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.

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 and holds a Series 66 designation. She has 11 years of industry experience, including roles at BB&T Securities and SunTrust Advisory Services. Griner is based in Savannah, GA. 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, supported by third-party platforms and AI-enabled research tools.

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.

William Bachelor is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 65 designation and previously worked at Personal Capital before joining Empower Advisory Group. Outside of his advisory role, he competes as a professional golfer in World Long Drive events. 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 retail brokerage account holders. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Christopher Reynolds is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to joining First Command, he served in the US Army for 13 years. Outside of his advisory work, he is the owner of REN Consulting, a corporation established to manage his independent contractor tax status. 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 wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Daniel Silva is a financial advisor with Valic Financial Advisors in Richmond Hill, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Valic Financial Advisors since 2010 and also has experience with Agia since 2022. Silva serves on the finance committee of St. Anne's Catholic Church and is a board member of the West Point Society of Savannah, a nonprofit supporting veterans through fundraising. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a network of advisors and utilizes unified managed accounts with centralized technology and model solutions.

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.

Jennifer Shuttleworth is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 65 and Series 63 licenses. Her prior work includes roles at FinMkt Inc and legal experience at The Law Office of Christine M. Cruse, P.C. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs supported by a centralized Investment Management Team that selects and manages portfolios using mutual funds, ETFs, and third-party managers.

Jody Van Hecke is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 65 and Series 63 licenses and has 10 years of industry experience. Prior to joining Voya in 2021, she worked at Bank of America and Merrill from 2016 to 2020. In addition to her advisory role, she is an independent insurance agent and a real estate agent involved in purchasing and refurbishing homes for resale. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through both discretionary and non-discretionary program structures.

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.

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.