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.

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 III 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, after working briefly at the University of Georgia. First City Capital Management provides discretionary investment management to individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, foundations, trusts, estates, and corporations. The firm focuses on balanced portfolio management using a growth-at-a-reasonable-price equity selection method and a value-oriented fixed income approach, tailoring allocations to clients’ tax situations, risk profiles, and investing experience.

Jacob Lang is a CFP® with nine years of industry experience, currently with Lang Capital in Bluffton, SC. He previously worked at The Vanguard Group for nine years and has been involved in commercial real estate maintenance since 2023. Lang Capital provides portfolio management and financial planning primarily for individual and high-net-worth clients, using multiple methods of analysis and a range of investment strategies. The firm manages approximately $106 million in client assets and sponsors a wrap fee program that includes access to third-party managers and a broad set of investment options.

Brandon Cox is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Edward Jones for 13 years, followed by Commonwealth Financial Network for 2 years before joining Coastline Complete Wealth LLC in 2025. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and recommendations. Coastline Complete Wealth LLC provides discretionary wealth management and financial planning to individuals, trusts, estates, and businesses, primarily serving clients with investable assets above $250,000. The firm uses a long-term, fundamentally driven investment approach focused on ETF-based model portfolios, standalone financial planning, and occasional independent managers, with an emphasis on continuous monitoring and fiduciary oversight.

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 with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Smith Barid, LLC and Capstone Benefits Consulting. In addition to his advisory role, Lewis is an agent with LegacyBridge Planning Solutions, LLC, providing insurance solutions to clients. LegacyBridge Wealth Management is a small advisory firm serving individual and high-net-worth clients. The firm offers financial planning, pension consulting, and selection-of-advisers services, often directing assets to third-party managers using a combination of fundamental analysis and modern portfolio theory.

Joseph Folis is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Focus Wealth Advisors LLC since 2005. Focus Wealth Advisors provides financial planning, portfolio management, and consultative services to individuals, including high-net-worth clients, as well as institutional sponsors. The firm’s investment management approach is based on Modern Portfolio Theory and formal investment policy statements, utilizing asset-allocation driven portfolios with mutual funds and ETFs, regular rebalancing, and discretionary trading authority.

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.

Robert Sokolowski is a CFP® with eight years of industry experience, currently serving as an advisor at Metis Wealth Management & Planning LLC since 2019. Prior to joining Metis, he worked at WestView Investment Advisors for two years and held a role at Target for five years. Metis Wealth Management & Planning provides discretionary portfolio management, financial planning, and retirement plan consulting services to individuals, businesses, pension and profit-sharing plans, and trusts. The firm customizes portfolios across various asset classes using both fundamental and technical analysis and employs tactical strategies that may include frequent trading and leverage.

Donald Slone is a financial advisor at ETCH Financial with two years of industry experience. He holds Series 65 and Series 66 registrations and has worked previously at several firms, including Fiduciary Financial Advisors and Leetown Advisors LLC. Outside of advising, he has been involved with Savannah Harbor Cruises and Captain Derek's Dolphin Adventure. ETCH Financial serves individual clients—both high-net-worth and non-HNW households—as well as small businesses and retirement plan sponsors. The firm provides investment management and financial planning services, with a notable focus on student loan and college-planning expertise supported by team members’ outside businesses and academic roles.

Wayne Jordan is a CFP® with 10 years of industry experience, currently serving as an advisor at Alpha Financial Management, Inc. in Savannah, GA. He previously worked at Edward Jones before joining Alpha Financial Management in 2016. Alpha Financial Management provides wealth management and comprehensive financial planning services to individuals, trusts, charitable organizations, and small businesses. The firm operates as a fee-only advisor, using a strategic, core-and-satellite asset allocation approach focused on passively managed index and institutional Dimensional Fund Advisors funds, and offers a planning-only option that serves military families through a specific referral program.

Samuel Hubbard is a CFA® charterholder and Series 66 licensee with 13 years of industry experience. He has worked at Coastal Forensics and Litigation, LLC and T.R.U.E. Coastal Capital, LLC since 2015. In addition to his advisory role, he serves as managing principal of Coastal Divorce Advisors, LLC, providing divorce financial planning, expert witness testimony, and settlement evaluation services. T.R.U.E. Coastal Capital advises individual clients, including high-net-worth individuals, with discretionary and non-discretionary portfolio management and tiered financial planning services. The firm employs fundamental, technical, and charting analysis to construct portfolios aligned with client objectives and risk tolerance, and offers a held-away account service to manage employer retirement plan assets.

Richard Faw III is a CFP® and CFA® with 15 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 Setarcos Wealth Advisors since 2011 and Vernal Point Advisors since 2016. Setarcos Wealth Advisors provides discretionary investment advisory and portfolio management services to individual and high net worth clients, employing a fundamentally grounded, long-term focused investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative investments. The firm emphasizes ongoing personal client contact and offers educational and public speaking engagements.

Mary Jordan is a CFP® professional with 10 years of industry experience, currently serving at Alpha Financial Management, Inc. in Savannah, GA. She spent eight years with Edward Jones before joining her current firm. Alpha Financial Management provides wealth and investment management services to individuals, plans, trusts, estates, charitable organizations, and small businesses. The firm follows a markets-efficient investment philosophy, typically managing accounts on a discretionary basis using a strategic core-and-satellite asset allocation with passively managed index funds and institutional Dimensional Fund Advisors (DFA) funds.

Michael Smith is a financial advisor at LegacyBridge Wealth Management, LLC in Savannah, GA, holding a Series 65 designation with two years of industry experience. He is also a co-owner and lawyer at Smith Barid, LLC, where he has been practicing since 2006. Additionally, he is a licensed insurance agent with LegacyBridge Solutions. LegacyBridge Wealth Management is a small advisory firm serving individuals and high-net-worth clients, offering financial planning, pension consulting, and adviser selection services. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, often using third-party advisers to manage client assets.

Pete Lang is a financial advisor with Lang Capital, holding a Series 65 designation and over 15 years of industry experience. He has been with Calibre Investment Management, LLC since 2015 and has led Lang Capital since 1996. Calibre Investment Management, LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diversified investment approach that includes equities, fixed income, ETFs, hedge funds, private equity, and insurance-based products, utilizing multiple analytical methods and access to third-party managers.

Matthew Kovalcik is a financial advisor at Kovalcik & Geraghty Wealth Partners LLP in Bluffton, SC, with 25 years of industry experience. He holds the Series 63 designation and has worked at Raymond James Financial and M.G. Kovalcik, LLC before joining his current firm in 2012. Kovalcik & Geraghty Wealth Partners is a small advisory firm serving individual clients, including high-net-worth individuals and corporate executives, as well as donor-advised funds. The firm provides financial planning and portfolio management through discretionary and non-discretionary accounts, employing a mix of fundamental, technical, and cyclical analysis alongside various investment strategies tailored to client objectives.

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.