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.

Dylan Tucker is a financial advisor at DWT Financial with a Series 65 designation and two years of industry experience. Prior to joining DWT Financial in 2022, he worked in automotive sales and golf course management roles. DWT Financial provides discretionary investment management and financial planning services to individuals, trusts, estates, and select business entities. The firm employs diversified portfolios using fundamental and technical analysis and offers a range of investment strategies including long-term, short-term, and active trading.

William Chisholm Jr. is the sole advisor at Tidewater Wealth Advisors in Savannah, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has led Tidewater Wealth Advisors since 2010 and has been associated with Tidewater Investors LLC since 2009. Tidewater Wealth Advisors is an independent investment adviser serving a select group of individual, trust, estate, and small-business clients with discretionary portfolio management. The firm employs a strategic asset allocation approach that combines fundamental and technical analysis and offers access to third-party model portfolios incorporating institutional funds and alternative holdings. Tidewater integrates traditional and complex investment strategies while maintaining a boutique, streamlined operational model and limited custody.

Walter Greenfield is the sole advisor at Greenfield/Lewis Investment Counsel in Hilton Head Island, SC, where he has provided investment management services since 1999. He holds a CPA and an MBA and has 25 years of industry experience, including extensive banking and management roles prior to founding his firm. Greenfield/Lewis Investment Counsel is an independent, fee-only advisory practice that manages approximately $11.8 million for about 15 clients, including individuals, high-net-worth clients, and small businesses. The firm focuses on high-quality, dividend-paying equities, investment-grade corporate bonds, and selective use of exchange-traded and index funds, employing fundamental, technical, and cyclical analysis to guide discretionary portfolio management.

Mitchell Zimmer is the sole advisor at Zimmer Capital Management LLC in Bluffton, SC, holding a Series 65 designation with four years of industry experience. He has prior work experience in the hospitality sector, including a role at Goldener Hirsch. Zimmer Capital Management LLC provides discretionary asset management and financial planning services to individual investors, trusts, estates, and business entities. The firm tailors portfolios to client goals and risk tolerance, employing both fundamental and technical analysis, and offers a range of strategies including option writing and margin trading.

Arthur Randall is a financial advisor with Strategic Investment Solutions, LLC in Bluffton, SC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including ten years at Lexington Wealth Management, Inc. Outside of advising, he is the sole proprietor of Ethos Advisory Property Management, a real property management business. Strategic Investment Solutions provides financial planning and portfolio advisory services to individuals and charitable organizations. The firm’s investment approach focuses on asset allocation through SEI Investments Company platforms and subadvisors, emphasizing tax-managed portfolios, tactical ETFs, separately managed accounts, and income-focused solutions.

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.

Brett Lewis is a Series 65-credentialed financial advisor based in Savannah, GA, with one year of experience at Constant CashFlow, LLC. Prior to advising, he has worked at Mohawk Industries since 2012. He is also licensed to sell insurance. Constant CashFlow, LLC serves individual and high-net-worth clients with discretionary portfolio management and standalone financial planning. The firm uses a mix of charting, fundamental, quantitative, and technical analysis, focusing on equities, ETFs, fixed income, and non-U.S. securities.

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.

John Lewis is a CFA® charterholder and principal of New Albany Capital Partners, LLC, with 22 years of industry experience. He has worked at RedTree Investment Group in two separate periods before and after his long tenure at New Albany Capital Partners, where he has been since 2007. In 2023, Lewis began volunteering on the investment sub-committee of the finance committee for Berkeley Hall Club, Inc., a nonprofit organization operating a golf club and community services in Bluffton, SC. New Albany Capital Partners is a small independent registered investment adviser providing discretionary portfolio management for individuals, nonprofits, and select institutional clients. The firm employs a value-oriented investment style that incorporates fundamental analysis, ETFs, individual equities, mutual funds, and, for some accounts, derivatives and specialized fixed income securities, with a notable focus on nonprofit and institutional mandates.

Ty Kopke is a financial advisor at Silver Oak Leaf Financial Services L.L.C. in Bluffton, South Carolina, with five years of industry experience. He holds a Series 65 designation and previously served in the United States Marine Corps from 2016 to 2020. Silver Oak Leaf Financial Services serves individual and high-net-worth clients, offering discretionary investment management and comprehensive financial planning. The firm emphasizes passive, asset-class allocations combined with fundamental security analysis and provides access to model-based portfolios through a sub-advisor.

Stephen Loderick is a financial advisor at Arsenal 401K Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked with Arsenal Financial Group LLC and The Leaders Group Inc during his career. He is also the founder and CEO of Arsenal Wealth Advisors, a financial planning service in Bluffton, SC. Arsenal 401K Advisors primarily serves retirement plan sponsors by providing benefit plan consulting, plan management services, and participant education workshops. The firm operates under ERISA frameworks and typically implements investment programs by recommending or co-advising with third-party managers rather than directly managing client portfolios.

