Kaleena Hale is a financial advisor with Merrill in Savannah, GA, holding Series 63 and Series 66 designations. She has 17 years of industry experience and has been with Merrill since 2007. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Ellen Leboeuf is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. She previously worked at UBS Financial Services for 17 years and Merrill for 5 years. She is also involved with LeBoeuf Wealth Management LLC, an entity associated with her LPL business. 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 comprehensive advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Erik Zimmerman is a financial advisor with Merrill in Savannah, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2007 and also has experience at Bank of America, N.A. since 2022. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Mark Womack is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market modeling techniques.

Matthew Hunt is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes multiple tenures at Ameriprise and four years at Waddell & Reed. He is based in Hilton Head Island, South Carolina. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies involving dependable income sources and tax-aware withdrawals.

Holley Dean is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. Outside of his advisory role, he serves as secretary for a historic restoration company and is involved in managing dock rental operations. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Daniel Harris is a financial advisor with Mass Mutual Investors Services in Okatie, SC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining his current firm in 2026, he worked at Northwestern Mutual in various roles from 2020 to 2026 and has experience at Newsbank, Inc. and Blackbaud. 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 financial planning, asset management, and specialized programs such as divorce planning and employer-sponsored planning through annual, collaborative client relationships.

Thomas Walling is a CFP® professional with 26 years of industry experience, currently serving at Cetera since 2023. He has also worked with Cetera Wealth Services, LLC since 2013 and has experience as an independent insurance agent focusing on disability, life, accident, health, and long-term care coverage. Walling contributes as a columnist for a community newsletter in Albany, NY, and serves as an elected board member of the Albany County Historical Association. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a nationwide network of independent advisors. The firm serves a range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment program platforms.

Michael Fogarty is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Commonwealth Financial Network, Savannah Wealth Group, and MassMutual Life Insurance Company. In addition to his advisory work, he is involved in fixed insurance sales. 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.

C Morris is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 63 designation and 38 years of industry experience. Since 2009, Morris has worked at Morgan Stanley Smith Barney and, since 2015, at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Cynthia Vogel is a financial advisor with Stifel who holds a Series 66 designation and has 29 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and Merrill. Outside of her advisory role, she volunteers with the Girl Scouts of Historic Georgia in leadership positions and serves as an advisor to the Finance Committee at St. James the Less Catholic Church in Savannah, GA. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Vulku is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Vulku holds Series 63 and Series 65 licenses and is based in Hilton Head Island, South Carolina. Ameriprise provides retirement-income planning services aimed at individuals with substantial investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cassandra Holland is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2017, progressing through roles including Customer Relations Advocate, Active Trader Specialist, Active Trader VIP Specialist, Brokerage Consultant, and currently serving as Financial Consultant since 2024. With nearly a decade of experience in the financial industry and almost two decades of military service, Cassandra applies a disciplined and thoughtful approach to financial planning. She is a CERTIFIED FINANCIAL PLANNER® professional and holds a California Insurance License. Outside of her professional work, Cassandra has personal interests that include beach activities, fitness, outdoor adventures, parenthood, pets, and traveling.

Margaret Mcintyre is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has spent the majority of her career at Wells Fargo Clearing, with two separate tenures totaling nearly 19 years. Outside of her advisory work, she serves as an executor for her spouse’s estate. 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 uses research and analytics to guide its investment approach and offers both brokerage and advisory solutions at a large scale.

Amy Amico is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 36 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018 and previously at Santander Securities, LLC from 2012 to 2018. 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 designed for individual, high-net-worth, pension, corporate, and charitable clients.

Melissa Messenger is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2017, following a prior role at AXA Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Darryl Wright is a financial advisor with Primerica Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, Wright owns Wright Wealth Builders, LLC, a legal entity formed for real estate purchases. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and oversees portfolio implementation via BNY Mellon Advisors.

Timothy Beers is a financial advisor with Edward Jones in Savannah, GA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Vincent Becker Jr. is a financial advisor with Raymond James & Associates in Bluffton, SC, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Seth Kovensky is a CFP® professional based in Savannah, GA, with 27 years of industry experience. He has worked at LPL Financial since 2011 and previously held roles at Securities America Advisors, Inc., First Command Bank, and First Command Brokerage Services, Inc. Outside of his advisory work, Kovensky is involved with Live Oak Financial Services LLC, which offers life, health, disability, long-term care insurance, fixed annuities, and term insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a variety of advisory services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, with a focus on both discretionary and non-discretionary account management.