Christopher Cowan is a financial advisor at Sollinda Capital Management LLC with 24 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Saxony Securities, Inc. and Capital Investment Advisory Services, LLC. Outside of his advisory role, Cowan is involved in non-investment businesses including guided fishing and hunting trips through Cowan Farms and operates an accounting, tax, and consulting firm, Brouillette & Cowan Inc. Sollinda Capital Management LLC provides discretionary portfolio management and financial planning services to individuals and profit-sharing plans, including high-net-worth clients. The firm employs a variety of systematic and discretionary investment strategies and manages approximately $1.016 billion in assets, offering customized programs without a stated account minimum.

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.

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.

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.

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.

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.

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.

Marianne Brouillette is a financial advisor at Sollinda Capital Management LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Capital Investment Advisory Services, LLC and Saxony Securities, Inc. In addition to her advisory work, she owns and operates Brouillette & Cowan Inc., a tax accounting and consulting business. Sollinda Capital Management LLC provides ongoing portfolio management and financial planning services to individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a variety of systematic and discretionary investment strategies and offers sub-advisory services as well as multidisciplinary professional roles among its team.

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.

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.

Nina Brackett is a financial advisor at Sound View Wealth Advisors Group, LLC in Savannah, GA, holding a Series 65 designation with eight years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Hodges, Harbin, Newberry and Tribble, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, trusts, estates, private foundations, and qualified retirement plans, as well as ERISA 3(38) fiduciary services. The firm emphasizes long-term, fundamental analysis through an internal investment committee and offers support for institutional plan needs including plan review, fee benchmarking, and participant education.

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.

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.

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.

Kenneth Cowan is a financial advisor with Sollinda Capital Management LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Saxony Securities and involvement with Puskas Firearms Innovations, LLC. He has also worked in educational institutions such as The University of Georgia and Benedictine Military School. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and profit-sharing plans, offering multiple proprietary investment strategies that emphasize allocation and risk management.

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.

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.

Kimberly Beiter is a financial advisor with The Fiduciary Group, holding a Series 63 designation and 13 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. She has been with The Fiduciary Group since 2021. 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 fundamental security analysis and offers multiple strategy profiles, integrating into the Focus Financial Partners platform to extend client access to additional financial solutions.

William Keaton is a financial advisor at Concurrent Investment Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Raymond James & Associates, Inc. and SunTrust Advisory Services. Keaton also operates Keaton Sams Wealth Management as an owner and managing director. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, employing a long-term investment approach with opportunistic rebalancing.

Brittany Bailey is a financial advisor at Concurrent Investment Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates, BB&T Scott & Stringfellow, and SunTrust Investment Services. Bailey is also involved with Keaton and Sams Wealth Management and Purshe Kaplan Sterling Investments in supporting client servicing and administrative capacities. Concurrent Investment Advisors, LLC is an SEC-registered firm offering wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a primarily long-term, portfolio-driven investment approach that uses ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.