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 with LPL Financial in Savannah, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Bonitz of Georgia Inc. and previously at Odeon Capital Group and Allied Millennial Partners. She is also involved with Bonitz of Georgia Inc. in an office administration capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Christina Martinez is a financial advisor at Stifel with six years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Stifel in 2021, she worked at KCG Investment Advisory Services from 2016 to 2021. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Carlos Guarderas is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2015 and 2016 respectively, as well as at Bank of America since 2010. Outside of his advisory role, Guarderas is involved as a partner in an Airbnb-related customer service business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides financial planning both directly and through corporate agreements.

Teri Deike is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Outside of her advisory role, Deike is involved as an Independent Business Owner with Amway and serves as a youth leader at the Unity Church of God, where she helps lead youth group services and activities. 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 strategies for a range of client types including individuals, high‑net‑worth clients, and charitable organizations.

Brian Orr is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of his advisory role, Orr is involved in managing agricultural and logistics businesses, including a family-owned cattle farm and freight trucking enterprises. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning processes supported by firm-approved tools and global market research.

James Martin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Unconquered Financial Service, Inc. and several other financial firms dating back to 2009. He is also an independent insurance agent through SmartPro Financial LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides diverse investment solutions through independent financial professionals, employing both proprietary and third-party strategies across various custody platforms.

Christopher Frohn is a CFP® professional affiliated with Wells Fargo Clearing in Savannah, GA, with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC, along with a longer tenure at Wachovia Bank, N.A. beginning in 2007. 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 advisory process 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.

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 with 43 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range 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 and research.

George Barrow is a Series 66 licensed financial advisor at Stifel with 16 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as a board member of the Savannah Benevolent Association, a charitable organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Vivian Butler is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2009. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party teams.

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 in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Cantella & Co., Inc. for over a decade before joining Cambridge in 2022. Mella also owns and operates Mella Wealth Management in Savannah. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

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.