Mary Jordan is a CFP® and holds a Series 66 license with 10 years of industry experience. She is currently affiliated with Alpha Financial Management, Inc. and has worked at Edward Jones since 2015. Alpha Financial Management provides personalized wealth and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite investment approach focused on passively managed index and Dimensional Fund Advisors (DFA) funds, emphasizing global diversification and liquidity.

Michael Smith is a financial advisor at LegacyBridge Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. He is also a co-owner and lawyer at Smith Barid, LLC, a law firm he has been involved with since 2006, and is a licensed insurance agent with LegacyBridge Solutions. LegacyBridge Wealth Management is a small advisory firm serving individuals and high-net-worth clients by providing financial planning, pension consulting, and adviser selection services. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach, often directing client assets to third-party managers.

Michael Ross is a financial advisor at T.R.U.E. Coastal Capital, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Mutual Advisors, LLC, Mutual Securities, Inc., and Northlanding Financial Partners, LLC. In addition to his advisory role, Ross operates as an independent insurance agent in Savannah, GA. T.R.U.E. Coastal Capital serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management alongside tiered financial planning services. The firm manages approximately $124 million across 156 client relationships, using a mix of mutual funds, ETFs, equities, bonds, and variable annuities with research methods including fundamental, technical, and charting analysis.

Raymond Singletary is a financial advisor with Wassaw Sound Management, LLC in Savannah, GA, holding the CFP® designation and Series 63 and 66 licenses. He has 18 years of industry experience, including prior roles at SunTrust Advisory Services and American West Management. Outside of advisory work, he is a partner in farming and timber investment ventures. Wassaw Sound Management provides investment advisory and financial planning services primarily to high-net-worth individuals, managing approximately $112 million with a concentrated client roster. The firm employs model-driven, asset allocation strategies delivered through an Envestnet overlay and typically manages accounts on a discretionary basis with regular reviews.

Gordon Russ is a financial advisor at Alpha Financial Management, Inc. with a Series 65 credential and one year of industry experience. His work background includes roles at Colonial Group Inc, Georgia Southern University, Gulfstream, and five years of service in the U.S. Army. Alpha Financial Management provides personalized wealth and investment management services to individuals, pension plans, trusts, and charitable organizations. The firm employs a market-efficient investment philosophy focused on strategic asset allocation using passive index funds and ETFs, and operates on a fee-only model without commissions.

Michael Dayoub is a CFP® with 18 years of industry experience and has been with Alpha Financial Management, Inc. in Savannah, GA for 12 years. He holds a Series 65 license and serves as CEO of Maintaining Exact Products Inc., a company focused on licensing technology unrelated to investment management. Alpha Financial Management provides personalized wealth and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm follows a market-efficient investment approach using a core-and-satellite strategy with passive index funds and DFA funds, operating on a fee-only model and delivering comprehensive financial planning.

James Aronson is a financial advisor with Aronson Asset Management, Inc. in Savannah, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Aronson Asset Management since 1997. Outside of his advisory role, he assists with management duties at a computer leasing business owned by his wife. Aronson Asset Management provides discretionary and non-discretionary portfolio management and personalized financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, and corporate pension or profit-sharing plans. The firm uses both fundamental and technical analysis combined with long- and short-term trading strategies to tailor portfolios to clients’ financial situations and objectives.

Lori Aronson is a financial advisor at Aronson Asset Management, Inc. with 22 years of industry experience. She holds a Series 65 credential and has been involved with Aronson Asset Management since 1999. She is also the owner of Stone Mountain Financial Services, Inc., which is her primary business. Aronson Asset Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and corporate pension or profit-sharing plans. The firm uses both fundamental and technical analysis and offers customized investment strategies tailored to each client’s financial situation and goals.

