Daniel Umbel is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and Morgan Stanley Smith Barney. He serves on the boards of America's Second Harvest of Coastal Georgia and Horizons Savannah, local nonprofit organizations focused on health, welfare, and education. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and investment committee guidance to support client goals.

Jaden Coulter is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting high-earning medical sales professionals by turning variable income into lasting wealth through strategies that include cash flow and income planning around on-target earnings and commission cycles, equity compensation strategy across RSUs, ESPPs, and ESOs, tax-efficient investing strategies, and retirement planning tailored to actual income patterns. Jaden holds a Bachelor's Degree from the University of Alabama and has earned the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He is also a member of the Sigma Chi - Iota Iota professional organization. Outside of his professional work, Jaden enjoys hiking, pickleball, and running.

Steven Stein is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1990, also working with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bruce Baker is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at FHT Advisors and Cetera Advisors LLC. Outside of his advisory roles, Baker is also involved in insurance sales, offering life, health, disability, annuities, property and casualty, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform that offers various program structures and access to third-party money managers.

Sherry Parker is a financial advisor with Stifel in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Stifel since 2015. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Frank Wieczorek Jr. is a financial advisor with Edward Jones in Savannah, GA, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2025. Prior to this, he worked at Procare Therapy and held various roles at Georgia Southern University, Elite Concrete, and Calvary Day School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Alastair Cairns is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in financial services since 1994 and joined Merrill Lynch in 2007. With over 20 years of experience, Alastair focuses on providing tailored financial advice and guidance to multiple generations of families, including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Alastair’s expertise includes trust and estate planning services, working closely with clients, accountants, attorneys, and utilizing the resources of Bank of America and Merrill to help clients transfer wealth, minimize taxes, and secure their family’s legacy through various trust structures. He places a strong emphasis on building long-term, multigenerational relationships based on integrity, consistency, and transparency. Additionally, he is committed to educating clients and their families on their investments and financial decisions to promote informed planning for the future. Alastair earned a bachelor’s degree and a Master of Science in financial planning from the University of Georgia. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Alastair serves as the President of the St. Andrew's Society of Savannah and is a board member of the Grandfather Mountain Highland Games. He enjoys golfing, hiking, and skiing, and resides on Skidaway Island in Savannah with his wife, Kristi, and their two children.

Marshall Coleman is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in goals-based financial planning and investment management. He focuses on helping families, professionals, and business owners align their financial strategies with their long-term objectives. Marshall works collaboratively with clients, leveraging the resources of Merrill and Bank of America to develop personalized solutions aimed at building, preserving, and transferring wealth. Marshall began his career at Merrill Lynch Wealth Management in 2013 after graduating from the University of Georgia's College of Family and Consumer Sciences with a degree in Financial Planning. While at the university, he was active in the Student Financial Planning Association, volunteered as a tax preparer through the Volunteer Income Tax Assistance program, and completed a summer internship with Merrill Lynch in Albany, Georgia. Since 2015, he has served on the Wealth Management Team at Sotus McCullough, where he also acts as a Senior Portfolio Advisor managing custom investment strategies on a discretionary basis. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Plan Fiduciary Advisor® designations. Outside of his professional role, Marshall serves on the Board of Directors for Park Place Outreach Inc. He enjoys spending time outdoors hunting and fishing, as well as traveling with his family.

Jessica Barry is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009, also working with Bank of America since 2024. Outside of her advisory role, she volunteers as a parent team coordinator for the Richmond Hill Soccer Club in Georgia. 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, and institutional investors.

Frank Chisholm Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2002. Outside of his advisory role, he is a partner in two outdoor recreation investment ventures and serves on the investment committee of a charitable organization in Savannah, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning processes supported by various firm-approved tools and serves clients through both direct and employer-based agreements.

Ryan Josey is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus since 2017. Prior to his career in finance, he was affiliated with Georgia Southern University from 2012 to 2017. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Robert Pross is a CFP® professional with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2021. His prior roles include positions at Oppenheimer & Co. Inc, JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Bernstein Global Wealth Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Batchelor is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 32 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining Wells Fargo in 2024. Batchelor serves as a board member of the Savannah Bulldog Club. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Steven Bacon is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2009, following a tenure at UBS Financial Services. Outside of his advisory work, he owns and operates an agricultural business focused on breeding, racing, and sales of thoroughbred horses. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Patricia Mallard is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside her advisory role, she serves as an executor for an estate and is a partner in a real estate business focused on property management and accounting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Ira Ruby is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of finance, he serves as president and board member of the Chatham Club, a restaurant and nightclub in Savannah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides financial planning services supported by structured discovery processes and uses tools like Monte Carlo simulations to model outcomes, managing approximately $2.74 trillion in client assets.

Tommy Tranum is a financial advisor with Edward Jones in Richmond Hill, GA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2019, following eight years at Dex Media. Outside of his advisory role, he owns a rental property used by his daughter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a significant retail advisor and branch presence nationwide.

Christopher Hoover is a CFP® professional with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a part-owner of a rental property in Savannah, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Lindsey Holland is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she owns and operates a sole proprietorship selling products on Amazon. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Linda Gause is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm uses structured planning tools and market outcome modeling to develop tailored financial plans, managing approximately $2.74 trillion in client assets.