Richard Hunter Halverson

Roger Budd III is the principal of Roger Budd Investment Management, LLC and holds a Series 66 designation with 12 years of industry experience. His career includes roles at Merrill, Raymond James Financial Services, and Pentas Wealth Management before founding his current firm in 2018. Outside of advisory services, he serves as a director at Golden Isles Captive Insurance Inc. Roger Budd Investment Management, LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, and corporate entities. The firm tailors investment programs to client goals and risk tolerances, employing a range of analytic strategies including fundamental, technical, and option-based approaches, primarily operating under discretionary authority.

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.

Mark Digiovanni is the sole advisor at Marathon Financial Strategies in Brunswick, GA, holding the CFP® designation with 22 years of industry experience. He has been with Marathon Financial Strategies since 1995. He is also the author of four books on financial management, from which he receives royalties. Marathon Financial Strategies serves individual and high-net-worth clients by providing investment supervisory services and financial planning. The firm employs a long-term investment approach using both fundamental and technical analysis, manages all assets in-house, and emphasizes regular portfolio reviews and documented client objectives.

Edward Stalnaker is the principal of Stalnaker Investment Group, Inc., an independent firm based in St. Simons Island, GA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, having led his firm since 1999. Outside of investment management, he is involved in real estate appraisal. Stalnaker Investment Group specializes in discretionary portfolio management and advisory services primarily for pooled vehicles and institutional mandates. The firm’s approach reflects the principal’s finance background and prior experience at broker-dealers and a regional bank, with an atypical fee structure that does not rely on percentage-of-assets-under-management fees.

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.