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 designations and has worked at firms including Essex Securities, The J. Arnold Wealth Management Co., and Investacorp. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms, focusing on individualized portfolios and a range of investment strategies.

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 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.

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 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.

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.

Michael Thames is a CFP® professional with 15 years of industry experience. He is currently affiliated with Capital Analysts and Lincoln Investment, having previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Outside of his advisory work, he serves as a finance committee member at Gateway Church, participating in quarterly meetings on church finances and projects. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm employs an in-house investment management and research team and works closely with Lincoln Investment, managing approximately $8.8 billion through a network of several hundred advisors.

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.

Mathew Cremeans is a financial advisor with Commonwealth Financial Network in Savannah, GA, holding a Series 66 designation and 12 years of industry experience. His prior experience includes 11 years at Edward Jones. He is also the owner of Lowcountry Wealth Group, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from a wide array of securities and insurance products.

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.