Davis Reyna is a financial advisor at Edward Jones based in Brunswick, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Morgan Stanley and Merrill Lynch. He has also held positions outside the financial sector, including roles at Southern Property Management Services, Georgia Southern University, Sea Island, and Glynn Academy. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

James Magbee Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been involved with Raymond James in various capacities since 2010 and is the managing partner and owner of Champion & Magbee Financial Services. Magbee serves as Treasurer and an executive committee member on the board of Oglethorpe University, where he also leads the endowment sub-committee and participates in the fiscal affairs committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jennifer Gordon is a Series 66-licensed financial advisor with eight years of industry experience, currently with Cambridge Investment Research Advisors since 2019. Prior to this, she spent seven years at CASTO Southeast Realty Services and has operated a UPS Store franchise since 2008. Gordon serves as a board member of Glynn Visual Arts in St. Simons Island, GA. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Christian Mahany is a financial advisor with Morgan Stanley in St. Simons Island, GA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Enterprise Holdings. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Nathan Kohlhoff is a financial advisor with LPL Financial based in St Simons Island, GA. He holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2020, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC from 2017 to 2020 and was employed at BMW Group from 2008 to 2016. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Cody is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity in multiple capacities since 2015, including a recent position at Seventy 2 Capital Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Perry Barnett is a financial advisor at Cetera with 11 years of industry experience. He holds the PFS™ designation and Series 66 license. Prior to joining Cetera in 2025, he worked at Rushton, LLC, Avantax Advisory Services, and 1st Global Capital Corp. Barnett serves as chairperson of the Business Advisory Council at the University of North Georgia’s Michael Cottrell College of Business and is treasurer of the Greater Hall Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors with services including discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement services. The firm operates a multi-manager platform offering a variety of investment strategies and serves a broad client base ranging from individuals to institutional accounts.

Frank Gavel Jr. is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial since 2009. He is also a partner in T-Bec LLC, which holds a vacation property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients, offering tailored non-discretionary planning supported by advanced analytical tools.

Lee Haverstock Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering a range of financial planning, advisory, and consulting services supported by various portfolio management styles and firm research.

Philip Watson is a Vice President and Financial Consultant at Fidelity Investments. He has held this role since 2015, demonstrating a long-term commitment to providing financial planning and guidance. Prior to this position, he served as a Financial Consultant at Fidelity Investments from 2010 to 2015. With over 30 years of experience, Philip's career includes roles such as Relationship Officer at Fidelity Investments; Strategic Adviser at Strategic Advisers; Senior Investment Education Consultant at Fidelity Investments; Investment Officer at SunTrust Securities, Inc.; Investment Consultant at Barnett Investments and NationsBanc Investments; and Insurance Representative at O.H. Whittle and Company, Inc. He holds an Arkansas Insurance License, supporting his expertise in insurance-related financial matters. Philip emphasizes inclusive planning and relationship-driven outcomes, supported by his team to deliver exceptional service to clients and their families.

David Wilkins Jr. is a financial advisor with Stifel, holding a Series 66 designation and 25 years of industry experience. Prior to joining Stifel in 2025, he worked for SunTrust Investment Services for nine years. He serves as chairman of the board for Grace House of Brunswick, a recovery home and program for women dealing with addiction. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Leah Willingham is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. She has been with Morgan Stanley and its related entities since 2007. Outside of her advisory role, she owns LAW Creates, a sole proprietorship focused on art and culture. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured planning process.

Patricia Simms is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 23 years of industry experience. Her prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. She is also a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning services, and retirement plan consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

Jeffrey Jones is a CFP® professional with 36 years of industry experience, currently serving at Edward Jones since 2001. His prior experience includes roles at Suntrust Securities, Inc. and Security Financial Network. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jack Key IV is a Series 66 credentialed advisor at Stifel with one year of industry experience. Prior to joining Stifel, he worked for seven years at Young Life. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Steven Greenberg is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliates since 2019, previously spending eight years with Summit Financial Group. Outside of his advisory role, he operates a sole proprietorship focused on personal income tax preparation and owns Oak Hill Financial, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary accounts across various program structures.

Brice Ramsey is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Southern Crown Partners and EmPower Solutions Group. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Head is a financial advisor at Stifel with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Stifel in 2025, he worked at firms including Sea Island Company, Northwestern Mutual, and Morgan Stanley Smith Barney LLC. Outside of financial services, he has worked as a guest services associate at a hotel and resort. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Samuel Spanos is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory work, he owns Aerosam Equipment, LLC, through which he leases an airplane to a small charter airline. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser force and a range of portfolio management styles.

Glenn Ferrell is a financial advisor with Morgan Stanley in St. Simons Island, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and was previously with Merrill from 2011 to 2017. Outside of his advisory role, he serves on the investment committee of the Alpha Delta Pi Foundation in Atlanta. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a broad array of investment services for both direct clients and corporate financial planning agreements.