Michael Goldman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is involved with Celebrity’s Casseroles, a food service business, and serves as immediate past president in a consulting honorary position at the Shearith Israel Synagogue. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs, combining multiple portfolio management styles with research and model manager options.

Andrew Sullivan is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Morgan Stanley Smith Barney, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. in addition to his current role since 2022. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services that incorporate a variety of portfolio management styles and research resources.

Benjamin Kennon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Archie Morris IV is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Merrill in Columbus, GA. His prior professional background includes roles at Surgical Care Affiliates and several other organizations before joining Bank of America and Merrill in 2021. He also serves as an executor and successor trustee in a fiduciary capacity outside of his advisory role. 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, pension plans, corporations, and charitable organizations.

Melissa Hamilton is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior roles include positions at Merrill, Janney Montgomery Scott, and Morgan Stanley Smith Barney. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and municipal advisory services.

Richard Swift is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a co-executor on a family estate and holds a volunteer officer position as secretary for a homeowners association 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 municipal entities. The firm offers tailored financial planning and investment consulting through multiple advisory programs, supported by a nationwide adviser network and a range of portfolio management strategies.

Seth Knight III is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has over 40 years of industry experience. He has been with MML Investors Services, Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Atlanta Agency since the mid-1980s. Knight serves as a board member for State Mutual Life Insurance Company and holds leadership roles in nonprofit organizations, including vice chairman of the University of Georgia Foundation and president of the Georgia State Golf Association Foundation. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools to analyze client goals and offers a variety of investment and planning programs.

William Green is a CFP®-credentialed financial advisor with 24 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment strategies.

Charity Keller is a Series 66 licensed financial advisor with six years of industry experience. She is currently with LPL Financial and previously worked at Synovus Securities, Inc. and Synovus. Outside of finance, she has experience in the automotive repair industry as an alloy wheel repair specialist. 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 wide range of advisory and brokerage services, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Gavin Burrage is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, tax minimization, and retirement income strategies. He works with individuals and families to develop comprehensive financial plans tailored to their unique goals and circumstances. Gavin holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from Jacksonville State University. His approach emphasizes thoughtful planning and long-term collaboration to help clients make confident, informed financial decisions. Outside of his professional responsibilities, Gavin enjoys camping, fishing, golfing, hunting, running, spending time with his family, and traveling.