Roger Budd III is the principal of Roger Budd Investment Management, LLC in Saint Simons Island, GA, with 12 years of industry experience. He holds a Series 66 designation and previously worked at Pentas Wealth Management and Raymond James Financial Services. He is also involved as a director of Golden Isles Captive Insurance Inc. Roger Budd Investment Management, LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, utilizing fundamental, technical, and charting analysis across various strategies, often operating under discretionary authority.

Clayton Saunders is the sole advisor at Saunders Investment Management LLC, an independent firm based in Saint Simons Island, GA. He holds a Series 65 designation and has eight years of industry experience. Saunders has also been affiliated with the College of Coastal Georgia since 1992. Saunders Investment Management provides tailored investment advisory and portfolio management services primarily to mid- to high-net-worth individuals and nonprofit entities. The firm combines fundamental and technical analysis to develop risk-appropriate asset allocations, emphasizing low turnover and long-term market returns while also offering market-timing portfolios and services, which is uncommon among independent advisers.

Richard Dubois is a financial advisor with Dubois Wealth Management, LLC in St. Simons Island, GA. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including prior roles at CapSouth Wealth Management and SunTrust Bank. Outside of advising, he works as an outdoor service attendant at Sea Island and serves on a nonprofit board. Dubois Wealth Management provides ongoing portfolio management and financial planning for individual and high-net-worth clients. The firm emphasizes equity portfolios and employs a mixed investment approach that includes technical, fundamental, and quantitative analysis, along with long-term trading and options strategies.

Mark Digiovanni is the sole advisor at Marathon Financial Strategies in Brunswick, GA, holding the CFP® designation with 22 years of industry experience. He has been with Marathon Financial Strategies since 1995. He is also the author of four books on financial management, from which he receives royalties. Marathon Financial Strategies serves individual and high-net-worth clients by providing investment supervisory services and financial planning. The firm employs a long-term investment approach using both fundamental and technical analysis, manages all assets in-house, and emphasizes regular portfolio reviews and documented client objectives.

Edward Stalnaker is the principal of Stalnaker Investment Group, Inc., an independent firm based in St. Simons Island, GA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, having led his firm since 1999. Outside of investment management, he is involved in real estate appraisal. Stalnaker Investment Group specializes in discretionary portfolio management and advisory services primarily for pooled vehicles and institutional mandates. The firm’s approach reflects the principal’s finance background and prior experience at broker-dealers and a regional bank, with an atypical fee structure that does not rely on percentage-of-assets-under-management fees.

Mark Podlin is a Series 65-licensed advisor at Podlin International Realty, Ltd. with 7 years of industry experience. He has a legal background, operating Mark J Podlin Attorney at Law PC since 2009, and has prior experience with Urban Retail Korea LLC and Urban Retail China Venture LLC. Podlin International Realty, Ltd. provides investment advisory services focused on managing, leasing, and redeveloping regional and international shopping centers, alongside advising on publicly traded securities. The firm combines detailed property analysis with conventional securities research and offers integrated services including real estate brokerage and legal work through its affiliated law practice.

Wesley Joiner is a financial advisor with Legacy Financial Advisors in Saint Simons Island, GA, holding a Series 66 designation and 13 years of industry experience. He has previously worked with Cetera Advisors LLC and First Allied Advisory Services. Outside of advisory services, he is a partner in IMaximize Social Security, LLC, a company developing a mobile application for Social Security planning, and serves as CFO of Nibble Nation. Legacy Financial Advisors serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and financial institution consulting. The firm employs goals-based, long-term investment strategies using multiple model portfolios and offers both discretionary and non-discretionary account management.

William Joiner is a financial advisor with Legacy Financial Advisors in Saint Simons Island, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at First Allied Advisory Services and Legacy Financial Advisors, where he currently serves as president. Outside of his advisory role, Joiner is a partner in Fiber Tech Enterprises, LLC, and volunteers with the Sea Palms West Homeowners Association. Legacy Financial Advisors serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and financial institution consulting. The firm employs goals-based, long-term investment strategies using multiple model portfolios and offers discretionary and non-discretionary account management.

