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.

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.

Timothy Vorel is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Woodbury Financial for 14 years. Outside of his advisory role, he owns Vorel Financial Group and serves as a poll worker for Effingham County elections as well as a volleyball referee for the Georgia High School Association. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs firm-provided asset-allocation tools and supports various investment strategies including discretionary and non-discretionary portfolio management with access to third-party money managers.

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.

Jeffrey Baron is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 22 years of industry experience, having worked with MassMutual Investors Services and MassMutual Life Insurance Company since 2015. In addition to his advisory role, he works as a life and health insurance broker. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative, annual planning engagements supported by proprietary software tools.

Jeanne Hanrahan is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and 21 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following an 11-year tenure at Merrill Lynch, Pierce, Fenner & Smith. Outside of her advisory role, she is the sole owner of JEGETH, LLC, a real estate business based in Savannah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its process.

Mona Mikell is a financial advisor with STIFEL in Savannah, GA, holding a Series 63 designation and 38 years of industry experience. She has been with STIFEL since 2015. STIFEL serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decisions.

Scott Richardson is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Savannah, GA, and has 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Royce Burns is a financial advisor with Raymond James & Associates in Savannah, GA, holding CFP® and ChFC® designations and 37 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined 11 years at those firms. Outside of advisory services, he serves as a FINRA arbitrator and provides contracted financial consulting focused on budgeting and government Thrift Savings Plan education to military personnel and their families. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles alongside affiliated research and sub-advisers.

Erica Webber is a Series 66 licensed advisor with Edward Jones, based in Okatie, SC, and has seven years of industry experience. She has been with Edward Jones since 1998, working continuously at the firm for over two decades. Outside of her advisory role, she is the owner of The Plucky Couple, LLC, a real estate business. 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 manages over $1 trillion in assets through a broad network of advisors and offers a range of advisory programs, investment strategies, and affiliated financial services.

Ryan Purificacion is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, he worked at Rosie Connectivity Solutions and Verizon Wireless. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds. The firm is recognized for its extensive network of advisors and branches, as well as its affiliated capabilities such as a trust company and securities-based lending.

Jeremy Herren is a financial advisor with Edward Jones in Springfield, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, Herren is involved with CD Baby, managing streaming revenue activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Mickey Henderson is a financial advisor with LPL Financial in Savannah, GA, holding a Series 63 designation and bringing 40 years of industry experience. Prior to joining LPL Financial in 2017, he was associated with National Planning Corporation starting in 2014. Outside of his advisory work, Henderson manages a family partnership and oversees land maintenance for forest management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and various technological tools.

Michael Taylor is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Taylor serves as treasurer for the Jones at Whitaker HOA in Savannah, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick O Neil is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. He has previously worked at Bofa Securities, Inc. for 19 years before joining Merrill in 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Cahill is a financial advisor with Edward Jones in Glastonbury, CT, holding Series 63 and Series 66 credentials. He has 19 years of industry experience, including 18 years with Edward Jones. 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 advisory programs and investment strategies under a fiduciary standard.

William Hannan is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he is connected to a local business, Two Smart Cookies Acquisition Group, where he assists with non-investment-related duties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Morgan Carter is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked with Junior Achievement of Georgia for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.