Stephen Hooten is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Jennifer Catarino is a financial advisor with Thrivent Investment Management in Savannah, GA. She holds a Series 66 designation and has experience working at Beachbody from 2009 to 2025 before joining Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning combined with a managed-account program under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

James Diemer Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 11 years with MetLife Resources. In addition to advisory work, he is involved in outside insurance sales, focusing on life, accident, health, Medicare-related products, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options as well as educational seminars.

Richard Kirsch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes prior roles at Credit Suisse Securities and Lehman Brothers. He co-owns Kirsch Investments LLC, a family investment holding company, which he manages alongside his spouse. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm operates on a large scale and uses research and analytics to support diversified investment approaches.

Richard Brooks is a Wealth Management Advisor based in Las Vegas, Nevada, serving clients throughout the United States through Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Life Underwriter® designation. Richard works with select high net worth individuals, families, businesses, and institutions to help manage risk, govern assets and liabilities, and pursue their financial goals. Richard's approach to wealth management begins with understanding his clients' financial needs and objectives, gathering comprehensive financial information, and conducting a detailed wealth analysis. He evaluates various scenarios to assist clients in making informed decisions over time. His services include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, tax minimization, and retirement income planning. He holds a Bachelor's Degree from Indiana University and has earned the Personal Investment Advisor designation. Outside of his professional work, Richard enjoys biking, reading, and spending time with his family.

George Thompson is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His work history includes time at the University of Georgia and Benedictine Military School prior to joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Trisha Boyett is a Series 66-licensed financial advisor with Edward Jones, based in Savannah, GA, and has five years of industry experience. She previously worked for the Port Wentworth Chamber of Commerce, Inc. for twelve years prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Cindy Lee is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios, supported by research and due diligence from its Center for Financial Research.

Roseanne Stavely is a financial advisor with LPL Financial based in Savannah, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her work history includes roles at Queensboro National Bank & Trust, Bank of America, Merrill, Webster Bank, and TD Private Client Wealth LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a large network of advisors and over $819 billion in discretionary assets under management.

Heather Stanley is a financial advisor with Wells Fargo Clearing in Savannah, GA. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee and holds powers of attorney related to family financial matters. 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 and analytics to guide investment options and offers both brokerage and advisory solutions.

Vernon Buchman II is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America, N.A. since 2011. He also serves as a co-trustee for the J J B SR. Marital Trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Mariaglenda Harris is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Ruffo is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools such as Monte Carlo simulations to model outcomes.

Stewart Schwabe is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds a Series 63 designation and has been with various Morgan Stanley entities since 2003, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Robert Mcwilliams Jr. is a financial advisor with LPL Financial in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Commonwealth Financial Network, Mass Mutual Investors Services, Kestra Investment Services, and AlphaStream Portfolios. He is co-owner of SWG Insurors, LLC, an insurance business, and owns Savannah Wealth Group and Tinker McWilliams, Inc., entities that facilitate securities, advisory, and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational tools including machine learning, and oversees more than $819 billion in assets with a large network of advisors.

Kaleena Hale is a financial advisor with Merrill in Savannah, GA, holding Series 63 and Series 66 designations. She has 17 years of industry experience and has been with Merrill since 2007. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Erik Zimmerman is a financial advisor with Merrill in Savannah, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2007 and also has experience at Bank of America, N.A. since 2022. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Michael Fogarty is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Commonwealth Financial Network, Savannah Wealth Group, and MassMutual Life Insurance Company. In addition to his advisory work, he is involved in fixed insurance sales. 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, third-party asset management, and institutional platforms.

C Morris is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 63 designation and 38 years of industry experience. Since 2009, Morris has worked at Morgan Stanley Smith Barney and, since 2015, at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Cynthia Vogel is a financial advisor with Stifel who holds a Series 66 designation and has 29 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and Merrill. Outside of her advisory role, she volunteers with the Girl Scouts of Historic Georgia in leadership positions and serves as an advisor to the Finance Committee at St. James the Less Catholic Church in Savannah, GA. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.