William Keaton is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James & Associates, Inc., SunTrust Advisory Services, and SunTrust Investment Services. Keaton is also the owner and managing director of Keaton Sams Wealth Management. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services using a customized investment approach featuring ETFs, mutual funds, individual securities, and affiliated sub-advisory arrangements.

Matthew Woodhouse is a financial advisor with Truist Advisory Services in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Valic Financial Advisors for seven years before joining Truist in 2022. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools, offering tailored asset allocation strategies and manager recommendations primarily through the Envestnet platform.

Brittany Bailey is a financial advisor at Concurrent Investment Advisors, LLC with eight years of industry experience. She holds a Series 66 license and has worked at Raymond James & Associates Inc, BB&T Scott & Stringfellow, and SunTrust Investment Services. Bailey also serves as a Registered Client Associate at Keaton and Sams Wealth Management and performs administrative client servicing duties at Purshe Kaplan Sterling Investments. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, using customized, primarily long-term portfolios that include ETFs, mutual funds, individual securities, bonds, alternative investments, and affiliated sub-advisers.

Andrew Stipp is a financial advisor at First Command Advisory Services with two years of industry experience. He holds the Series 66 designation and previously served 11 years in the US Army. Outside of finance, he coaches CrossFit classes at Down Home CrossFit and owns Aces & Weights, LLC, a business handling commission revenue and payroll. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by centralized teams using a disciplined manager selection process.

Angela Ritzert is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2001. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm emphasizes goal-oriented asset allocation strategies and utilizes both traditional and AI-enabled research tools, partnering with Envestnet platforms to provide ongoing reviews and client consultations.

Edwin Shepherd III is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation. He began his advisory career in 2024 and has previously worked at Howard Financial Group and in other roles outside the financial industry. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a platform-focused approach with discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Watson Grapengeter is a financial advisor at Concurrent Investment Advisors, LLC with a Series 66 registration and two years of industry experience. He has previously worked at Keaton & Sams Wealth Management and Raymond James & Associates. He is also involved with Keaton & Sams Wealth Management as a financial advisor through a non-owner support company. Concurrent Investment Advisors, LLC is a multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, using a customizable, primarily long-term investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Christopher Reynolds is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to joining First Command, he served in the US Army for 13 years. Outside of his advisory work, he is the owner of REN Consulting, a corporation established to manage his independent contractor tax status. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Richard Lane is a financial advisor with Valic Financial Advisors in Savannah, GA, holding Series 63 and Series 66 licenses and having 40 years of industry experience. He has been with Valic Financial Advisors since 1999 and also works with Agia. Outside of his advisory role, Lane owns and manages several residential rental properties, engages in home renovation projects for resale, and owns a business that rents classic cars for special events. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet-developed models and maintaining a large nationwide advisory presence.

Daniel Silva is a financial advisor with Valic Financial Advisors in Richmond Hill, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Valic Financial Advisors since 2010 and also has experience with Agia since 2022. Silva serves on the finance committee of St. Anne's Catholic Church and is a board member of the West Point Society of Savannah, a nonprofit supporting veterans through fundraising. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a network of advisors and utilizes unified managed accounts with centralized technology and model solutions.

Jennifer Shuttleworth is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at FinMkt Inc and The Law Office of Christine M. Cruse, P.C. outside of her advisory roles. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using a centralized Investment Management Team to design and manage model portfolios.

James Caparelli is a CFP®-credentialed financial advisor with 32 years of industry experience. He has been with GWN Securities Inc. since 2010 and also operates Caparelli Wealth Management, Inc., which he has run since 1995. In addition to his advisory work, he is involved as an independent insurance agent, providing life, long-term care, and annuity products. GWN Securities Inc. provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning services. The firm employs a combination of affiliated and unaffiliated sub-advisers, using portfolio strategies grounded in asset allocation and Modern Portfolio Theory, while also incorporating market-timing and momentum-based strategies in select legacy programs.

Bradley Witham is a financial advisor with First Command Advisory Services who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has been with First Command and its affiliated entities since 2010 and serves as a Marine Liaison Officer in the United States Marine Corps Reserve, a role involving management and leadership duties. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multi-tiered wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Scottie Custer is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining First Command, Mr. Custer served eight years with the U.S. Army. He is the owner of Custer Last Stand Consulting LLC, a consulting firm based in Richmond Hill, GA. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and manages model portfolios and third-party managers.

Madeline Jacobs is a financial advisor with NewEdge Advisors in Savannah, GA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked at LPL Financial, MML Investors Services LLC, MassMutual Life Insurance Co, and held various positions in the hospitality sector, including at Four Seasons Resorts and Sea Island Company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services and emphasizes centralized due diligence, ongoing monitoring of third-party managers, and the use of technology tools to support advisor and client needs.

Josephine Crake is a financial advisor with Valic Financial Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Valic Financial Advisors since 2002 and is also associated with Agia since 2022. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs through a large network of advisors, utilizing a technology-driven approach including discretionary unified managed accounts and tax-aware overlay services.

Terri Jarrell is a financial advisor with GWN Securities Inc. in Savannah, GA, holding a PFS™ credential and Series 63 and 65 licenses, with 18 years of industry experience. She has worked at GWN Securities since 2017 and previously at Cetera Advisors LLC from 2011 to 2016. Outside of advisory work, she owns and operates Strathy Hall Investments, Inc., providing accounting, tax, and business consulting services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts and access to third-party sub-advisers and model portfolios, employing a range of investment approaches including legacy market-timing and momentum strategies.

Thomas Buchanan is a financial advisor with NewEdge Advisors holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, MML Investors Services, MassMutual Life Insurance, Automatic Data Processing Inc., and Georgia Southern University. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and access to various advisory programs, combining in-house manager selection with third-party models and direct advisor discretion.

Casey Roberts is a CFP® with eight years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Morgan Stanley Private Bank, N.A. He has also spent time affiliated with the University of Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Matthew Calabretta is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and the Global Investment Committee’s analyses.