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.

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.

Madeline Jacobs is a financial advisor at NewEdge Advisors with two years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, MML Investors Services, and MassMutual Life Insurance Co. Prior to her career in finance, Jacobs held various roles in the hospitality industry with Four Seasons Resorts and Sea Island Company. NewEdge Advisors serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

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 at NewEdge Advisors with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, MML Investors Services LLC, and MassMutual Life Insurance Co. Before his financial services career, he was employed at Automatic Data Processing Inc and Georgia Southern University. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

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 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.

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. Based in Savannah, GA, her career has been focused within the firm over the past 17 years. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm employs a structured planning process and offers access to a wide array of investment programs and solutions.

Christopher Auclair is a financial advisor with Edward Jones in Savannah, GA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and also serves in the US Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated capabilities through a nationwide network of more than 23,000 advisors.

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. She has been in the financial services industry since 1999, specializing in retirement planning services, long-term care funding analysis, and investment oversight. Cynthia joined Merrill in 2008 and works closely with her business partner, Brian Janus. Her approach involves providing attentive service and helping clients achieve their financial goals through personalized strategies. Cynthia holds the Certified Investment Management Analyst® (CIMA®) designation earned in 2005, and the Chartered Retirement Planning Counselor™ (CRPC™) designation obtained in 2010. She earned a Bachelor of Science degree in Biochemistry from the University of Rochester and a Master’s degree in Public Policy from Georgetown University. Her areas of focus include college education planning, family wealth management strategies, philanthropic planning, and socially responsible investing. Active in her community, Cynthia serves on the Board of Directors for the Cuyahoga County Public Library Foundation and is a member of the development committee for the Jewish Federation of Cleveland. She also holds leadership roles with the B’nai Jeshurun Congregation and the Cleveland Hillel Foundation. Cynthia lives in Shaker Heights with her husband Louis and their two children, Edith and Lillian.

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.