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.

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.

Ronald Walker is the sole advisor at Walker & Associates, an independent firm based in Tybee Island, GA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Walker & Associates since 1992. Walker & Associates advises individuals and business owners, providing investment supervisory services across personal savings, IRAs, trusts, pensions, estates, and participant-directed retirement plans. The firm emphasizes a research-intensive investment process that combines tactical asset allocation with forward-looking analysis, managing approximately $35.6 million across 40 client relationships, mostly on a discretionary basis.

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.

Ronald Latin is a CFP® with 42 years of experience in the financial services industry. He is the sole advisor at Liberty Wealth Management, LLC, where he has worked since 2021. His prior experience includes long tenures at Liberty Capital Management, Inc. and Royal Alliance Associates, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a modern portfolio theory-based approach with model allocations tailored to each client and operates primarily on a non-discretionary basis using the SEI Private Trust Company platform.

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.

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.

Josh Mcintosh is a financial advisor at Trimaran Capital in Savannah, GA, holding a Series 66 designation with 15 years of industry experience. He has been with Trimaran Capital since 2013. Trimaran Capital provides discretionary and non-discretionary portfolio management and pension consulting to individuals, families, trusts, retirement accounts, foundations, non-profits, and religious organizations. The firm emphasizes fundamental analysis supplemented by technical analysis to manage balanced, long-term portfolios and employs strategies including derivatives and short-selling with client consent.

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.

Cass Tokarski is a financial advisor at Wright Cove Capital with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cantor Fitzgerald & Co. Tokarski is also a passive investor and member/manager of 3 QUID LLC, a company that invests in start-up businesses and real estate. Wright Cove Capital is a boutique, two-advisor firm offering fee-only, discretionary investment management to individuals, high net worth clients, families, and business entities. The firm uses a blend of fundamental and technical analysis along with third-party research and computerized asset-allocation tools to create diversified portfolios tailored to client objectives, with formal monthly portfolio reviews and at least annual client meetings.

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.