Guy Mc Nabb is a CFP®-certified financial advisor with Edward Jones, based in Brunswick, GA. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he is a member of RDM Enterprises, LLC, a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Robert Martin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He is president of RWM Wealth Management, a financial services firm he has led since 2017. Before joining Cetera in 2024, he held roles with LPL Financial, IFG Advisory, and SunTrust Advisory Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Christopher Andrew Harbour is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of his advisory role, he is involved in a technology business based in Denver that uses software to provide user feedback. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Ernest Champion IV is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James Financial since 2001. Outside of his advisory role, he is a partner in Champion and Magbee Financial Services LLC and assists with the Golden Isles Information Center, a business run by his wife. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through a unique affiliation.

John Rose is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Morgan Stanley in St Simons Island, GA. His prior experience includes roles at Bank of America and Merrill. He is also a board member of Gamma Kappa Properties, Inc., a nonprofit organization based in Statesboro, GA. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support client financial plans.

Karl Knade is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006. Outside of his advisory role, he is the owner of Knade Financial Group LLC, which is involved in insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals and offers a range of portfolio management and model-based solutions tailored to client objectives.

David Rice is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1987 and joined Merrill Lynch in 1990. With a background that includes 18 years in the railroad industry, David develops strategies and recommendations aimed at helping clients achieve goals related to wealth accumulation, asset preservation, and asset transfer. David holds a bachelor's degree in Economics from Temple University in Philadelphia, Pennsylvania. He has been an active member of the Golden Isles community for over 30 years, serving in various leadership roles such as Chairman of Glynn County Animal Control Services, member of the Glynn County Airport Commission, participant with Golden Isles Hospice, and President of the Brunswick Kiwanis Club. David resides in St. Simons Island with his wife, Deborah.

Logan Jones is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Dannell Todisco is an advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity Investments and Fidelity Brokerage Services, his work history includes roles in the automotive industry and at the University of Georgia. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Chandler Norris is a financial advisor at LPL Enterprise with a Series 66 credential and five years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved in supplemental Medicare planning through Eversure Benefit Group. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Isabella Williams is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. She holds a Series 66 designation and has worked at Cambridge Investment Research, Inc. since 2021. Outside of her advisory role, she is involved with Coast Wealth, LLC, an accounting and bookkeeping services firm she owns. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and both proprietary and third-party investment strategies tailored to client objectives.

Ryan Dunn is a ChFC® credentialed financial advisor with 14 years of industry experience, currently with LPL Financial. He has previously worked at Grove Point Investments, H. Beck, and SSN Advisory, among other firms. Dunn is involved in Safe Money Concepts, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Goodwin Sauls is a Series 66-credentialed advisor with four years of industry experience, currently with Stifel since 2025. He previously worked at Raymond James & Associates, Inc. from 2020 to 2025 and has legal experience from his time at two law firms between 2018 and 2020. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that guides asset allocation and planning analyses, with clients retaining discretion over implementation.

Misty Hendrix is a financial advisor at Stifel with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at SunTrust Bank and its affiliated advisory and investment services from 2009 to 2025. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Creg Miller is a financial advisor with Edward Jones in Brunswick, GA, holding a Series 66 designation and six years of industry experience. He previously worked at PrimeSouth Bank and Atlantic National Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

John Wallace Jr. is a financial advisor at Stifel with 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wallace is a non-practicing attorney and serves on the advisory board of the Historic Oakland Foundation, a nonprofit focused on preserving Oakland Cemetery in Atlanta. He is also a founding chairman and member of several business and trade organizations in Georgia. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides both episodic and fee-based financial planning.

Willard Phillips Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He is the owner and CEO of Phillips Wealth Management Group, LLC, a financial planning company he has operated since 2018. Phillips also serves as an elected board member overseeing the financial holdings of the Exchange Club of Brunswick Benevolent Fund. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that supports over 10,000 advisors and 800,000 clients with a range of portfolio management, financial planning, and retirement services. The firm offers both discretionary and non-discretionary investment programs and access to affiliated and third-party managers.

Patrick Jones is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Univar Solutions and Claene Group. He serves as a board member of the Brunswick - Golden Isles Chamber of Commerce Foundation and is the financial advisor of record for the Chamber 401(k) plan. 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 and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Virginia Johnson is a Series 66-licensed financial advisor with Edward Jones in St Simons Island, GA, where she has worked since 2009. She has 17 years of industry experience. Outside of her advisory role, she is the owner of a vacation rental property business in St Simons Island. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable entities. The firm offers a wide range of investment strategies and affiliated services, supported by a large national network of advisors and branch offices.

James Coleman is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His background includes roles at Bank of America and various positions connected to the University of Georgia and Frederica Township. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services through a combination of personal advisors and affiliated entities. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s broader financial platform.