Andrija Copic is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at UPS for 23 years before joining Edward Jones. Outside of his advisory role, he is involved in tennis-related activities, including teaching lessons at the Chatham Racquet Club, and is a member of a local bakery business through a loan guarantor role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets.

Thomas White IV is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 63 designation and 31 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Sharon Coursey is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 66 credentials and 39 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, 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 firm-approved tools.

Aaron Monegan is a financial advisor with Primerica Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at PFS Investments Inc. and Perspecta Inc. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supports a range of investment approaches.

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 with Wells Fargo Clearing based in Savannah, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Ford is involved in several real estate ventures and owns a restaurant in Savannah. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

William Lynch is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 2014, having previously worked at AXA Advisors. Lynch serves on the Savannah Yacht Club Board of Stewards as Youth Committee Chair, organizing youth activities and advising on club policies. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage channels to clients.

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.

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 in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s process is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional 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® and ChFC® with 29 years of industry experience, currently affiliated with LPL Financial since 2007. Based in Savannah, GA, he has maintained a long tenure at LPL Financial and has authored multiple non-financial publications, including works on community living and a forthcoming book on pickleball strategy co-authored with a professional player. He is also involved in NFT artwork sales and provides notary services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers diverse advisory programs and retirement plan consulting, utilizing discretionary and non-discretionary management supported by internal and third-party research and model portfolios.

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.