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.

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 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.

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.

Cytra Kinte Parker is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she focuses on understanding clients' priorities to help develop strategies for pursuing their short-, mid-, and long-term financial goals. She provides support across a range of areas including general investing, retirement planning, and saving for unexpected events, and offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Cytra holds a Bachelor's Degree from Clayton State University and has completed an Accredited Certificate Program at Valdosta State University. She also carries the Personal Investment Advisor (PIA) designation. Bilingual in English and Spanish, she is a member of professional organizations such as the Savannah Chamber of Commerce - RCT and The Junior League of Savannah. Her community involvement includes work with America's Second Harvest of Coastal Georgia, the Frank Callen Boys & Girls Club, Savannah Tree Foundation, and several other local organizations.

Kerri Kanoy is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 designation and 23 years of industry experience. She has been with Wells Fargo since 2016. Outside of her advisory role, she serves as the administrator for her father’s estate. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions to support investor needs.

Sissy Levy is a financial advisor with Stifel in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she serves in multiple leadership positions including president, vice president, treasurer, and secretary of the Oceanview Owners Association in Tybee Island, GA. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Christopher Brennan Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America, N.A. and Ameriprise. He is based in Savannah, GA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alex Wren is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously spent two years at UBS Financial Services Inc. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Andrija Copic is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at UPS for 23 years before joining Edward Jones. Outside of his advisory role, he is involved in tennis-related activities, including teaching lessons at the Chatham Racquet Club, and is a member of a local bakery business through a loan guarantor role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets.

Thomas White IV is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 63 designation and 31 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.