Richard Wright is the principal of R.L. Wright & Associates, LLC in Savannah, GA, holding Series 63 and 65 licenses with 16 years of industry experience. He has held roles at Hubric Tax Retirement Planning Consultants, Inc. and Coastal Tax Centers, LLC, and manages insurance and tax preparation businesses alongside his advisory work. R.L. Wright & Associates provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm customizes investment strategies to client objectives, employs third-party managers, and offers ERISA 3(21) fiduciary services for retirement plans.

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.

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.

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.

Marvin Jackson is a CFP® professional with 12 years of industry experience. He is the sole advisor at Abacus Wealth Factors, LLC and previously worked at Alpha Financial Management from 2013 to 2016. 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 and passive investment vehicles, and offers both comprehensive wealth management and discrete financial planning services.

Brett Lewis is a financial advisor at Constant CashFlow, LLC in Savannah, GA, holding a Series 65 credential with one year of industry experience. Prior to founding Constant CashFlow, he worked at Mohawk Industries for 14 years. He is also licensed to sell insurance. Constant CashFlow, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $1.2 million in assets across about 25 accounts and uses a combination of charting, fundamental, quantitative, and technical analysis to guide investment decisions.

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 Jr. is a CFA charterholder and principal of New Albany Capital Partners, LLC with 23 years of industry experience. He has worked at firms including Crew Capital Management, RedTree Investment Group, Sweetwater Asset Management, and BPU Investment Management. Since 2023, Lewis has volunteered on the investment sub-committee of the finance committee for Berkeley Hall Club, a nonprofit organization in Bluffton, SC. New Albany Capital Partners is an independent registered investment adviser managing discretionary portfolios for individuals, nonprofit, and institutional clients, with a value-oriented approach that includes core allocations to ETFs, listed equities, and fixed income. The firm also provides consulting for defined contribution plans and employs option strategies and leverage for select accounts when authorized.

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.

Ronald Walker is the sole advisor at Walker & Associates in Tybee Island, GA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has led Walker & Associates since 1992. Walker & Associates provides investment advice and portfolio management to individuals, business owners, and employer-sponsored retirement plans, emphasizing a research-intensive, tactical asset allocation approach and thorough manager due diligence.

Ronald Freeman Jr. is a CFP® with 24 years of experience in the financial services industry. He is the sole advisor at Lifepath Advisors, LLC, where he has worked since 2024. His prior experience includes roles at Lifeworks Advisors, Eight4Three Wealth Management, and CFG Wealth Management. Freeman also holds a Certified Divorce Financial Analyst designation and practices in divorce financial planning through Lowcountry Divorce Planning, LLC. Lifepath Advisors provides investment management and financial planning services to individual and high-net-worth clients, offering one-time financial plans and ongoing planning memberships. The firm utilizes a non-discretionary asset management program with third-party strategists, managing approximately $17.7 million in assets across about 36 client relationships.

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.

Kimberly Good is a CFP® and ChFC® with 23 years of experience in the financial advisory industry. She is the sole advisor at KCG Investment Advisory Services LLC in Savannah, GA, and has previously worked at Destiny Wealth Partners, Alpha Financial Management, Inc., and Tisch Investment Advisory Inc. Outside of advisory services, she works as an independent insurance agent on a limited basis. KCG Investment Advisory Services LLC offers portfolio management and comprehensive financial planning primarily to individual and small-business clients, with select institutional clients as well. The firm combines Modern Portfolio Theory with active management, focusing on fundamental security analysis and providing additional services such as cash-flow coaching, adviser selection assistance, and educational workshops.

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.

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.