Trisha Keller is a financial advisor with Stifel, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms, including Merrill and Morgan Stanley, and has been with Stifel since 2009, with a brief break from the industry between 2019 and 2022. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Robin Pulaski is a financial advisor with Merrill in Savannah, GA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. She has worked at Merrill since 2011. Outside of her advisory role, she is employed part-time handling bookkeeping for a landscaping and hardscaping business in Bluffton, SC, and serves as power of attorney for her parents. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Conover is a financial advisor with Cetera who holds Series 63, 65, and 66 designations and has eight years of industry experience. She previously worked at Franklin Resources for 19 years and has experience with Minnesota Life Insurance Company and Securian Financial Services. Outside of advisory roles, she serves on the boards of the RWJBH Field of Dreams inclusive playground project and the Moceans Center for Independent Living, both focused on community outreach and support for people with disabilities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients through a nationwide network of more than 10,000 advisors.

Aaron Tillinger is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Bank of America N.A. and Merrill. He serves on the Board of Trustees at St. Andrew’s School and is Vice President of its Investment Committee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Robert Star is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at IBN Financial Inc and running his own firm, Starvangrouw, LLC, which also provides tax preparation and bookkeeping services. Cambridge Investment Research Advisors serves a mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

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.

David Ruckno is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his financial services career in 1998 as a brokerage representative and trader for Fidelity Investments, David has worked extensively with clients preparing for or already in retirement, as well as with retirement plans for businesses. His work focuses on building sustainable lifetime income streams and developing risk management strategies aligned with clients' objectives, income needs, and risk tolerance. David earned dual bachelor's degrees in economics and business from the University of Pittsburgh. He holds the Chartered Retirement Planning Counselor (CRPC™) designation, as well as professional certifications including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a Senior Portfolio Advisor, he offers custom investment strategies that may be managed on a discretionary basis through Merrill’s Investment Advisory Program. In addition to his professional responsibilities, David is actively involved in community organizations such as Hilton Head Island Rotary and the Spanish Wells Board. He also speaks both English and Spanish and dedicates time to understanding clients’ needs, fostering long-term relationships to support their financial goals.

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.

Ronald Orie Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 28 years of industry experience. He 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 and analytics.

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.

Luke Gawronski is a CFP® with 12 years of industry experience. He is currently with MassMutual Investors Services and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and MetLife Securities Inc. Gawronski also works as a Certified Exit Planning Advisor, consulting with entrepreneurs on their business and personal finances post-exit. MassMutual Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning using firm-approved analytical tools and offers a range of asset management and educational programs.

Peter Motta is a Private Wealth Advisor at Merrill Private Wealth Management and a key member of the Cenname Team, which he joined in 1991. His role involves advising ultra-high-net-worth clients and their family members on significant decision points related to their lives and legacies. He contributes to team management and focuses on areas such as client strategy and outreach, strategic vision, investment committee oversight, and engagement with local, regional, and corporate management. Peter holds a bachelor's degree in Finance from George Mason University and an M.B.A. from The Ohio State University's Fisher School of Business, where he concentrated on Finance and Real Estate and assisted in managing the O.S.U. Endowment. He has earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® professional designations. Additionally, Peter has experience serving as a board member for Marburn Academy, a school for children with learning disabilities. Outside of his professional work, Peter's personal interests include music, tennis, and traveling.

Amy Covington is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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.

James King II is a financial advisor at UBS Financial Services with 37 years of industry experience. He previously worked at Merrill for 35 years and Bank of America for 11 years. He serves as an executor for the Peggy K Daugherty Estate, overseeing its distribution and closing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research to support tailored client strategies.

John Rush is a Series 63-licensed financial advisor with Ameriprise in Hilton Head, SC, bringing 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he serves as Treasurer and Board Member of the Hurricane Ridge Property Owners Association. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations.

Hampton Long is a Series 66 licensed financial advisor with 10 years of industry experience, currently with Charles Schwab & Co., Inc. He previously worked at Bank of America and Merrill from 2016 to 2021. Outside of his advisory work, he serves in several nonprofit roles, including as an advisory board member for the Lowcountry Chamber Music Festival and as a trustee and finance committee member for local charitable organizations in South Carolina and an educational foundation in Canada. Charles Schwab & Co., Inc. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational structures.

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.