Kenneth Pipkin is a CFP® professional with 26 years of industry experience, currently serving at Concurrent Investment Advisors, LLC since 2024. His prior roles include positions at Imprint Wealth LLC, Eudaimonia Partners, LLC, Canopy Asset Management, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is active as Secretary of Ocean Lodge #214, President of Waverly Home Owner's Association, and serves as Co-Trustee under the wills of Jacquelyn P. Willingham. Concurrent Investment Advisors, LLC is an enterprise advisory firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets across a multi-office platform and emphasizes long-term, portfolio-driven investment strategies aligned with client goals and risk tolerance.

Eric Adler is a financial advisor at Founders Financial Securities LLC with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Mariner Wealth Advisors, Cascadia Advisory Services, LLC, and Cetera Advisors. Adler is also a partner at Squirrel Group LLC and serves as an instructor at Portland Community College. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, offering multiple advisory platforms and services with oversight of approximately $4.1 billion in client assets. The firm emphasizes client-specific investment strategies through its network of investment adviser representatives and offers niche services such as 1031 exchange consulting and co-advised private wealth portfolios.

William Mc Kinnon is a Wealth Management Associate at NewEdge Advisors with a Series 65 credential and one year of industry experience. Before joining NewEdge Advisors, he attended Georgia College & State University and worked in small business roles, including at Sunset Slush of SSI. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

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.

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. in Brunswick, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at VOYA Financial Advisors before joining GWN Securities in 2019. Outside of her advisory role, she owns BLW Financial Services, LLC, where she assists clients with a variety of financial products and services, and she also sells Medicare Advantage and Medicare Supplement plans. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, using a range of investment approaches including traditional asset allocation and legacy market-timing strategies.

Joshua Harper is a CFP® and ChFC® with 18 years of experience in the financial services industry. He currently serves as a partner and wealth advisor at NewEdge Advisors, having previously worked at MassMutual Investors Services and MassMutual Life Insurance Co for 17 years. Outside of his advisory role, Harper is involved in several business ventures including a sailing charter company and a personal investment LLC. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates financial planning with asset allocation across mutual funds, ETFs, and individual securities.

Logan Smith is a financial advisor at NewEdge Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, Mass Mutual Life Insurance, and OneAmerica Securities. Smith also operates advisory services under the name Streamline Wealth. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers comprehensive portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support client needs.

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.

Joel Bickmore is a CFP® with 20 years of industry experience and is currently with NewEdge Advisors. His previous roles include positions at LPL Financial LLC and SunTrust Investment Services, INC. He serves on the board of a faith-based nonprofit, Gathering Place, providing general oversight and contributing to budget and fundraising efforts. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services, combining in-house manager selection with third-party strategies and employing technology tools and centralized due diligence in its investment approach.

James Payne is a CFP® with 20 years of industry experience, currently serving as a financial advisor at NewEdge Advisors. He previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Company for 17 years. Payne is a partner in a firm that sells fixed insurance products to clients with personal insurance needs. NewEdge Advisors serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Dane Cooper is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory work, he is the owner and president of The Pierce Company LLC and a partner at Streamline Wealth, where he is involved in financial planning and investment sales. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a variety of investment strategies and regular portfolio reviews.

Timothy O'Hara is a financial advisor with Rockefeller Financial LLC, holding a Series 63 credential and 29 years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for 23 years and has been with Rockefeller Financial and Rock & Co LLC since 2019. Outside of his advisory role, he serves on the Board of Directors for Greenslate, a payroll and accounting service for film and television productions, and has been a board member for Albany Law School since 2013. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement consulting. The firm offers integrated services through affiliated trust and insurance entities, access to alternative and private investments, and works with clients through designated Private Advisors.

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.

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 11 years of industry experience, currently serving as a wealth advisor at NewEdge Advisors. Prior to joining NewEdge in 2024, she spent ten years with MassMutual Investors Services and MassMutual Life Insurance Co. She is involved in a partnership known as Streamline Wealth, operating alongside several NewEdge advisors. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Beverly Mcbride is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes eight years at Triad Advisors and over a decade combined at Commonwealth Financial Network. She is the owner of Vinylmag, LLC, a social and entertainment blogging entity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.