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.

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.

Patrick Brooks is a CFP® professional affiliated with LPL Financial, bringing 30 years of industry experience. He has worked at LPL Financial since 2007 and previously spent a year with Northwestern Mutual Investment Management. Outside of financial advising, he is an author involved in writing both financial and non-financial content, including a co-authored book on pickleball strategy. 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 financial planning and investment management services and supports its advisors with model portfolios, third-party subadvisors, and technology tools, overseeing over $819 billion in discretionary assets.

James Magness Jr. is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions at LPL Financial, INVEST Financial Corporation, and United Community Bank. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Frank Chisholm III is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Morgan Stanley, he worked for TMX Finance Family of Companies for nine years. Outside of his advisory role, he serves as an officer of Warsaw Pines Timber Company, a recreational property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Kimberly Skalla is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Odeon Capital Group and Allied Millennial Partners. Outside of her advisory role, she is involved in office administration at Bonitz of Georgia Inc. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rachel Anthony is a financial advisor with Edward Jones in Thunderbolt, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked in academic roles at East Carolina University, Mercer University, and Georgia Southern University. She is the owner of Paper Financial Wellness, LLC, through which she provides financial education sessions for college students and assists with financial wellness program design. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated capabilities, including trust services and securities-based lending, supported by a nationwide network of over 23,000 financial advisors.

Jason Rockwell is a financial advisor with Mass Mutual Investors Services in Savannah, GA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes nearly a decade at Northwestern Mutual in both life insurance and investment management roles. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to deliver collaborative, goal-oriented recommendations.

Christina Martinez is a financial advisor at Stifel with six years of industry experience. She holds Series 65, Series 63, and Series 66 licenses and has worked previously at KCG Investment Advisory Services and Advisors Asset Management, Inc. Outside of her advisory work, she has an ownership interest in a rental property with her spouse. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology by its Investment Strategy Group to support client decision-making in areas such as asset allocation and retirement planning.

Brian Markowitz is a financial advisor with Raymond James & Associates in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, charitable organizations, and municipal entities—offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Ann De Luca is a Series 66 licensed financial advisor at Thrivent Investment Management with six years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2019 and previously spent time at Bovis Kyle Burch & Medlin and Covenant College. Outside of her advisory role, De Luca serves as secretary for the Rotary Club of Canton, a community service organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of planning topics. The firm offers these services through a network of advisors and separates planning from managed-account programs.

Carlos Guarderas is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2015 and 2016 respectively, as well as at Bank of America since 2010. Outside of his advisory role, Guarderas is involved as a partner in an Airbnb-related customer service business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides financial planning both directly and through corporate agreements.

Teri Deike is a financial advisor with Merrill in Savannah, GA, holding a Series 66 designation and more than five years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Outside of her advisory role, she serves as a youth leader at Unity Church of God and is involved in several entrepreneurial ventures, including ownership in a vending machine business and a real estate holding company. 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 investment strategies for individuals, high-net-worth clients, and institutional entities.

Adam Byck is a financial advisor with Equitable Advisors based in Savannah, GA. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Geico and Soundview Wealth Advisors, as well as positions in education at the University of Alabama, McDaniel College, and Savannah Country Day School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of proprietary and third-party advisory solutions.

Michele Shuman is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and possessing 10 years of industry experience. She has been associated with Thrivent Financial and Thrivent Investment Management since 2015. Outside of her advisory role, she serves as a board member of the Georgia Battlefields Association, a nonprofit focused on preserving historic sites and battlefields in Georgia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various financial topics, with the option to combine planning and managed-account programs while maintaining separate services and conducting periodic plan reviews.

Beth Collins is a financial advisor at OSAIC with 38 years of industry experience. She has held her current position since 2004. Collins also serves as a financial advisor for Gateway Investments LLC. OSAIC operates a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a wide range of brokerage and advisory services.

Dana Reimer Jr. is a financial advisor with Thrivent Investment Management in Savannah, GA, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at Thrivent Financial, J.P. Morgan Chase Bank, JP Morgan Securities, and Wells Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a range of topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs while keeping the services separate.

Brian Orr is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes seven years at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and the Morgan Stanley Private Bank, National Association in 2015. Outside of advising, he is involved in managing Cloverhurst Farms, a family-owned cattle farm and related administrative activities. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies, supported by firm-approved tools and methodologies.

James Martin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at several firms, such as Unconquered Financial Services, Inc., SmartPro Financial LLC, and Ameritas Investment Corp. Martin is also an independent insurance agent with SmartPro Financial, LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers a variety of platforms and proprietary model strategies to support both discretionary and non-discretionary management.

Christopher Frohn is a Certified Financial Planner (CFP®) with 19 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2007. He is based in Savannah, GA. He is affiliated with Wells Fargo Advisors, a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.