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John W
Series 63, Series 65
Hilton Head Island, SC
Strathmore Capital Advisors
John Wigington is a financial advisor at Strathmore Capital Advisors with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves on the board of directors for the Bakala Foundation USA, where he participates in reviewing charitable grants. Strathmore Capital Advisors provides discretionary portfolio management and goals-based financial planning for individuals, trusts, endowments, and retirement plans. The firm employs an asset-allocation strategy using mutual funds and ETFs with a long-term focus, integrating technology for client service and offering unique services such as a securities-backed lending program and combined tax preparation and estate-planning support.
Conlin M
Series 65
Savannah, GA
Ables, Iannone, Moore & Associates, Inc.
Conlin Muller is a financial advisor at Ables, Iannone, Moore & Associates, Inc. with one year of industry experience and holds a Series 65 designation. His background includes positions in various fields, including River Supply River Services and Druid Hills Golf Club, as well as academic roles at Georgia Southern University and St. Pius X Catholic High School. Ables, Iannone, Moore & Associates, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, and business entities, focusing on portfolios of individual stocks and bonds. The firm employs a proprietary research process combined with fundamental, technical, and cyclical analysis, generally holding securities for at least three years while tailoring allocations to client objectives.
Anthony M
Series 63, Series 66
Bluffton, SC
Empire Financial Management Company, LLC
Anthony Manory is a financial advisor with Empire Financial Management Company, LLC in Bluffton, SC, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley & Co. LLC. Outside of his advisory work, he volunteers time at Boston University College of General Studies in an educational capacity without compensation. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with reviews at least quarterly and options for external managers or mutual funds.
Chelsea L
Series 65
Savannah, GA
Sound View Wealth Advisors Group, LLC
Chelsea Landreau is an advisor with Sound View Wealth Advisors Group, LLC, holding a Series 65 credential and currently based in Savannah, GA. She joined Sound View in 2024 and has prior experience at Synovus Bank, Berry College, Creekside School, and Harris County High School. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses a fundamental analysis and long-term investment approach, managing assets directly or through external managers while monitoring performance and suitability continuously.
Marianne B
Series 63, Series 65
Savannah, GA
Sollinda Capital Management LLC
Marianne Brouillette is a financial advisor with Sollinda Capital Management LLC in Savannah, GA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. Her prior roles include positions at Saxony Securities, Capital Investment Advisory Services, Capital Investment Group, Investors Capital Corp., and Woodbury Financial Services. She is also the owner and president of a tax accounting and consulting business. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans, while offering sub-advisory services to other registered investment advisers. The firm combines systematic, rules-based and discretionary investment strategies and manages a private investment fund for eligible investors.
Michelle M
CFP®, Series 65
Bluffton, SC
Oak Advisors, LLC
Michelle Myhre is a CFP® professional with 22 years of experience in the financial industry. She has been with Oak Advisors, LLC since 2005. Oak Advisors serves individuals, high net worth individuals, trusts, estates, and business entities by providing discretionary portfolio management and stand-alone financial planning and consulting on a fee-only basis. The firm employs diversified portfolios and uses both fundamental and technical analysis, offering a range of strategies tailored to client objectives.
Kristin W
Series 65
Bluffton, SC
Tidal Creek Capital Advisors
Kristin Winslow is a financial advisor with Tidal Creek Capital Advisors in Bluffton, SC. She holds a Series 65 credential and has one year of industry experience. Her prior roles include positions at Saint Gregory the Great Catholic School and Prospera Financial Group. Tidal Creek Capital Advisors is a registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts, and also provides services to other investment advisers. The firm offers asset management, financial planning, and ERISA-related advisory services, employing a mix of model and custom strategies managed on a discretionary basis.
Kaitlyn M
Series 65
Savannah, GA
The Fiduciary Group
Kaitlyn Murphy is a financial advisor at The Fiduciary Group with a Series 65 credential and one year of industry experience. Her prior work includes roles at Bank of New York Mellon and PNC Bank. The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a research-driven investment process and manages portfolios according to documented investment strategies, serving clients with discretionary and non-discretionary management across a range of account sizes.
Oscar H
CFP®, Series 63, Series 65
Savannah, GA
Sound View Wealth Advisors Group, LLC
Oscar Ham is a CFP® with 34 years of industry experience. He is currently with Sound View Wealth Advisors Group, LLC, where he has worked since 2019. His prior experience includes roles at Bank of America and Merrill Lynch. Sound View Wealth Advisors Group provides comprehensive financial planning and portfolio management services to individuals, families, trusts, and institutional clients. The firm’s investment approach involves detailed client discovery, long-term fundamental analysis, and ongoing portfolio monitoring, with access to affiliated investment programs through its parent company, Focus Financial Partners.
Nina B
Series 65
Savannah, GA
Sound View Wealth Advisors Group, LLC
Nina Brackett is a financial advisor at Sound View Wealth Advisors Group, LLC, holding a Series 65 designation with two years of industry experience. She has worked at Sound View Wealth Advisors Group since 2018 and previously spent two years at Merrill. Sound View Wealth Advisors Group offers holistic financial planning and discretionary and non-discretionary portfolio management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm’s investment approach focuses on fundamental analysis and a long-term orientation, combining direct asset management with allocations to external managers and private pooled vehicles.
