Brandi Whitfield is a financial advisor with GWN Securities Inc. in Brunswick, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at VOYA Financial Advisors before joining GWN Securities in 2019. Outside of her advisory role, she owns BLW Financial Services, LLC, where she assists clients with a variety of financial products and services, and she also sells Medicare Advantage and Medicare Supplement plans. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, using a range of investment approaches including traditional asset allocation and legacy market-timing strategies.

Mason Christmas is a Series 66-credentialed advisor at Kestra Advisory with one year of industry experience. He previously held roles at Frederica Wealth Advisory and has been involved in music instruction and freelance musicianship, performing as a guitarist and trombonist across various genres. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm offers services ranging from fiduciary consulting and plan design to discretionary investment management and serves a variety of clients, including large institutional investors and sovereign wealth funds.

Eugene Millsap III is a financial advisor with Raymond James & Associates in Sea Island, GA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Millsap serves as president of the Hillwood Neighborhood Association and is involved as a partner or owner in several private business ventures. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting through various programs and delivers tailored advice supported by extensive research and multiple portfolio management options.

Charles Knox II is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously spent 12 years at Raymond James & Associates before joining Stifel in 2025. Knox serves as a trustee for the University of Georgia Foundation, participating in committees that oversee scholarships and trustee nominations, and is also a trustee of the Knox Foundation, a family charitable organization. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Jeffrey Torbush is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is co-owner of a family farm business in Darien, GA, where they sell eggs at local farmer’s markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Walter Davis Jr. is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, he serves as a trustee for a medical, disability, and life insurance trust that manages payment of health insurance claims for retirees of a bankrupt company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a variety of strategies and managers, including traditional and non-traditional investment approaches.

Samuel Spanos is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory work, he owns Aerosam Equipment, LLC, through which he leases an airplane to a small charter airline. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser force and a range of portfolio management styles.

Willard Phillips Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He is the owner and CEO of Phillips Wealth Management Group, LLC, a financial planning company he has operated since 2018. Phillips also serves as an elected board member overseeing the financial holdings of the Exchange Club of Brunswick Benevolent Fund. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that supports over 10,000 advisors and 800,000 clients with a range of portfolio management, financial planning, and retirement services. The firm offers both discretionary and non-discretionary investment programs and access to affiliated and third-party managers.

Kevin Lokey is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 32 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is an artist specializing in gyotaku fish prints and serves as a ruling elder at St. Simons Presbyterian Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipalities. The firm offers tailored financial planning and consulting services, employing a range of portfolio management styles supported by in-house research and extensive affiliate resources.