Jordan Bryant is a financial advisor at Coastline Complete Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network, Wells Fargo Advisors, and Bank of America. Prior to his financial career, Bryant was involved in a family appliance service and parts business for nine years. Coastline Complete Wealth LLC is an SEC-registered investment adviser that offers discretionary investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and pooled or institutional vehicles. The firm focuses on model portfolios using exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining discretion to rebalance as needed.

Brandon Cox is a CFP® with 15 years of industry experience, currently serving as an advisor at Coastline Complete Wealth LLC. His prior experience includes roles at Commonwealth Financial Network and Edward Jones. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementations. Coastline Complete Wealth LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and institutional vehicles. The firm uses model portfolios focused on exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining flexibility to rebalance or trade as needed.

Daniel O’Rourke is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Strathmore Capital Advisors and has previous experience at LPL Financial, Wellspring Wealth Management, and The Vanguard Group. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and ongoing, goals-based financial planning. The firm employs an asset-allocation approach using mutual funds and ETFs, integrates technology to enhance client service, and offers distinctive features such as a securities-backed lending strategy and integrated tax-preparation services.

Joseph Eberle III is a financial advisor at Union Capital Company with 37 years of industry experience. He holds a Series 63 designation and has worked at Union Capital since 2021, following six years at Calton & Associates, Inc. Eberle has provided quarterly performance reviews for the Shelby County Schools Local Retirement Plan for over thirty years, preparing detailed reports on money managers’ performance. Union Capital Company offers portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm applies Markowitz modern portfolio theory to asset allocation and manages portfolios using a variety of investment vehicles on both discretionary and non-discretionary bases.

Amelia Senecal is a financial advisor at Capital Investment Advisory Services, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Capital Investment Group, Inc and Vision Financial Group. Outside of advisory work, she is a fixed annuity and life insurance agent and also sells used clothing on Poshmark. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a variety of analytical methods and regularly monitoring client portfolios.

Scott Bass is a CFP® with 25 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2010 to 2018. Outside of his advisory role, Bass is a finance committee member at Baptist Church @ Ebenezer. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Carlos Hernandez is a financial advisor at Lifemark Securities Corp. with 22 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Lifemark in 2018, he worked at THE O.N. Equity Sales Company and has been an independent insurance agent since 2001. In addition to his advisory role, he maintains his independent insurance practice. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and employs a suitability-driven approach tailored through risk assessments, with accounts managed on both discretionary and non-discretionary bases.

William Casterlin is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Independent Advisor Alliance since 2019 and previously at Independent Financial Partners and LPL Financial. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm delivers advisory services through a network of over 200 representatives, utilizing model portfolios, third-party managers, and technology platforms to manage client assets.

Talbert Edenfield is a CFP® professional with 29 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and has held prior roles at ProEquities, Inc. and Southeastern Financial Resources. Edenfield is also the owner of Vision Financial Group of GA, LLC, reflecting his entrepreneurial involvement in financial planning and related services. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing portfolio monitoring and risk disclosures.

Rachel Bass is a financial advisor at Capital Investment Advisory Services, LLC with Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Capital Investment Group, Inc., Vision Financial, and Stella. She is also the owner of RDG Financial, a business involved in the sale of fixed insurance products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Robert Fears is a financial advisor at Capital Investment Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services, Capital Investment Group, and Vision Financial. Outside of his advisory role, he owns Fears Financial Services of GA, Inc., a financial planning firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, supported by ongoing monitoring and risk disclosure.

Samuel Davis is a ChFC® credentialed financial advisor with 43 years of industry experience. He has been with Primerica Advisors since 1999 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he sells various insurance products including life, disability, long-term care, and health insurance. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary account management.

Hsuan Hsu is a Series 66 licensed advisor with 24 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and Park Avenue Securities dating back to 2001. Outside of his advisory work, he teaches continuing education courses focused on disability and long-term care insurance planning and manages a social media presence related to food and travel. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Chad Brennan is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial, Thrivent Investment Management, and ran Brennan Financial Services. Outside of his advisory role, Brennan serves as a board member for Mashview Bible Camp, a nonprofit children’s summer camp. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning, portfolio management, and advisory services.

Michael Thames is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Capital Analysts and Lincoln Investment. He previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Thames is also a finance committee member at Gateway Church, where he participates in quarterly meetings to discuss church finances and projects. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm employs an in-house Investment Management & Research team that constructs model portfolios using quantitative screening and proprietary fund lists, offering a range of mutual fund, ETF, and stock models with various discretionary options.

James Rini is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2018. He has 28 years of industry experience, including a two-year retirement period prior to joining Cambridge. In addition to his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.