Hayden B
CFA®, Series 66
Savannah, GA
The Fiduciary Group
Hayden Blow is a CFA® charterholder with seven years of experience in the financial industry. He has worked at The Fiduciary Group since 2021 and previously was with Wells Fargo Advisors. Before entering the financial sector, he held various roles including a position at Christopher Newport University’s Luter School of Business. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and employer-sponsored retirement plans. The firm employs a documented investment strategy process and leverages its affiliation with Focus Financial Partners to offer clients access to a wide range of financial solutions.
Jeffrey I
Series 63, Series 65
Savannah, GA
Ables, Iannone, Moore & Associates, Inc.
Jeffrey Iannone is a financial advisor at Ables, Iannone, Moore & Associates, Inc. in Savannah, GA, with 22 years of industry experience. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a limited partner in Cara Iannone Medical, LLC, which invests in private equity offerings. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, corporations, and business entities. The firm focuses on portfolios of individual equities and fixed income, using a combination of proprietary and external research along with fundamental, technical, and cyclical analysis.
Evan K
CFP®, Series 65
Hilton Head, SC
Endowment Wealth Management, Inc.
Evan Kubiak is a CFP® and Series 65-licensed advisor with three years of industry experience, currently serving as a wealth analyst at Endowment Wealth Management, Inc. He has worked at Endowment Wealth Management since 2021 and briefly with Northwestern Mutual in 2021. His prior work includes roles outside the financial services industry, such as positions with Meridian Hills Country Club and Butler University. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm employs an Endowment Investment Philosophy, grouping assets into growth, income, and risk-managed buckets, and incorporates a range of investment vehicles including ETFs, separate accounts, model portfolios, and private placements.
Matthew C
Series 65, Series 66
Hilton Head Island, SC
Sykon Capital LLC
Matthew Chung is an advisor at Sykon Capital LLC with Series 65 and Series 66 credentials and three years of industry experience. His prior roles include positions at Citi, Priority Payment Systems, E*TRADE, Bank of America, Merrill, and Morgan Stanley. Sykon Capital serves individual and institutional clients, providing investment management, financial planning, retirement plan services, and consulting. The firm employs a blend of quantitative and fundamental techniques in its investment approach and manages approximately $350 million in regulatory assets under management.
Shay F
Series 65
Savannah, GA
The Fiduciary Group
Shay Fitzgerald is a financial advisor with The Fiduciary Group in Savannah, GA. He holds a Series 65 designation and joined the firm in 2025. Prior to entering the financial industry, he has experience working in healthcare and education, including positions at Encompass Health Rehabilitation Hospital of Savannah and Georgia Southern University. The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals, families, trusts, estates, and nonprofit organizations. The firm manages portfolios through a structured investment process overseen by an internal committee and offers both discretionary and non-discretionary management strategies tailored to client account size and goals.
Kyle P
CFP®, Series 63, Series 65
Savannah, GA
The Fiduciary Group
Kyle Powers is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Fiduciary Group since 2019. His prior experience includes roles at IFS Securities Inc., Measured Wealth Private Client Group, and H. Beck, Inc. Powers also serves as a Captain in the U.S. Navy Reserve, where he supervises and trains personnel in support of naval operations. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a structured investment approach with multiple strategy profiles and integrates with the Focus Financial Partners platform to extend client access to additional financial solutions.
Joseph J
CFA®, Series 63
Bluffton, SC
Investmark Advisory Group LLC
Joseph Jandreau is a CFA® charterholder with 22 years of industry experience. He is affiliated with Investmark Advisory Group LLC, where he has worked since 2017, and previously spent over two decades with Commonwealth Financial Network. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings plans and health savings accounts. The firm employs a combination of model strategies and advisor-directed allocations across various investment vehicles and offers both discretionary and non-discretionary portfolio management.
Ronald L
Series 63, Series 65
Hilton Head, SC
Van Hulzen Financial Advisors
Ronald Latin is a financial advisor with Van Hulzen Financial Advisors in Hilton Head, SC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes significant tenures at Liberty Wealth Management, LLC, Liberty Capital Management, Inc., and Royal Alliance Associates, INC. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers wealth management, financial planning, and both discretionary and non-discretionary asset management, utilizing strategies such as covered-call, fixed income, US and global equity, ETFs, and alternatives.
Sarah H
CFP®, Series 65
Bluffton, SC
Oak Advisors, LLC
Sarah Huie is a CFP® with five years of industry experience, currently serving as an advisor at Oak Advisors, LLC. She has been with Oak Advisors since 2020. Oak Advisors serves individuals, high net worth individuals, trusts, estates, and business entities by providing discretionary portfolio management and financial planning on a fee-only basis. The firm employs diversified portfolios and uses both fundamental and technical analysis, incorporating various strategies under client direction while maintaining ongoing monitoring and account reviews.
Kenneth C
Series 63, Series 65
Savanah, GA
Sollinda Capital Management LLC
Kenneth Cowan is a financial advisor with Sollinda Capital Management LLC in Savannah, GA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Saxony Securities and Puskas Firearms Innovations, LLC, as well as teaching positions at The University of Georgia, Benedictine Military School, and St. James Catholic School. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement or profit-sharing plans, while also offering sub-advisory services to other registered investment advisers. The firm employs both systematic, rules-based and discretionary strategies, combining quantitative, technical, fundamental, charting, and cyclical analysis tailored to client needs.
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