William Lynch is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Morgan Keegan & Company, LLC, Raymond James & Associates, and AXA Advisors. Outside of his advisory work, he serves as a board member and Youth Committee Chair at the Savannah Yacht Club, organizing youth activities and consulting on club policies. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses personalized client information and risk assessments to match clients with various advisory models and third-party asset managers, offering a broad range of investment options without sponsoring its own wrap fee program.

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, 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.

Frank Chisholm III is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Morgan Stanley, he worked for TMX Finance Family of Companies for nine years. Outside of his advisory role, he serves as an officer of Warsaw Pines Timber Company, a recreational property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, 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 advanced modeling tools.

Brianna Kerekes is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Pediatric Therapy Associates and spent five years at West Virginia University. Outside of her advisory role, she is involved in property management as a landlord in Savannah, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of investment strategies and affiliated financial products under a fiduciary standard.

Kimberly Skalla is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Odeon Capital Group and Allied Millennial Partners. Outside of her advisory role, she is involved in office administration at Bonitz of Georgia Inc. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rachel Anthony is a financial advisor with Edward Jones in Thunderbolt, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked in academic roles at East Carolina University, Mercer University, and Georgia Southern University. She is the owner of Paper Financial Wellness, LLC, through which she provides financial education sessions for college students and assists with financial wellness program design. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated capabilities, including trust services and securities-based lending, supported by a nationwide network of over 23,000 financial advisors.

Jason Rockwell is a financial advisor with Mass Mutual Investors Services in Savannah, GA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes nearly a decade at Northwestern Mutual in both life insurance and investment management roles. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to deliver collaborative, goal-oriented recommendations.

Christina Martinez is a financial advisor at Stifel with six years of industry experience. She holds Series 65, Series 63, and Series 66 licenses and has worked previously at KCG Investment Advisory Services and Advisors Asset Management, Inc. Outside of her advisory work, she has an ownership interest in a rental property with her spouse. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology by its Investment Strategy Group to support client decision-making in areas such as asset allocation and retirement planning.

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.