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.

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.

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.

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.

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 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.