Joseph Kilian is a financial advisor at Dividend Assets Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Dividend Assets Capital in 2025, he worked at Benefit Focus from 2015 to 2024. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, as well as institutional and entity clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through customized model portfolios and serves as sub-adviser to the DAC 3D Dividend Growth ETF.

Brian Ellis is a financial advisor at Rockport Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Investacorp, Inc., The J. Arnold Wealth Management Co., and Essex Securities, LLC. Rockport Wealth Advisors serves individual and high-net-worth clients, providing fee-based financial planning, investment management, and retirement-plan advisory services. The firm operates as a team of eight advisers managing approximately $676 million and offers both traditional portfolio management and consultant-style guidance, including access to alternative investments.

Michael Davidoff is a CFP® and CFA® with six years of industry experience. He is currently with Dividend Assets Capital, LLC and has previously worked at Larson Financial Holdings, Mnd Wealth Management, LifeSci Partners, Bank of Ann Arbor, and Wells Capital Management. Dividend Assets Capital, LLC provides discretionary portfolio management and advisory services to both individual and institutional clients, specializing in dividend-focused investment strategies. The firm is employee-owned and manages a range of portfolio types, including separately managed accounts and sub-advisory arrangements.

Kimberly Beiter is a financial advisor at The Fiduciary Group with 13 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing for five years before joining her current firm in 2021. She is based in Savannah, GA. The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals and families, as well as trusts, estates, nonprofit organizations, and retirement plans. The firm manages approximately $1.97 billion and follows an investment process driven by fundamental research and tailored strategies aligned with documented Investment Policy Statements.

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.

Douglas Albert is a financial advisor with NFSG Corporation, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been associated with Newbridge Securities Corporation for 19 years. In addition to his advisory role, Albert serves as a trustee for a revocable living trust. NFSG Corporation provides investment advisory and financial planning services to a diverse clientele, including individuals, pension plans, trusts, and charitable organizations. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, supported by internal portfolio management and third-party asset managers.

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.

William Casterlin is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has previously worked at Independent Financial Partners and LPL Financial. In addition to his advisory role, he is involved with Sage Insurance Partners, focusing on non-variable insurance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model with numerous independent advisors and offers both discretionary and non-discretionary portfolio management supported by technology platforms and third-party resources.

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 financial advisor at Abacus Wealth Partners in Savannah, GA, holding CFP® and Series 65 credentials with four years of industry experience. She previously worked at American Financial Advisors, LLC, and has experience in hospitality management at the University System of Georgia’s UGA Hotel and Conference Center. Abacus Wealth Partners serves a diverse client base including individuals, high-net-worth clients, families, and institutions, providing financial planning, investment management, and consulting. The firm employs an asset-class investing strategy based on academic research and integrates ESG screening and private pooled vehicles into client portfolios.

Michael Allison is a financial advisor at Blueprint Financial Advisors in Savannah, GA, holding a Series 66 designation with 18 years of industry experience. He has worked at multiple firms including LPL Financial, Mass Mutual, and Wells Fargo Advisors. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a strategic and tactical investment approach that combines diversified portfolios with price-driven trend and momentum 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 financial advisor at Guardian Life with the designations ChFC® and Series 63, and 44 years of experience in the industry. He has been affiliated with Guardian Life and its related entities since 1981 and currently works with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he is involved in selling various insurance products with companies other than Guardian. Park Avenue Securities LLC offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides tailored client solutions including financial planning, consulting, and access to proprietary and third-party investment platforms.

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.

Timothy Griffis is a CFA® charterholder with 12 years of experience in the financial services industry. He is currently an advisor at Truist Advisory Services and has held positions at Truist Investment Services, Truist Bank, Access to Capital for Entrepreneurs, Synovus Bank, Morgan Keegan & Company, LLC, Pfic Advisors, Inc., and Banc of America Investment Services, Inc. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of advisory services through its affiliation with Truist Financial and partnerships such as Envestnet.

Douglas Burnett is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and 23 years of industry experience. His career includes prior roles at Raymond James Financial, Morgan Stanley, and Merrill. In addition to his advisory work, he is licensed as an agent selling non-securities insurance products. Valic Financial Advisors primarily serves 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Leah Yanagiya is a financial advisor with Valic Financial Advisors in Savannah, GA, holding a Series 66 designation and one year of industry experience. She has prior work experience at Agia, where she was appointed as an agent to sell non-securities insurance products, as well as roles at Target, EZDOT, LLC, and Starbucks Coffee Company. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models to construct client portfolios and manages approximately $26.4 billion in discretionary assets.

Joseph Mann is a financial advisor with Independent Financial Partners in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes roles at Concorde Asset Management and Concorde Investment Services, as well as over four decades at Mann Broxson Associates. Outside of advising, he owns a business providing marketing and consulting services primarily to nonprofits. Independent Financial Partners is a nationwide investment advisory firm with a decentralized model supporting over 260 advisors and managing more than $12.5 billion in assets. The firm offers services including financial planning, trust, and retirement-plan advisory, with a notable focus on formal retirement-plan consulting and compliance with Department of Labor rollover guidance.

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.