Joshua Johnson is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and J.S. Held, LLC. Mercer Global Advisors provides investment advisory and related financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers specialized services including retirement plan consulting and charitable advisory.

Damon Ellison Jr. is a financial advisor with Truist Advisory Services holding a Series 66 credential and four years of industry experience. His prior experience includes roles at Merrill and Bank of America. Outside of his advisory work, he serves as a Chamber Ambassador for the Golden Isles Chamber of Commerce, is a board director for the D M County Chamber of Commerce, and is involved in managing operations for a wellness-focused business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Tye Pipkin is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, LPL Financial, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as Board Treasurer of the Humane Society of South Coastal Georgia and is a board member of the Star Foundation of South Coastal Georgia, a job readiness training nonprofit. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by integrated platform solutions and affiliated sub-advisory arrangements.

John Russell is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and has also served as an agent with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Brandi Whitfield is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including five years at VOYA Financial Advisors and seven years at GWN Securities. Whitfield is also the owner of BLW Financial Services, LLC, where she advises and sells various financial products and services. Additionally, she sells Medicare Advantage and Medicare Supplement plans to clients upon request. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses both asset allocation and tactical strategies in portfolio management.

Joshua Harper is a CFP® and ChFC® with 19 years of experience in financial services. He is currently a wealth advisor and partner at NewEdge Advisors, having previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Co for 17 years. Outside of his advisory role, he is involved in several business ventures including a sailing charter LLC and an investment advisory firm based in Atlanta. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.

Logan Smith is a financial advisor with NewEdge Advisors and holds Series 65 and Series 63 licenses. He has nine years of industry experience with prior roles at MML Investors Services, Mass Mutual Life Insurance, OneAmerica Securities, and OneAtlanta Wealth Advisors. Based in St. Simons Island, GA, Mr. Smith also conducts advisory services under the DBA Streamline Wealth. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology-driven solutions.

Heather Bennett is a Series 66-licensed financial advisor with Valic Financial Advisors in Brunswick, GA, and has been in the industry for three years. Her prior experience includes roles at Agia and Golder Associates. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering discretionary managed-account programs, financial planning, and brokerage services.

William Bennett is a financial advisor with Valic Financial Advisors in Brunswick, GA, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at Valic Financial Advisors since 2023 and is also an appointed agent selling non-securities insurance products for AGIA. His prior roles include positions at McIntosh County Board of Commissioners and Ops Tech Alliance. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Thomas Sams III is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 24 years of industry experience. His career includes positions at Purshe Kaplan Sterling Investments, Raymond James & Associates, SunTrust Advisory Services, and Truist Investment Services. Outside of advising, he co-owns several holding companies, including one that manages a private equity investment with family members. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Joel Bickmore is a financial advisor with NewEdge Advisors, holding CFP® and Series 66 credentials and over 20 years of industry experience. He has worked previously at SunTrust Investment Services and LPL Financial. Mr. Bickmore serves as a board member for the Gathering Place, a faith-based nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and technology tools.

James Payne is a financial advisor with NewEdge Advisors and holds a Series 66 credential. He has 20 years of industry experience, including 17 years at MassMutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory role, he is a partner at Streamline Wealth, where he sells fixed insurance products to clients. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology platforms to support both advisor and client needs.

Dane Cooper is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is a partner in Streamline Wealth, an investment sales and financial planning business, and serves as owner and president of The Pierce Company LLC. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing a variety of program structures and technology tools to support both advisor and client needs.

Patrick Bindel is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Raymond James & Associates and SunTrust Bank. He is also associated with Keaton & Sams Wealth Management and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Timothy O'Hara is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds a Series 63 designation and previously worked for The Ayco Company, L.P./Mercer Allied for 23 years. Outside of his advisory role, he serves on the board of an outsourced payroll and accounting service for film and television productions and is a board member of Albany Law School, a nonprofit organization. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates both as an investment advisor and a registered broker-dealer, providing a consolidated investment platform and a range of discretionary and non-discretionary solutions.

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.

Kenneth Pipkin is a CFP® professional with 26 years of industry experience. He is currently with Concurrent Investment Advisors, LLC, having joined in 2024, and previously worked at firms including Imprint Wealth LLC, Eudaimonia Partners, and Merrill. Outside of his advisory work, he serves as Secretary of Ocean Lodge #214, F & A M, and is President of the Waverly Home Owner's Association. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of roughly 286 advisors serving over 13,000 clients.

Teresa Johnson is a Series 66 licensed advisor with 18 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having previously worked at LPL Financial, NewEdge Advisors, and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through a combination of discretionary manager relationships and consulting, supported by a team that uses AI-enabled tools and inter-affiliate resources.

William Hatcher is a CFP® professional with 25 years of experience in the financial industry. He is affiliated with Commonwealth Financial Network and has been working at North Point Wealth Management since 2009. Outside of his advisory work, he owns Envision Financial Group, LLC, which manages commercial real estate. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Crystal Groover is a CFP® and ChFC® with 12 years of industry experience. She is currently a wealth advisor and partner at NewEdge Advisors, joining the firm in 2024 after a decade with MassMutual Investors Services and MassMutual Life Insurance Company. Groover is involved in entrepreneurial ventures including ownership of Crystal Financial Advising, LLC, and partnership in the DBA Streamline Wealth used by several NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of investment management and consulting services through independent advisers, employing multiple program structures and technology tools to support client and advisor needs.