Edmund Curlee IV is a financial advisor with First City Capital Management Inc in Savannah, GA, holding a Series 65 designation and eight years of industry experience. He has been with First City Capital Management since 2013. First City Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and various business entities. The firm emphasizes a balanced portfolio approach, tailoring asset allocation to clients’ tax situations, risk tolerance, and cash-flow needs, with strategies focused on growth-at-a-reasonable-price stock selection and value-oriented fixed-income management.

Matthew Apelman is a financial advisor with Wealthion in Savannah, GA, holding Series 63 and Series 65 licenses. He has been with Wealthion since 2026 and previously worked at Fidelity Investments. Outside of his advisory role, he is also involved with Gold Bullion International LLC. Wealthion provides discretionary portfolio management and referral services to individuals, high net worth clients, family offices, and institutions. The firm focuses on strategies emphasizing real assets and uses a distinctive structure connected to precious-metals broker-dealers and affiliated entities.

Justin Kohler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at The Fiduciary Group. His prior roles include positions at Sharp Wealth Advisory, Purshe Kaplan Sterling Investments, Sharp Financial Services, and AXA Advisors. Outside of his advisory work, he assists with the operations of a marketing and media company owned by his wife. 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 structured investment approach with multiple strategy profiles and integrates with the Focus Financial Partners platform to offer clients access to a broad range of financial solutions.

Edward Ambrose is a financial advisor with Sound View Wealth Advisors Group, LLC in Savannah, GA, holding a Series 66 designation and 13 years of industry experience. He has worked at Sound View Wealth Advisors Group since 2019 and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved with Golf Ground Up, LLC, a golf instruction business. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment process emphasizes long-term fundamental analysis through an internal committee and incorporates model portfolios, external managers, and ongoing monitoring.

Michael Mcleod is a CFP® professional with 19 years of industry experience, currently serving at The Fiduciary Group since 2019. His prior experience includes roles at SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services, INC. 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 documented strategy framework and integrates with the Focus Financial Partners platform to offer clients access to a broad range of financial solutions.

Kelly Bouchillon is a CFP® with 36 years of industry experience, currently serving as a senior partner at Sound View Wealth Advisors Group, LLC. Her prior experience includes roles at Merrill Lynch and Bank of America. She is also a board member of the Telfair Museum in Savannah, GA. Sound View Wealth Advisors Group provides holistic financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, and institutional clients. The firm emphasizes long-term, fundamental analysis through an internal investment committee and offers a range of fiduciary and plan services.

Scott Mcghie is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at The Fiduciary Group since 2015. He holds Series 63 and Series 65 licenses and is based in Savannah, GA. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and employer-sponsored retirement plans. The firm employs a fundamental security analysis approach and offers customized portfolio strategies, integrating with the Focus Financial Partners platform to extend clients’ access to a range of financial solutions.

Joel Goodman is a CFA® charterholder with 22 years of industry experience, currently serving as an advisor at The Fiduciary Group since 2015. He holds the Series 66 designation and is based in Savannah, GA. 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 fundamental security analysis and offers a range of strategy profiles, with investment solutions tailored by account size and access to affiliated financial services through the Focus Financial Partners platform.

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.

Emma Wyman is a financial advisor at Ables, Iannone, Moore & Associates, Inc. with one year of industry experience. She holds the Series 65 designation. Prior to joining AIM&A in 2023, she worked at Lowcountry Children's Co-op from 2019 to 2022. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, corporations, and business entities, serving both high-net-worth and other clients. The firm emphasizes a research-driven investment process utilizing fundamental, technical, and cyclical analysis to identify long-term opportunities, typically holding securities for at least three years.

David Haverstick is a financial advisor at Ables, Iannone, Moore & Associates, Inc. in Savannah, GA, holding a Series 66 designation with 14 years of industry experience. He has been with Ables, Iannone, Moore & Associates since 2016, following a prior role at Intervest International Equities Corp. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and limited consulting services to individuals, trusts, estates, corporations, and business entities. The firm focuses on portfolios of individual equities and fixed income, employing a proprietary research process combined with fundamental, technical, and cyclical analysis to identify long-term investment opportunities.

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.