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.

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.

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.

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.

John Skeadas is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with First City Capital Management Inc since 2018. Prior to that, he had roles at the University of Georgia and Bouhan Falligant. First City Capital Management provides discretionary portfolio management and related administrative services to individuals, high-net-worth clients, and various institutions. The firm employs a balanced portfolio approach with tailored asset allocation and focuses on growth-at-a-reasonable-price equity selection alongside value-oriented fixed-income strategies.

Edmund Curlee is a financial advisor at First City Capital Management Inc with 23 years of industry experience. He has been with the firm since 1992 and holds Series 63 and Series 65 designations. Curlee also acts as a trustee individually for certain clients and charitable organizations. First City Capital Management provides discretionary portfolio management and related fiduciary services to individuals, high-net-worth clients, pension plans, charitable organizations, and other entities. The firm employs a balanced portfolio approach with tailored asset allocation and focuses on growth-at-a-reasonable-price equity selection and value-oriented fixed-income management.

Ian Lewis is a financial advisor at LegacyBridge Wealth Management, LLC in Savannah, GA, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Smith Barid, Sypress Financial, and Capstone Benefits Consulting. Lewis also serves as an insurance agent with LegacyBridge Planning Solutions, LLC, providing fixed annuities and insurance solutions. LegacyBridge Wealth Management advises individual and high-net-worth clients as well as pension plans, focusing on selecting and monitoring third-party investment managers. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, offering financial planning and pension consulting services.

Edgar Gay is a CFA® charterholder with 23 years of industry experience. He is affiliated with First City Capital Management Inc, where he has worked since 1976. He also serves as a trustee for certain clients and charitable organizations. First City Capital Management provides discretionary portfolio management and trust services to a range of clients, including individuals, high-net-worth clients, and institutions, with an investment approach that emphasizes balanced portfolios and growth-at-a-reasonable-price equity selection.

Wayne Jordan is a CFP® professional with 10 years of experience, currently serving as an advisor at Alpha Financial Management, Inc. in Savannah, GA. He has been with Alpha Financial Management since 2016. Alpha Financial Management provides personalized wealth and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passively managed index funds and Dimensional Fund Advisors (DFA) funds, focusing on global diversification and liquidity while maintaining a market-efficient philosophy without performance-based fees.

Samuel Hubbard is a CFA® charterholder with 13 years of industry experience, currently serving as a managing principal at Coastal Divorce Advisors, LLC and Coastal Capital Management, LLC. He is also an independent insurance agent, providing policy analysis and recommendations. He is affiliated with T.R.U.E. Coastal Capital, LLC, a firm that offers investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages discretionary portfolios tailored to client objectives and provides tiered planning programs covering retirement, insurance, estate, and business succession matters.

Richard Faw is a CFP® and CFA® with 14 years of industry experience. He is a principal at Setarcos Wealth Advisors LLC and serves as the director of quantitative research for Vernal Point Advisors, where he advises on portfolio strategy and financial modeling. He has worked at Vernal Point Advisors since 2015 and at Setarcos Wealth Advisors since 2011. Setarcos Wealth Advisors LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a customized, fundamental-analysis approach to portfolio construction, using diversified mutual funds, ETFs, individual securities, and alternative investments, while maintaining ongoing monitoring and adjustments.

Mary Jordan is a CFP® and holds a Series 66 license with 10 years of industry experience. She is currently affiliated with Alpha Financial Management, Inc. and has worked at Edward Jones since 2015. Alpha Financial Management provides personalized wealth and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite investment approach focused on passively managed index and Dimensional Fund Advisors (DFA) funds, emphasizing global diversification and liquidity.

Michael Smith is a financial advisor with LegacyBridge Wealth Management, LLC, holding a Series 65 designation and over 20 years of experience in the industry. He is also a co-owner and lawyer of Smith Barid, LLC, and a licensed insurance agent with LegacyBridge Solutions. LegacyBridge Wealth Management primarily advises individual, high-net-worth clients, and pension plans by selecting and monitoring third-party investment managers and providing financial planning and pension consulting. The firm emphasizes model strategy recommendations, due diligence, and ongoing performance reviews with a long-term investment approach.

Michael Ross is a financial advisor at T.R.U.E. Coastal Capital, LLC in Savannah, GA, with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Mutual Advisors, LLC and Leigh Baldwin & Co., LLC. In addition to his advisory role, Ross operates as an independent insurance agent. T.R.U.E. Coastal Capital, LLC offers investment advisory and financial planning services primarily to individual clients, including high-net-worth households. The firm manages approximately $109 million across 176 accounts, providing discretionary portfolio management and tiered financial planning programs that address retirement, insurance, estate, and business succession needs.