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.

Dylan Tucker is a financial advisor at DWT Financial with a Series 65 designation and two years of industry experience. Prior to joining DWT Financial in 2022, he worked in automotive sales and golf course management roles. DWT Financial provides discretionary investment management and financial planning services to individuals, trusts, estates, and select business entities. The firm employs diversified portfolios using fundamental and technical analysis and offers a range of investment strategies including long-term, short-term, and active trading.

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.

Walter Greenfield is the sole advisor at Greenfield/Lewis Investment Counsel in Hilton Head Island, SC, where he has provided investment management services since 1999. He holds a CPA and an MBA and has 25 years of industry experience, including extensive banking and management roles prior to founding his firm. Greenfield/Lewis Investment Counsel is an independent, fee-only advisory practice that manages approximately $11.8 million for about 15 clients, including individuals, high-net-worth clients, and small businesses. The firm focuses on high-quality, dividend-paying equities, investment-grade corporate bonds, and selective use of exchange-traded and index funds, employing fundamental, technical, and cyclical analysis to guide discretionary portfolio management.

Mitchell Zimmer is the sole advisor at Zimmer Capital Management LLC in Bluffton, SC, holding a Series 65 designation with four years of industry experience. He has prior work experience in the hospitality sector, including a role at Goldener Hirsch. Zimmer Capital Management LLC provides discretionary asset management and financial planning services to individual investors, trusts, estates, and business entities. The firm tailors portfolios to client goals and risk tolerance, employing both fundamental and technical analysis, and offers a range of strategies including option writing and margin trading.

Arthur Randall is a financial advisor with Strategic Investment Solutions, LLC in Bluffton, SC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including ten years at Lexington Wealth Management, Inc. Outside of advising, he is the sole proprietor of Ethos Advisory Property Management, a real property management business. Strategic Investment Solutions provides financial planning and portfolio advisory services to individuals and charitable organizations. The firm’s investment approach focuses on asset allocation through SEI Investments Company platforms and subadvisors, emphasizing tax-managed portfolios, tactical ETFs, separately managed accounts, and income-focused solutions.

Jack Holland is a financial advisor at Greenside Financial, Ltd with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Greenside Financial since 2017, following prior roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Outside of his advisory work, he serves as president of the Florence & Gordon Holland Family Foundation, a private foundation. Greenside Financial, Ltd serves individuals, high-net-worth clients, corporations, and retirement or profit-sharing plans by providing portfolio advisory services, third-party adviser referrals, and limited-scope financial consulting. The firm primarily manages non-discretionary accounts using an investment approach based on asset allocation and modern portfolio theory, often incorporating SEI platforms, specialist sub-advisers, and custom limited-purpose portfolios.

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.

Seth Williams is the sole advisor at Williams Market Analytics LLC, an independent firm based in Hilton Head, SC. He holds the CFA® designation and has 15 years of industry experience. Williams has led his firm since its founding in 2011. Williams Market Analytics provides discretionary separately managed account portfolio management to individuals, high-net-worth clients, and other registered investment advisers. The firm combines fundamental and technical analysis using proprietary valuation metrics and systematic trading models, and also offers a subscription-based online service distributing market commentary and newsletters through third-party platforms.

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.

John Lewis Jr. is a CFA charterholder and principal of New Albany Capital Partners, LLC with 23 years of industry experience. He has worked at firms including Crew Capital Management, RedTree Investment Group, Sweetwater Asset Management, and BPU Investment Management. Since 2023, Lewis has volunteered on the investment sub-committee of the finance committee for Berkeley Hall Club, a nonprofit organization in Bluffton, SC. New Albany Capital Partners is an independent registered investment adviser managing discretionary portfolios for individuals, nonprofit, and institutional clients, with a value-oriented approach that includes core allocations to ETFs, listed equities, and fixed income. The firm also provides consulting for defined contribution plans and employs option strategies and leverage for select accounts when authorized.

Ty Kopke is a financial advisor at Silver Oak Leaf Financial Services L.L.C. in Bluffton, South Carolina, with five years of industry experience. He holds a Series 65 designation and previously served in the United States Marine Corps from 2016 to 2020. Silver Oak Leaf Financial Services serves individual and high-net-worth clients, offering discretionary investment management and comprehensive financial planning. The firm emphasizes passive, asset-class allocations combined with fundamental security analysis and provides access to model-based portfolios through a sub-advisor.

Stephen Loderick is a financial advisor at Arsenal 401K Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked with Arsenal Financial Group LLC and The Leaders Group Inc during his career. He is also the founder and CEO of Arsenal Wealth Advisors, a financial planning service in Bluffton, SC. Arsenal 401K Advisors primarily serves retirement plan sponsors by providing benefit plan consulting, plan management services, and participant education workshops. The firm operates under ERISA frameworks and typically implements investment programs by recommending or co-advising with third-party managers rather than directly managing client portfolios.

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.

Gloria Maxfield is a financial advisor at Women's Worth Advisors with eight years of industry experience. She holds the Series 65 and Series 63 designations. Her prior roles include positions at LPL Financial LLC, INVEST Financial Corp, and The Bedminster Group. Women's Worth Advisors, LLC provides financial planning, non-discretionary investment management, financial consulting through a Money Management Wellness program, and qualified plan consulting to a range of clients including individuals, families, businesses, and retirement plans. The firm emphasizes integrated planning and offers predominantly non-discretionary management, implementing recommendations with client approval, and also serves as an ERISA fiduciary in qualified plan consulting.

Bruce Traina is the principal of Traina Investment Advisory and holds a Series 65 license. He has over a decade of experience that includes roles at the DC Office of Tax and Revenue Criminal Investigation Division and the Saudi Arabian Oil Company’s Special Audits Division. In addition to his advisory work, he operates a separate tax services business. Traina Investment Advisory is a state-registered investment manager serving individual and high-net-worth clients with non-discretionary portfolio management and financial planning. The firm emphasizes diversification, low costs, and long-term investing, using a mix of fundamental, technical, and cyclical analysis to construct portfolios primarily composed of ETFs, mutual funds, equities, and fixed income.

Ronald Freeman Jr. is a CFP® with 24 years of experience in the financial services industry. He is the sole advisor at Lifepath Advisors, LLC, where he has worked since 2024. His prior experience includes roles at Lifeworks Advisors, Eight4Three Wealth Management, and CFG Wealth Management. Freeman also holds a Certified Divorce Financial Analyst designation and practices in divorce financial planning through Lowcountry Divorce Planning, LLC. Lifepath Advisors provides investment management and financial planning services to individual and high-net-worth clients, offering one-time financial plans and ongoing planning memberships. The firm utilizes a non-discretionary asset management program with third-party strategists, managing approximately $17.7 million in assets across about 36 client relationships.