James Franklin is a financial advisor at J. Franklin Financial LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TLG Advisors, Inc., The Leaders Group, Inc., MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he operates as an independent insurance agent. J. Franklin Financial LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm utilizes a tailored investment approach combining fundamental and technical analysis, managing accounts primarily under discretionary authority and leveraging third-party platforms such as AssetMark and American Funds.

Travis Chance is a CFP® with 13 years of industry experience and leads CFG Wealth Management, LLC as its sole advisor. He has held roles at CFG Tax Planning, LLC, Farm Hub Partners, LLC, and Farm Core Advisors, and has served as a City Councilman in Statesboro, GA since 2008. Outside of financial advising, Chance is involved in socially conscious natural farming through Farm Hub Partners. CFG Wealth Management primarily serves high-net-worth individuals and retirement plan sponsors, providing fixed-fee and hourly financial planning along with limited-scope ERISA 3(21) plan advisory and education. The firm refers clients to third-party money managers for asset management and focuses on client discovery, tailored recommendations, and ongoing monitoring without discretionary trading authority.

James Kennedy is a CFP® professional with 16 years of industry experience. He is the principal advisor at Safe Harbor Financial Planning & Investment Advisory, LLC, where he has worked since 2009. Kennedy is also a partner and Certified Public Accountant (CPA) at Reddick, Riggs, Hunter & Kennedy, P.C., a role he has held since 1998. Safe Harbor Financial Planning & Investment Advisory provides personalized financial planning, portfolio management, and pension consulting services to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental analysis and modern portfolio theory, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Stephen Hammond is a financial advisor at Christian Values Investing, Inc. in Statesboro, GA, holding Series 63 and Series 65 designations with 18 years of industry experience. He has been with Christian Values Investing since 1993. Christian Values Investing, Inc. manages approximately $48.8 million for individuals, trusts, estates, and charitable organizations, providing biblically-based financial planning and portfolio management. The firm applies Biblically Responsible Investing screens to exclude companies conflicting with biblical values and combines fundamental stock analysis with mutual funds, ETFs, and fixed income in portfolio construction.

David Hammond is a financial advisor at Christian Values Investing, Inc. He holds a Series 65 credential and has one year of industry experience. His prior background includes his time as a college and high school student. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investment screens and combines fundamental stock analysis with mutual funds, ETFs, and fixed income to guide portfolio construction.

Grayson Shaw is a Series 65-licensed financial advisor with Christian Values Investing, Inc., where he has worked since 2022. He has three years of industry experience, including prior roles at OPS Tech Alliance and Pizza Inn. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investing screens and combines fundamental analysis with mutual funds, ETFs, and fixed income, also frequently acting as a sub-advisor to other advisers.

Molly Lanier is a financial advisor at Sound View Wealth Advisors Group, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Synovus Securities and Synovus Trust Co. Lanier serves on the boards of the Statesboro Regional Sexual Assault Center and Skidaway Health & Living Services, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management to individuals, families, trusts, and institutions. The firm employs a long-term investment approach based on detailed client discovery and fundamental analysis, utilizing model portfolios and external managers as appropriate.

Arthur Flattich III is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has worked with ICMA-RC Services, LLC since 1996. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management.

Justin Thompson is a financial advisor at Virtue Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2017, following two years at Brookstone Capital Management LLC. Outside of his advisory role, he serves as an operations officer in the Georgia Army National Guard and operates as an independent insurance agent. Virtue Capital Management is a multi-team registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning services using tactical, strategic, and dynamic investment approaches supported by an investment committee.

James Winskie is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at MML Investors Services and MassMutual, and is co-owner of Savannah Wealth Group and Winskie Financial Group. Winskie is also involved in a private insurance review entity, SWG Insurors, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, investment management, and compliance services.

Austin Brown is a financial advisor with Commonwealth Financial Network based in Statesboro, GA. He holds a Series 65 designation and began his advisory career in 2025 after completing his studies. Prior to joining Commonwealth, he was affiliated with Savannah Wealth Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including PPS Custom, PPS Select, and retirement plan consulting. The firm acts as a platform provider delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Morrell Mccaskill is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and has previously worked at firms including LPL Financial and MassMutual. He is also COO and Co-CIO of Savannah Wealth Group, LLC, a private entity focused on securities, advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Tara Tremblay is a financial advisor with CWM, LLC, holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Strategic Financial Management and healthcare-focused companies such as Mako Medical Laboratories and Healthcare Business Partners, where she served as CEO of a management consulting business she founded. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an internal Investment Committee and offers a range of retirement-plan and financial services with an emphasis on fiduciary processes and operational support.

