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 held roles at Barclays Capital Inc. and Morgan Stanley before joining Oppenheimer in 2011. Outside of his advisory work, he serves as a board member for a neighborhood homeowners association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services that include strategic asset allocation, manager selection, and retirement consulting, with a notable portion of assets managed on a non-discretionary basis.

Matthew Woodhouse is a financial advisor with Truist Advisory Services in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Valic Financial Advisors for seven years before joining Truist in 2022. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools, offering tailored asset allocation strategies and manager recommendations primarily through the Envestnet platform.

Brittany Bailey is a financial advisor at Concurrent Investment Advisors, LLC with eight years of industry experience. She holds a Series 66 license and has worked at Raymond James & Associates Inc, BB&T Scott & Stringfellow, and SunTrust Investment Services. Bailey also serves as a Registered Client Associate at Keaton and Sams Wealth Management and performs administrative client servicing duties at Purshe Kaplan Sterling Investments. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, using customized, primarily long-term portfolios that include ETFs, mutual funds, individual securities, bonds, alternative investments, and affiliated sub-advisers.

Timothy Griffis is a CFA® charterholder with 12 years of experience in the financial services industry. He is currently an advisor at Truist Advisory Services and has held positions at Truist Investment Services, Truist Bank, Access to Capital for Entrepreneurs, Synovus Bank, Morgan Keegan & Company, LLC, Pfic Advisors, Inc., and Banc of America Investment Services, Inc. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of advisory services through its affiliation with Truist Financial and partnerships such as Envestnet.

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.

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 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.

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.

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.

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.