Murphy Randolph Coble Jr.

Walter Greenfield is the sole advisor at Greenfield/Lewis Investment Counsel in Hilton Head Island, SC, where he has provided investment management services since 1999. He holds a CPA and an MBA and has 25 years of industry experience, including extensive banking and management roles prior to founding his firm. Greenfield/Lewis Investment Counsel is an independent, fee-only advisory practice that manages approximately $11.8 million for about 15 clients, including individuals, high-net-worth clients, and small businesses. The firm focuses on high-quality, dividend-paying equities, investment-grade corporate bonds, and selective use of exchange-traded and index funds, employing fundamental, technical, and cyclical analysis to guide discretionary portfolio management.

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 eight years of industry experience. She holds the Series 65 and Series 63 designations. Her prior roles include positions at LPL Financial LLC, INVEST Financial Corp, and The Bedminster Group. Women's Worth Advisors, LLC provides financial planning, non-discretionary investment management, financial consulting through a Money Management Wellness program, and qualified plan consulting to a range of clients including individuals, families, businesses, and retirement plans. The firm emphasizes integrated planning and offers predominantly non-discretionary management, implementing recommendations with client approval, and also serves as an ERISA fiduciary in qualified plan consulting.

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.