Justin Abercrombie is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Southbridge Community Church, Synovus Bank, The Heritage Bank, and Connection Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Michael Elliott is a CFP® and holds the Series 66 designation with 19 years of industry experience. He has been with Edward Jones in Statesboro, GA since 2006. 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 solutions supported by a large nationwide network of advisors and branch offices.

Ansley Beaubien is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Ansley worked as a sales associate at Frills By Scott, assisting customers with prom and wedding dresses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a wide range of investment strategies and advisory services supported by a large network of advisors and branch offices nationwide.

Ansley Thompson is a Series 66-licensed financial advisor with Merrill, based in Statesboro, GA, and has nine years of industry experience. She has been with Merrill since 2016 and began working with Bank of America, N.A. in 2025. Outside of her advisory role, Thompson volunteers on the Community Investment Committee for the United Way of Bulloch County, participating in site visits to assess the impact and funding needs of supported programs. 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 individual, high-net-worth, pension, corporate, and charitable clients.

Brittany Gonzalez is a Financial Advisor with Merrill Lynch Wealth Management, serving individuals, families, business owners, and military households in Southeast Georgia, including Statesboro and Hinesville. She focuses on helping clients make confident financial decisions through personalized guidance and long-term planning tailored to their unique goals and values. Brittany emphasizes understanding what matters most to clients to build financial strategies that support their life aspirations. As a military spouse and an active member of her communities, Brittany brings a perspective that considers the busy and important seasons of life in financial planning. Her expertise includes assisting clients through various stages such as career growth, family management, business development, retirement planning, and life transitions. Brittany holds the Chartered Retirement Planning Counselor (CRPC) designation and completed her high school education at Thomas Jefferson High School. She is proficient in both English and Spanish. Outside of her professional role, Brittany engages with several community organizations, including the American Heart Association, CASA, Habitat for Humanity, Haven House, Humane Society, Ronald McDonald House, and Susan G Komen. Her personal interests include adventure sports, camping, dancing, gardening, golfing, hiking, painting, skydiving, spending time with family, and traveling.

Alexander Mc Ghee is a financial advisor at Edward Jones in Statesboro, GA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Mc Ghee is involved in managing real estate-related businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with over 23,700 advisors and emphasizes fiduciary standards in its advisory services.

Chris Marsh Jr. is a Resident Director who joined Merrill Lynch Wealth Management in August 2023. He is a native of Bulloch County, Georgia, and holds both a Bachelor's degree in Agricultural Economics and a Master's degree in Agricultural Leadership from the University of Georgia. Prior to his current role, Chris spent over 20 years in the agricultural industry, where he focused on building strong relationships and assisting individuals and businesses in achieving their goals. In January 2020, he transitioned into the financial services industry in Statesboro, Georgia, leveraging his extensive business experience to guide clients through critical financial decisions. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Chris is actively involved in his community. He serves as President of the Rotary Club of Statesboro, is a member of the University of Georgia Board of Visitors, and serves on the board of Rockin' Out Alzheimer's Disease Foundation, Inc. He has also served on the boards of Ogeechee Area Hospice and the University of Georgia Alumni Association.

Hagan Mercer is a financial advisor with LPL Financial in Statesboro, GA, holding Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Queensborough National Bank and Trust Company and Equitable Advisors. Mercer is also involved with Beaver Creek Plantation. 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 solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

David Beaubien is a financial advisor at Edward Jones in Statesboro, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

James Campbell is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch since 2011. Outside of his advisory role, he serves as a committee member for Open Hearts Community Mission, Inc., where he helps organize an annual fundraising 5K run. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bethany Kirk is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked in the dental services sector at ClearChoice Dental Implant Center and Pacific Dental Services. Mass Mutual Investors Services is a subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved software and collaborates with clients through annual planning relationships.

Max Manack is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with Merrill since 1985 and Bank of America since 2011. Manack is involved in managing a timber and securities business for family members through a limited liability 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Tiffany Nessmith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her previous firms include SunTrust Advisory Services, Suntrust Investment Services, and Wells Fargo Clearing. She is also involved with Edelson Wealth Management in a non-investment role. 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, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by extensive research and technology tools.

John Sammons is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Pruco Securities, and First Bank of Coastal Georgia. Sammons worked at Georgia Southern University prior to his financial services career. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of more than 23,700 advisors.

Michael Thompson is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 credential and has a 20-year prior career in the US Navy. Outside of his advisory role, he is involved as a general partner and managing member of TMS Farms and is helping his family start a small e-commerce business focused on hardware and equipment. Merrill serves a diverse client base that includes individuals, retirement plans, corporations, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services, supported by a broad platform integrated with Bank of America affiliates and focused on tax-efficient investment solutions.

Ronald Smith is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has a long-standing career with the Federal Bureau of Investigation since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.