Madeline Jacobs is a financial advisor with NewEdge Advisors in Savannah, GA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked at LPL Financial, MML Investors Services LLC, MassMutual Life Insurance Co, and held various positions in the hospitality sector, including at Four Seasons Resorts and Sea Island Company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services and emphasizes centralized due diligence, ongoing monitoring of third-party managers, and the use of technology tools to support advisor and client needs.

Josephine Crake is a financial advisor with Valic Financial Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Valic Financial Advisors since 2002 and is also currently affiliated with Agia. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing optional overlay services.

Terri Jarrell is a financial advisor with GWN Securities Inc. in Savannah, GA, holding a PFS™ credential and Series 63 and 65 licenses, with 18 years of industry experience. She has worked at GWN Securities since 2017 and previously at Cetera Advisors LLC from 2011 to 2016. Outside of advisory work, she owns and operates Strathy Hall Investments, Inc., providing accounting, tax, and business consulting services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts and access to third-party sub-advisers and model portfolios, employing a range of investment approaches including legacy market-timing and momentum strategies.

Melissa Gordon is a financial advisor with Principal Financial Services in Savannah, GA, holding the ChFC® designation and a Series 63 license. She has 13 years of industry experience, including roles at Principal Life Insurance Company, NY Life, and State Farm. Gordon serves as a board member for the Frank Callen Boys & Girls Club, where she participates in fundraising and volunteer activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Leslie Hetager is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Hetager has a long tenure with Truist and its predecessor entities dating back to 2001. Outside of advisory work, Hetager serves as Treasurer for the Equine Valor Program, a nonprofit providing equestrian therapy for Veterans experiencing PTSD and other mental health challenges. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate platform structure.

Thomas Buchanan is a financial advisor with NewEdge Advisors holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, MML Investors Services, MassMutual Life Insurance, Automatic Data Processing Inc., and Georgia Southern University. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and access to various advisory programs, combining in-house manager selection with third-party models and direct advisor discretion.

Casey Roberts is a CFP® with eight years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Morgan Stanley Private Bank, N.A. He has also spent time affiliated with the University of Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Harry Haase is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also has a background as a CPA with accounting and tax preparation services since 1981. His other business activities include work as an independent insurance agent and consulting for an accounting firm. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of portfolio management options through various custody platforms, combining proprietary and third-party strategies tailored to client objectives.

Edwin Reynolds is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. He has 46 years of industry experience and has been with Cambridge since 2016. In addition to his advisory role, he works as an independent insurance agent specializing in life, accident, health, group health, dental, and long-term disability insurance. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Reginald Riggins Jr. is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Mass Mutual and its affiliate MML Investors Services since 2001. Outside of his advisory role, he is also an insurance agent specializing in individual and group life, disability, and long-term care insurance. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved software to deliver collaborative, goal-oriented advice without investment discretion.

Matthew Calabretta is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and the Global Investment Committee’s analyses.

Rhonda Padgett is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Morgan Stanley Smith Barney since 2009. Based in Savannah, GA, her career has been focused within the firm over the past 17 years. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm employs a structured planning process and offers access to a wide array of investment programs and solutions.

Christopher Auclair is a financial advisor with Edward Jones in Savannah, GA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and also serves in the US Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated capabilities through a nationwide network of more than 23,000 advisors.

Christopher Lane is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Stifel since 2015. He is a member of the University of Georgia Family and Consumer Sciences Alumni Advisory Board and has authored a children's picture book inspired by his son. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Cynthia Chaiten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1999, specializing in retirement planning services, long-term care funding analysis, and investment oversight. Cynthia joined Merrill in 2008 and works closely with her business partner, Brian Janus. Her approach involves providing attentive service and helping clients achieve their financial goals through personalized strategies. Cynthia holds the Certified Investment Management Analyst® (CIMA®) designation earned in 2005, and the Chartered Retirement Planning Counselor™ (CRPC™) designation obtained in 2010. She earned a Bachelor of Science degree in Biochemistry from the University of Rochester and a Master’s degree in Public Policy from Georgetown University. Her areas of focus include college education planning, family wealth management strategies, philanthropic planning, and socially responsible investing. Active in her community, Cynthia serves on the Board of Directors for the Cuyahoga County Public Library Foundation and is a member of the development committee for the Jewish Federation of Cleveland. She also holds leadership roles with the B’nai Jeshurun Congregation and the Cleveland Hillel Foundation. Cynthia lives in Shaker Heights with her husband Louis and their two children, Edith and Lillian.

Matthew Whelan Jr. is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and three years of industry experience. His work history includes roles at Northwestern Mutual and Spectrum Marketing, as well as positions connected to Georgia Southern University and other organizations. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved tools to deliver written recommendations through annual, collaborative planning relationships.

G. Harden III is a CFA® charterholder with 42 years of industry experience, currently serving as a financial advisor at Stifel in Savannah, GA since 2015. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning, supporting client decision-making with forward-looking capital market assumptions and probabilistic modeling.

John Porter III is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary models in its financial planning process.

Nicholle Overkamp is a Series 66-credentialed financial advisor with 17 years of industry experience, currently with MassMutual Investors Services. She has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2012. Outside of her advisory role, she is involved in entrepreneurial ventures, including co-authoring a financial guide for women and leading the Western New York chapter of the Entrepreneurs Organization as its president. MassMutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annually structured planning engagements using firm-approved analytical tools and serves a diverse client base including high-net-worth individuals.

Teresah Woolridge is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and three years of industry experience. Her career includes prior roles at Stifel and The Fiduciary Group. She is also involved in creative writing and consulting through Red Scribes Media, LLC. Charles Schwab serves a large client base mainly composed of high- and ultra-high-net-worth individuals, offering wealth advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary portfolios and alternative investment options within an integrated operational structure.