Thomas Madison III

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.

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.

Jack Holland is a financial advisor at Greenside Financial, Ltd with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Greenside Financial since 2017, following prior roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Outside of his advisory work, he serves as president of the Florence & Gordon Holland Family Foundation, a private foundation. Greenside Financial, Ltd serves individuals, high-net-worth clients, corporations, and retirement or profit-sharing plans by providing portfolio advisory services, third-party adviser referrals, and limited-scope financial consulting. The firm primarily manages non-discretionary accounts using an investment approach based on asset allocation and modern portfolio theory, often incorporating SEI platforms, specialist sub-advisers, and custom limited-purpose portfolios.

Seth Williams is the sole advisor at Williams Market Analytics LLC, an independent firm based in Hilton Head, SC. He holds the CFA® designation and has 15 years of industry experience. Williams has led his firm since its founding in 2011. Williams Market Analytics provides discretionary separately managed account portfolio management to individuals, high-net-worth clients, and other registered investment advisers. The firm combines fundamental and technical analysis using proprietary valuation metrics and systematic trading models, and also offers a subscription-based online service distributing market commentary and newsletters through third-party platforms.

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.