John Bankhead is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. His career includes roles at UBS Financial Services Inc. and Morgan Stanley Private Bank, N.A. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored agreements.

Nicholas Ives is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. In addition to his advisory role, he serves as a Command Sergeant Major in the Georgia Army National Guard and is a board member of the Oglethorpe Chapter of AEA, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Schnurr is a Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2018 in various roles including Investment Consultant and Retirement Solutions Consultant. In his current capacity since 2021, he focuses on providing financial guidance to clients, particularly in areas such as tax-efficient investing, legacy planning, and retirement planning. Throughout his tenure at Fidelity Investments, Richard has developed expertise in helping clients pursue lasting financial freedom. He aims to collaborate with clients to design plans that reflect their commitment to saving and investing for the future, emphasizing a relationship grounded in trust and integrity. Richard holds a California Insurance License. Outside of his professional role, he engages in personal interests including family activities, football, golf, hiking, outdoor adventures, and traveling.

Ron Josey is a financial advisor with Stifel in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves on the finance committee of Southside Baptist Church. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

William Hickman is a financial advisor at Minas Wealth Management LLC with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Minas Wealth Management since 2008. Minas Wealth Management LLC serves individual clients and small retirement plans, providing portfolio management and pension consulting. The firm primarily manages assets on a non-discretionary basis, working closely with a small client base to implement investment decisions with client approval.