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.

Jerry Stuber is a financial advisor at Trust Advisory Group Ltd with 47 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Source Capital Group and AGES Financial Services, Ltd. Outside of his advisory role, he manages a rental property in Savannah, GA. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of about 30 advisors. The firm employs a range of investment strategies including proprietary models, manager-of-managers options, and third-party platforms.

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.

Alex Meintel is a financial advisor at Tidal Creek Capital Advisors with 17 years of industry experience. He has held roles at Dividend Assets Capital, Goldman Sachs, Renaissance Macro Securities, and Renaissance Macro Research. Meintel holds Series 63 and Series 65 designations. Tidal Creek Capital Advisors provides asset management, financial planning, and ERISA-related advisory services to individuals, high-net-worth clients, retirement plans, and trusts. The firm uses a combination of model and custom strategies, including ETF model portfolios and named strategies, and serves other investment advisers while implementing discretionary accounts that may include derivatives.

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® with 23 years of experience in the financial services industry. He is currently with SageGuard Financial Group, LLC and has held roles at Alphastar Capital Management LLC, Brookstone Capital Management LLC, and operates Evans Advisory Services, which provides financial services including fixed annuities and life insurance products. Outside of financial advising, he assists a real estate sales executive with residential property transactions. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis and offers a range of model strategies, managing a majority of its assets on a non-discretionary basis.

William Stamper is a financial advisor at Sollinda Capital Management LLC with a Series 66 designation and one year of industry experience. His background includes roles at Saxony Securities and Legacy Financial Partners, as well as bartending at Hawthorn Bar and Lounge. Sollinda Capital Management LLC is a discretionary investment adviser serving individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a variety of systematic and discretionary investment strategies, utilizing ETFs, mutual funds, fixed income, and alternative vehicles, and also provides sub-advisory services and manages a hedge fund portfolio.

Joshua Marcus is a financial advisor at Tidal Creek Capital Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Auburn University and North Carolina State University. Tidal Creek Capital Advisors provides asset management, financial planning, and ERISA-related advisory services to individuals, high-net-worth clients, retirement plans, and trusts. The firm uses a combination of model and custom strategies, including ETF model portfolios and named strategies such as Palmetto, Live Oak, and Ironwood, with discretionary account management and custody through Charles Schwab.

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.

Jacob Dixon is a financial advisor at Tidal Creek Capital Advisors with a Series 65 credential and one year of industry experience. His prior work includes positions at Trinity Wealth Securities, Florida Financial Advisors, and Standard Plastic Card Solutions, along with several roles in education and hospitality before entering the financial sector. Tidal Creek Capital Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and other investment advisers. The firm employs a combination of model and custom investment strategies, including several ETF model portfolios and named strategies, managing accounts on a discretionary basis with custody through Charles Schwab.

Dane Petchul is a financial advisor at Wealth Teams Alliance with 12 years of industry experience. He holds the Series 66 designation and has worked at Wealth Teams Alliance since 2015. Petchul is also involved with Petchul Insurance Services, Inc, which offers health insurance, Medicare, long-term care, and life insurance services. Wealth Teams Alliance provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs technical analysis and integrates planning, consulting, and implementation referrals within its investment approach.

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.

Anthony Manory is a financial advisor with Empire Financial Management Company, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Empire Asset Management Company, LLC since 2015. Outside of his advisory role, he participates in educational activities at Boston University College of General Studies without compensation. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities. The firm employs a client-specific asset allocation approach with a broad range of investment strategies and typically manages accounts through separately managed agreements.

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 at Sollinda Capital Management LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Capital Investment Advisory Services, LLC and Saxony Securities, Inc. In addition to her advisory work, she owns and operates Brouillette & Cowan Inc., a tax accounting and consulting business. Sollinda Capital Management LLC provides ongoing portfolio management and financial planning services to individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a variety of systematic and discretionary investment strategies and offers sub-advisory services as well as multidisciplinary professional roles among its team.

Kristin Winslow is a financial advisor with Tidal Creek Capital Advisors in Bluffton, SC. She holds a Series 65 credential and has one year of industry experience. Her prior roles include positions at Saint Gregory the Great Catholic School and Prospera Financial Group. Tidal Creek Capital Advisors is a registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts, and also provides services to other investment advisers. The firm offers asset management, financial planning, and ERISA-related advisory services, employing a mix of model and custom strategies managed on a discretionary basis.