Beverly Trainor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 16 years of industry experience. She has been with Raymond James since 2015. Trainor serves as a trustee and personal representative for family trusts and estates and holds leadership roles in several local nonprofit organizations, including serving as Treasurer for St. Simons United Methodist Church and as a finance committee member for the St. Simons Island Rotary Scholarship Foundation. She is also the District Governor Nominee for the St. Simons Island Rotary Club, with service planned for 2026-2027. 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, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to support client decision-making, with a distinctive focus on municipal and public-finance advisory services.

Lucy Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Merrill from 2014 to 2016. Outside of her advisory role, she serves as secretary and treasurer for the Fort Frederica Association in St. Simons Island, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maureen Hulbert is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2017 after spending 20 years at Ayco Company, L.P., a Goldman Sachs company, where she served as a wealth management advisor for half of her tenure. Maureen provides customized financial strategies by understanding her clients' life priorities and their unique situations, aspirations, and attitudes toward wealth. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the CFP Board and a Bachelor of Science degree in Finance from Siena College. Maureen enjoys spending time outdoors, particularly near the ocean, and regularly vacationing with her family in Cape Cod and Maine.

Mark Lehrkamp is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 24 years of experience in the financial services industry. Since joining Merrill Lynch in 2016, he has focused on developing personalized and disciplined wealth management strategies that align with the priorities of individuals and families. His expertise encompasses family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Prior to his current role, Mark worked in a trust department managing investment portfolios, where he gained experience overseeing complex fiduciary, agency, individual retirement accounts, institutional, and alternative investment strategies. This background informs his approach to building portfolios that meet his clients' long-term goals. Mark holds a Bachelor of Science degree in General Business from Concordia University, Wisconsin, along with Series 7 and 66 FINRA registrations, Life, Health, Accident, and Variable Insurance Licenses, and the Personal Investment Advisor (PIA) designation. Mark is actively involved in his community, serving as an ambassador for the Brunswick Golden Isles Chamber of Commerce and participating in the Exchange Club of Brunswick. He lives on St. Simons Island, Georgia, with his wife and three children. Outside of work, Mark enjoys spending time with his family at sporting events and fundraisers supporting Glynn County schools, boating, outdoor activities, and attending live music events in the area.

Cameron West is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Outside of advising, he is involved in several personal business ventures related to land ownership and management, including membership in a farm and gun club LLC. Ameriprise provides retirement-income planning services tailored to clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized planning reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Kevin Lokey is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 32 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is an artist specializing in gyotaku fish prints and serves as a ruling elder at St. Simons Presbyterian Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipalities. The firm offers tailored financial planning and consulting services, employing a range of portfolio management styles supported by in-house research and extensive affiliate resources.

Anita Bolinger is a financial advisor with Edward Jones in St Simons Island, GA, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Atlanta Financial Associates / Mercer Advisors and in the restaurant and pharmacy sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Jacob Figueroa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Morgan Stanley and E*Trade Securities, as well as work outside finance at DoorDash and in hospitality at The King and Prince Golf Course. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combined approach of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across various investment vehicles.

James Jacobs is a financial advisor with LPL Financial based in Brunswick, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at NewEdge Advisors, MML Investors Services Inc., and MassMutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

William Grove is the sole advisor at Grove Investments, Inc., an independent firm based in St. Simons Island, GA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Grove has been with Grove Investments since 1997. Grove Investments provides portfolio management services to high-net-worth individuals and institutional clients. The firm offers customized portfolio management with periodic reviews and reporting tailored to client objectives and risk tolerances, serving a client base that includes institutional mandates alongside primarily high-net-worth individual relationships.

Joel Harvard IV is a financial advisor at XYPN Sapphire with a background in accounting and client management. He has previously worked at M. Jeffrey Martin CPA LLC, Harvard and Associates, CPA, and Ernst & Young. Although new to the financial advisory industry, he has experience overseeing client communication in a CPA firm setting. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes a long-term, risk-based allocation strategy and offers tailored plans supported by a corporate RIA structure and innovative digital-asset management initiatives.