James Caparelli is a CFP®-credentialed financial advisor with 32 years of industry experience. He has been with GWN Securities Inc. since 2010 and also operates Caparelli Wealth Management, Inc., which he has run since 1995. In addition to his advisory work, he is involved as an independent insurance agent, providing life, long-term care, and annuity products. GWN Securities Inc. provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning services. The firm employs a combination of affiliated and unaffiliated sub-advisers, using portfolio strategies grounded in asset allocation and Modern Portfolio Theory, while also incorporating market-timing and momentum-based strategies in select legacy programs.

Terri Jarrell is a financial advisor with GWN Securities Inc. in Savannah, GA, holding a PFS™ credential and Series 63 and 65 licenses, with 18 years of industry experience. She has worked at GWN Securities since 2017 and previously at Cetera Advisors LLC from 2011 to 2016. Outside of advisory work, she owns and operates Strathy Hall Investments, Inc., providing accounting, tax, and business consulting services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts and access to third-party sub-advisers and model portfolios, employing a range of investment approaches including legacy market-timing and momentum strategies.