated Andress Golf LLC and has an educational background from Georgia Southern University. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group and provides a range of fee-based financial planning and allocation guidance.

George Thompson is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His work history includes time at the University of Georgia and Benedictine Military School prior to joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Cory Smith is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at Cetera and its related entities since 2022, alongside a tenure at Regions Bank beginning in 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Trisha Boyett is a Series 66-licensed financial advisor with Edward Jones, based in Savannah, GA, and has five years of industry experience. She previously worked for the Port Wentworth Chamber of Commerce, Inc. for twelve years prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Cindy Lee is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios, supported by research and due diligence from its Center for Financial Research.

Roseanne Stavely is a financial advisor with LPL Financial based in Savannah, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her work history includes roles at Queensboro National Bank & Trust, Bank of America, Merrill, Webster Bank, and TD Private Client Wealth LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a large network of advisors and over $819 billion in discretionary assets under management.

Heather Stanley is a financial advisor with Wells Fargo Clearing in Savannah, GA. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee and holds powers of attorney related to family financial matters. 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 uses research and analytics to guide investment options and offers both brokerage and advisory solutions.

Robin Monleon is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Vernon Buchman II is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America, N.A. since 2011. He also serves as a co-trustee for the J J B SR. Marital Trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Justin Marcus is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at VOYA Financial Advisors and ownership of Jstntym Financial & Insurance Solutions, Inc. He is also licensed as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that incorporates affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Mariaglenda Harris is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 sources.

Ryan Salisbury is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Adirondack Trust Company and Saratoga National. Outside of his advisory role, he is involved in a boat rental business based in Hilton Head Island, where he assists with various operational tasks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offer advisory solutions.

Robert Ruffo is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools such as Monte Carlo simulations to model outcomes.

Stewart Schwabe is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds a Series 63 designation and has been with various Morgan Stanley entities since 2003, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Libby Norris is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. In this position, she focuses on building deep relationships with clients to understand their unique financial goals and preferences. She employs a collaborative and educational approach to guide clients and their families in developing financial plans aimed at providing peace of mind. Prior to joining Fidelity Investments, Libby worked at Vanguard from 2017 to 2023, where she held several roles including Retail Sales Manager, Senior Sales Consultant, Sales Consultant, and Brokerage Investment Professional. This extensive experience has contributed to her expertise in wealth planning and client relationship management. Outside of her professional career, Libby has interests in cooking and baking, fitness, reading, and volunteering.

Daniel King is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2013. Outside of his advisory role, he works as a consultant and independent contractor for Central Casting in Atlanta. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Mcwilliams Jr. is a financial advisor with LPL Financial in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Commonwealth Financial Network, Mass Mutual Investors Services, Kestra Investment Services, and AlphaStream Portfolios. He is co-owner of SWG Insurors, LLC, an insurance business, and owns Savannah Wealth Group and Tinker McWilliams, Inc., entities that facilitate securities, advisory, and insurance services. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational tools including machine learning, and oversees more than $819 billion in assets with a large network of advisors.

Elizabeth Cutshall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She joined Wells Fargo in 2016 after a brief tenure at Merrill in 2009-2010. Outside of her advisory role, she is a commissioned notary public in South Carolina. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to support diversified investment approaches and offers a range of brokerage and advisory solutions.