Gordon Russ is a financial advisor at Alpha Financial Management, Inc. in Savannah, GA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Colonial Group Inc and Gulfstream, as well as military service in the U.S. Army from 2016 to 2021. Alpha Financial Management provides wealth and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a markets-efficient investment approach using passively managed index funds and institutional Dimensional Fund Advisors funds, operates as a fee-only advisor, and offers both comprehensive financial planning and a planning-only engagement option.

Michael Dayoub is a CFP® with 18 years of industry experience, currently serving at Alpha Financial Management, Inc. since 2014. Prior to that, he worked at Union Hill Financial Planning from 2008 to 2014. He is also CEO of Maintaining Exact Products Inc., a company focused on licensing technology unrelated to investment services. Alpha Financial Management provides wealth and investment management as well as financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, small businesses, and military families referred through ComPsych. The firm operates as a fee-only advisor using a strategic, core-and-satellite asset allocation with passively managed index and institutional funds.

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.

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.

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 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.

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. (AIM&A) in Savannah, GA, with 14 years of industry experience. He holds the Series 66 designation and has worked at AIM&A since 2016, following positions at Intervest International, Inc., First Citizens Asset Management, Inc., and Valic Financial Advisors. AIM&A provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, and business entities, focusing on portfolios of individual stocks and bonds. The firm employs a research-driven investment process combining fundamental, technical, and cyclical analysis, managing approximately $258.7 million for about 395 clients.

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.

Daniel O’Rourke is a CFP® with 22 years of industry experience. He is currently with Strathmore Capital Advisors and has previously worked at LPL Financial, Wellspring Wealth Management, and The Vanguard Group. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans through discretionary portfolio management and goals-based financial planning. The firm employs an asset-allocation driven approach using mutual funds and ETFs, incorporates technology for estate planning and client service, and offers integrated tax preparation and a synthetic securities-backed lending strategy.

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.

John Evans is a CFP® credentialed financial advisor with 23 years of industry experience. He is currently with SageGuard Financial Group, LLC, where he has worked both before and since 2021. Evans also operates Evans Advisory Services, LLC, providing comprehensive financial services, and assists with residential real estate sales at The Landings Company. SageGuard Financial Group, LLC provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers both discretionary and non-discretionary management and conducts public educational seminars as part of its client development.

William Stamper is a financial advisor at Sollinda Capital Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at Saxony Securities and Legacy Financial Partners. Outside of finance, he works as a bartender at Hawthorn Bar and Lounge. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, 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.

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.