Jordan Bryant is a financial advisor with Coastline Complete Wealth LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Commonwealth Financial Network, Wells Fargo Advisors, and Bank of America. Prior to his financial career, he worked for nearly a decade at Bryant Appliance Service & Parts. Coastline Complete Wealth LLC provides discretionary wealth management and financial planning primarily to clients with investable assets above $250,000. The firm employs a long-term, fundamentally driven approach using ETF-based model portfolios, occasional independent managers, and offers continuous portfolio monitoring and fiduciary services for retirement accounts.

Brandon Cox is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Edward Jones for 13 years, followed by Commonwealth Financial Network for 2 years before joining Coastline Complete Wealth LLC in 2025. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and recommendations. Coastline Complete Wealth LLC provides discretionary wealth management and financial planning to individuals, trusts, estates, and businesses, primarily serving clients with investable assets above $250,000. The firm uses a long-term, fundamentally driven investment approach focused on ETF-based model portfolios, standalone financial planning, and occasional independent managers, with an emphasis on continuous monitoring and fiduciary oversight.

Daniel O’Rourke is a CFP® with 22 years of industry experience. He is currently with Strathmore Capital Advisors and has previously worked at LPL Financial, Wellspring Wealth Management, and The Vanguard Group. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans through discretionary portfolio management and goals-based financial planning. The firm employs an asset-allocation driven approach using mutual funds and ETFs, incorporates technology for estate planning and client service, and offers integrated tax preparation and a synthetic securities-backed lending strategy.

William Stamper is a financial advisor at Sollinda Capital Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at Saxony Securities and Legacy Financial Partners. Outside of finance, he works as a bartender at Hawthorn Bar and Lounge. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, 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.

Joseph Eberle III is a financial advisor at Union Capital Company with 37 years of industry experience. He holds a Series 63 designation and has worked at Union Capital since 2021, following six years at Calton & Associates, Inc. Eberle has provided quarterly performance reviews for the Shelby County Schools Local Retirement Plan for over thirty years, preparing detailed reports on money managers’ performance. Union Capital Company offers portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm applies Markowitz modern portfolio theory to asset allocation and manages portfolios using a variety of investment vehicles on both discretionary and non-discretionary bases.

Amelia Senecal is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vision Financial Group and Capital Investment Group, Inc. in addition to her current role. Outside of advisory work, she is also a fixed annuity and life insurance agent and sells used clothing on Poshmark. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, and charitable institutions. The firm manages most assets on a discretionary basis, employing fundamental, technical, and charting analyses across various investment strategies.

Scott Bass is a CFP® with 25 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2010 to 2018. Outside of his advisory role, Bass is a finance committee member at Baptist Church @ Ebenezer. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Carlos Hernandez is a financial advisor at Lifemark Securities Corp. with 22 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Lifemark in 2018, he worked at THE O.N. Equity Sales Company and has been an independent insurance agent since 2001. In addition to his advisory role, he maintains his independent insurance practice. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and employs a suitability-driven approach tailored through risk assessments, with accounts managed on both discretionary and non-discretionary bases.

William Casterlin is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has previously worked at Independent Financial Partners and LPL Financial. In addition to his advisory role, he is involved with Sage Insurance Partners, focusing on non-variable insurance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model with numerous independent advisors and offers both discretionary and non-discretionary portfolio management supported by technology platforms and third-party resources.

Talbert Edenfield is a CFP® professional with 29 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and has held prior roles at ProEquities, Inc. and Southeastern Financial Resources. Edenfield is also the owner of Vision Financial Group of GA, LLC, reflecting his entrepreneurial involvement in financial planning and related services. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing portfolio monitoring and risk disclosures.

Rachel Bass is a financial advisor with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc., holding Series 65 and Series 63 licenses and three years of industry experience. She has worked at Vision Financial and Stella, and her background includes roles outside of finance at Georgia Southern University, Firehouse, YMCA, and Effingham County High School. She also owns RDG Financial, where she is involved in the sales of fixed insurance products. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm tailors portfolios to client objectives and risk tolerance, managing the majority of its assets on a discretionary basis using a variety of investment strategies.

Robert Fears is a financial advisor at Capital Investment Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services, Capital Investment Group, and Vision Financial. Outside of his advisory role, he owns Fears Financial Services of GA, Inc., a financial planning firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, supported by ongoing monitoring and risk disclosure.

Samuel Davis is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and 44 years of experience in the industry. He has been affiliated with Guardian Life and its related entities since 1981 and currently works with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he is involved in selling various insurance products with companies other than Guardian. Park Avenue Securities LLC offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides tailored client solutions including financial planning, consulting, and access to proprietary and third-party investment platforms.

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.

Chad Brennan is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and operated his own advisory firm, Brennan Financial Services. Outside of his advisory work, he serves as a board member for Mashview Bible Camp, a nonprofit children’s summer camp. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and various retirement plans. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Michael Thames is a CFP® with 15 years of industry experience. He is currently an advisor with Capital Analysts and Lincoln Investment, having previously worked at Charles Schwab and Charles Schwab bank for over a decade. Thames serves on the finance committee of Gateway Church, attending quarterly meetings to discuss the church’s finances and upcoming projects. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team.

James Lowe is a financial advisor at Oppenheimer with 44 years of industry experience. He has held his current position since 2002 at Fahnestock & Co. Inc., a division of Oppenheimer. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary approaches.

