Roger Budd III is a financial advisor with Roger Budd Investment Management, LLC in Saint Simons Island, GA. He holds a Series 66 designation and has 12 years of industry experience, including roles at Merrill Lynch and Raymond James. Outside of his advisory work, he serves as president of the Budd Family Limited Partnership, a family real estate investment entity, and is a director at 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 horizon, and risk tolerance, employing fundamental, technical, and charting analysis along with option strategies when appropriate.

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.

Edward Stalnaker is the principal of Stalnaker Investment Group, Inc. in St. Simons Island, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led the firm since 1999, drawing on prior experience at broker-dealers and a regional bank. Outside of investment management, he is involved in real estate appraisal. Stalnaker Investment Group provides investment management primarily for pooled vehicles and institutional mandates, offering discretionary portfolio management and advisory services. The firm’s investment approach reflects the principal’s finance background and real estate appraisal work, and it employs fee structures that differ from typical percentage-of-assets models, with no sales-based bonuses or economic benefits from non-clients.

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.

Thomas Neely is a financial advisor with Island Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and TNB Financial Services, Inc., where he serves as Senior Vice President. Outside of his advisory work, he manages timber and real estate holdings through family partnerships. Island Asset Management provides ongoing asset management services to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management tailored to client goals, time horizons, and risk tolerance. The firm’s investment process incorporates fundamental and technical analysis and includes long-term holdings, shorter-term trading, and options strategies.

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.

Howard Marshall is a financial advisor at Safe Harbor Fiduciary, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Safe Harbor Fiduciary since 2023. In addition to his advisory role, he is involved with Simpler Trading LLC as an investment educator and content provider. Safe Harbor Fiduciary offers discretionary portfolio management, financial planning, and consulting primarily for individual clients, trusts, and high-net-worth households. The firm employs a tailored investment approach based on fundamental, technical, and cyclical analysis, utilizing strategies such as option writing and long- and short-term trading.

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, Acg Wealth, Inc., and Lakeview Capital Partners. Outside of advising, he serves as Chief Operating Officer and member of Capital Radiosurgery Centers, a cancer treatment facility, and provides business consulting for OAM Sea Island LLC. 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 that incorporates mutual funds, ETFs, and separately managed accounts, with quantitative risk models and proprietary analytics to create diversified portfolios.

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.

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.

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 with Concurrent Investment Advisors, LLC, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Raymond James & Associates and SunTrust Bank. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans through wealth management, investment management, financial planning, and participant advisory services. The firm employs a long-term investment approach with diversified portfolios and manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates.

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.

Kenneth Pipkin is a CFP® with 25 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Imprint Wealth LLC, Eudaimonia Partners, LLC, and Canopy Asset Management, where he is also a founding partner. Outside of his advisory work, he holds leadership roles as Secretary of Ocean Lodge #214, F & A M, and President of the Waverly Home Owner's Association, and serves as co-trustee under two wills. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, and businesses. The firm manages approximately $9.9 billion in client assets across more than 10,000 clients, employing a long-term investment approach with customized portfolios using ETFs, mutual funds, and other instruments.

William Mc Kinnon is a Wealth Management Associate at NewEdge Advisors with a Series 65 credential and one year of industry experience. Before joining NewEdge Advisors, he attended Georgia College & State University and worked in small business roles, including at Sunset Slush of SSI. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Damon Ellison Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He previously worked at Bank of America, N.A. from 2012 to 2024 before continuing at Merrill. Outside of his advisory role, he serves as a Chamber Ambassador for the Golden Isles Chamber of Commerce and is a board member and event planning volunteer for the D M County Chamber of Commerce. He is also the general partner and managing member of Selling Green Wellness Bar, a business focused on promoting wellness through education about juicing. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes manager-selection capabilities and tax-efficient portfolio strategies.

John Russell is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and has also served as an agent with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.