Jennifer Shuttleworth is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at FinMkt Inc and The Law Office of Christine M. Cruse, P.C. outside of her advisory roles. 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 using a centralized Investment Management Team to design and manage model portfolios.

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.

Christopher Long is a CFP®, ChFC®, and holds a Series 63 license with 21 years of experience in financial advisory services. He is associated with Guardian Life and Park Avenue Securities, where he has worked since 2007. Outside of his advisory role, he operates a student loan consulting business that utilizes a custom Excel-based tool to analyze repayment options based on various personal and professional factors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, while also providing access to insurance products and alternative investments.

James Caparelli is a CFP®-credentialed financial advisor with 32 years of industry experience. He has been with GWN Securities Inc. since 2010 and also operates Caparelli Wealth Management, Inc., which he has run since 1995. In addition to his advisory work, he is involved as an independent insurance agent, providing life, long-term care, and annuity products. GWN Securities Inc. provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning services. The firm employs a combination of affiliated and unaffiliated sub-advisers, using portfolio strategies grounded in asset allocation and Modern Portfolio Theory, while also incorporating market-timing and momentum-based strategies in select legacy programs.

Bradley Witham is a financial advisor with First Command Advisory Services who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has been with First Command and its affiliated entities since 2010 and serves as a Marine Liaison Officer in the United States Marine Corps Reserve, a role involving management and leadership duties. 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 multi-tiered wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Amy Webb is a financial advisor at Creative Planning with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Calibre Investment Management, Lang Capital LLC, and Uvest Financial Services Group. Webb has been with Creative Planning since 2018. 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 uses a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

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.

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.

Scottie Custer is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining First Command, Mr. Custer served eight years with the U.S. Army. He is the owner of Custer Last Stand Consulting LLC, a consulting firm based in Richmond Hill, GA. First Command Advisory Services, Inc. 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, utilizing a centralized Investment Management Team that selects and manages model portfolios and third-party managers.

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.

Casey Roberts is a CFP® with eight years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Morgan Stanley Private Bank, N.A. He has also spent time affiliated with the University of Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

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.

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.

Matthew Calabretta is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and the Global Investment Committee’s analyses.