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 11 years of industry experience. He is the sole advisor at Abacus Wealth Factors, LLC and has been associated with Alpha Financial Management since 2013. 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, global diversification, and primarily passive investment vehicles.

Brett Lewis is a Series 65-credentialed financial advisor based in Savannah, GA, with one year of experience at Constant CashFlow, LLC. Prior to advising, he has worked at Mohawk Industries since 2012. He is also licensed to sell insurance. Constant CashFlow, LLC serves individual and high-net-worth clients with discretionary portfolio management and standalone financial planning. The firm uses a mix of charting, fundamental, quantitative, and technical analysis, focusing on equities, ETFs, fixed income, and non-U.S. securities.

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.

Ronald Walker is the sole advisor at Walker & Associates in Tybee Island, GA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has led Walker & Associates since 1992. Walker & Associates provides investment advice and portfolio management to individuals, business owners, and employer-sponsored retirement plans, emphasizing a research-intensive, tactical asset allocation approach and thorough manager due diligence.

Kimberly Good is a CFP®, ChFC®, and Series 63 credentialed advisor with 23 years of industry experience. She is the principal of KCG Investment Advisory Services LLC and has previously worked at Destiny Wealth Partners, Alpha Financial Management, Inc., and Tisch Investment Advisory Inc. In addition to her advisory work, Kimberly operates as an independent insurance agent. KCG Investment Advisory Services LLC provides portfolio management and comprehensive financial planning primarily for individual and small-business clients, while also serving select institutional clients such as unions, trusts, and foundations. The firm combines Modern Portfolio Theory with active management, utilizing fundamental analysis and customized model portfolios, and offers services including cash-flow coaching, adviser selection assistance, educational workshops, and specialized document preparation for diminished-capacity clients.

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.

What do you actually want for this one amazing life of yours? I'm Eileen — CFP®, MBA, CRPC®, CDFA®, BFA™ founder of Emerald Wealth, a fee-only fiduciary practice for people who've built significant, often complex financial lives & want a partner who actually gets to know them, not just their account balance. That question, in one form or another, echoes something the poet Mary Oliver asks at the end of "The Summer Day," and it's become something of a north star for how I practice. So much of financial planning is really just in service of a much bigger question: what do you actually want this life to be? My approach is rooted in Behavioral Financial Advisor training, and it starts there, before we talk numbers, we talk about what you want your money to do for your life. Some of my favorite clients are sharp, successful people who are just now taking the reins of substantial wealth for the first time, often after losing a spouse or coming out of a divorce. Wherever you're starting from, my mission is the same: help you build & protect wealth that truly feels like yours, and a legacy that reflects it. I work with clients virtually across the U.S. & with a particular passion for serving American expats and cross-border families, especially those splitting their lives between the U.S. & Spain. I grew up in Madrid and I'm fluent in Spanish, so this specialty comes from lived experience, not just training. I'm always glad to work with expats wherever they've landed, but Spain will always hold a special place for me. There's an old Spanish toast my family always raised a glass to: salud, amor, dinero, y tiempo para gastarlo — health, love, money, and time to spend it. That's not a bad definition of a life well planned, and it's a big part of why I do this work. I also hold the CDFA® designation, and my connection to divorce financial planning is personal as well as professional. I've navigated my own divorce, and I know firsthand how overwhelming it can feel to rebuild a financial life on your own. That experience is a big part of why this work matters so much to me. I want every client walking through that transition, or grieving a spouse, to feel like they have someone fully in their corner, and to leave our conversations with real hope that what comes next can be even better than what came before. If any of this sounds like you, or like someone you care about, I'd love the chance to talk.

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 credentials and has worked with several firms including Smith Barid, LLC and Sypress Financial. Lewis is also an agent with LegacyBridge Planning Solutions, LLC, providing insurance solutions to clients. LegacyBridge Wealth Management serves individuals and high-net-worth clients, offering financial planning, pension consulting, and selection-of-advisers services. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, often utilizing third-party managers to implement strategies across multiple asset classes.

Josh Mcintosh is a financial advisor at Trimaran Capital in Savannah, GA, holding a Series 66 designation with 15 years of industry experience. He has been with Trimaran Capital since 2013. Trimaran Capital provides discretionary and non-discretionary portfolio management and pension consulting to individuals, families, trusts, retirement accounts, foundations, non-profits, and religious organizations. The firm emphasizes fundamental analysis supplemented by technical analysis to manage balanced, long-term portfolios and employs strategies including derivatives and short-selling with client consent.

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 with ETCH Financial in Savannah, GA, holding Series 65 and Series 66 licenses and two years of industry experience. His work history includes roles at Vagabond Cruises, Fiduciary Financial Advisors, Ivy Bridge Planning, LLC, and Captain Derek's Dolphin Adventure, among others. He has also been involved in academic work at Georgia Southern University since 2015. ETCH Financial serves individual clients, small businesses, and retirement plan sponsors by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes client-specific investment policies with a mix of passive and active strategies and is notable for its expertise in student loan and college-planning services.

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.