Sheila Shaffer is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Rockefeller Financial, she worked for Janney Montgomery Scott for 14 years. Shaffer serves as Treasurer and Chair of the Building Oversite Committee on the Board of Trustees for the National Museum of Women in the Arts. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, combining broker-dealer capabilities with access to alternative investments and affiliated trust and insurance services.

Donald Yeiter is a financial advisor with First Command Advisory Services in Saint Marys, GA. He holds a Series 66 designation and has three years of industry experience. Prior to joining First Command, Yeiter served 21 years in the U.S. Navy and worked at AutoZone. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

James Quigley Jr. is a CFP® with 36 years of industry experience, currently serving at CWM, LLC. His prior experience includes roles at Cetera Advisor Networks, Barrington Wealth Management, and LPL Financial. He is a board member of Hope's, a humanitarian development organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Ruth Forsyth is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked within Ameritas and its affiliated entities since 2002, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp. Forsyth is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial platforms, supported by an Investment Committee and third-party partners for portfolio management and trading.

Crystal Trotter is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include working with Coastal Camden Chameleons, LLC and Wfgia. She is based in Saint Marys, GA, and performs home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a large advisor network and multiple program platforms, relying on model portfolios and third-party managers to implement its advisory approach.

Louise Albert is a CFP® and ChFC® with 26 years of experience in the financial industry. She has worked at Kestra Investment Services since 2020 and previously spent seven years with Cetera Advisor Networks and has provided advisory services through Skcg since 2012. In addition to her advisory role, she is engaged in registered representative activities providing investment advice and client relationship management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients ranging from individual investors to sovereign wealth funds.

Henry Paschall is a financial advisor at First Command Advisory Services with a Series 66 designation. He has no prior industry experience but served 21 years in the U.S. Navy. Outside of his advisory role, he is involved in Paschall Living LLC, a business he has operated since 2019. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs utilizing model portfolios and approved third-party managers selected by a centralized Investment Management Team.

Thomas Henrichs is a CFP® with 50 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2009. He also acts as an investment trust advisor for the John H. Uhlig Living Trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, and institutions. The firm offers a range of advisory services through discretionary and non-discretionary wrap programs, employing both strategic and tactical investment approaches.

Grady York is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 16 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2022 and currently advises through Advised Assets Group, LLC and GWFS Equities, Inc. Outside of advisory work, he is a co-owner of Heaven Com Hospitality, LLC, a short-term vacation rental management business. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s administrative platforms. The firm focuses on long-term portfolio returns and savings rates, delivering scalable services within plan lineups selected by plan sponsors.

Tabbatha Manning is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and Western & Southern Life. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Jonathyn Dropco is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently associated with Primerica Advisors and has an extensive work history with Park Avenue Securities and Guardian Life Insurance Company spanning over two decades. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary accounts with various investment products and lending solutions.

Andrew Newton is a financial advisor at Edward Jones with four years of industry experience. He holds CFP® and Series 66 designations. Prior to joining Edward Jones, he worked at Raymond James and Associates Inc and Lazarus Of Moultrie. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Philip Hawkins is a financial advisor with Morgan Stanley in Amelia Island, FL, holding a Series 63 license and with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Donna Pinter is a financial advisor at Edward Jones with five years of industry experience. Before joining Edward Jones in 2020, she worked at Rich Products Corporation for 19 years and held positions at Southern Ionics Minerals and The Chemours Company. Outside of her advisory role, she is involved in a resin paint distribution business and pursues hobbyist photography for local charities and individual clients. 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 with a broad retail advisor network and offers a range of advisory programs, tax-efficient services, and affiliated investment products.

Hanna Lahood is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 26 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she serves on the finance committee of Kraft Tennis Partners, Inc., a social and recreational organization in Amelia Island, Florida. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct client relationships and corporate financial planning agreements.

Jodi Collins is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Trend Offset Printing for 17 years. 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 and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Christopher Buman is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Carmen North is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior experience includes roles at Bank of America and Merrill. She serves as a board member of the Nassau County Board of Economic Development, focusing on donor development for the community organization. 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 government entities, offering financial planning and consulting through a variety of portfolio management styles and affiliated research resources.

Wendy Creppel is a financial advisor with Edward Jones in St Marys, GA. She holds a 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Emily Dupoux is a financial advisor at J.P. Morgan Securities with series 63 and 66 licenses and five years of industry experience. She has worked at several firms, including TD Bank and Landry's Inc., and currently owns an e-commerce business selling clothing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.