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.

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.

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.

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.

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.

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.

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.

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.