Phyllis Graham

John McVeigh is the sole advisor at Upland Capital Management, LLC, an independent firm based in Savannah, GA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, having been with Upland Capital since its founding in 1995. Upland Capital provides discretionary portfolio management and project-based investment consulting to a select group of individual and institutional clients, including pensions, trusts, estates, charitable organizations, and corporations. The firm follows a disciplined, absolute-return oriented process guided by a written Investment Policy Statement, with an emphasis on income and structured fixed-income analysis informed by extensive institutional experience.

William Chisholm is a financial advisor at Tidewater Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Tidewater Wealth Advisors since 2010. Prior to that, he was associated with Tidewater Investors LLC starting in 2009. Tidewater Wealth Advisors provides fee-based, discretionary investment advisory and portfolio management services to individuals, trusts, estates, and small businesses. The firm operates as a single-advisor practice offering customized asset management and employs an allocation-focused approach that incorporates both fundamental and technical analysis, using a variety of investment instruments and third-party model portfolios.

Todd Allen is the principal of Provisor Asset Management LLC, an independent advisory firm based in Bluffton, SC. He holds the ChFC® designation and has 24 years of industry experience. Prior to founding Provisor Asset Management in 2021, he worked in various financial services roles including with Allstate and The O.N. Equity Sales Company. Allen also served in the U.S. Army Reserves for 26 years. In addition to his advisory work, he operates a licensed insurance agency. Provisor Asset Management LLC provides investment advisory services primarily to individual clients, using both discretionary and non-discretionary platforms to implement client strategies. The firm manages a modest client base with a focus on customized asset allocation and quarterly reviews.

Brett Lewis is a Series 65-licensed financial advisor with Constant CashFlow, LLC in Savannah, GA. He has been with the firm since 2025 and has prior experience at Mohawk Industries dating back to 2012. In addition to his advisory role, he is licensed to sell insurance. Constant CashFlow, LLC provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm uses a blend of charting, fundamental, quantitative, and technical analysis with a focus on equities, ETFs, fixed income, and selected alternatives, and offers financial planning primarily on a one-time basis with hourly billing.

Andrew Vandenberg is a CFA® charterholder and Series 63 licensee based in Savannah, GA, with one year of experience in the financial advisory industry. He founded VDB Wealth LLC in 2025 after prior roles at Submittable, WeHero, Kingfish Group, and Ocean Road Advisors. VDB Wealth LLC is a small, independent advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management and financial planning. The firm employs fundamental analysis and modern portfolio theory to create tailored portfolios and uses a range of investment strategies, including venture capital/private placements and uncovered options.

Jordan Bryant is a financial advisor at Coastline Complete Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network, Wells Fargo Advisors, and Bank of America. Prior to his financial career, Bryant was involved in a family appliance service and parts business for nine years. Coastline Complete Wealth LLC is an SEC-registered investment adviser that offers discretionary investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and pooled or institutional vehicles. The firm focuses on model portfolios using exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining discretion to rebalance as needed.