Cass Tokarski is a financial advisor at Wright Cove Capital with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cantor Fitzgerald & Co. Tokarski is also a passive investor and member/manager of 3 QUID LLC, a company that invests in start-up businesses and real estate. Wright Cove Capital is a boutique, two-advisor firm offering fee-only, discretionary investment management to individuals, high net worth clients, families, and business entities. The firm uses a blend of fundamental and technical analysis along with third-party research and computerized asset-allocation tools to create diversified portfolios tailored to client objectives, with formal monthly portfolio reviews and at least annual client meetings.

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.

Nathaniel Jones is a financial advisor at Hilton Head Financial Advisors, Inc. with 18 years of industry experience. He has been with the firm since 1997 and holds a Series 65 designation. Outside of his advisory role, he spends a small amount of time managing administrative tasks related to the property where his office is located. Hilton Head Financial Advisors provides personalized financial planning and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, and small businesses. The firm serves both high-net-worth and non-HNW clients, using investment policy statements and discretionary management primarily through no-load or low-load mutual funds, ETFs, equities, and bonds.

Marc Johnston is a financial advisor at The Bedminster Group with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at RE Advisers Corporation and RE Investment Corporation. The Bedminster Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial consulting, and retirement-plan services, utilizing a range of investment methods tailored to client objectives.

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.

Brian Gray is the principal of Graylark Financial, LLC in Bluffton, South Carolina, holding a Series 65 credential with 14 years of industry experience. His prior work includes roles at APO Financial Services, LLC, APO Financial Inc, Asset Protect One, and Horter Investment Management, LLC. In addition to his advisory practice, Gray is the owner and manager of Graylark Insurance Services LLC, an insurance and annuity sales business. Graylark Financial is a small registered investment adviser providing discretionary and non-discretionary portfolio management and integrated financial planning to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and uses various investment vehicles including ETFs, mutual funds, equities, fixed income, and third-party managers.

Mark Farrelly is a financial advisor at Cairn Wealth Management with 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Fidelity, NewFocus Financial Group, and EP Wealth Advisors. Cairn Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by providing discretionary investment management and financial planning. The firm emphasizes a value-oriented, risk-aware approach primarily focused on U.S. equities and integrates financial planning and client education into its services.

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.

Anne Hudick is a CFP® professional with 25 years of experience at Fee-Only Financial Planning, L.C., where she has worked since 2001. She holds the Series 63 designation and is based in Okatie, South Carolina. Fee-Only Financial Planning, L.C. provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates, including high-net-worth clients. The firm emphasizes diversified asset-allocation models, low-cost index funds and ETFs, and longer-term holdings, managing approximately $364 million in discretionary assets.

Richard Walls is a financial advisor at Walls Investment Management Company in Bluffton, SC, with 30 years of industry experience. He has worked at Walls Investments since 1998 and holds a Series 63 designation. Walls Investment Management provides personalized investment management and financial planning services to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a mix of fundamental, technical, and cyclical analysis to construct portfolios focused on liquid instruments, and it offers discretionary portfolio management with regular account reviews.

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.

Matthew Van Grouw is a financial advisor at Van Grouw Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including IBN Financial Services, Inc. and Guardian Industries. In addition to his advisory role, he is employed as a staff accountant at James L. Van Grouw LLC, an accounting firm. Van Grouw Advisors, LLC provides discretionary asset and portfolio management services to individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and technical analysis across various strategies, including derivatives and margin use, and conducts regular portfolio reviews with tailored investment approaches.

Jessica Keith is a financial advisor at The Cavanaugh Group Inc in Hilton Head, SC, holding a Series 65 designation with 30 years of industry experience. She has been with The Cavanaugh Group since 1995. The Cavanaugh Group provides investment advisory services to individuals, trusts, qualified plans, nonprofit organizations, and profit-sharing plans, managing a relatively small client base with a conservative, balanced asset-allocation approach focused on long-term discipline.