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®-certified financial advisor with 36 years of industry experience. He is currently with CWM, LLC and has previously worked at Cetera Advisor Networks, Barrington Wealth Management, LPL Financial, and Northwestern Mutual Wealth Management. Quigley serves as a board member for Hope’s, a humanitarian development organization. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion across a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor portfolios with both fundamental and technical inputs.

Ruth Forsyth is a financial advisor at Ameritas Advisory Services, LLC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Ameritas entities since 2002. In addition to her advisory role, she is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions across multiple platforms, leveraging third-party technology and managers to build customized portfolios.

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 27 years of industry experience. She is currently with Kestra Advisory and has held advisory roles at Kestra Investment Services, Cetera Advisor Networks, and Samalin Wealth. Albert also maintains a long-standing advisory position with Skcg. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors and utilizes multiple management platforms to support its investment approach.

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® professional with 50 years of experience in the financial services industry. He has been with Benjamin F. Edwards & Company, Inc. since 2009, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as an investment trust advisor for the John H. Uhlig Living Trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services, including financial planning, investment management, and brokerage, utilizing both proprietary strategies and third-party models.

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 financial advisor with Guardian Life and holds a Series 66 designation. He has 25 years of industry experience, primarily with Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and digital advisory 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.

Joshua Eisenberg is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial and previously worked for Northwestern Mutual Wealth Management Company and TD Ameritrade. Eisenberg is the sole owner of Joshua M Eisenberg, LLC, a business established for investment-related purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports a large network of investment adviser representatives.

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 at Edward Jones in St Marys, GA, holding a Series 66 designation. She has been with Edward Jones since 2016 and has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large national network of financial advisors and branch offices.