Sandra Shults

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.

Kent Thune is a financial advisor at Atlantic Capital Investments, LLC with 22 years of industry experience. He has worked at Atlantic Capital Investments since 2006 and has been affiliated with American Pensions, Inc. since 2000. Atlantic Capital Investments is a fee-only registered investment adviser that provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as corporate clients and pension plans. The firm operates primarily on a non-discretionary basis and emphasizes the use of no-load and load-waived mutual funds and ETFs, guided by a written investment policy statement and quarterly portfolio reviews.

Jennifer Sokolowski is a CFP® professional with eight years of industry experience. She has worked at Metis Wealth Management & Planning LLC since 2019 and previously was with WestView Investment Advisors LLC and Target. Metis Wealth Management & Planning serves individuals, business entities, pension and profit-sharing plans, and trusts with discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios based on client goals and risk tolerances, employing a range of investment strategies including the use of leverage and tactical trading.

Jacob Lang is a CFP® with nine years of industry experience, currently serving at Calibre Investment Management, LLC. His prior experience includes a nine-year tenure at The Vanguard Group, Inc. Outside of his advisory role, he is involved in general maintenance and cleaning tasks for a commercial real estate business in Fort Mill, SC. Calibre Investment Management, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a diverse range of investment instruments and a combination of analytical approaches. The firm utilizes third-party managers and offers discretionary account management alongside written Investment Policy Statements.

Joshua Marcus is a financial advisor with Tidal Creek Capital Advisors in Bluffton, SC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Auburn University and North Carolina State University. Tidal Creek Capital Advisors provides discretionary investment management and advisory services to individuals, trusts, and retirement plans, including ERISA 3(21) fiduciary consulting for employer-sponsored plans. The firm emphasizes tailored ETF-based model portfolios and custom solutions, managing approximately $105 million across 169 client relationships.