Sean Stewart

Richard Wright is the principal of RL Wright & Associates, LLC in Savannah, GA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has held roles at Hubric Tax Retirement Planning Consultants, Inc., Coastal Tax Centers, LLC, and has managed his own advisory and insurance businesses for over two decades. Wright is also involved in tax preparation and financial planning through his managing member role at Coastal Tax Centers and consulting partnership at Hubric Tax. RL Wright & Associates provides fee-based financial planning, portfolio management, and advisory services primarily to individual investors and qualified retirement plan sponsors. The firm offers both discretionary and non-discretionary services, including 401(k) plan reviews and third-party manager oversight, with a distinctive affiliation to insurance and tax-preparation businesses.

Marvin Jackson is a CFP® professional with 11 years of industry experience. He is the sole advisor at Abacus Wealth Factors, LLC and has been associated with Alpha Financial Management since 2013. Abacus Wealth Factors is a fee-only advisory firm serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach based on Efficient Market and Modern Portfolio theories, emphasizing strategic asset allocation, global diversification, and primarily passive investment vehicles.

Kimberly Good is a CFP® and ChFC® with 22 years of industry experience. She is the sole advisor at KCG Investment Advisory Services LLC and previously worked at Destiny Wealth Partners. Kimberly also maintains an independent insurance agent role on a limited basis. KCG Investment Advisory Services LLC provides portfolio management, financial planning, and cash flow coaching to individuals, trusts, retirement plans, small businesses, and institutional clients. The firm combines Modern Portfolio Theory with active management, offering customized model portfolios and distinctive services such as educational workshops and diminished-capacity planning.

Steven Arkin is a ChFC® credentialed financial advisor with 13 years of industry experience. He is the principal of Arkin Financial Advisors, LLC, an independent advisory firm he has led since 2012. He also owns Arkin & Associates, P.C., an accounting practice operating since 2004. Arkin Financial Advisors, LLC manages approximately $57.5 million for a client base that includes individuals, trusts, charitable organizations, small businesses, and qualified retirement plans. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing diversified allocations of mutual funds, ETFs, and high-quality individual bonds, and offers both discretionary and non-discretionary portfolio management alongside employee benefit retirement plan services.

Connie Judkins is a CFP® professional with 19 years of experience in financial planning. She has worked at Palmetto Financial Planners LLC since 2006 and was previously employed at Michelin North America from 2016 to 2018. Palmetto Financial Planners LLC is an independent, fee-only firm serving individual and high-net-worth clients with personalized financial planning and investment management. The firm emphasizes non-discretionary asset management, using technical analysis and no-load mutual funds, and offers both one-time and ongoing advisory services.

Mark Allen is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Bull Street Advisors in Savannah, GA. Prior to founding Bull Street Advisors in 2019, he worked for Minis & Co., Inc. for 18 years. Bull Street Advisors provides discretionary investment management and customized financial planning to individuals, high-net-worth clients, and a variety of institutional entities. The firm uses a growth-at-a-reasonable-price approach to equity selection and emphasizes capital preservation in fixed-income management, operating with a high assets-under-management per advisor ratio.