Timothy Vorel is a financial advisor at OSAIC with 32 years of industry experience. He previously worked at Woodbury Financial for 14 years before joining OSAIC in 2024. Outside of his advisory role, he serves as a poll worker for Effingham County elections and works as a girls volleyball referee for the Georgia High School Association. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs, utilizing technology-driven asset allocation and portfolio management tools, and supports thousands of advisors and clients across multiple custodial platforms.

Nicholle Overkamp is a Series 66-credentialed financial advisor with 17 years of industry experience, currently with MassMutual Investors Services. She has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2012. Outside of her advisory role, she is involved in entrepreneurial ventures, including co-authoring a financial guide for women and leading the Western New York chapter of the Entrepreneurs Organization as its president. MassMutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annually structured planning engagements using firm-approved analytical tools and serves a diverse client base including high-net-worth individuals.

Jeremy Herren is a financial advisor with Edward Jones in Springfield, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, Herren is involved with CD Baby, managing streaming revenue activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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.

Gregory Vasher is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Mass Mutual Investors Services, Family Financial Management Group, and Avantax Advisory Services. He is also involved with Valiant Wealth Management, providing financial advice and investment solutions. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by multiple program structures and a combination of retirement and institutional capabilities.

Michele Shuman is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent Financial since 2016. Outside of her advisory role, she serves on the board of the Georgia Battlefields Association, a nonprofit focused on preserving historic sites in Georgia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based financial planning without discretionary trading authority. The firm offers holistic analyses and integrates planning with managed-account programs through its WealthPlan service.

Beth Collins is a financial advisor with OSAIC in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has worked with AIG Advisor Group Royal Alliance Associates Inc. since 2004. Collins is also a financial advisor with Gateway Investments LLC. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering a broad range of investment options and advisory programs.

Brett Courtmanche is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked with MassMutual Life Insurance Co. and MassMutual Investors Services since 2005. Outside of his advisory role, he serves as an AAU baseball coach. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and offers a range of planning programs, including recently added divorce planning and event-driven estate and employer-sponsored planning services.

Veronica Voisine is a financial advisor at Edward Jones with 13 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2012. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Victoria Waters is a financial advisor with Edward Jones in Port Wentworth, GA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rigoberto Bautista is a financial advisor at Merrill with over three years of experience in the industry. He holds a Series 66 designation and has previously worked at Bank of America, N.A., Travelpro Products, and several other organizations. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm combines a variety of investment strategies with oversight from its Chief Investment Office and benefits from integration with Bank of America’s broader banking and capital markets platform.

Phyllis Graham is a financial advisor at Edward Jones in Port Wentworth, GA, holding a Series 66 designation. She has over 14 years of prior experience at JCB Inc before joining Edward Jones in 2025. Graham is also the owner of BAEHR Solutions LLC, originally established for consulting in product and marketing. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Patrick Hall is a financial advisor with Fidelity having 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked across several Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of systematic methodologies, and incorporation of AI-driven research in its processes.

Jason Harrington is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2025, he served in the United States Marine Corps for 22 years and has been employed by Gulfstream Aerospace since 2022. Harrington is also involved in a non-variable insurance agency based in Rincon, GA. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with a focus on model-based portfolio advice and a broad range of securities and insurance products.

Justin Parker is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. He has been with Merrill and its affiliated entity Bank of America since 2015. Outside of his advisory work, Parker is co-owner of Parker's Smoked Meats, a restaurant in Savannah, Georgia. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, and discretionary portfolio management through a range of program strategies supported by a centralized CIO and platform oversight.

Rachel Cadichon is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of her advisory role, she is the sole member of Rachel Cadichon LLC, a business entity used to pay staff. 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. As a large institutional firm, Ameriprise provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Monica Everett is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 22 years of experience. She has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2004. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and portfolio implementation delegated to BNY Mellon Advisors.

Shari Stiles is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at Lang Capital, LLC for six years before joining Raymond James in 2019. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations and also delivers institutional consulting and public finance services.

Andrew Black is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Primerica Advisors since 2019 and previously at Drake Financial Group from 2021 to 2024. Outside of advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Barbara Fitzpatrick is a Series 66-licensed financial advisor with Raymond James Financial, based in Hardeeville, SC, and has eight years of industry experience. Her career includes extensive tenure at Raymond James and its affiliates. She previously operated a boutique business, Lemons N Lavender. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by research and modeling tools, with a distinctive emphasis on advisory and implementation support rather than discretionary management.

Ryan Waters is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2013. Outside of his advisory role, he maintains ownership of a single-family rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.