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.

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.

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.

Sharon Coursey is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2002. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct engagements and corporate financial planning agreements.

Aaron Monegan is a financial advisor with Primerica Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at PFS Investments Inc. and Perspecta Inc. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supports a range of investment approaches.

John Powell is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning 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 modeling techniques.

Craig Barrow III is a Series 63-credentialed financial advisor with STIFEL, where he has worked since 2015. He has 60 years of industry experience. Outside of his advisory role, he manages a tree farm through Barrow Farm & Timber LLC and serves as chairman of the Wormsloe Institute of Environmental History, overseeing education and research funding activities. STIFEL serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Jason Ford is a financial advisor with Wells Fargo Clearing based in Savannah, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Ford is involved in several real estate ventures and owns a restaurant in Savannah. 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 IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jennifer Grayson is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has over 20 years of financial experience, including managing and approving budgets for construction loans at SunTrust Bank and working with clients on insurance needs at State Farm prior to joining Merrill Lynch in 2009. Jennifer holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor® (CPFA) designation from the National Association of Plan Advisors (NAPA). She graduated from Georgia Southern University with a Bachelor's degree in Business and Finance. Her approach focuses on helping clients develop personalized financial strategies by identifying and prioritizing their needs and objectives, while seeking missing elements to strengthen their overall wealth. A native of Savannah, Jennifer supports local organizations such as the Savannah Junior League and Junior Achievement. She and her family attend St. James Church, where she volunteers regularly. In her personal time, Jennifer enjoys playing tennis, boating, photography, running, traveling, and spending time with her family.

Megan Johnson is a financial advisor with Raymond James & Associates, holding a Series 66 credential and six years of industry experience. Before joining Raymond James in 2019, she worked at Gulfstream Aerospace from 2015 to 2019. Outside her advisory role, she assists with managing rental income and expenses for a family-owned property in Savannah, GA. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services through tailored, non-discretionary strategies supported by comprehensive research and a broad affiliate network.

Ronald Aspinwall is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 advisory services grounded in modern portfolio theory. The firm’s process is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisors.

Ronald Washburn is a CFP®-certified financial advisor with Ameriprise in Savannah, GA, bringing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to develop personalized recommendations delivered through a centralized consulting team.

John Walsh IV is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with both Merrill and Bank of America, N.A. since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dallas Washburn is a Series 66-licensed financial advisor with Ameriprise in Savannah, GA, and has 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored non-discretionary recommendations through a centralized consulting team.

Brian Coulter is the Senior Resident Director and a Portfolio Manager at Merrill Lynch Wealth Management. He began his financial services career at Morgan Stanley in 2000 before moving to Banc of America Investment Services as a financial advisor in 2003. In 2008, he transitioned to Merrill Lynch following its acquisition by Bank of America, N.A. In his current role, Brian leads the Merrill Lynch Wealth Management Skidaway Island office and works with clients and other advisors to provide consistent care and financial guidance. Brian is a former Captain in the U.S. Army and holds a Bachelor's degree from Western Kentucky University. He is a Personal Investment Advisor (PIA) and a member of the Sigma Chi fraternity. His client focus includes college education planning, divorce transition planning, employee benefits planning, liquidity management, managing new wealth, retirement planning, and portfolio management services. Outside of his professional work, Brian is active in the community through his involvement with The Josh Reddick Foundation and Team Bank of America. His personal interests include baseball, basketball, bowling, football, golf, and spending time with his family in Savannah.

Thomas Hussey is a financial advisor with Raymond James & Associates in Savannah, GA, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves on the Board of Directors for First Citizen's Bank of Glenville and is a director on the GA Tech Savannah Advisory Board. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, utilizing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Joseph Martynek Sr. is a Series 66-licensed financial advisor with Edward Jones, bringing three years of industry experience. His prior roles include positions at First Command Financial Services and brokerage services, as well as nine years of service in the United States Army. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.