Jack Potzauf

Carolyn Lumley is a CFP® professional with 30 years of experience in financial advising. She has worked at A to Z Asset Advisors, LLC since 2008 and previously at Private Client Services LLC from 2014 to 2017. A to Z Asset Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, families, small businesses, trusts, and estates. The firm manages approximately $15.75 million across about 71 client households and employs an income-focused investment strategy using preferred stocks, closed-end funds, and ETFs, combined with comprehensive financial planning services.

William Coscioni is a CFP® with 12 years of industry experience, currently serving as the CEO of Wealthcare in Aiken, SC. He has been with Wealthcare/Financial Planners, LLC since 2012. In addition to his advisory role, he provides tax planning and tax return preparation services through his company. Wealthcare offers tailored investment and planning services to individuals and families, including high-net-worth clients, focusing on discretionary asset management, financial planning, and income tax planning. The firm uses a combination of economic, fundamental, and technical analysis to construct customized portfolios primarily consisting of mutual funds, ETFs, stocks, and bonds.

David Gray is the principal of David Gray Consulting LLC, an independent advisory firm based in North Augusta, SC. He holds a Series 65 designation and has three years of experience in the financial industry. Prior to founding his firm, he worked at Matrix PMO and Williams Plant Services. In addition to his advisory role, he serves as a Senior Project Controls Manager and Scheduler under contract with Longenecker and Associates, providing construction and plant maintenance services. David Gray Consulting LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, trusts, estates, corporations, retirement plans, pensions, and charitable organizations. The firm employs a primarily long-term, customized investment approach using fundamental, technical, and cyclical analysis, with services that include ERISA-focused plan oversight and a performance-based fee option.

Martin Lunn is a Series 65-licensed advisor with Wilson David Investment Advisors in Aiken, SC, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as CEO of Greenshores South Corp and Narwhal Management, LLC, managing real estate, equity, and cash assets through these entities. Wilson David Investment Advisors provides personalized investment advice and portfolio management primarily to individual clients. The firm combines top-down market analysis with bottom-up security selection and emphasizes financial literacy through books, newsletters, and seminars.

Lucinda Salinas is a CFP® and ChFC® with 35 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. since 2017. Her prior experience includes six years at Merrill Lynch and work as an independent insurance agent. She is an officer of the Women Business Institute, a nonprofit focused on fundraising to support education programs for women business professionals. Cornerstone Wealth Advisors provides financial planning, discretionary investment management, and ERISA retirement-plan services to individuals, trusts, estates, charitable organizations, and government clients. The firm manages approximately $143 million, offering portfolio management through proprietary models and custom portfolios with an emphasis on fundamental investment analysis and client-specific asset allocation.

Robert Wynn is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Wynn Capital in Augusta, GA. He has worked with Wynn Capital since 2015 and also maintains a role at Asset Advisors Corporation. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, offering ERISA plan services including 3(38) investment manager options. The firm emphasizes long-term ownership of established companies, combining fundamental analysis with technical and cyclical tools, and manages approximately $250 million in client assets.