Christopher Long is a financial advisor with Primerica Advisors, holding CFP® and ChFC® designations and over 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, he developed a student loan consulting process that includes an Excel-based calculator to evaluate repayment options under various scenarios. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management.

James Caparelli is a CFP® with 31 years of experience in financial advising. He has been with GWN Securities Inc. since 2010 and has operated Caparelli Wealth Management, Inc. since 1995. In addition to his advisory work, he is an independent insurance agent specializing in life, long-term care, and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs that include traditional asset allocation as well as legacy market-timing and momentum-based strategies.

Amy Webb is a financial advisor at Creative Planning with 12 years of industry experience. She holds the Series 65 and Series 66 licenses and has worked at Creative Planning since 2018, with prior experience at Calibre Investment Management and Lang Capital LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active and passive strategies and private market exposure.

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, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at BB&T Securities and SunTrust Advisory Services prior to joining Truist. Outside of his advisory work, he owns a timber farm producing pine trees. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and an AI-enabled equity research team.

Jeffrey Troiano is a financial advisor at Mercer Global Advisors Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and Charter Oak Capital Management. Troiano also 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, non-profits, and endowments, offering a range of investment advisory and planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes various investment vehicles alongside specialized programs and tax-management options.

Neal Stevenson is a CFP® with nine years of industry experience, currently serving at Truist Advisory Services in Savannah, GA. His work history includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, Wells Fargo Clearing, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platform and manager arrangements to deliver its AMC Advantage manager-selection program.

James Lowe is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Sage Harosia Calaci is a Series 65-licensed advisor with Ameritas Advisory Services, LLC, bringing three years of industry experience. She has held roles at Ameritas Advisory Services, Sage Financial Planning, and United Professional Advisors since 2023. Outside of investment advising, she is involved in business exit planning and consulting, focusing on evaluating value drivers for businesses and growth strategies. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house and third-party investment strategies.

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 bringing 23 years of industry experience. She has been with Valic Financial Advisors since 2002 and is also currently affiliated with Agia. Valic Financial Advisors serves primarily 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing optional 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. Hetager has a long tenure with Truist and its predecessor entities dating back to 2001. Outside of advisory work, Hetager serves as Treasurer for the Equine Valor Program, a nonprofit providing equestrian therapy for Veterans experiencing PTSD and other mental health challenges. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate platform structure.

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 with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also has a background as a CPA with accounting and tax preparation services since 1981. His other business activities include work as an independent insurance agent and consulting for an accounting firm. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of portfolio management options through various custody platforms, combining proprietary and third-party strategies tailored to client objectives.

James Rini is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2018, following a two-year retirement period. In addition to his advisory role, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment implementation options through multiple custody platforms and proprietary as well as third-party model strategies.

Edwin Reynolds is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. He has 46 years of industry experience and has been with Cambridge since 2016. In addition to his advisory role, he works as an independent insurance agent specializing in life, accident, health, group health, dental, and long-term disability insurance. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

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.