Scott Dooley is a CFA® charterholder with 20 years of industry experience. He is currently with Sowell Management and US Asset Management, LLC, having previously worked at Rayliant Investment Research, Columbus Macro, Rayliant Global Advisors, and Fusion Investment Group. He also serves as Managing Director of Fusion Management Group, LLC. Sowell Management is a multi-team registered investment adviser serving individuals—including high-net-worth clients—retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment adviser representatives, employing multiple management styles and sub-advisory relationships.

Natalia Donaldson is a financial advisor at Capital Analysts with nine years of industry experience. She holds a Series 66 designation and previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Donaldson serves as a board member and secretary of Osprey Village, Inc., an organization focused on developing a residential community for adults with developmental disabilities. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, retirement plans, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary fund screening methodologies.

John Campbell is a financial advisor at G. A. Repple & Company with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at G. A. Repple & Company since 2015. Additionally, he operates Campbell Management Group, which advises athletes and small businesses. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm offers a range of portfolio management options and employs analytical approaches including fundamental, technical, quantitative, and qualitative analysis to align portfolios with clients’ goals and risk tolerances.

Ryan Robles is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Citigroup and Equitable Advisors, LLC, along with earlier experience outside the financial sector at Clemson University and Camden High School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates a Private Advisor model with a consolidated investment platform delivering discretionary, non-discretionary, and model-delivery solutions across various asset classes, and uniquely combines broker-dealer services with placement and investment banking capabilities.

John Nicholas is a financial advisor at Oppenheimer with 26 years of industry experience. He has been with Oppenheimer since 2011 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as a board member for a homeowners association in Cobb County, Georgia. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment strategies across equity, balanced, and fixed income portfolios, with both discretionary and non-discretionary management approaches.

Timothy Griffis is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior work includes roles at Access to Capital for Entrepreneurs and Synovus Bank. He holds Series 66 and Series 63 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Douglas Burnett is a financial advisor with Valic Financial Advisors in Savannah, GA, holding a Series 66 designation and 22 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent with Agia, focusing on non-securities insurance products. 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 UMA models for portfolio construction.

Sam Lyons is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses and five years of industry experience. His prior work history includes roles at GWFS Equities, Inc., First Command Advisory Services, and The St James. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as for Empower Premier IRA and retail brokerage clients. The firm uses an integrated service model connected to Empower’s administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Shane Russell is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Advisors from 2011 to 2018 and LPL Financial, LLC since 2018. Russell operates under the DBA CrossRoads Financial Group LLC within Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management, utilizing a variety of strategies and technology platforms to support client services.

Richard Osmond Jr. is a financial advisor at AE Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, Santander Securities, and J.P. Morgan Securities. Osmond is also involved with Family Focus Financial Group, where he provides insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and charitable organizations. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

Thomas Risher Jr. is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Rockefeller Financial in 2022, he worked at Wells Fargo Advisors LLC for 12 years. Outside of his advisory role, he serves as a passive advisory board member of the South Carolina Yacht Club. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Leah Yanagiya is a financial advisor with Valic Financial Advisors in Savannah, GA, holding a Series 66 designation and one year of industry experience. She has prior work experience at Agia, where she was appointed as an agent to sell non-securities insurance products, as well as roles at Target, EZDOT, LLC, and Starbucks Coffee Company. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models to construct client portfolios and manages approximately $26.4 billion in discretionary assets.

Joseph Mann is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Concorde Asset Management and Mann Broxson Associates. Outside of advising, he owns a business providing marketing and business consulting services primarily to nonprofits. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Adam Tracy is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Family Focus Financial Group, Bank of America, and Merrill. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients, utilizing discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies. The firm manages approximately $49.8 billion for over 127,000 clients and supports both individual and institutional investors through a platform-focused approach.

Michael Hoffman is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist Advisory Services and related entities since 2016, including time at BB&T Securities and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Christopher Luechtefeld is a CFP® with 25 years of industry experience and is currently affiliated with Rockefeller Financial LLC. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. He serves on the finance and investment committees for Henry Mayo Newhall Hospital and coaches a sporting clays team at Cross Schools in Bluffton, South Carolina. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and consolidated investment platform that includes direct portfolio management, access to third-party managers, and personalized managed accounts.

Alexander Randazzo is a Series 66-licensed financial advisor at Empower Advisory Group with four years of industry experience. He previously worked at Merrill and Bank of America, N.A., and has experience in the electrical services and specialty retail sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Nicholas Myers is a financial advisor at Principal Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Wealthgate Financial and Principal Life Insurance Company. Outside of finance, he has worked part-time as a delivery driver and been involved with the Arts Center of Coastal Carolina. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Melanie Jaye is a financial advisor with Eagle Strategies (NY Life) based in Savannah, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Her background includes roles at Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Company, and McAdam Financial. Outside of advisory work, she is engaged in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm emphasizes tailored recommendations across various program types and manages the majority of assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Chloe Clark is a financial advisor with Truist Advisory Services holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Truist Investments and Investment Performance Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program.