Beverly Mcbride is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes eight years at Triad Advisors and over a decade combined at Commonwealth Financial Network. She is the owner of Vinylmag, LLC, a social and entertainment blogging entity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.

Eugene Millsap III is a financial advisor with Raymond James & Associates in Sea Island, GA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Millsap serves as president of the Hillwood Neighborhood Association and is involved as a partner or owner in several private business ventures. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting through various programs and delivers tailored advice supported by extensive research and multiple portfolio management options.

James Knox is a financial advisor at Stifel with two years of industry experience and a Series 66 credential. Prior to joining Stifel in 2025, he worked at Raymond James & Associates and has a background in sports marketing with Sportfive and Lagardere Sports. He serves as president of the Hamilton Landing Homeowners Association in St. Simons Island, GA. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides a variety of financial planning and asset allocation services.

Edmund Nobles is a financial advisor with Stifel, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at SunTrust Advisory Services, Bank of America, Merrill, and Guardian Life Insurance. Outside of his advisory work, he serves as Director of the Annual Golf Tournament for the Fellowship of Christian Athletes, a faith-based organization mentoring high school and college students. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James Sexton is a CFP® professional with 11 years of industry experience and has been with Edward Jones since 2015. Prior to joining Edward Jones, he was the owner and president of Sexton Construction, LLC, a construction business based in Oklahoma City, which is now being closed. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors.

James Brown is a CFP® professional with 22 years of experience in financial services. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously worked at Bank of America and Merrill from 2009 to 2017. He is based in St Simons Island, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Cristen Morgan is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing 25 years of industry experience. She has held roles at several firms including Transamerica Financial Advisors, Securities America Advisors, and Legg Mason Wood Walker. Morgan serves as a board member of The Hope House Foundation in Huntersville, NC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors using a range of portfolio management strategies and platform options.

Mark Johnson Jr. is a financial advisor with Edward Jones in St Simons Island, GA. He holds a Series 66 designation and joined Edward Jones in 2026. His prior experience includes roles at Vail Resorts, the College of Coastal Georgia, Sea Island Resorts, Lighthouse Vacation Rentals, and self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory solutions. The firm manages approximately $1.01 trillion in assets and supports its offerings through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Charles Knox II is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously spent 12 years at Raymond James & Associates before joining Stifel in 2025. Knox serves as a trustee for the University of Georgia Foundation, participating in committees that oversee scholarships and trustee nominations, and is also a trustee of the Knox Foundation, a family charitable organization. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Misty Pittman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and has operated The Pittman Group since 2003. Outside of her advisory role, she is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides diverse investment solutions across multiple custody and platform arrangements, combining proprietary and third-party strategies with options for discretionary and non-discretionary management.

Landon Brandt Siemion is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and was previously self-employed for seven years. Outside of his advisory work, he was associated with Magnolia Cargo LLC, a non-investment-related business, though the entity is currently inactive. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Keith Dober is a financial advisor at Merrill with 30 years of industry experience. He has been with Merrill since 1999 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as a power of attorney for family members. 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 investment strategies for a range of individual and institutional clients.

William Goodhue is a financial advisor with Merrill Lynch Wealth Management, bringing over eight years of experience to his role. He specializes in a range of client focus areas including education planning, family wealth management strategies, services for endowments, foundations, and non-profits, international wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. William works with individuals, families, and local entrepreneurs to help them navigate various financial goals such as planning for retirement, saving for college, managing debt, or growing small businesses. He emphasizes building relationships based on trust, education, and transparency. As a local advisor deeply connected to his community, William supports local events and aims to be a dependable resource for guidance, support, and long-term financial strategies. He holds a High School Diploma from Frederica Academy and has attended Auburn University without earning a degree. Outside of his professional activities, William enjoys adventure sports, camping, cooking, golfing, music, and spending time with his family.

Walter Davis Jr. is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, he serves as a trustee for a medical, disability, and life insurance trust that manages payment of health insurance claims for retirees of a bankrupt company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a variety of strategies and managers, including traditional and non-traditional investment approaches.

Thomas Jones is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera. His career includes roles at Cetera Wealth Services and Summit Financial Group, as well as ownership and leadership positions at Financial Planning & Management, Inc. and Insurance & Employee Benefits, Inc. Outside of his advisory work, he manages farming, timber, and wildlife operations at Hat Creek Plantation and serves as president of the Greater Atlanta chapter of the Izaak Walton League of America, a nonprofit focused on environmental conservation. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients across the U.S. The firm offers portfolio management, financial planning, and retirement services through a network of over 10,000 advisors, managing more than $256 billion in assets.

Deborah Rice is the Associate Resident Director at Merrill, where she has served as a Financial Advisor since 2011. In her role, she emphasizes a client-centered approach, focusing on family wealth management strategies, retirement income, and women and wealth. Deborah works closely with individuals, families, and small business owners to develop personalized financial plans that align with their goals, risk tolerance, and investment objectives. She regularly conducts detailed reviews to ensure that clients’ strategies remain aligned with their evolving financial circumstances. Prior to joining Merrill, Deborah had a 20-year career in small business retail and the telecommunications industry. She holds the Personal Investment Advisor (PIA) designation and attended Georgia Southern University, as well as Green Run High School. Deborah is active in the St. Simons community and participates in local organizations including the United Way of Coastal Georgia. She resides in St. Simons Island with her husband, David, a Senior Financial Advisor at Merrill, and their daughter. Outside of work, Deborah enjoys football, genealogy, hiking, traveling, and spending time with her family.

Carolyn Moreno is a Series 66-licensed financial advisor with Edward Jones in Brunswick, GA, with nine years of industry experience. She previously worked at the Department of Veteran Affairs for one year and has served as Secretary of the Golden Isles YMCA Foundation, where she helps promote and plan fundraising events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jerome Owens is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Triad Advisors, Inc. for eight years. Outside of finance, Owens is an elder at Lighthouse Church and serves as vice-president of the Golden Isles Shag Club, where he helps promote and teach the Carolina shag dance. He is also the owner of Owens Window Tinting, a window film installation business operating since 1994. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, offering a range of brokerage and advisory services. The firm employs asset allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios across various asset classes, supported by multiple advisory platforms and third-party money managers.

William McKenzie is a Series 66-registered financial advisor with 12 years of industry experience. He has worked at Edward Jones for 10 years before joining LPL Financial in 2024. Outside of his advisory role, he is a business owner of Oatland Investments, LLC. 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 provides a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools but with investment decisions made by advisors.

Davis Reyna is a financial advisor at Edward Jones based in Brunswick, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Morgan Stanley and Merrill Lynch. He has also held positions outside the financial sector, including roles at Southern Property Management Services, Georgia Southern University, Sea Island, and Glynn Academy. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment strategies, supported by a large nationwide network of financial advisors and branch offices.