James Glendinning

Phillip Hulme, grew up believing there was a better way. Money was tight, his parents worked long hours and yet there never seemed to be enough to escape the grind. If it wasn't one thing, it was another. As fortune would have it, Phillip had a mentor in the Army who spotted his curiosity for finance and guided him to read and learn more. It lit a fire inside of Phillip and he has never looked back. After serving in the U.S. Army for over 7 years as a special operations signal soldier, Phillip sharpened his passion for finance and his strategic mindset by earning a Bachelor’s of Science in Finance and an MBA with concentrations in both Finance and Strategy. Phillip went to work in corporate America earning, saving and investing all along. After he achieved financial independence at the age of 34, he decided to follow his calling by sharing his learnings with the people who have given us all so much, the Veterans of this great country.

As the daughter of a banker, I learned early on that if I wanted something, I had to earn it. I rolled my dad’s spare change for a 10% cut and birthday presents were stock certificates … not exactly on my wish list. At 16, I was already investing in the stock market and experiencing the sense of freedom and independence that comes when you understand your money. With this knowledge, I was paving the way to live life on my terms. This was so intoxicating I became a financial advisor to share my passion with others. As a financial advisor, I quickly learned that most women did not share my love of investing. In fact, many felt intimidated, guilty, and uncomfortable with their lack of knowledge, yet they yearn for financial independence. That’s why my true purpose as a financial advisor is to create an environment where women (and those who love them) feel heard, where they are encouraged and supported to express their fears and concerns without judgement. My unique brilliance is creating a positive wealth management experience, so they become more engaged in the conversation, while building the knowledge and confidence they need to live life on their terms.

I’ve served as a personal financial planner for a quarter century. I’ve worked in multiple roles, including leadership positions, but I’ve always served as a client relationship advisor. I’ve worked for very large firms, and I’ve co-owned a startup which developed into a leading multi-state firm. Today, I own and operate a boutique firm designed to offer concierge family office services and trusted financial guidance to select individuals and families. Wood Family Wealth Advisory, LLC is a Registered Investment Advisor. We offer comprehensive, fee-only, financial planning and investment management. Russ Wood is a CERTIFIED FINANCIAL PLANNER® practitioner who holds a Master of Science degree in Financial Planning and a diploma in Executive Coaching. Russ is also a former engineer and a veteran of the U.S. Navy.

Desmond Blue is a Wealth Management Advisor at Merrill, specializing in serving business owners, athletes, and families. He holds multiple professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), among others. Desmond focuses on areas such as business exits, liquidity events, complex wealth transitions, tax-smart strategies, retirement planning, and legacy planning. Desmond earned a Bachelor of Science in Business Administration from Lee University and an MBA from Liberty University. His professional experience is informed by an eight-year career as a financial advisor and his prior experience as a professional basketball player across five continents. He partners with clients to design strategies for investing, wealth transfer, and managing new wealth. Residing in Canton, Georgia with his wife Jill, Desmond is involved in community organizations including City of Refuge and City Takers. Outside of his professional role, he enjoys playing drums and spending time with his family.

Mitch Green is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in various roles including Planning Consultant, Investor Center Relationship Manager, and Central Relationship Manager. Prior to joining Fidelity, Mitch worked as a Branch Office Administrator at Edward Jones from 2018 to 2021. In his current role, Mitch focuses on delivering personalized financial strategies that align with clients' unique objectives. He leverages Fidelity's tools and resources to assist clients throughout their financial journeys. Mitch's professional experience encompasses client relationship management and financial planning within the investment industry. Outside of his professional work, Mitch has personal interests that include cooking and baking, exploring food as a foodie, hiking, and traveling.