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.

Tim Barbacane is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at The Vanguard Group, Pruco Securities LLC, and Citizens Securities, Inc. He is based in Hilton Head Island, South Carolina. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

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.

Pamela Pena is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. She has previously worked at Fisher Investments, U.S. Bancorp Investments, Cetera Advisor Networks, LPL Financial, and Carson Wealth Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

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.

Rhonda Padgett is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

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.

Cynthia Chaiten is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services beginning in 1999. She focuses on retirement planning services, long term care funding analysis, and investment oversight. Cindy collaborates with her team, including business partner Brian Janus since 2002, to deliver attentive and personalized financial guidance to clients, aligning investment strategies with their unique goals. Cindy holds a B.S. in Biochemistry from the University of Rochester and a Master's degree in Public Policy from Georgetown University. She earned the Certified Investment Management Analyst® (CIMA®) designation in 2005 and the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2010. Her professional designations also include Personal Investment Advisor (PIA). Raised in Scranton, Pennsylvania, Cindy currently lives in Shaker Heights with her husband Louis and their two daughters, Edith and Lillian. She is actively involved in her community, serving on the Board of Trustees for the B'nai Jeshurun Congregation and the Cleveland Hillel Foundation. She has also participated on various boards and committees including the Jewish Federation of Cleveland and the Cuyahoga County Public Library Foundation. In her personal time, Cindy enjoys gardening, reading, traveling, and spending time with her family.