Edwin Kohn III

Edward Tuggle is the sole advisor at Camco, LLC, an independent firm based in Camden, SC. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 16 years with Camco. Prior to founding Camco, his background includes broker-dealer roles. Camco provides discretionary portfolio management for individual investors, focusing on taxable accounts and tax-deferred IRAs. The firm emphasizes a global, horizon-focused investment approach that aims to anticipate market events and limit downside risk through diversified portfolios of funds, income-producing securities, and cash allocations, with discretionary management handled through a single custodian.

Philip Gephart is a financial advisor at Cannon Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Cannon Advisors, he worked at firms including Northwestern Mutual and TIAA-CREF Individual & Institutional Services. Outside of finance, he is the owner and fitness director of Workout Anytime in Camden, SC. Cannon Advisors is a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning using a variety of analytical methods and strategies, including derivatives and short selling, and manages held-away retirement and HSA accounts through third-party platforms to facilitate tax-efficient asset location and rebalancing.

Craig Schinke is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 designations and has 39 years of industry experience. He previously worked at Kovack Securities Inc. from 2014 to 2018. Outside of his advisory role, he is involved in fixed insurance sales and financial, retirement, and estate planning through his affiliated business, Tenet Wealth Management. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisors provides portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with strategies tailored across a range of investment types.

William Galloway Jr. is a financial advisor at Advisory Services Network with 37 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bb&T Securities and Scott & Stringfellow. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers managing approximately $8.6 billion in client assets.

William Morris is a financial advisor at Kovack Advisors, Inc. with Series 66 credentials and approximately one year of experience. His prior roles include positions at Tenet Wealth Management, North American Services Benefits, and Trident Transport, among others. Outside of finance, he has experience working with organizations such as Charleston Southern University and Shipyard Baseball Complex. Kovack Advisors, Inc. is a multi-team SEC-registered advisory firm with over 250 advisors and more than $6 billion in assets under management. The firm serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, employing a technology-driven investment process and offering a range of discretionary and non-discretionary services.

Jonathan Fike is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His work history includes roles at Kovack Securities, Inc. since 2014 and Advisory Services Network since 2011. Outside of his advisory work, Fike is involved in leading a capital campaign for Village Church in South Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and retirement-plan services, managing approximately $8.6 billion in client assets.