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.

Angela Ritzert is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2001. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm emphasizes goal-oriented asset allocation strategies and utilizes both traditional and AI-enabled research tools, partnering with Envestnet platforms to provide ongoing reviews and client consultations.

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.

Michael Hoffman is a financial advisor with Truist Advisory Services in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes positions at Wells Fargo Clearing, SunTrust Advisory Services, BB&T Securities, and Truist Investment Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing client reviews and reporting, supported by extensive affiliated financial relationships.

Hsuan Hsu is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and 24 years of industry experience. He has worked extensively with both firms since 2001 and 2002, respectively. Outside of his advisory role, Hsu teaches continuing education courses on disability and long-term care insurance and engages as a social media influencer focused on food and travel. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions tailored to client needs.

Melanie Jaye is a financial advisor with Eagle Strategies (NY Life) based in Savannah, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Her background includes roles at Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Company, and McAdam Financial. Outside of advisory work, she is engaged in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm emphasizes tailored recommendations across various program types and manages the majority of assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Watson Grapengeter is a financial advisor at Concurrent Investment Advisors, LLC with a Series 66 registration and two years of industry experience. He has previously worked at Keaton & Sams Wealth Management and Raymond James & Associates. He is also involved with Keaton & Sams Wealth Management as a financial advisor through a non-owner support company. Concurrent Investment Advisors, LLC is a multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, using a customizable, primarily long-term investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Chloe Clark is a financial advisor with Truist Advisory Services in Savannah, GA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Truist Investments, Investment Performance Services, BB&T, and Renasant Bank. Before entering the financial industry, she also worked in menswear retail at R.J. Pope Menswear. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and leverages affiliated financial relationships to deliver ongoing portfolio monitoring and client consultations.

Grant Wilson is a Series 65 credentialed financial advisor with Mercer Global Advisors Inc. in Savannah, GA. He has multiple years of experience in the industry, including roles at Kays Financial Advisory Corporation and Turnstone Group LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms.

Wendy Wallace is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. She holds a Series 65 credential and has worked at AE Wealth Management since 2016 and at Lighthouse Financial Group since 2005, where she is also the sole proprietor involved in insurance sales and services. Additionally, she facilitates access to estate planning document services and is a member of The Society for Financial Awareness, a non-profit organization. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary strategies supported by fundamental, technical, and cyclical analysis.

Kassidy Griner is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. She has been with Truist Advisory Services and related entities since 2021, and previously worked at BB&T Securities and SunTrust Advisory Services. Griner is based in Savannah, GA. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support client strategies and offers ongoing reviews and reporting.

Jennifer Fahey is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at The Standard, VALIC Financial Advisors, Nationwide Investment Services Inc, and Prudential-related firms. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside access to private market investments and institutional services.

Charles Edger is a financial advisor with Empower Advisory Group in Savannah, GA, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior work includes roles at Gwfs Equities, Inc., the walnut room, and Valic Financial Advisor. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Richard Lane is a financial advisor with Valic Financial Advisors in Savannah, GA, holding Series 63 and Series 66 licenses and having 40 years of industry experience. He has been with Valic Financial Advisors since 1999 and also works with Agia. Outside of his advisory role, Lane owns and manages several residential rental properties, engages in home renovation projects for resale, and owns a business that rents classic cars for special events. 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-developed models and maintaining a large nationwide advisory presence.

John Florence Jr. is a financial advisor with Integrated Wealth Concepts LLC in Savannah, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that include mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

William Yost is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at LPL Financial Corporation and IFP Securities, LLC. He serves on the board of Wesley Monumental United Methodist Church, participating in the oversight of the church’s endowments. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with a focus on retirement-plan consulting and fiduciary services, managing over $12.5 billion in assets for a wide range of individual and institutional clients.

Christopher Long is a CFP®, ChFC®, and holds a Series 63 license with 21 years of experience in financial advisory services. He is associated with Guardian Life and Park Avenue Securities, where he has worked since 2007. Outside of his advisory role, he operates a student loan consulting business that utilizes a custom Excel-based tool to analyze repayment options based on various personal and professional factors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, while also providing access to insurance products and alternative investments.