Sharon Coursey is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2002 to 2009. She holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides advisory programs that include tailored financial planning and manages approximately $2.74 trillion in client assets.

Jade Islas is a financial advisor with Thrivent Investment Management in Savannah, GA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Thrivent Financial and Erica Timmons State Farm, as well as diverse positions outside finance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Aaron Monegan is a financial advisor with Primerica Advisors in Savannah, GA, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2021 and previously was employed at Perspecta Inc. from 2016 to 2019. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies created by unaffiliated managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional clients.

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 at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Outside of his advisory role, Ford is involved in multiple business ventures, including ownership of several rental properties and a restaurant in Savannah, GA. Wells Fargo Advisors is a large national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs a research-driven approach that incorporates diversification and modern portfolio theory while offering both brokerage and advisory solutions.

William Lynch is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Axa Advisors, Raymond James & Associates, Morgan Keegan & Company, LLC, and Truist Investment Services. He serves on the Board of Stewards at the Savannah Yacht Club, chairing the Youth Committee and organizing youth activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs, often partnering with third-party asset managers and sponsors to deliver tailored investment solutions.

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.

Barry Crocker is a financial advisor with Edward Jones in Richmond Hill, GA, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Edward Jones in 2024, he worked for PFS Investments Inc./Primerica Financial Services for nine years. Outside of his advisory role, he serves as president of an IT-related company, BLC International Inc. DBA Cyntechs, and is approved to teach academic courses and insurance/investment license prep classes on a part-time basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Momodou Senghore is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to his advisory role, he held various positions including work at UPS-Coyote and teaching engagements at the College of Coastal Georgia and South Georgia State College. Outside of finance, he has experience working as an extra in movies and TV shows. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 advisors. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary managed solutions, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Ronald Aspinwall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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, managing approximately $671 billion in assets and employing over 14,000 financial 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.

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.

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.

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.