Thomas Walter Olson

David Hone is a CFA® charterholder with 26 years of industry experience. He has been the principal advisor at LCV Advisors LLC since 2016. LCV Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs a combination of fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, blending active and passive mutual funds and ETFs to achieve client asset-allocation targets.

Shannon Baker is the principal of Baker Wealth Advisors, LLC, an independent advisory firm, with five years of industry experience. She holds Series 65 and Series 66 licenses and has operated Shannon Baker & Associates, LLC, an insurance sales and service business, since 2004. Baker also serves as Managing Principal and insurance agent at Insurance Gurus, LLC, which focuses on insurance sales and service. Baker Wealth Advisors provides discretionary portfolio management primarily through SEI-managed account programs, serving individuals, high-net-worth clients, and business entities. The firm combines SEI mutual fund model portfolios and custom custody allocations with a tailored investment approach that incorporates both fundamental and technical analyses, alongside annuity management and financial planning services.

Patrick Sheppard is a financial advisor at Atlantic Retirement & Wealth Advisors LLC with 10 years of industry experience. He holds the Series 66 designation and has been with Atlantic Retirement & Wealth Advisors since 2015. Atlantic Retirement & Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans across multiple states. The firm provides discretionary investment management, financial planning, and retirement-plan advisory services, employing a long-term, fundamental-analysis approach tailored to client goals and risk tolerance.

Michael Laubinger is the sole advisor at Stono River Wealth Management LLC in Johns Island, SC, holding a Series 66 designation with 23 years of industry experience. His previous roles include positions at Palmetto Advisory, Victoria Capital Management, and Charles Schwab. Stono River Wealth Management LLC provides discretionary asset management and standalone financial planning services to individuals, trusts, non-profits, small businesses, and estates. The firm employs a diversified investment approach utilizing fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis tailored to each client's objectives and risk tolerance.

Shawn Brunner is a CFP® professional with seven years of industry experience. He has worked at Coastal Wealth Advisors, LLC since 2021 and previously spent six years at Precision Financial Services. Coastal Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, qualified retirement plans, and other organizations. The firm employs a strategic asset-allocation, core-and-satellite approach that integrates both passive and active investment strategies, and it offers specialized business-owner services alongside individual financial planning.

Lisa Quadrini is a CFP® professional with 28 years of industry experience. She is currently with Brandywine Oak Private Wealth LLC, where she has worked since 2021. Her prior experience includes roles at Wells Fargo Clearing, UBS Financial Services, and Merrill. She also serves as a trustee for her mother’s trust. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management services. The firm emphasizes goal-oriented strategies based on family financial wealth plans, utilizing low-cost, diversified ETF core allocations along with tax minimization and behavioral finance principles.