Kaitlyn Murphy is a financial advisor at The Fiduciary Group with a Series 65 credential and one year of industry experience. Her prior work includes roles at Bank of New York Mellon and PNC Bank. The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a research-driven investment process and manages portfolios according to documented investment strategies, serving clients with discretionary and non-discretionary management across a range of account sizes.

Oscar Ham is a CFP® with 34 years of industry experience. He is currently with Sound View Wealth Advisors Group, LLC, where he has worked since 2019. His prior experience includes roles at Bank of America and Merrill Lynch. Sound View Wealth Advisors Group provides comprehensive financial planning and portfolio management services to individuals, families, trusts, and institutional clients. The firm’s investment approach involves detailed client discovery, long-term fundamental analysis, and ongoing portfolio monitoring, with access to affiliated investment programs through its parent company, Focus Financial Partners.

Nina Brackett is a financial advisor at Sound View Wealth Advisors Group, LLC, holding a Series 65 designation with two years of industry experience. She has worked at Sound View Wealth Advisors Group since 2018 and previously spent two years at Merrill. Sound View Wealth Advisors Group offers holistic 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 approach focuses on fundamental analysis and a long-term orientation, combining direct asset management with allocations to external managers and private pooled vehicles.

Hayden Blow is a CFA® charterholder with seven years of experience in the financial industry. He has worked at The Fiduciary Group since 2021 and previously was with Wells Fargo Advisors. Before entering the financial sector, he held various roles including a position at Christopher Newport University’s Luter School of Business. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and employer-sponsored retirement plans. The firm employs a documented investment strategy process and leverages its affiliation with Focus Financial Partners to offer clients access to a wide range of financial solutions.

Jeffrey Iannone is a financial advisor at Ables, Iannone, Moore & Associates, Inc. in Savannah, GA, with 22 years of industry experience. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a limited partner in Cara Iannone Medical, LLC, which invests in private equity offerings. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, corporations, and business entities. The firm focuses on portfolios of individual equities and fixed income, using a combination of proprietary and external research along with fundamental, technical, and cyclical analysis.

Joseph Eberle III is a financial advisor at Union Capital Company with 37 years of industry experience. He holds a Series 63 designation and has worked at Union Capital since 2021, following six years at Calton & Associates, Inc. Eberle has provided quarterly performance reviews for the Shelby County Schools Local Retirement Plan for over thirty years, preparing detailed reports on money managers’ performance. Union Capital Company offers portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm applies Markowitz modern portfolio theory to asset allocation and manages portfolios using a variety of investment vehicles on both discretionary and non-discretionary bases.

Shay Fitzgerald is a financial advisor with The Fiduciary Group in Savannah, GA. He holds a Series 65 designation and joined the firm in 2025. Prior to entering the financial industry, he has experience working in healthcare and education, including positions at Encompass Health Rehabilitation Hospital of Savannah and Georgia Southern University. The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals, families, trusts, estates, and nonprofit organizations. The firm manages portfolios through a structured investment process overseen by an internal committee and offers both discretionary and non-discretionary management strategies tailored to client account size and goals.

Kyle Powers is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Fiduciary Group since 2019. His prior experience includes roles at IFS Securities Inc., Measured Wealth Private Client Group, and H. Beck, Inc. Powers also serves as a Captain in the U.S. Navy Reserve, where he supervises and trains personnel in support of naval operations. 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 structured investment approach with multiple strategy profiles and integrates with the Focus Financial Partners platform to extend client access to additional financial solutions.

Joseph Jandreau is a CFA® charterholder with 22 years of industry experience. He is affiliated with Investmark Advisory Group LLC, where he has worked since 2017, and previously spent over two decades with Commonwealth Financial Network. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings plans and health savings accounts. The firm employs a combination of model strategies and advisor-directed allocations across various investment vehicles and offers both discretionary and non-discretionary portfolio management.

Kenneth Cowan is a financial advisor with Sollinda Capital Management LLC in Savannah, GA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Saxony Securities and Puskas Firearms Innovations, LLC, as well as teaching positions at The University of Georgia, Benedictine Military School, and St. James Catholic School. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement or profit-sharing plans, while also offering sub-advisory services to other registered investment advisers. The firm employs both systematic, rules-based and discretionary strategies, combining quantitative, technical, fundamental, charting, and cyclical analysis tailored to client needs.

Jonathan Boyd is a financial advisor at Tidal Creek Capital Advisors with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Live Oak Management Group and Intervest International Equities Corp. Outside of his advisory role, he is an absentee owner of a Stretch Zone fitness franchise. Tidal Creek Capital Advisors serves individuals, high-net-worth clients, retirement plans, and trusts, offering asset management, financial planning, and ERISA-related advisory services. The firm employs a mix of model and custom strategies and provides advisory services to other investment advisers, with a focus on discretionary account management and the use of derivatives in separately managed accounts.

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.

John Paoloni is a financial advisor at Oakbourne Advisors with 42 years of industry experience. He holds a Series 63 designation and has been with Oakbourne Advisors since 2004. Paoloni also has experience as an independent insurance agent, selling fixed and variable annuities as well as life and term insurance. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios, typically on a discretionary basis, with ongoing monitoring and at least semi-annual reviews.

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 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.

Donald Patrick is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has been with IFG Advisory and affiliated firms since 2003 and also has a longstanding association with LPL Financial since 2013. Outside of advising, Patrick is the author of the book *Keep Your Nest Egg from Cracking* and is a 50% owner of Flight Unlimited, LLC, which owns an aircraft at Peachtree-Dekalb Airport. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies involving sub-advisors, third-party managers, and multiple analytic approaches, offering discretionary and non-discretionary portfolio management alongside financial and retirement plan consulting.

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.

Cassie Boren is a CFP® and Series 65-registered advisor with Root Financial Partners, based in Bluffton, SC. She has experience at Root Financial Partners since 2024 and previously worked at Truist Investment Services. Prior to entering the financial industry, she held roles in various hospitality and service positions. Root Financial Partners serves individuals, retirement plans, trusts, charities, and small businesses by providing discretionary investment management and comprehensive financial planning. The firm uses diversified, passive asset-allocation portfolios with low-cost index funds and ETFs, supplemented by selected third-party sub-advisers and client-authorized options strategies.

Allen Oechsner is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior work includes roles at National Asset Management, Inc. and National Securities Corporation. He is also involved with Hilton Head Asset Management Group, an investment advisory business. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a broad range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, using multiple program structures and proprietary asset allocation models.