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.

Michael Ross is a financial advisor at T.R.U.E. Coastal Capital, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Mutual Advisors, LLC, Mutual Securities, Inc., and Northlanding Financial Partners, LLC. In addition to his advisory role, Ross operates as an independent insurance agent in Savannah, GA. T.R.U.E. Coastal Capital serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management alongside tiered financial planning services. The firm manages approximately $124 million across 156 client relationships, using a mix of mutual funds, ETFs, equities, bonds, and variable annuities with research methods including fundamental, technical, and charting analysis.

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. in Savannah, GA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Colonial Group Inc and Gulfstream, as well as military service in the U.S. Army from 2016 to 2021. Alpha Financial Management provides wealth and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a markets-efficient investment approach using passively managed index funds and institutional Dimensional Fund Advisors funds, operates as a fee-only advisor, and offers both comprehensive financial planning and a planning-only engagement option.

Michael Dayoub is a CFP® with 18 years of industry experience, currently serving at Alpha Financial Management, Inc. since 2014. Prior to that, he worked at Union Hill Financial Planning from 2008 to 2014. He is also CEO of Maintaining Exact Products Inc., a company focused on licensing technology unrelated to investment services. Alpha Financial Management provides wealth and investment management as well as financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, small businesses, and military families referred through ComPsych. The firm operates as a fee-only advisor using a strategic, core-and-satellite asset allocation with passively managed index and institutional funds.

James Aronson is a financial advisor with Aronson Asset Management, Inc. in Savannah, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Aronson Asset Management since 1997. Outside of his advisory role, he assists with management duties at a computer leasing business owned by his wife. Aronson Asset Management provides discretionary and non-discretionary portfolio management and personalized financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, and corporate pension or profit-sharing plans. The firm uses both fundamental and technical analysis combined with long- and short-term trading strategies to tailor portfolios to clients’ financial situations and objectives.

Lori Aronson is a financial advisor at Aronson Asset Management, Inc. with 22 years of industry experience. She holds a Series 65 credential and has been involved with Aronson Asset Management since 1999. She is also the owner of Stone Mountain Financial Services, Inc., which is her primary business. Aronson Asset Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and corporate pension or profit-sharing plans. The firm uses both fundamental and technical analysis and offers customized investment strategies tailored to each client’s financial situation and goals.

Edmund Curlee IV is a financial advisor with First City Capital Management Inc in Savannah, GA, holding a Series 65 designation and eight years of industry experience. He has been with First City Capital Management since 2013. First City Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and various business entities. The firm emphasizes a balanced portfolio approach, tailoring asset allocation to clients’ tax situations, risk tolerance, and cash-flow needs, with strategies focused on growth-at-a-reasonable-price stock selection and value-oriented fixed-income management.

Matthew Apelman is a financial advisor with Wealthion in Savannah, GA, holding Series 63 and Series 65 licenses. He has been with Wealthion since 2026 and previously worked at Fidelity Investments. Outside of his advisory role, he is also involved with Gold Bullion International LLC. Wealthion provides discretionary portfolio management and referral services to individuals, high net worth clients, family offices, and institutions. The firm focuses on strategies emphasizing real assets and uses a distinctive structure connected to precious-metals broker-dealers and affiliated entities.

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 37 years of industry experience and currently a senior partner at Sound View Wealth Advisors Group, LLC. Her prior experience includes roles at Merrill and Bank of America. She serves on the board and committees of the Telfair Museum in Savannah, GA. Sound View Wealth Advisors Group offers holistic financial planning and portfolio management to individuals, families, trusts, and qualified retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, managing assets directly or through external managers while providing a range of fiduciary and retirement 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.

Christopher Cowan is a financial advisor with Sollinda Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior experience includes roles at Capital Investment Advisory Services, LLC, Capital Investment Group, Inc., and Investors Capital Corp. Outside of his advisory work, he is involved in businesses related to honey sales and guided fishing and hunting trips. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, and offers sub-advisory services to other registered investment advisers. The firm employs a combination of systematic and discretionary investment strategies, including quantitative and fundamental analysis, and manages a private investment fund along with other distinctive features such as sub-advisory roles and integrated brokerage, insurance, and accounting services.

Emma Wyman is a financial advisor at Ables, Iannone, Moore & Associates, Inc. with one year of industry experience. She holds the Series 65 designation. Prior to joining AIM&A in 2023, she worked at Lowcountry Children's Co-op from 2019 to 2022. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, corporations, and business entities, serving both high-net-worth and other clients. The firm emphasizes a research-driven investment process utilizing fundamental, technical, and cyclical analysis to identify long-term opportunities, typically holding securities for at least three years.

David Haverstick is a financial advisor at Ables, Iannone, Moore & Associates, Inc. (AIM&A) in Savannah, GA, with 14 years of industry experience. He holds the Series 66 designation and has worked at AIM&A since 2016, following positions at Intervest International, Inc., First Citizens Asset Management, Inc., and Valic Financial Advisors. AIM&A provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, and business entities, focusing on portfolios of individual stocks and bonds. The firm employs a research-driven investment process combining fundamental, technical, and cyclical analysis, managing approximately $258.7 million for about 395 clients.