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Christopher C

Series 63, Series 66

Savannah, GA

Sollinda Capital Management LLC

Christopher Cowan is a financial advisor with Sollinda Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior experience includes roles at Capital Investment Advisory Services, LLC, Capital Investment Group, Inc., and Investors Capital Corp. Outside of his advisory work, he is involved in businesses related to honey sales and guided fishing and hunting trips. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, and offers sub-advisory services to other registered investment advisers. The firm employs a combination of systematic and discretionary investment strategies, including quantitative and fundamental analysis, and manages a private investment fund along with other distinctive features such as sub-advisory roles and integrated brokerage, insurance, and accounting services.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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Jared H

CFA®

Savannah, GA

The Fiduciary Group

Jared Hammers is a CFA® charterholder with eight years of industry experience. He has been with The Fiduciary Group since 2017 and previously worked at Orrstown Bank from 2011 to 2017. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a documented strategy approach and integrates with the Focus Financial Partners platform to offer clients access to a range of financial solutions and affiliated investment vehicles.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
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Colin D

Series 65

Savannah, GA

The Fiduciary Group

Colin Duvall is a financial advisor at The Fiduciary Group with two years of industry experience. He holds the Series 65 designation and previously worked at Bank of America and Enmarket. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a fundamental security analysis approach and offers customized portfolios supported by its integration with the Focus Financial Partners platform.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
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Bess B

Series 65

Savannah, GA

The Fiduciary Group

Bess Brunson is a financial advisor at The Fiduciary Group with seven years of industry experience. She holds a Series 65 credential and previously worked at The Colonial Group before joining her current firm. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and retirement plans. The firm employs a strategy-driven approach overseen by an Investment Committee and offers clients access to a range of affiliated financial solutions through its integration with the Focus Financial Partners platform.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
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Malcolm B

Series 65

Savannah, GA

The Fiduciary Group

Malcolm Butler is a financial advisor at The Fiduciary Group with 22 years of industry experience. He holds a Series 65 designation and has been with The Fiduciary Group since 2015. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a fundamental security analysis approach and offers customized portfolio strategies, leveraging its integration with the Focus Financial Partners platform to extend clients’ access to a broad range of financial solutions.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
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Melissa B

CFP®, Series 66

Savannah, GA

Sound View Wealth Advisors Group, LLC

Melissa Bouchillon is a CFP® professional with 21 years of industry experience, currently serving at Sound View Wealth Advisors Group, LLC since 2019. Her prior experience includes roles at Bank of America and Merrill Lynch. She serves as a director on the board of the Landings Military Relief Fund and is a committee member for the Savannah Music Festival, both charitable organizations in Savannah, Georgia. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, trusts, and institutional clients. The firm emphasizes a long-term, fundamental investment approach supported by an internal investment committee and offers a range of fiduciary and plan-related services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Chelsea L

Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Chelsea Landreau is an advisor with Sound View Wealth Advisors Group, LLC, holding a Series 65 credential and currently based in Savannah, GA. She joined Sound View in 2024 and has prior experience at Synovus Bank, Berry College, Creekside School, and Harris County High School. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses a fundamental analysis and long-term investment approach, managing assets directly or through external managers while monitoring performance and suitability continuously.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Marianne B

Series 63, Series 65

Savannah, GA

Sollinda Capital Management LLC

Marianne Brouillette is a financial advisor with Sollinda Capital Management LLC in Savannah, GA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. Her prior roles include positions at Saxony Securities, Capital Investment Advisory Services, Capital Investment Group, Investors Capital Corp., and Woodbury Financial Services. She is also the owner and president of a tax accounting and consulting business. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans, while offering sub-advisory services to other registered investment advisers. The firm combines systematic, rules-based and discretionary investment strategies and manages a private investment fund for eligible investors.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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Kaitlyn M

Series 65

Savannah, GA

The Fiduciary Group

Kaitlyn Murphy is a financial advisor at The Fiduciary Group with a Series 65 credential and one year of industry experience. Her prior work includes roles at Bank of New York Mellon and PNC Bank. The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a research-driven investment process and manages portfolios according to documented investment strategies, serving clients with discretionary and non-discretionary management across a range of account sizes.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
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Oscar H

CFP®, Series 63, Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Oscar Ham is a CFP® with 34 years of industry experience. He is currently with Sound View Wealth Advisors Group, LLC, where he has worked since 2019. His prior experience includes roles at Bank of America and Merrill Lynch. Sound View Wealth Advisors Group provides comprehensive financial planning and portfolio management services to individuals, families, trusts, and institutional clients. The firm’s investment approach involves detailed client discovery, long-term fundamental analysis, and ongoing portfolio monitoring, with access to affiliated investment programs through its parent company, Focus Financial Partners.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Nina B

Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Nina Brackett is a financial advisor at Sound View Wealth Advisors Group, LLC, holding a Series 65 designation with two years of industry experience. She has worked at Sound View Wealth Advisors Group since 2018 and previously spent two years at Merrill. Sound View Wealth Advisors Group offers holistic financial planning and discretionary and non-discretionary portfolio management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm’s investment approach focuses on fundamental analysis and a long-term orientation, combining direct asset management with allocations to external managers and private pooled vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Hayden B

CFA®, Series 66

Savannah, GA

The Fiduciary Group

Hayden Blow is a CFA® charterholder with seven years of experience in the financial industry. He has worked at The Fiduciary Group since 2021 and previously was with Wells Fargo Advisors. Before entering the financial sector, he held various roles including a position at Christopher Newport University’s Luter School of Business. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and employer-sponsored retirement plans. The firm employs a documented investment strategy process and leverages its affiliation with Focus Financial Partners to offer clients access to a wide range of financial solutions.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
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Shay F

Series 65

Savannah, GA

The Fiduciary Group

Shay Fitzgerald is a financial advisor with The Fiduciary Group in Savannah, GA. He holds a Series 65 designation and joined the firm in 2025. Prior to entering the financial industry, he has experience working in healthcare and education, including positions at Encompass Health Rehabilitation Hospital of Savannah and Georgia Southern University. The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals, families, trusts, estates, and nonprofit organizations. The firm manages portfolios through a structured investment process overseen by an internal committee and offers both discretionary and non-discretionary management strategies tailored to client account size and goals.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
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Kyle P

CFP®, Series 63, Series 65

Savannah, GA

The Fiduciary Group

Kyle Powers is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Fiduciary Group since 2019. His prior experience includes roles at IFS Securities Inc., Measured Wealth Private Client Group, and H. Beck, Inc. Powers also serves as a Captain in the U.S. Navy Reserve, where he supervises and trains personnel in support of naval operations. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a structured investment approach with multiple strategy profiles and integrates with the Focus Financial Partners platform to extend client access to additional financial solutions.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
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Kenneth C

Series 63, Series 65

Savanah, GA

Sollinda Capital Management LLC

Kenneth Cowan is a financial advisor with Sollinda Capital Management LLC in Savannah, GA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Saxony Securities and Puskas Firearms Innovations, LLC, as well as teaching positions at The University of Georgia, Benedictine Military School, and St. James Catholic School. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement or profit-sharing plans, while also offering sub-advisory services to other registered investment advisers. The firm employs both systematic, rules-based and discretionary strategies, combining quantitative, technical, fundamental, charting, and cyclical analysis tailored to client needs.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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Joshua H

CFP®, Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Joshua Hegland is a CFP® with six years of industry experience. He is currently with Sound View Wealth Advisors Group, LLC and previously worked at Cahaba Wealth Management, Inc. and LCG Associates. Sound View Wealth Advisors Group provides financial planning and discretionary and non-discretionary portfolio management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm’s investment process emphasizes fundamental analysis and a long-term orientation, utilizing model portfolios and external managers to serve its clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Mark S

CFP®, Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Mark Silvers is a CFP® professional with four years of industry experience, currently serving at Sound View Wealth Advisors Group, LLC since 2022. Prior to this, he worked with 5th Avenue Solutions for two years and was self-employed for twelve years. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm employs a long-term, fundamental analysis approach, utilizing an investment committee to oversee model portfolios, mutual funds, ETFs, and external managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Kimberly B

Series 63

Savannah, GA

The Fiduciary Group

Kimberly Beiter is a financial advisor at The Fiduciary Group with 13 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing for five years before joining her current firm in 2021. She is based in Savannah, GA. The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals and families, as well as trusts, estates, nonprofit organizations, and retirement plans. The firm manages approximately $1.97 billion and follows an investment process driven by fundamental research and tailored strategies aligned with documented Investment Policy Statements.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
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Anthony M

CFP®, Series 66

Savannah, GA

ValMark Advisers, Inc.

Anthony Martin is a CFP® with 25 years of industry experience, currently affiliated with M3 Advisors, LLC in Savannah, GA. He has been associated with ValMark Advisers, Inc. and Valmark Securities, Inc. since 2008. M3 Advisors, LLC provides financial planning and consulting services to individuals, corporations, trusts, estates, and charitable foundations. The firm offers planning engagements on a flat-fee or hourly basis and facilitates access to discretionary asset management and brokerage products through affiliated third-party advisers.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Todd M

ChFC®, Series 63

Savannah, GA

ValMark Advisers, Inc.

Todd Martin is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and Series 63 license and has 21 years of industry experience. He has been with ValMark Advisers since 2014 and also operates Martin Financial Group, LLC. Outside of investment advisory, he is involved in commercial insurance as a property and casualty agent. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, along with specialized services such as annuity solutions and ETF-focused portfolios.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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