Davis Knox is a financial advisor at Island Asset Management, LLC with a Series 65 designation and one year of industry experience. His work history includes roles at BCKR Holdings, Jittery Joe's Coffee, GNK Properties, and long-term involvement in businesses such as Knox Properties and Fire & Flavor Grilling Co. He is engaged in multiple entrepreneurial ventures outside of financial advising. Island Asset Management provides ongoing asset management primarily to individual and high-net-worth clients, managing approximately $98.4 million across about 78 client relationships. The firm employs a range of investment strategies including long- and short-term purchases, trading, and option writing, with a notable concentration of assets managed on a non-discretionary basis.

Howard Marshall is a financial advisor at Safe Harbor Fiduciary, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been involved with Simpler Trading LLC since 2013 as an investment educator and content provider. Safe Harbor Fiduciary, LLC offers discretionary investment management, fixed indexed annuity management, and financial planning services to individuals, trusts, and high net worth clients. The firm uses fundamental, technical, and cyclical analysis to develop tailored investment strategies and conducts regular portfolio reviews.

Thomas Neely is a financial advisor with Island Asset Management, LLC in Saint Simons Island, GA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc., TNB Financial Services, Inc., and Investment Professionals, Inc. Outside of advisory work, he manages timber and real estate holdings for his family. Island Asset Management provides asset management services primarily to individual and high-net-worth clients, managing approximately $98.4 million across about 78 client relationships. The firm offers both discretionary and non-discretionary portfolio management, employing fundamental and technical analysis with strategies such as option writing, trading, and tax-loss harvesting.

Kyle Holland is a financial advisor at Legacy Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Southeastern Bank for 11 years. Outside of his advisory role, Kyle provides strategic and technical business consulting through Cloverfield Group LLC. Legacy Financial Advisors serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and financial institution consulting. The firm employs goals-based, long-term investment strategies using multiple model portfolios and manages accounts on both discretionary and non-discretionary bases.

Paul Bowers is a financial advisor with North Capital, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Adi Dassler International Family Office USA Limited Partnership, Arkadios Capital, and ACG Wealth, Inc. Outside of his advisory work, he serves as Chief Operating Officer of Capital Radiosurgery Centers, a cancer treatment facility, and provides business consulting for a manufacturing company supporting utility services. North Capital offers financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach with quantitative risk models and proprietary analytics to build and monitor diversified portfolios across various investment vehicles.

Tye Pipkin is a financial advisor at Concurrent Investment Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Imprint Wealth LLC, Purshe Kaplan Sterling Investments, Inc., and LPL Financial, LLC. Outside of his advisory role, Pipkin serves as board treasurer for the Humane Society of South Coastal Georgia and is a board member of the Star Foundation of South Coastal Georgia. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, offering customized portfolios with a generally long-term approach complemented by opportunistic trading.

Alyssa Molan is a Series 65 credentialed financial advisor at Founders Financial Securities LLC with one year of industry experience. Her prior work includes roles at Mariner, Cascadia Wealth Management, Oregon Beverage Services, and Physiq Fitness. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisers managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and specialized services, including retirement guidance, 1031 exchange consulting, and co-advised private wealth portfolios.

Thomas Stark is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked at firms including OneWealth Investment Management, ATL Global Advisors, and Cetera Advisors LLC. He also operates Stark Financial Strategies, Inc., which he has been involved with since 2002. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers comprehensive portfolio management, financial planning, and retirement plan consulting services.

Joe Tracy is a financial advisor with The Fiduciary Alliance in St. Simons, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes 13 years at Bison Wealth, LLC, followed by roles at Fiduciary Alliance, LLC and Parallel Financial. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm’s investment approach combines fundamental, technical, cyclical, and charting analyses, with options for third-party manager allocations, and it operates a multi-division network with distinctive features such as performance-based carried interest arrangements and advisory services to other advisers.

Thomas Sams III is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James & Associates, SunTrust Advisory Services, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he co-owns several holding companies, including one established to manage expenses related to a jointly owned boat. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in client assets, employing a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Patrick Bindel is a financial advisor at Concurrent Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and SunTrust Bank. His roles have included investment advisory and financial planning. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across a multi-office platform.

Richard Halverson is a financial advisor at Capital Investment Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience with Cetera Wealth Services, LLC, Cetera Investment Advisers, and LPL Financial. Outside of his advisory role, Halverson serves on the boards of local nonprofit organizations including the First Tee Golden Isles Young Ambassador Council and the Exchange Club of Brunswick, and he is involved in financial education through Glynn County Schools’ advisory committee. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosure as key components of its process.