Ruth Hauck is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors and its related entities since 2009, as well as at National Securities Corporation from 2008 to 2022. Hauck is also a notary public in Hilton Head, SC. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of services including advisory programs, financial planning, and retirement solutions.

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.

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.

John White is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently affiliated with Geneos Wealth Management, Inc. and also operates a separate income tax preparation business under John White & Co. John has held roles at Geneos Wealth Management since 2017 and previously worked at SII Investments. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals through traditional and wrap-fee programs, managing over $5.5 billion in client assets as of December 2024.

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.

Susan Pokwatka is a financial advisor with Founders Financial Alliance, LLC, holding CFP® and ChFC® designations and over 30 years of industry experience. She has been with Founders Financial Alliance since 2016 and previously worked at LPL Financial for 20 years. Outside of her advisory role, she is involved in an insurance business through Underwriters Brokerage Services. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and portfolio monitoring, and offers a family-office style program and support services to advisors.

John Morgan is a financial advisor at Verdence Capital Advisors, LLC with 31 years of industry experience. He has been with Verdence since 2017 and previously worked at Hightower Advisors and Hightower Securities from 2014 to 2017. Morgan serves as an arbitrator with FINRA and is a partner in an investment partnership, Hunt Valley Partners, for personal investment purposes. Verdence Capital Advisors serves individual clients, businesses, pension plans, trusts, estates, and independent advisers. The firm provides discretionary portfolio management, financial planning, and specialized services including family office, sports and entertainment advisory, and OCIO/sub-advisory solutions. Its investment approach integrates fundamental, technical, and cyclical analysis across various investment vehicles with ongoing client reporting and oversight.

Richard Bartholow Jr. is a financial advisor with Snowden Capital Advisors LLC in Bluffton, SC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Carret Asset Management, LLC, and Carret and Company, LLC. Outside of advising, he is involved as a committee member at the Stony Brook School, where he reviews investment endowment fund allocations. Snowden Capital Advisors LLC serves primarily high-net-worth individuals and family offices, as well as institutional clients such as pension plans and endowments. The firm offers a range of portfolio management services, employing client-specific, model-based strategies and a diversified mix of investment instruments.

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 in Savannah, GA, holding a Series 66 designation with 18 years of industry experience. He has worked at multiple firms including LPL Financial, Mass Mutual, and Wells Fargo Advisors. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a strategic and tactical investment approach that combines diversified portfolios with price-driven trend and momentum 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.

Eric Gerster is a CFA® charterholder with 11 years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Magnolia Lane Financial Advisors LLC for eight years. Gerster serves on the Investment Committee for the Jesuit Foundation Trust in a non-investment business capacity, providing advisory input on the management of the foundation’s assets. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors by offering comprehensive financial planning and investment management with an emphasis on multi-asset portfolios that include alternative investments alongside traditional equities and fixed income.

Clarissa Iannetti is a financial advisor with Principal Advised Services in Bluffton, SC, holding Series 63 and Series 66 credentials and four years of industry experience. She has worked in various roles within Principal Financial Group since 2022 and has prior experience in staffing, real estate, and management. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, serving participants in employer plans recordkept by Principal Financial Group as well as other retail clients.

Samuel Davis is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and 44 years of experience in the industry. He has been affiliated with Guardian Life and its related entities since 1981 and currently works with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he is involved in selling various insurance products with companies other than Guardian. Park Avenue Securities LLC offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides tailored client solutions including financial planning, consulting, and access to proprietary and third-party investment platforms.

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 previously worked at Raymond James & Associates, Inc., SunTrust Advisory Services, and SunTrust Investment Services. Keaton is also the owner and managing director of Keaton Sams Wealth Management. Concurrent Investment Advisors, LLC is an SEC-registered, 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 customized investment approach featuring ETFs, mutual funds, individual securities, and affiliated sub-advisory arrangements.

Ryan Robles is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Citigroup and Equitable Advisors, LLC, along with earlier experience outside the financial sector at Clemson University and Camden High School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates a Private Advisor model with a consolidated investment platform delivering discretionary, non-discretionary, and model-delivery solutions across various asset classes, and uniquely combines broker-dealer services with placement and investment banking capabilities.

Matthew Woodhouse is a financial advisor with Truist Advisory Services in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Valic Financial Advisors for seven years before joining Truist in 2022. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools, offering tailored asset allocation strategies and manager recommendations primarily through the Envestnet platform.

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 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.