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KYLE POWERS, CFP®, AIF

Director of 401(k) Advisory Services

Kyle Powers is the Director of 401(k) Advisory Services at The Fiduciary Group, working closely with business owners and plan sponsors to develop comprehensive retirement strategies, as well as with their employees to improve retirement readiness.

Prior to joining the firm in 2019, Kyle was the Director of Operations and financial advisor to 401(k) plans and high-net-worth individuals at Measured Wealth Private Client Group, LLC in Boca Raton, Florida.

Kyle is a graduate of Miami University and earned an MBA from Saint Joseph’s College of Maine. He holds the Accredited Investment Fiduciary® (AIF®) designation and is a CERTIFIED FINANCIAL PLANNER™ professional.

Currently a Captain in the Navy Reserve, Kyle is a Surface Warfare Officer and spent 8 years on active duty, serving around the world from San Diego to New Orleans and Germany. He also serves as a member of the Savannah Estate Planning Council.

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The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

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