Kent Newton Thune

Jack Worrell is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Carolina Planning Group LLC in Beaufort, SC. His prior work includes three years at Woodbury Financial Services Inc. and over two decades at Kinghorn Insurance Agency. In addition to his advisory role, he is active as an insurance agent specializing in property and casualty sales. 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, and charitable organizations. The firm uses a strategic asset allocation approach emphasizing passive, multi-factor investments and primarily recommends Dimensional Fund Advisors mutual funds for core portfolio 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.

Richard Walls is a financial advisor at Walls Investment Management Company in Bluffton, SC, with 30 years of industry experience. He has worked at Walls Investments since 1998 and holds a Series 63 designation. Walls Investment Management provides personalized investment management and financial planning services to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a mix of fundamental, technical, and cyclical analysis to construct portfolios focused on liquid instruments, and it offers discretionary portfolio management with regular account reviews.

Matthew Van Grouw is a financial advisor at Van Grouw Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including IBN Financial Services, Inc. and Guardian Industries. In addition to his advisory role, he is employed as a staff accountant at James L. Van Grouw LLC, an accounting firm. Van Grouw Advisors, LLC provides discretionary asset and portfolio management services to individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and technical analysis across various strategies, including derivatives and margin use, and conducts regular portfolio reviews with tailored investment approaches.

Richard Walls Jr. is a financial advisor at Walls Investment Management Company with 15 years of industry experience. He holds a Series 65 designation and has been with Walls Investments since 2007. Walls Investment Management provides personalized investment management and financial planning services to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a mix of fundamental, technical, and cyclical analysis to manage portfolios focused on liquid instruments, and it offers discretionary portfolio management with regular account reviews.

Ronald Woernle Sr. is a financial advisor at Van Grouw Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Royal Fund Management, LLC. Outside of his advisory role, he is the owner and insurance agent of Woernle Wealth Management, LLC, where he is involved in insurance sales. Van Grouw Advisors, LLC provides discretionary asset and portfolio management services to individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and technical analysis and supports various strategies, including derivatives and margin use, with regular portfolio reviews and ongoing monitoring.