Cristen Morgan

Roger Budd III is a financial advisor with Roger Budd Investment Management, LLC in Saint Simons Island, GA. He holds a Series 66 designation and has 12 years of industry experience, including roles at Merrill Lynch and Raymond James. Outside of his advisory work, he serves as president of the Budd Family Limited Partnership, a family real estate investment entity, and is a director at Golden Isles Captive Insurance Inc. Roger Budd Investment Management, LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm customizes investment programs based on client goals, time horizon, and risk tolerance, employing fundamental, technical, and charting analysis along with option strategies when appropriate.

Clayton Saunders is the sole advisor at Saunders Investment Management LLC, an independent firm based in Saint Simons Island, GA. He holds a Series 65 designation and has eight years of industry experience. Saunders has also been affiliated with the College of Coastal Georgia since 1992. Saunders Investment Management provides tailored investment advisory and portfolio management services primarily to mid- to high-net-worth individuals and nonprofit entities. The firm combines fundamental and technical analysis to develop risk-appropriate asset allocations, emphasizing low turnover and long-term market returns while also offering market-timing portfolios and services, which is uncommon among independent advisers.

Richard Dubois is a financial advisor with Dubois Wealth Management, LLC in St. Simons Island, GA. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including prior roles at CapSouth Wealth Management and SunTrust Bank. Outside of advising, he works as an outdoor service attendant at Sea Island and serves on a nonprofit board. Dubois Wealth Management provides ongoing portfolio management and financial planning for individual and high-net-worth clients. The firm emphasizes equity portfolios and employs a mixed investment approach that includes technical, fundamental, and quantitative analysis, along with long-term trading and options strategies.

Edward Stalnaker is the principal of Stalnaker Investment Group, Inc. in St. Simons Island, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led the firm since 1999, drawing on prior experience at broker-dealers and a regional bank. Outside of investment management, he is involved in real estate appraisal. Stalnaker Investment Group provides investment management primarily for pooled vehicles and institutional mandates, offering discretionary portfolio management and advisory services. The firm’s investment approach reflects the principal’s finance background and real estate appraisal work, and it employs fee structures that differ from typical percentage-of-assets models, with no sales-based bonuses or economic benefits from non-clients.

Mark Podlin is a Series 65-licensed advisor at Podlin International Realty, Ltd. with 7 years of industry experience. He has a legal background, operating Mark J Podlin Attorney at Law PC since 2009, and has prior experience with Urban Retail Korea LLC and Urban Retail China Venture LLC. Podlin International Realty, Ltd. provides investment advisory services focused on managing, leasing, and redeveloping regional and international shopping centers, alongside advising on publicly traded securities. The firm combines detailed property analysis with conventional securities research and offers integrated services including real estate brokerage and legal work through its affiliated law practice.

Thomas Neely is a financial advisor with Island Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and TNB Financial Services, Inc., where he serves as Senior Vice President. Outside of his advisory work, he manages timber and real estate holdings through family partnerships. Island Asset Management provides ongoing asset management services to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management tailored to client goals, time horizons, and risk tolerance. The firm’s investment process incorporates fundamental and technical analysis and includes long-term holdings, shorter-term trading, and options strategies.