Andrew Stipp is a financial advisor at First Command Advisory Services with two years of industry experience. He holds the Series 66 designation and previously served 11 years in the US Army. Outside of finance, he coaches CrossFit classes at Down Home CrossFit and owns Aces & Weights, LLC, a business handling commission revenue and payroll. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by centralized teams using a disciplined manager selection process.

Angela Ritzert is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked with SunTrust Advisory Services since 2016, building on her tenure at SunTrust Investment Services dating back to 2001. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm provides a range of services including asset allocation, fiduciary support, and third-party manager selection, utilizing both discretionary and non-discretionary approaches supported by AI-enhanced research tools and integrated inter-affiliate platforms.

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 at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist Advisory Services and related entities since 2016, including time at BB&T Securities and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Hsuan Hsu is a Series 66 licensed advisor with 24 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and Park Avenue Securities dating back to 2001. Outside of his advisory work, he teaches continuing education courses focused on disability and long-term care insurance planning and manages a social media presence related to food and travel. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

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.

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.

Chloe Clark is a financial advisor with Truist Advisory Services holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Truist Investments and Investment Performance Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program.

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.

Kassidy Griner is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 11 years of industry experience, including roles at BB&T Securities and SunTrust Advisory Services. Griner is based in Savannah, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Jennifer Fahey is a financial advisor at Creative Planning with 18 years of industry experience. Her prior roles include positions at The Standard, VALIC Financial Advisors, Prudential Investment Management Services, Nationwide Investment Services Inc, and The Prudential Insurance Company of America. Creative Planning provides wealth management and financial planning services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning–led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selectively incorporates private market investments.

James Heidt III is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He previously worked at Mmlisi and Mass Mutual for over two decades and is currently a co-owner of Savannah Wealth Group, LLC. He holds Series 63 and Series 65 designations. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operations, trading, compliance, and practice-management support to its affiliated advisors.

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.

Christopher Reynolds is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to joining First Command, he served in the US Army for 13 years. Outside of his advisory work, he is the owner of REN Consulting, a corporation established to manage his independent contractor tax status. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Daniel Silva is a financial advisor with Valic Financial Advisors in Richmond Hill, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Valic Financial Advisors since 2010 and also has experience with Agia since 2022. Silva serves on the finance committee of St. Anne's Catholic Church and is a board member of the West Point Society of Savannah, a nonprofit supporting veterans through fundraising. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a network of advisors and utilizes unified managed accounts with centralized technology and model solutions.

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.

Jennifer Shuttleworth is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 65 and Series 63 licenses. Her prior work includes roles at FinMkt Inc and legal experience at The Law Office of Christine M. Cruse, P.C. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs supported by a centralized Investment Management Team that selects and manages portfolios using mutual funds, ETFs, and third-party managers.

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.