Brock Mumford

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.

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.

Jack Worrell is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Carolina Planning Group LLC in Beaufort, SC. He has worked with Woodbury Financial Services Inc. since 2006 and is also involved in property and casualty insurance sales through Kinghorn Insurance Agency. Carolina Planning Group provides personalized financial planning and investment management to individuals, high-net-worth clients, and entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation, core-and-satellite approach focused on passive, multi-factor investments and global diversification, primarily recommending Dimensional Fund Advisors mutual funds for core exposure.

Robert Green is the principal advisor at BG Financial Advisors, LLC in Beaufort, SC, with 24 years of industry experience. He holds the ChFC® and Series 63 designations and has been operating his advisory business since 1988. Green is also a licensed attorney, though he is not currently practicing law, and he spends a small portion of his time involved in insurance sales. BG Financial Advisors serves individual clients by providing financial planning and investment management focused on retirement strategies. The firm employs discretionary portfolio management using asset-allocation model portfolios through SEI Private Trust, supplemented with customized allocations, and coordinates planning with clients’ tax and legal advisors.

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.