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 is a financial advisor at Tidewater Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Tidewater Wealth Advisors since 2010. Prior to that, he was associated with Tidewater Investors LLC starting in 2009. Tidewater Wealth Advisors provides fee-based, discretionary investment advisory and portfolio management services to individuals, trusts, estates, and small businesses. The firm operates as a single-advisor practice offering customized asset management and employs an allocation-focused approach that incorporates both fundamental and technical analysis, using a variety of investment instruments and third-party model portfolios.

Todd Allen is the principal of Provisor Asset Management LLC, an independent advisory firm based in Bluffton, SC. He holds the ChFC® designation and has 24 years of industry experience. Prior to founding Provisor Asset Management in 2021, he worked in various financial services roles including with Allstate and The O.N. Equity Sales Company. Allen also served in the U.S. Army Reserves for 26 years. In addition to his advisory work, he operates a licensed insurance agency. Provisor Asset Management LLC provides investment advisory services primarily to individual clients, using both discretionary and non-discretionary platforms to implement client strategies. The firm manages a modest client base with a focus on customized asset allocation and quarterly reviews.

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.

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.

Brett Lewis is a Series 65-licensed financial advisor with Constant CashFlow, LLC in Savannah, GA. He has been with the firm since 2025 and has prior experience at Mohawk Industries dating back to 2012. In addition to his advisory role, he is licensed to sell insurance. Constant CashFlow, LLC provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm uses a blend of charting, fundamental, quantitative, and technical analysis with a focus on equities, ETFs, fixed income, and selected alternatives, and offers financial planning primarily on a one-time basis with hourly billing.

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 is a CFA® charterholder and principal of New Albany Capital Partners, LLC, with 22 years of industry experience. He has worked at RedTree Investment Group in two separate periods before and after his long tenure at New Albany Capital Partners, where he has been since 2007. In 2023, Lewis began volunteering on the investment sub-committee of the finance committee for Berkeley Hall Club, Inc., a nonprofit organization operating a golf club and community services in Bluffton, SC. New Albany Capital Partners is a small independent registered investment adviser providing discretionary portfolio management for individuals, nonprofits, and select institutional clients. The firm employs a value-oriented investment style that incorporates fundamental analysis, ETFs, individual equities, mutual funds, and, for some accounts, derivatives and specialized fixed income securities, with a notable focus on nonprofit and institutional mandates.

Ty Kopke is the sole advisor at Silver Oak Leaf Financial Services L.L.C. in Bluffton, SC. He holds a Series 65 designation and has five years of industry experience. Prior to his financial advisory career, Kopke served six years in the United States Marine Corps. Silver Oak Leaf Financial Services serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm emphasizes tailored investment policies and uses a mix of passive asset-class allocations and fundamental analysis, offering both customized portfolios and third-party model-based management.

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.

Gloria Maxfield is a financial advisor at Women’s Worth Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC, INVEST Financial Corp, and The Bedminster Group. Women’s Worth Advisors provides financial planning, non-discretionary investment management, qualified plan consulting, and financial consulting services to individuals, families, trusts, estates, businesses, charities, and retirement plans. The firm offers a client-facing program called “Money Management Wellness” focused on financial checkups for women and integrates financial planning into its investment management process.

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 is a CFP® with 24 years of industry experience, currently serving as the sole advisor at Lifepath Advisors, LLC. His prior roles include positions at Lifeworks Advisors, Eight4Three Wealth Management, CFG Wealth Management, and Invest Financial Corporation. He is also a Certified Divorce Financial Analyst (CDFA) and works with Lowcountry Divorce Planning, LLC in that capacity. Lifepath Advisors, LLC is an independent registered investment adviser that provides portfolio management through the Advisor-Directed Model Management program sponsored by Orion Portfolio Solutions and offers financial planning services. The firm primarily serves individual and high-net-worth clients, utilizing fundamental, technical, and cyclical analysis while allowing clients to impose reasonable investment restrictions.

Palmer Jones is a CFP® professional with 19 years of industry experience based in Bluffton, SC. He has led Palmer Jones & Associates, Inc. since 1981. Palmer Jones & Associates provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $92.7 million across about 35 accounts, focusing on tailored model portfolios with a disciplined approach that includes fundamental, technical, and cyclical analysis, and operates on a strictly fee-only basis without commission-based products.

Ronald Latin is a CFP® with 42 years of experience in the financial services industry. He is the sole advisor at Liberty Wealth Management, LLC, where he has worked since 2021. His prior experience includes long tenures at Liberty Capital Management, Inc. and Royal Alliance Associates, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a modern portfolio theory-based approach with model allocations tailored to each client and operates primarily on a non-discretionary basis using the SEI Private Trust Company platform.

Jennifer Sokolowski is a CFP® professional with eight years of industry experience. She has worked at Metis Wealth Management & Planning LLC since 2019 and previously was with WestView Investment Advisors LLC and Target. Metis Wealth Management & Planning serves individuals, business entities, pension and profit-sharing plans, and trusts with discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios based on client goals and risk tolerances, employing a range of investment strategies including the use of leverage and tactical trading.

Jordan Bryant is a financial advisor at Coastline Complete Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network, Wells Fargo Advisors, and Bank of America. Prior to his financial career, Bryant was involved in a family appliance service and parts business for nine years. Coastline Complete Wealth LLC is an SEC-registered investment adviser that offers discretionary investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and pooled or institutional vehicles. The firm focuses on model portfolios using exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining discretion to rebalance as needed.