Jeff Mitchell is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. His work history includes roles at Monolith Financial Group, Inc., Advisors Plus, LLC, Crossroads Capital Management, Inc., Jcg Investments, LLC, and Afea. Outside of investment advisory, he serves as a coach in an educational capacity with Afea. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Robert Pace Jr. is a financial advisor with Truist Advisory Services in Savannah, GA, holding Series 63 and Series 66 credentials and 21 years of industry experience. His previous roles include positions at Merrill, BB&T Securities, and SunTrust Advisory Services. Outside of his advisory work, he owns a timber farm that produces pine trees. 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 and leverages affiliated financial relationships to deliver comprehensive advisory solutions.

Jeffrey Troiano is a financial advisor with Mercer Global Advisors Inc. He holds the Series 63 and Series 65 designations and has 34 years of industry experience. Prior to joining Mercer in 2026, he worked at Purshe Kaplan Sterling Investments for 17 years and at Charter Oak Capital Management, formerly Troiano & Associates, for 24 years. He serves as president of South Church Housing, a nonprofit focused on low-income housing. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles.

Neal Stevenson is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His career includes roles at Merrill, Wells Fargo Clearing, BB&T Securities, and multiple positions within Truist firms since 2019. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of client questionnaires, asset allocation strategies, and third-party manager recommendations through the Envestnet platform, supported by traditional research and AI-enabled tools.

James Lowe is a financial advisor at Oppenheimer with 44 years of industry experience. He has held his current position since 2002 at Fahnestock & Co. Inc., a division of Oppenheimer. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary approaches.

Sage Harosia Calaci is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. Prior to her advisory roles, she worked five years at Wegmans Food Markets and one year at GLK Foods. She is also a partner at Sage Financial Planning, focusing on business exit planning and consulting. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.

Madeline Jacobs is a financial advisor with NewEdge Advisors in Savannah, GA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked at LPL Financial, MML Investors Services LLC, MassMutual Life Insurance Co, and held various positions in the hospitality sector, including at Four Seasons Resorts and Sea Island Company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services and emphasizes centralized due diligence, ongoing monitoring of third-party managers, and the use of technology tools to support advisor and client needs.

Josephine Crake is a financial advisor with Valic Financial Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Valic Financial Advisors since 2002 and is also associated with Agia since 2022. Valic Financial Advisors serves primarily 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 wrap programs through a large network of advisors, utilizing a technology-driven approach including discretionary unified managed accounts and tax-aware overlay services.

Terri Jarrell is a financial advisor with GWN Securities Inc. in Savannah, GA, holding a PFS™ credential and Series 63 and 65 licenses, with 18 years of industry experience. She has worked at GWN Securities since 2017 and previously at Cetera Advisors LLC from 2011 to 2016. Outside of advisory work, she owns and operates Strathy Hall Investments, Inc., providing accounting, tax, and business consulting services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts and access to third-party sub-advisers and model portfolios, employing a range of investment approaches including legacy market-timing and momentum strategies.

Melissa Gordon is a financial advisor with Principal Financial Services in Savannah, GA, holding the ChFC® designation and a Series 63 license. She has 13 years of industry experience, including roles at Principal Life Insurance Company, NY Life, and State Farm. Gordon serves as a board member for the Frank Callen Boys & Girls Club, where she participates in fundraising and volunteer activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Leslie Hetager is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked with BB&T and its affiliated entities since 2001 and joined Truist Advisory Services in 2019. Leslie serves as Treasurer for the Equine Valor Program, a nonprofit that provides equestrian therapy to veterans with PTSD and other mental health challenges. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI-enabled tools and partners with Envestnet to provide asset allocation, manager selection, and ongoing monitoring services.

Thomas Buchanan is a financial advisor with NewEdge Advisors holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, MML Investors Services, MassMutual Life Insurance, Automatic Data Processing Inc., and Georgia Southern University. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and access to various advisory programs, combining in-house manager selection with third-party models and direct advisor discretion.

Frank Hayn Jr. is a financial advisor with Merrill in Okatie, South Carolina, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Merrill since 1981 and has also worked at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harry Haase is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2005. Haase also operates an accounting and tax preparation service and serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals and multiple platform options.

James Rini is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 29 years of industry experience, including prior roles at Ameriprise from 1999 to 2016. In addition to his advisory work, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Edwin Reynolds is a financial advisor at Cambridge Investment Research Advisors with 46 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at MSI Financial Services and New England Securities. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, health, group health, dental, and long-term disability products. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm manages a multi‑billion dollar asset base and provides access to proprietary model strategies as well as unaffiliated third-party advisors.

Reginald Riggins Jr. is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Mass Mutual and its affiliate MML Investors Services since 2001. Outside of his advisory role, he is also an insurance agent specializing in individual and group life, disability, and long-term care insurance. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved software to deliver collaborative, goal-oriented advice without investment discretion.

Christopher Auclair is a financial advisor with Edward Jones in Savannah, GA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and also serves in the US Army, a role he has held since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and proprietary investment products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Christopher Lane is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Stifel since 2015. He is a member of the University of Georgia Family and Consumer Sciences Alumni Advisory Board and has authored a children's picture book inspired by his son. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

G. Harden III is a CFA® charterholder with 42 years of industry experience, currently serving as a financial advisor at Stifel in Savannah, GA since 2015. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning, supporting client decision-making with forward-looking capital market assumptions and probabilistic modeling.