James Rini is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 29 years of industry experience, including prior roles at Ameriprise from 1999 to 2016. In addition to his advisory work, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Timothy Vorel is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Woodbury Financial for 14 years and Thrivent Investment Management for 6 years. Outside of his advisory role, he serves as a poll worker for Effingham County elections and as a referee for the Savannah Volleyball Officials Association. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with a range of advisory and brokerage services, supporting both discretionary and advisor-managed strategies across multiple custodial platforms.

Nicholle Overkamp is a Series 66-credentialed financial advisor with 17 years of industry experience, currently with MassMutual Investors Services. She has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2012. Outside of her advisory role, she is involved in entrepreneurial ventures, including co-authoring a financial guide for women and leading the Western New York chapter of the Entrepreneurs Organization as its president. MassMutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annually structured planning engagements using firm-approved analytical tools and serves a diverse client base including high-net-worth individuals.

Jeremy Herren is a financial advisor with Edward Jones in Springfield, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, Herren is involved with CD Baby, managing streaming revenue activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Cytra Kinte Parker is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she focuses on understanding clients' priorities to help develop strategies for pursuing their short-, mid-, and long-term financial goals. She provides support across a range of areas including general investing, retirement planning, and saving for unexpected events, and offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Cytra holds a Bachelor's Degree from Clayton State University and has completed an Accredited Certificate Program at Valdosta State University. She also carries the Personal Investment Advisor (PIA) designation. Bilingual in English and Spanish, she is a member of professional organizations such as the Savannah Chamber of Commerce - RCT and The Junior League of Savannah. Her community involvement includes work with America's Second Harvest of Coastal Georgia, the Frank Callen Boys & Girls Club, Savannah Tree Foundation, and several other local organizations.

Andrija Copic is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at UPS for 23 years before joining Edward Jones. Outside of his advisory role, he is involved in tennis-related activities, including teaching lessons at the Chatham Racquet Club, and is a member of a local bakery business through a loan guarantor role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets.

Gregory Vasher is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His work history includes roles at Mass Mutual Investors Services, Avantax, and Valiant Wealth Management. He is currently associated with Valiant Wealth Management, where he provides financial advice and investment solutions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Michele Shuman is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and possessing 10 years of industry experience. She has been associated with Thrivent Financial and Thrivent Investment Management since 2015. Outside of her advisory role, she serves as a board member of the Georgia Battlefields Association, a nonprofit focused on preserving historic sites and battlefields in Georgia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various financial topics, with the option to combine planning and managed-account programs while maintaining separate services and conducting periodic plan reviews.

Beth Collins is a financial advisor at OSAIC with 38 years of industry experience. She has held her current position since 2004. Collins also serves as a financial advisor for Gateway Investments LLC. OSAIC operates a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a wide range of brokerage and advisory services.

Brett Courtmanche is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2005. Outside of his advisory role, he coaches AAU baseball. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using analytical tools to develop written recommendations while maintaining a collaborative client relationship.

Robert Carter is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 42 years of industry experience, including previous roles at Ameriprise Financial and Next Financial Group Inc. He also worked with Georgia Sheriffs Youth Homes for 45 years. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Veronica Voisine is a financial advisor at Edward Jones with 13 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Victoria Waters is a financial advisor with Edward Jones in Port Wentworth, GA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rigoberto Bautista is a financial advisor with Merrill in Rincon, GA, holding a Series 66 designation. He has experience working at Merrill and Bank of America, N.A., with prior roles in the automotive and consumer goods industries. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, pension plans, and charitable organizations.

Stefanie Gretkowski is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2013 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, custody, underwriting, and capital markets solutions.

Phyllis Graham is a financial advisor at Edward Jones in Port Wentworth, GA, holding a Series 66 designation. She has over 14 years of prior experience at JCB Inc before joining Edward Jones in 2025. Graham is also the owner of BAEHR Solutions LLC, originally established for consulting in product and marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Jason Harrington is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously served 22 years in the United States Marine Corps. He also currently works for Gulfstream Aerospace. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Rachel Cadichon is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of her advisory role, she is the sole member of Rachel Cadichon LLC, a business entity used to pay staff. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Monica Everett is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2004. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering a range of model-driven investment strategies supported by third-party asset managers. The firm operates on a large scale with approximately 3,698 financial advisors and $15.5 billion in assets under management.

Melisa Fennell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shari Stiles is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at Lang Capital, LLC for six years before joining Raymond James in 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and consulting services with largely non-discretionary relationships.

Mary Conover is a financial advisor with Cetera who holds Series 63, 65, and 66 designations and has eight years of industry experience. She previously worked at Franklin Resources for 19 years and has experience with Minnesota Life Insurance Company and Securian Financial Services. Outside of advisory roles, she serves on the boards of the RWJBH Field of Dreams inclusive playground project and the Moceans Center for Independent Living, both focused on community outreach and support for people with disabilities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients through a nationwide network of more than 10,000 advisors.

Andrew Black is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Primerica Advisors since 2019 and previously at Drake Financial Group from 2021 to 2024. Outside of advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Barbara Fitzpatrick is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She has worked with various affiliates of Raymond James since 2017 and previously operated Lemons N Lavender Boutique for one year. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Waters is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2013. Outside of his advisory role, he maintains ownership of a single-family rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Garet Haynes is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Wells Fargo Clearing. Prior to his financial advisory career, he served on the Chatham County Board of Commissioners for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a broad range of topics without including implementation of recommendations, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”