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 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.

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 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.

William Keaton is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James & Associates and SunTrust advisory firms. Keaton also manages an advisory business under the name Keaton Sams Wealth Management. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, businesses, and retirement plans with customized, primarily long-term investment portfolios that utilize ETFs, mutual funds, and a range of other securities.

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.

Brittany Bailey is a financial advisor at Concurrent Investment Advisors, LLC with eight years of industry experience. She holds a Series 66 license and has worked at Raymond James & Associates Inc, BB&T Scott & Stringfellow, and SunTrust Investment Services. Bailey also serves as a Registered Client Associate at Keaton and Sams Wealth Management and performs administrative client servicing duties at Purshe Kaplan Sterling Investments. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, using customized, primarily long-term portfolios that include ETFs, mutual funds, individual securities, bonds, alternative investments, and affiliated sub-advisers.

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.

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.

Robert Campbell is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Commonwealth Financial Network. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance for nine years. Campbell is also co-owner of Savannah Wealth Group and SWG Insurors, LLC, which provide advisory and insurance services in the Savannah, GA area. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm offers operational, trading, technology, compliance, and practice-management support while providing discretionary portfolio management and various program structures to affiliated advisors.

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.

Michael Owens is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for 10 years and is the owner of Sandlapper Wealth Advisory LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.