Douglas Burnett is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and 23 years of industry experience. His career includes prior roles at Raymond James Financial, Morgan Stanley, and Merrill. In addition to his advisory work, he is licensed as an agent selling non-securities insurance products. Valic Financial Advisors primarily serves 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

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.

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 in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes roles at Concorde Asset Management and Concorde Investment Services, as well as over four decades at Mann Broxson Associates. Outside of advising, he owns a business providing marketing and consulting services primarily to nonprofits. Independent Financial Partners is a nationwide investment advisory firm with a decentralized model supporting over 260 advisors and managing more than $12.5 billion in assets. The firm offers services including financial planning, trust, and retirement-plan advisory, with a notable focus on formal retirement-plan consulting and compliance with Department of Labor rollover guidance.

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.

Andrew Stipp is a financial advisor at First Command Advisory Services with two years of industry experience. He holds the Series 66 designation and previously served 11 years in the US Army. Outside of finance, he coaches CrossFit classes at Down Home CrossFit and owns Aces & Weights, LLC, a business handling commission revenue and payroll. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by centralized teams using a disciplined manager selection process.

Angela Ritzert is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2001. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm emphasizes goal-oriented asset allocation strategies and utilizes both traditional and AI-enabled research tools, partnering with Envestnet platforms to provide ongoing reviews and client consultations.

Edwin Shepherd III is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation. He began his advisory career in 2024 and has previously worked at Howard Financial Group and in other roles outside the financial industry. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a platform-focused approach with discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Michael Hoffman is a financial advisor with Truist Advisory Services in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes positions at Wells Fargo Clearing, SunTrust Advisory Services, BB&T Securities, and Truist Investment Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing client reviews and reporting, supported by extensive affiliated financial relationships.

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.

Hsuan Hsu is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and 24 years of industry experience. He has worked extensively with both firms since 2001 and 2002, respectively. Outside of his advisory role, Hsu teaches continuing education courses on disability and long-term care insurance and engages as a social media influencer focused on food and travel. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions tailored to client needs.

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.

Watson Grapengeter is a financial advisor at Concurrent Investment Advisors, LLC with a Series 66 registration and two years of industry experience. He has previously worked at Keaton & Sams Wealth Management and Raymond James & Associates. He is also involved with Keaton & Sams Wealth Management as a financial advisor through a non-owner support company. Concurrent Investment Advisors, LLC is a multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, using a customizable, primarily long-term investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Chloe Clark is a financial advisor with Truist Advisory Services in Savannah, GA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Truist Investments, Investment Performance Services, BB&T, and Renasant Bank. Before entering the financial industry, she also worked in menswear retail at R.J. Pope Menswear. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and leverages affiliated financial relationships to deliver ongoing portfolio monitoring and client consultations.

Grant Wilson is a Series 65 credentialed financial advisor with Mercer Global Advisors Inc. in Savannah, GA. He has multiple years of experience in the industry, including roles at Kays Financial Advisory Corporation and Turnstone Group LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms.

Wendy Wallace is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. She holds a Series 65 credential and has worked at AE Wealth Management since 2016 and at Lighthouse Financial Group since 2005, where she is also the sole proprietor involved in insurance sales and services. Additionally, she facilitates access to estate planning document services and is a member of The Society for Financial Awareness, a non-profit organization. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary strategies supported by fundamental, technical, and cyclical analysis.

Kassidy Griner is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. She has been with Truist Advisory Services and related entities since 2021, and previously worked at BB&T Securities and SunTrust Advisory Services. Griner is based in Savannah, GA. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support client strategies and offers ongoing reviews and reporting.

Jennifer Fahey is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at The Standard, VALIC Financial Advisors, Nationwide Investment Services Inc, and Prudential-related firms. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside access to private market investments and institutional services.

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.