Thomas Thomson Jr. is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2009. Outside of his advisory role, he owns a business called Village Barber. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Thomas Reeves is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in wealth management in 2011 after graduating from Furman University in Greenville, SC. Over his 15-year career, he has worked at multiple large investment firms, joining Merrill Lynch in 2015. Thomas focuses on goals-based wealth management planning, combining asset and liability management, investment and income planning, and risk management. He prioritizes client interests and maintains a high standard of care, ethics, and integrity. He serves clients in areas such as education planning, family wealth management, legacy planning, retirement income, and tax minimization. He holds a bachelor's degree from Furman University and completed his secondary education at Savannah Country Day School. Thomas has earned the Professional Investment Advisor (PIA) designation.

Barbara Treadwell is a financial advisor at OSAIC with over 42 years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including American Portfolios Financial Services and Partners For Prosperity, Inc. Outside of her advisory work, she serves on the board of the Lexington Foundation's finance committee, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization.

Caroline Hallett is a financial advisor at Edward Jones with two years of industry experience. Prior to her current role, she worked at InstaCart and Go Store It. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Craig Raymond is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Thornton Barrow is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel since 2015. Prior to that, he worked at International Advisory Consultants Inc. from 2010 to 2015. Outside of his advisory role, Barrow is involved in gunsmithing through his ownership of Barrow Arms Company LLC and holds leadership roles in agricultural and timber-related businesses. He also serves as a trustee for the Wormsloe Foundation and the Wormsloe Institute, and is an advisory board member for the University of Georgia Press. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making in asset allocation and financial planning.

Gene Schraeder Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also provides insurance solutions through a part-time role with Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria.

Agnes Schmidt is a financial advisor with Edward Jones, holding a Series 66 designation and bringing four years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Todd Crutchley is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2008. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Todd is also a Notary Public in Bluffton, SC, where he notarizes client documents as part of his investment-related activities. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering both brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Justin Carpenito is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at various Morgan Stanley entities since 2004 and previously at McArthur Financial Services from 1999 to 2003. Outside of his advisory role, he is an officer at Veritasity Labs, LLC, a company developing a behavioral health and wellness smartphone application. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in modeling financial outcomes.

Jules Axelrod is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a comprehensive background in personal finance, he focuses on areas including college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. His professional experience spans roles at Household Bank, PainWebber, A.G. Edwards, Morgan Stanley, and Merrill Lynch, providing him with broad insight into the financial services industry. Mr. Axelrod earned a Bachelor's Degree from The Ohio State University with a major in literature and a minor in economics. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is also affiliated with several professional organizations such as the Ohio State Alumni of Hilton Head Island and Sarasota, Ringling Museum Patron, Selby Gardens, and St Francis of Assisi. Raised in Maryland, Mr. Axelrod has a diverse family background and was brought up to respect different faiths. Outside of his professional role, he enjoys activities such as cooking, fishing, football, gardening, hiking, reading, skiing, traveling, and watching movies. He and his partner, Tammi, have five children and reside in Englewood, Florida, with regular visits to Maryland and national parks.

Andre Marchesseault currently works as a Financial Consultant. In this role, he collaborates with clients to create personalized financial plans tailored to their individual goals and circumstances. He emphasizes understanding the full personal, professional, and financial picture of each client. Andre has experience in various roles at Fidelity Investments, including Investment Consultant (2024-2025), Central Relationship Manager (2023-2024), and Customer Relationship Advocate (2021-2023). He holds an Arkansas Insurance License. Outside of his professional work, Andre's personal interests include spending time at the beach, fishing, football, golf, and traveling.

Christopher Dubie is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at Citigroup Global Markets from 1997 to 2009 and Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured processes and firm-approved tools, supporting a wide range of investment and planning needs.

Tyler Bottenhagen is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. Prior to joining Raymond James in 2025, he worked at SpotHopper, Cardinal Financial, and Mr. Cooper. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles supported by affiliated research and model managers.

Terri Shiver is a financial advisor at Charles Schwab with 39 years of industry experience. She has been with Charles Schwab since 1994 and has worked at Charles Schwab Bank since 2005. Outside of her advisory role, she owns a real estate property in Savannah, Georgia. Charles Schwab 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 a combination of non-discretionary advisory models and discretionary separately managed accounts, supported by multi-asset portfolios and research from the Schwab Center for Financial Research.

Anthony Camilleri is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at American Funds, American Portfolios Financial Services Inc., Capital Client Group, Inc., and Invesco Advisers, Inc. OSAIC Wealth serves a wide range of clients, including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate entities. The firm offers brokerage and advisory services through various programs that emphasize model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Archie Odom Jr. is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, he spent many years with Avantax Advisory Services and operated A Creig Odom, CPA, PA. He conducts financial planning and investment services under the name A. Creig Odom. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform providing diverse investment options.

James Doubleday III is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of advising, he is involved in coordinating event rentals for a historic event space in Savannah, GA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning areas without implementing the advice. The firm combines holistic, goal-based planning with managed-account options through a consolidated billing structure, relying on financial advisors to deliver and update client plans.

Matthew Amman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2011, bringing 15 years of professional experience serving high-net-worth clients in the construction industry's land development sector. His approach to financial advising centers on building long-lasting personal relationships with affluent clients to provide tailored investment advice. He creates portfolio recommendations that balance clients' immediate financial needs with their long-term investment goals, leveraging strategic partnerships and access to industry research. Matthew holds a Bachelor of Science in Civil Engineering from the University of Central Florida and a Master's degree from Florida State University. He has earned several professional designations including Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a registered professional engineer and a licensed U.S. Coast Guard Captain. Matthew resides in Savannah, Georgia with his wife, Catherine, and their three daughters. He has served on the Board of the Islands YMCA and is a member of the Professional Baseball Players Association. He participates in community volunteering activities and has personal interests that include baseball, boating, fishing, football, golfing, running, skiing, surfing, and traveling.

Sean Lavelle is a financial advisor with LPL Financial, holding a Series 66 designation and ten years of industry experience. He previously worked at Edward Jones from 2015 to 2025 and has been with LPL Financial since 2025. He also provides investment advisory services through NewEdge Advisors, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.