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.

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.

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.

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.

Louis Brody is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 designation and seven 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. The firm manages approximately $671 billion in assets and uses research and analytics to evaluate investment options based on diversification and modern portfolio theory.

Joseph Kelley is a financial advisor at Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and quantitative modeling tools.

William Monroe III is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has been with Stifel since 2020. Outside of his advisory role, Monroe is the owner of Houseware Warehouse LLC, a wholesale distributor of kitchen products, and serves as co-trustee of the Monroe Welfare Foundation. He also advises on the finance committee of Veritas Academy. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services guided by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michael Mella is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. His prior work includes roles at Janney Montgomery Scott and Cantella & Co., Inc. Mella is also the owner of Mella Wealth Management in Savannah, GA. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Marci Mc Gregor is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 credential and has been with Merrill since 2002. Outside of her advisory role, she is a part owner of an LLC formed to purchase a family home. 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 investors.

Tracey Love is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and administrative work with Love Medical LLC, a medical device company. She is based in Savannah, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning on retirement, tax, estate, and other financial matters without discretionary trading authority.

Kelly La Voie is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining LPL in 2020, Kelly worked at Bank of America and Merrill from 2014 to 2020, and at Morgan Stanley from 2007 to 2014. Kelly has served as a board member for the Town of Canandaigua Zoning Board of Appeals. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment approaches implemented by a large network of advisors.

Jeffrey Baumhoer is a CFP®-certified financial advisor with 37 years of industry experience, currently affiliated with Wells Fargo Advisors since 2016. He is also the owner of Aurora Appliance, LLC, which provides appliance installation and repair services in Okatie, SC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to create tailored recommendations. The firm serves clients who meet a net-worth threshold and provides a broad menu of planning services, including specialized areas such as business-owner transition and special-needs planning.

Richard Williams is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and is also associated with Bernard Williams & Co, where he serves as a board member of an insurance agency. Williams is active in community organizations, including serving as Lieutenant Governor of the Society of Colonial Wars in the State of Georgia and as a board member for both the Oglethorpe Club and the Savannah Area Chamber of Commerce. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

John Haslam III is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with MML Investors Services Inc. since 2002 and with Mass Mutual Life Insurance since 2001. Outside of his advisory role, Haslam serves on several nonprofit boards, including The Savannah Music Festival, Blessed Sacrament Church, and Benedictine Military School, and is involved with The Savannah Quarterback Club, which focuses on scholarship fundraising for high school students. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved software and a variety of programs, including estate-settlement and employer-sponsored planning.

Brett Courtmanche is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2005. Outside of his advisory role, he coaches AAU baseball. MassMutual 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, using analytical tools to develop written recommendations while maintaining a collaborative client relationship.

Douglas Duch is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Stifel since 2015 and has been affiliated with Sterne Agee & Leach since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Robert Carter is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 42 years of industry experience, including previous roles at Ameriprise Financial and Next Financial Group Inc. He also worked with Georgia Sheriffs Youth Homes for 45 years. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Robert Pross is a CFP® professional with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2021. His prior roles include positions at Oppenheimer & Co. Inc, JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Bernstein Global Wealth Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.