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 with Charles Schwab, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Stifel and The Fiduciary Group. Outside of advising, she is involved with Red Scribes Media, LLC, a self-publishing and creative writing consultancy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary and discretionary investment options within a large integrated operational structure.

Kevin Beckwith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients connect all aspects of their financial lives to prioritize and pursue goals that matter most to them. Kevin's experience gained throughout his career at Merrill directly applies to managing risk and navigating today's complex market environment. His expertise includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Kevin holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stetson University. Kevin is active in his church, family, and community. He participates in Wesley Monumental United Methodist Church and has personal interests that include adventure sports, music, and running.

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.

Jason Jones is a Series 66 licensed advisor with Merrill in Savannah, GA, with nine years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent six years at TMX Finance. Outside of his advisory role, he assists his father with enhancing the web presence and social media accounts of the family law firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, with portfolio implementation tailored by strategy and client needs.

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.

Brandon James is a CFP® certificant working with Stifel in Savannah, GA, with seven years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, Llc. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Philip Mcalpin is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 employs a structured financial planning process supported by firm-approved tools and models.

Scott Richardson is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has partial ownership in a company involved with rental properties, primarily serving student tenants. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to guide investment decisions and provides both brokerage and advisory solutions across a large network of advisors.

Royce Burns is a CFP® with 37 years of industry experience, currently serving at Raymond James & Associates since 2020. His prior roles include positions at Wells Fargo Clearing and Truist Investment Services. Outside of his advisory work, he serves as a FINRA arbitrator and provides limited financial planning consulting to military and Department of Defense personnel focusing on budgeting, debt, and government Thrift Savings Plan education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services supported by extensive research and a broad range of portfolio management options.

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.

Mickey Henderson is a financial advisor with LPL Financial in Savannah, GA, holding a Series 63 designation and 41 years of industry experience. He has worked with LPL Financial since 2017 and previously held positions at National Planning Corporation and Wrp Investments, Inc. Outside of his advisory role, Henderson manages a family partnership and is involved in timberland management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Benjamin Robbins is a financial advisor at Thrivent Investment Management in Savannah, GA, with three years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and its investment management division since 2023. Outside of finance, Robbins owns Robbins Production and Design LLC, a company providing graphic design, photography, live event production, and live music services, and serves on the board of the Georgetown Office Condominiums. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across a broad range of planning topics. The firm combines planning services with managed-account options while keeping them separate and does not provide institutional portfolio management.

Michael Taylor is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer for the Jones at Whitaker HOA. 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 uses research-driven strategies and offers a range of brokerage and advisory solutions, supported by a large network of financial advisors.

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.

James Buchman is a Financial Advisor and the Team Financial Advisor for the Sipple Buchman Cairns Reeves team at Merrill Lynch Wealth Management. In this role, he primarily focuses on providing goal-based wealth management planning and works to expand client care and outreach within the team. James assists clients by offering investment advice and solutions that align with their life's goals, risk tolerance, time horizon, and liquidity needs. His areas of expertise include family wealth management strategies, liquidity management, retirement income, tax minimization, philanthropic planning, and services for endowments, foundations, and non-profits. He holds a Bachelor's Degree from Clemson University and professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James is engaged with professional and community organizations, including Park Place Outreach, Inc and United Cerebral Palsy of South Carolina. Outside of his professional activities, he enjoys camping, gardening, soccer, and spending time with his family.

Robert Howard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides goals-based wealth management services, assisting clients with asset management, planning needs, and access to lending solutions from Bank of America. Robert's approach emphasizes achieving above-average risk-adjusted returns while recognizing that life and legacy goals require personalized strategies beyond industry benchmarks. Robert has been in financial services since graduating from the University of Georgia, continuing a family tradition spanning five generations in the field. He specializes in family wealth management strategies, legacy planning, and personal retirement planning. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). He has been recognized on the Forbes | SHOOK® "Best-in-State Wealth Advisors" list from 2018 through 2026. Robert has been involved in various professional and community organizations such as the Hancock Day School Board of Trustees, Leadership Georgia, Leadership Savannah, Savannah Estate Planning Council, Savannah Philharmonic, St. John's Church, St. Joseph's/Candler Foundation, The Rotary Club of Savannah, and serves as a Troop 57 Committee Leader for the Boy Scouts of America. His personal interests include boating, golfing, hiking, reading, running, skiing, spending time with family, tennis, and traveling.