Jennifer Fahey is a financial advisor at Creative Planning with 18 years of industry experience. Her prior roles include positions at The Standard, VALIC Financial Advisors, Prudential Investment Management Services, Nationwide Investment Services Inc, and The Prudential Insurance Company of America. Creative Planning provides wealth management and financial planning services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning–led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selectively incorporates private market investments.

James Heidt III is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He previously worked at Mmlisi and Mass Mutual for over two decades and is currently a co-owner of Savannah Wealth Group, LLC. He holds Series 63 and Series 65 designations. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operations, trading, compliance, and practice-management support to its affiliated advisors.

Charles Edger is a financial advisor with Empower Advisory Group in Savannah, GA, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior work includes roles at Gwfs Equities, Inc., the walnut room, and Valic Financial Advisor. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Peter Cunningham is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Calmwater Advisors, Hampton Asset Advisors, and Triloma Securities. He is also the owner of Sharp Feather Consulting, LLC, a private entity focused on his insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Richard Lane is a financial advisor with Valic Financial Advisors in Savannah, GA, holding Series 63 and Series 66 licenses and having 40 years of industry experience. He has been with Valic Financial Advisors since 1999 and also works with Agia. Outside of his advisory role, Lane owns and manages several residential rental properties, engages in home renovation projects for resale, and owns a business that rents classic cars for special events. Valic Financial Advisors primarily serves 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed models and maintaining a large nationwide advisory presence.

John Florence Jr. is a financial advisor with Integrated Wealth Concepts LLC in Savannah, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that include mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

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 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.

Robert Mcwilliams Jr. is a financial advisor with Commonwealth Financial Network based in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior experience includes ten years at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. He is also the owner of Savannah Wealth Group and co-owner of SWG Insurors, LLC, both entities involved in securities, advisory, and insurance services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs and services along with back-office support including operations, trading, technology, compliance, and practice management. Advisors on the platform have discretion to construct client portfolios using a broad range of securities and insurance products, supported by the firm’s Investment Management and Research team.

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.

Michael Fogarty is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Savannah Wealth Group, having previously worked for MassMutual Life Insurance Company and MML Investors Services, Inc. since 1995. He is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers multiple investment program structures and discretionary model portfolios, supporting advisors with trading, compliance, and practice management services.

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.

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.

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.

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 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.