Staci Bennett is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Global Atlantic Financial Company, and Forethought Distributors. She operates investment-related businesses connected to her LPL practice in St Simons Island, GA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and multiple investment strategies.

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 in St. Simons Island, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior firms include SunTrust Advisory Services, Bank of America, Merrill, Guardian Life Insurance, and Peachtree Planning Corporation. He is involved with the Fellowship of Christian Athletes as Director of their Annual Golf Tournament, organizing and fundraising for the event. Stifel serves a broad range of clients, 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.

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, where she has worked since 2016. She has 24 years of industry experience and has also served as an independent insurance agent. Morgan is a board member of The Hope House Foundation in Huntersville, NC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement advisory services. The firm employs a variety of investment strategies, including proprietary models and access to third-party managers, and offers both discretionary and non-discretionary portfolio management.

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 with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he was self-employed for seven years. He is also listed as an inactive business owner of Magnolia Cargo LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Jeffrey Torbush is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is co-owner of a family farm business in Darien, GA, where they sell eggs at local farmer’s markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Keith Dober is a financial advisor with Merrill in Saint Simons Island, GA, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Merrill since 1999. Outside of his advisory role, he serves as 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 42 years of industry experience, currently affiliated with Cetera since 2019. His background includes roles at Summit Financial Group and operating his own firm, Thomas D. Jones, CFP. Outside of his advisory work, he manages agricultural operations involving farming, cattle, timber, and wildlife management and serves as president of the Greater Atlanta chapter of the Izaak Walton League of America, a conservation nonprofit. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

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 financial advisor at Edward Jones with a Series 66 designation and over nine years of industry experience. Prior to joining Edward Jones in 2017, she worked at the Department of Veteran Affairs and Southeast Georgia Health System. She serves as secretary for the Golden Isles YMCA Foundation, helping to promote and plan fundraising events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 Mc Kenzie is a financial advisor with LPL Financial in Saint Simons Island, GA, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2024, he spent 10 years with Edward Jones. He is also a business owner of Oatland Investments, LLC, based in Atlanta, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.