Richard Wright is the principal of R.L. Wright & Associates, LLC in Savannah, GA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Wright has worked with multiple firms, including Hubric Tax Retirement Planning Consultants, Coastal Tax Centers, and his own advisory and insurance businesses. He also manages a tax preparation business and acts as an insurance agent in a separate capacity. R.L. Wright & Associates, LLC provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and qualified employer-sponsored plans. The firm customizes investment strategies to client objectives, offers periodic reviews, and may recommend and monitor third-party managers.

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.

Ian Lewis is a financial advisor at LegacyBridge Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked with several firms including Smith Barid, LLC and Sypress Financial. Lewis is also an agent with LegacyBridge Planning Solutions, LLC, providing insurance solutions to clients. LegacyBridge Wealth Management serves individuals and high-net-worth clients, offering financial planning, pension consulting, and selection-of-advisers services. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, often utilizing third-party managers to implement strategies across multiple asset classes.

Wayne Jordan is a Certified Financial Planner (CFP®) with 10 years of experience at Alpha Financial Management, Inc., where he has worked since 2016. He holds a Series 66 license and is based in Savannah, GA. Alpha Financial Management provides personalized wealth and investment management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and small businesses. The firm uses a market-efficient, fee-only approach emphasizing strategic asset allocation with core-and-satellite portfolios primarily consisting of passively managed index funds and Dimensional Fund Advisors (DFA) funds.

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 at LegacyBridge Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. He is also a co-owner and lawyer at Smith Barid, LLC, a law firm he has been involved with since 2006, and is a licensed insurance agent with LegacyBridge Solutions. LegacyBridge Wealth Management is a small advisory firm serving individuals and high-net-worth clients by providing financial planning, pension consulting, and adviser selection services. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach, often directing client assets to third-party managers.

Harry Goode is a financial advisor at ABW, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Kestra Advisory Services. Outside of his advisory role, he operates a sole proprietorship as an insurance agent. ABW, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and qualified retirement plans. The firm employs a tailored investment approach using a variety of analytical methods and offers both long-term and trading strategies.

Raymond Singletary is a financial advisor with Wassaw Sound Management, LLC in Savannah, GA, holding the CFP® designation and Series 63 and 66 licenses. He has 18 years of industry experience, including prior roles at SunTrust Advisory Services and American West Management. Outside of advisory work, he is a partner in farming and timber investment ventures. Wassaw Sound Management provides investment advisory and financial planning services primarily to high-net-worth individuals, managing approximately $112 million with a concentrated client roster. The firm employs model-driven, asset allocation strategies delivered through an Envestnet overlay and typically manages accounts on a discretionary basis with regular reviews.

Gordon Russ is a financial advisor at Alpha Financial Management, Inc. with a Series 65 credential and one year of industry experience. His work background includes roles at Colonial Group Inc, Georgia Southern University, Gulfstream, and five years of service in the U.S. Army. Alpha Financial Management provides personalized wealth and investment management services to individuals, pension plans, trusts, and charitable organizations. The firm employs a market-efficient investment philosophy focused on strategic asset allocation using passive index funds and ETFs, and operates on a fee-only model without commissions.

Michael Dayoub is a CFP® with 18 years of industry experience and has been with Alpha Financial Management, Inc. in Savannah, GA for 12 years. He holds a Series 65 license and serves as CEO of Maintaining Exact Products Inc., a company focused on licensing technology unrelated to investment management. Alpha Financial Management provides personalized wealth and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm follows a market-efficient investment approach using a core-and-satellite strategy with passive index funds and DFA funds, operating on a fee-only model and delivering comprehensive financial planning.

Justin Kohler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at The Fiduciary Group. His prior roles include positions at Sharp Wealth Advisory, Purshe Kaplan Sterling Investments, Sharp Financial Services, and AXA Advisors. Outside of his advisory work, he assists with the operations of a marketing and media company owned by his wife. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and retirement plans. The firm employs a structured investment approach with multiple strategy profiles and integrates with the Focus Financial Partners platform to offer clients access to a broad range of financial solutions.

Edward Ambrose is a financial advisor with Sound View Wealth Advisors Group, LLC in Savannah, GA, holding a Series 66 designation and 13 years of industry experience. He has worked at Sound View Wealth Advisors Group since 2019 and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved with Golf Ground Up, LLC, a golf instruction business. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment process emphasizes long-term fundamental analysis through an internal committee and incorporates model portfolios, external managers, and ongoing monitoring.

Michael Mcleod is a CFP® professional with 19 years of industry experience, currently serving at The Fiduciary Group since 2019. His prior experience includes roles at SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services, INC. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a documented strategy framework and integrates with the Focus Financial Partners platform to offer clients access to a broad range of financial solutions.

Kelly Bouchillon is a CFP® with 36 years of industry experience, currently serving as a senior partner at Sound View Wealth Advisors Group, LLC. Her prior experience includes roles at Merrill Lynch and Bank of America. She is also a board member of the Telfair Museum in Savannah, GA. Sound View Wealth Advisors Group provides holistic financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, and institutional clients. The firm emphasizes long-term, fundamental analysis through an internal investment committee and offers a range of fiduciary and plan services.

Scott Mcghie is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at The Fiduciary Group since 2015. He holds Series 63 and Series 65 licenses and is based in Savannah, GA. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and employer-sponsored retirement plans. The firm employs a fundamental security analysis approach and offers customized portfolio strategies, integrating with the Focus Financial Partners platform to extend clients’ access to a range of financial solutions.

Joel Goodman is a CFA® charterholder with 22 years of industry experience, currently serving as an advisor at The Fiduciary Group since 2015. He holds the Series 66 designation and is based in Savannah, GA. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs fundamental security analysis and offers a range of strategy profiles, with investment solutions tailored by account size and access to affiliated financial services through the Focus Financial Partners platform.