Cynthia Vogel is a financial advisor with Stifel in Savannah, GA, holding a Series 66 designation and 28 years of industry experience. Her prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. She volunteers with the Girl Scouts of Historic Georgia and serves as an advisor to the Finance Committee at St. James the Less Catholic Church. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Margaret Mcintyre is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2018. Outside of her advisory work, she serves as the executor for her spouse'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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Darryl Wright is a financial advisor with Primerica Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, Wright owns Wright Wealth Builders, LLC, a legal entity formed for real estate purchases. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and oversees portfolio implementation via BNY Mellon Advisors.

Timothy Beers is a financial advisor with Edward Jones in Savannah, GA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Seth Kovensky is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2011. Kovensky is involved with The National Benefit Corp, a general agency for fixed insurance and long-term care, and operates Live Oak Financial Services LLC, which offers life, health, disability, and annuity products. 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 advisors. The firm offers a variety of financial planning and advisory programs, utilizing model portfolios and research to provide both discretionary and non-discretionary management solutions.

John Kurinij is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He previously worked at Stifel for 15 years before joining Wells Fargo in 2024. Outside of his advisory work, he is an author who has written and published a memoir. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

James Pember Sr. is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Ashley Dando is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Wells Fargo entities since 2012, including ten years at Wells Fargo Clearing. Outside of her advisory work, she is involved with Two Smart Cookies, a business based in Savannah, GA, where she holds 50% ownership and contributes a few hours monthly. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is guided by investment policy statements and modern portfolio theory, with a broader range of financial products than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

James Mullis is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Before joining Mass Mutual, he worked at Northwestern Mutual in various capacities for one year. Outside of finance, he has a background in education, having worked seven years at Baconton Community Charter School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without discretionary authority.

Marty Phillips is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2023. Prior to joining Stifel, he worked at The Leaders Group, Inc. and Buckhead Brokerage Group, LLC. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Coleman Meyer is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, he held various roles in education and real estate from 2019 to 2026. 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 institutions.

James Kellogg Jr. is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 credential and bringing 17 years of industry experience. He has been with Raymond James since 2012 and is also associated with Kellogg Investment Group in Savannah, GA, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports both wrap-fee advisory programs and institutional portfolio management.

Harry Moore II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 48 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Moore serves as chair of the endowment committee for the Boy Scouts of America Coastal Georgia Council and is a finance committee member for both the same council and Christ Church Anglican in Savannah, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Benjamin Price is a financial advisor with Raymond James & Associates in Savannah, GA, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting through various specialized programs.

Adam Hess is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory work, he co-owns a mountain cabin rental property in Blue Ridge, GA, and serves as a board member for a business condo association in Savannah, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based financial analyses without managing client portfolios directly.

Jessica Bates is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Fries Wealth Management Group. She has over 16 years of experience in the financial industry, specializing in delivering tailored investment strategies that focus on both sides of the balance sheet. Jessica works with a diverse clientele, including professional athletes, business owners, and individuals, aiming to help them meet their financial goals with an emphasis on risk management and tax efficiency. Her expertise covers areas such as college education planning, LGBT wealth planning, philanthropic planning, women and wealth, sports and entertainment, and individual and corporate investment strategy. Jessica holds the Personal Investment Advisor (PIA) designation and has completed training as a Certified Divorce Financial Analyst (CDFA4). She completed her high school education at Comstock High School. Jessica is involved with several professional and community organizations, including the NFL Alumni Chicago. Her community involvement extends to the Chicago Park District, Jewish United Fund, and Special Olympics. Outside of her professional work, Jessica's personal interests include basketball, boxing, football, music, photography, running (including marathons), tennis, traveling, and yoga.

Amanda King is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she serves as a Girl Scout Troop Leader in Savannah, Georgia, where she hosts meetings and plans activities for youth leadership development. 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 various institutional investors.

Michael Cardinal is a financial advisor at Merrill with Series 65, 66, and 63 licenses and two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase, J.P. Morgan Securities, E*Trade, and Morgan Stanley. He has been involved with his own business, Cardinal Brothers, LLC, since 2020. Merrill, together 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kim Annunziata is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory work, she has worked as a bartender and waitress for a catering company in Hilton Head, SC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Justin Parker is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with Morgan Stanley in Savannah, GA. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is co-owner of Parker's Smoked Meats, a restaurant in Savannah. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.