Gloria Maxfield is a financial advisor with Women's Worth Advisors in Hilton Head Island, SC, holding Series 65 and Series 63 licenses and eight years of industry experience. She previously worked at LPL Financial, INVEST Financial Corp, and The Bedminster Group before founding her current firm. Women's Worth Advisors offers financial planning, non-discretionary investment management, short-form financial consulting, and qualified plan consulting to individuals, families, trusts, estates, businesses, charities, and retirement plans. The firm emphasizes diversified asset allocation and multiple analytical methods, managing accounts on a non-discretionary basis with client approval and periodic rebalancing.

Bruce Traina is the principal of Traina Investment Advisory and holds a Series 65 license. He has over a decade of experience that includes roles at the DC Office of Tax and Revenue Criminal Investigation Division and the Saudi Arabian Oil Company’s Special Audits Division. In addition to his advisory work, he operates a separate tax services business. Traina Investment Advisory is a state-registered investment manager serving individual and high-net-worth clients with non-discretionary portfolio management and financial planning. The firm emphasizes diversification, low costs, and long-term investing, using a mix of fundamental, technical, and cyclical analysis to construct portfolios primarily composed of ETFs, mutual funds, equities, and fixed income.

Ronald Freeman Jr. is a CFP® professional with 24 years of experience in the financial industry. He is the principal advisor at Lifepath Advisors, LLC, where he has worked since 2024. His prior roles include positions at Lifeworks Advisors, LLC, Eight4Three Wealth Management, LLC, CFG Wealth Management, LLC, and Invest Financial Corporation. Freeman also holds the CDFA designation and practices as a Certified Divorce Financial Analyst at Lowcountry Divorce Planning, LLC. Lifepath Advisors serves individual and high-net-worth clients by providing financial planning and non-discretionary portfolio management through a third-party asset management program. The firm distinguishes itself by its non-discretionary asset base and its operational structure that combines client advisory work with trade execution via an external platform.

Palmer Jones is a CFP® professional with 19 years of industry experience based in Bluffton, SC. He has led Palmer Jones & Associates, Inc. since 1981. Palmer Jones & Associates provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $92.7 million across about 35 accounts, focusing on tailored model portfolios with a disciplined approach that includes fundamental, technical, and cyclical analysis, and operates on a strictly fee-only basis without commission-based products.

What do you actually want for this one amazing life of yours? I'm Eileen — CFP®, MBA, CRPC®, CDFA®, BFA™ founder of Emerald Wealth, a fee-only fiduciary practice for people who've built significant, often complex financial lives & want a partner who actually gets to know them, not just their account balance. That question, in one form or another, echoes something the poet Mary Oliver asks at the end of "The Summer Day," and it's become something of a north star for how I practice. So much of financial planning is really just in service of a much bigger question: what do you actually want this life to be? My approach is rooted in Behavioral Financial Advisor training, and it starts there, before we talk numbers, we talk about what you want your money to do for your life. Some of my favorite clients are sharp, successful people who are just now taking the reins of substantial wealth for the first time, often after losing a spouse or coming out of a divorce. Wherever you're starting from, my mission is the same: help you build & protect wealth that truly feels like yours, and a legacy that reflects it. I work with clients virtually across the U.S. & with a particular passion for serving American expats and cross-border families, especially those splitting their lives between the U.S. & Spain. I grew up in Madrid and I'm fluent in Spanish, so this specialty comes from lived experience, not just training. I'm always glad to work with expats wherever they've landed, but Spain will always hold a special place for me. There's an old Spanish toast my family always raised a glass to: salud, amor, dinero, y tiempo para gastarlo — health, love, money, and time to spend it. That's not a bad definition of a life well planned, and it's a big part of why I do this work. I also hold the CDFA® designation, and my connection to divorce financial planning is personal as well as professional. I've navigated my own divorce, and I know firsthand how overwhelming it can feel to rebuild a financial life on your own. That experience is a big part of why this work matters so much to me. I want every client walking through that transition, or grieving a spouse, to feel like they have someone fully in their corner, and to leave our conversations with real hope that what comes next can be even better than what came before. If any of this sounds like you, or like someone you care about, I'd love the chance to talk.

Jennifer Sokolowski is a CFP® professional with eight years of industry experience. She has worked at Metis Wealth Management & Planning LLC since 2019 and previously was with WestView Investment Advisors LLC and Target. Metis Wealth Management & Planning serves individuals, business entities, pension and profit-sharing plans, and trusts with discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios based on client goals and risk tolerances, employing a range of investment strategies including the use of leverage and tactical trading.

Jordan Bryant is a financial advisor with Coastline Complete Wealth LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Commonwealth Financial Network, Wells Fargo Advisors, and Bank of America. Prior to his financial career, he worked for nearly a decade at Bryant Appliance Service & Parts. Coastline Complete Wealth LLC provides discretionary wealth management and financial planning primarily to clients with investable assets above $250,000. The firm employs a long-term, fundamentally driven approach using ETF-based model portfolios, occasional independent managers, and offers continuous portfolio monitoring and fiduciary services for retirement accounts.