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.

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.

Melissa Bouchillon is a CFP® professional with 21 years of industry experience, currently serving at Sound View Wealth Advisors Group, LLC since 2019. Her prior experience includes roles at Bank of America and Merrill Lynch. She serves as a director on the board of the Landings Military Relief Fund and is a committee member for the Savannah Music Festival, both charitable organizations in Savannah, Georgia. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, trusts, and institutional clients. The firm emphasizes a long-term, fundamental investment approach supported by an internal investment committee and offers a range of fiduciary and plan-related services.

Maria Justice is a financial advisor at Ables, Iannone, Moore & Associates, Inc. She holds a Series 65 designation and has one year of industry experience. Prior to joining AIM&A, she worked for six years at Celia Dunn Sotheby's International Realty. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, corporations, and business entities. The firm primarily constructs 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.

Nicholas Mangino is a financial advisor with Connective Wealth Partners, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked with Florida Financial Advisors and Trinity Wealth Securities and has experience in fixed insurance sales in addition to his advisory roles. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach involves fundamental analysis with a long-term orientation, utilizing a range of securities including ETFs, equities, bonds, mutual funds, and alternative investments.

Conlin Muller is a financial advisor at Ables, Iannone, Moore & Associates, Inc. with one year of industry experience and holds a Series 65 designation. His background includes positions in various fields, including River Supply River Services and Druid Hills Golf Club, as well as academic roles at Georgia Southern University and St. Pius X Catholic High School. Ables, Iannone, Moore & Associates, Inc. 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 proprietary research process combined with fundamental, technical, and cyclical analysis, generally holding securities for at least three years while tailoring allocations to client objectives.

Chelsea Landreau is an advisor with Sound View Wealth Advisors Group, LLC, holding a Series 65 credential and currently based in Savannah, GA. She joined Sound View in 2024 and has prior experience at Synovus Bank, Berry College, Creekside School, and Harris County High School. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses a fundamental analysis and long-term investment approach, managing assets directly or through external managers while monitoring performance and suitability continuously.

Marianne Brouillette is a financial advisor with Sollinda Capital Management LLC in Savannah, GA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. Her prior roles include positions at Saxony Securities, Capital Investment Advisory Services, Capital Investment Group, Investors Capital Corp., and Woodbury Financial Services. She is also the owner and president of a tax accounting and consulting business. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans, while offering sub-advisory services to other registered investment advisers. The firm combines systematic, rules-based and discretionary investment strategies and manages a private investment fund for eligible investors.

Kaitlyn Murphy is a financial advisor at The Fiduciary Group with a Series 65 credential and one year of industry experience. Her prior work includes roles at Bank of New York Mellon and PNC Bank. The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a research-driven investment process and manages portfolios according to documented investment strategies, serving clients with discretionary and non-discretionary management across a range of account sizes.

Oscar Ham is a CFP® with 34 years of industry experience. He is currently with Sound View Wealth Advisors Group, LLC, where he has worked since 2019. His prior experience includes roles at Bank of America and Merrill Lynch. Sound View Wealth Advisors Group provides comprehensive financial planning and portfolio management services to individuals, families, trusts, and institutional clients. The firm’s investment approach involves detailed client discovery, long-term fundamental analysis, and ongoing portfolio monitoring, with access to affiliated investment programs through its parent company, Focus Financial Partners.

Nina Brackett is a financial advisor at Sound View Wealth Advisors Group, LLC, holding a Series 65 designation with two years of industry experience. She has worked at Sound View Wealth Advisors Group since 2018 and previously spent two years at Merrill. Sound View Wealth Advisors Group offers holistic financial planning and discretionary and non-discretionary portfolio management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm’s investment approach focuses on fundamental analysis and a long-term orientation, combining direct asset management with allocations to external managers and private pooled vehicles.

Hayden Blow is a CFA® charterholder with seven years of experience in the financial industry. He has worked at The Fiduciary Group since 2021 and previously was with Wells Fargo Advisors. Before entering the financial sector, he held various roles including a position at Christopher Newport University’s Luter School of Business. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and employer-sponsored retirement plans. The firm employs a documented investment strategy process and leverages its affiliation with Focus Financial Partners to offer clients access to a wide range of financial solutions.

Jeffrey Iannone is a financial advisor at Ables, Iannone, Moore & Associates, Inc. in Savannah, GA, with 22 years of industry experience. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a limited partner in Cara Iannone Medical, LLC, which invests in private equity offerings. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, corporations, and business entities. The firm focuses on portfolios of individual equities and fixed income, using a combination of proprietary and external research along with fundamental, technical, and cyclical analysis.

Joseph Eberle III is a financial advisor at Union Capital Company with 37 years of industry experience. He holds a Series 63 designation and has worked at Union Capital since 2021, following six years at Calton & Associates, Inc. Eberle has provided quarterly performance reviews for the Shelby County Schools Local Retirement Plan for over thirty years, preparing detailed reports on money managers’ performance. Union Capital Company offers portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm applies Markowitz modern portfolio theory to asset allocation and manages portfolios using a variety of investment vehicles on both discretionary and non-discretionary bases.

Shay Fitzgerald is a financial advisor with The Fiduciary Group in Savannah, GA. He holds a Series 65 designation and joined the firm in 2025. Prior to entering the financial industry, he has experience working in healthcare and education, including positions at Encompass Health Rehabilitation Hospital of Savannah and Georgia Southern University. The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals, families, trusts, estates, and nonprofit organizations. The firm manages portfolios through a structured investment process overseen by an internal committee and offers both discretionary and non-discretionary management strategies tailored to client account size and goals.

Kyle Powers is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Fiduciary Group since 2019. His prior experience includes roles at IFS Securities Inc., Measured Wealth Private Client Group, and H. Beck, Inc. Powers also serves as a Captain in the U.S. Navy Reserve, where he supervises and trains personnel in support of naval operations. 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 structured investment approach with multiple strategy profiles and integrates with the Focus Financial Partners platform to extend client access to additional financial solutions.

Kenneth Cowan is a financial advisor with Sollinda Capital Management LLC in Savannah, GA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Saxony Securities and Puskas Firearms Innovations, LLC, as well as teaching positions at The University of Georgia, Benedictine Military School, and St. James Catholic School. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement or profit-sharing plans, while 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 tailored to client needs.