Joshua Hegland is a CFP® with six years of industry experience. He is currently with Sound View Wealth Advisors Group, LLC and previously worked at Cahaba Wealth Management, Inc. and LCG Associates. Sound View Wealth Advisors Group provides 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 process emphasizes fundamental analysis and a long-term orientation, utilizing model portfolios and external managers to serve its clients.

Mark Silvers is a CFP® professional with four years of industry experience, currently serving at Sound View Wealth Advisors Group, LLC since 2022. Prior to this, he worked with 5th Avenue Solutions for two years and was self-employed for twelve years. 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 employs a long-term, fundamental analysis approach, utilizing an investment committee to oversee model portfolios, mutual funds, ETFs, and external managers.

Kimberly Beiter is a financial advisor with The Fiduciary Group, holding a Series 63 designation and 13 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. She has been with The Fiduciary Group since 2021. 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 fundamental security analysis and offers multiple strategy profiles, integrating into the Focus Financial Partners platform to extend client access to additional financial solutions.

William Keaton is a financial advisor at Concurrent Investment Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Raymond James & Associates, Inc. and SunTrust Advisory Services. Keaton also operates Keaton Sams Wealth Management as an owner and managing director. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, employing a long-term investment approach with opportunistic rebalancing.

Tyrin Mcrae is a financial advisor at Principal Advised Services with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Principal, he worked at Fidelity Investments and has held various roles including retirement consulting and advising within the Principal Financial Group family. Outside of his advisory role, Mcrae also drives for Uber. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates proprietary models with third-party tools and benefits from affiliation with Principal Financial Group entities, which supports access to a range of proprietary products and services.

Brittany Bailey is a financial advisor at Concurrent Investment Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates, BB&T Scott & Stringfellow, and SunTrust Investment Services. Bailey is also involved with Keaton and Sams Wealth Management and Purshe Kaplan Sterling Investments in supporting client servicing and administrative capacities. Concurrent Investment Advisors, LLC is an SEC-registered firm offering wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a primarily long-term, portfolio-driven investment approach that uses ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

Douglas Albert is a financial advisor at NFSG Corporation with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Newbridge Securities Corporation since 2007. Albert is also a licensed insurance agent specializing in life and variable life/annuities and serves as a trustee for a family trust. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using a blend of fundamental, technical, and cyclical analysis, employing both long- and short-term strategies while offering discretionary and non-discretionary services.

Carlos Hernandez is a financial advisor at Lifemark Securities Corp. with 22 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Lifemark in 2018, he worked at THE O.N. Equity Sales Company and has been an independent insurance agent since 2001. In addition to his advisory role, he maintains his independent insurance practice. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and employs a suitability-driven approach tailored through risk assessments, with accounts managed on both discretionary and non-discretionary bases.

Watson Grapengeter is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates and Keaton & Sams Wealth Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in assets through customized portfolios and a long-term investment approach.

Clifford Draughn is a financial advisor at Waverly Advisors, LLC in Savannah, GA, holding Series 63 and Series 65 designations with 23 years of industry experience. He previously worked at BT Wealth Management, LLC for seven years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, serving a broad client base including both non-high-net-worth and high-net-worth individuals.

Anthony Martin is a CFP® with 25 years of industry experience, currently affiliated with M3 Advisors, LLC in Savannah, GA. He has been associated with ValMark Advisers, Inc. and Valmark Securities, Inc. since 2008. M3 Advisors, LLC provides financial planning and consulting services to individuals, corporations, trusts, estates, and charitable foundations. The firm offers planning engagements on a flat-fee or hourly basis and facilitates access to discretionary asset management and brokerage products through affiliated third-party advisers.

Tiesha Cullins is a Certified Financial Planner® with four years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2021. Her prior experience includes roles at American Financial Advisors, LLC and the University System of Georgia's UGA Hotel and Conference Center. Abacus Wealth Partners serves individuals, families, pension plans, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm employs an asset-class, passive-oriented investment framework, incorporates ESG screening upon request, and sponsors the Align Impact private fund for qualified accredited clients.

Michael Allison is a financial advisor at Blueprint Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including LPL Financial, NewEdge Advisors, Mass Mutual, and Wells Fargo Advisors. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, using a strategic-and-tactical investment approach that incorporates global diversification and price-driven trend-following rules.

Todd Martin is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and Series 63 license and has 21 years of industry experience. He has been with ValMark Advisers since 2014 and also operates Martin Financial Group, LLC. Outside of investment advisory, he is involved in commercial insurance as a property and casualty agent. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, along with specialized services such as annuity solutions and ETF-focused portfolios.

Samuel Davis is a ChFC® credentialed financial advisor with 43 years of industry experience. He has been with Primerica Advisors since 1999 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he sells various insurance products including life, disability, long-term care, and health insurance. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary account management.

Matthew Woodhouse is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2015 before joining Truist Advisory Services and Truist Investment Services in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate integration.

Timothy Griffis is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior work includes roles at Access to Capital for Entrepreneurs and Synovus Bank. He holds Series 66 and Series 63 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Douglas Burnett is a financial advisor with Valic Financial Advisors in Savannah, GA, holding a Series 66 designation and 22 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent with Agia, focusing on non-securities insurance products. 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 UMA models for portfolio construction.

Sam Lyons is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses and five years of industry experience. His prior work history includes roles at GWFS Equities, Inc., First Command Advisory Services, and The St James. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as for Empower Premier IRA and retail brokerage clients. The firm uses an integrated service model connected to Empower’s administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Bryan Smith is a financial advisor with Commonwealth Financial Network in Savannah, GA, holding a Series 66 designation and three years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Co., and before entering the financial sector, he spent several years in education. Outside of his advisory role, Bryan coaches basketball at Calvary Day School. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs and services along with operational, trading, technology, and compliance support. The firm offers advisors discretion in portfolio construction and manages model portfolios through its Investment Management and Research team.