Archie Morris IV is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Merrill in Columbus, GA. His prior professional background includes roles at Surgical Care Affiliates and several other organizations before joining Bank of America and Merrill in 2021. He also serves as an executor and successor trustee in a fiduciary capacity outside of his advisory role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Melissa Hamilton is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior roles include positions at Merrill, Janney Montgomery Scott, and Morgan Stanley Smith Barney. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and municipal advisory services.

Richard Swift is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a co-executor on a family estate and holds a volunteer officer position as secretary for a homeowners association board. 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 tailored financial planning and investment consulting through multiple advisory programs, supported by a nationwide adviser network and a range of portfolio management strategies.

Charity Keller is a Series 66 licensed financial advisor with six years of industry experience. She is currently with LPL Financial and previously worked at Synovus Securities, Inc. and Synovus. Outside of finance, she has experience in the automotive repair industry as an alloy wheel repair specialist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Gavin Burrage is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, tax minimization, and retirement income strategies. He works with individuals and families to develop comprehensive financial plans tailored to their unique goals and circumstances. Gavin holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from Jacksonville State University. His approach emphasizes thoughtful planning and long-term collaboration to help clients make confident, informed financial decisions. Outside of his professional responsibilities, Gavin enjoys camping, fishing, golfing, hunting, running, spending time with his family, and traveling.