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.

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.

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 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.

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 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.

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 has been in financial services since graduating from the University of Georgia and represents the fifth generation of his family involved in the financial services industry. Robert focuses on providing goals-based wealth management by assisting clients with asset management, planning needs, and lending solutions through Bank of America. His expertise includes family wealth management strategies, legacy planning, and personal retirement planning. Robert 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). Robert is involved in multiple professional and community organizations. He has served as a past board member of Hancock Day School and Leadership Savannah, is a past president of the Savannah Estate Planning Council and the Men's Club of St. John's Church, and serves on the Board of Trustees for the St. Joseph's/Candler Foundation. Additionally, he is active in the Boy Scouts of America as a Troop 57 Committee Leader. Outside of work, Robert enjoys boating, golfing, hiking, reading, running, skiing, tennis, traveling, and spending time with his family.

James Guzman is a financial advisor with J.P. Morgan Securities in Savannah, GA, holding Series 63 and Series 66 licenses and over 16 years of industry experience. He has worked with J.P. Morgan since 2013 in various roles. Outside of his advisory duties, he is also involved in a rental property business through Brookfield Rentals LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager selection, and customized reporting through its Institutional Consulting Services program. The firm employs a quantitative and ESG-inclusive process and has unique regulatory registrations that allow access to a broad array of investment products.

Lloyd Childs is a Series 66-licensed financial advisor with Morgan Stanley in Savannah, GA, with five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020 and was previously employed by the Fulton County School System from 2014 to 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

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.