Thomas Olson

David Hone is a CFA® charterholder with 26 years of industry experience. He is the principal of LCV Advisors LLC, an independent firm he has led since 2016, following five years at William Blair & Company. LCV Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, blending active and passive mutual funds and ETFs to meet client asset-allocation targets.

Shannon Baker is the principal of Baker Wealth Advisors, LLC, an independent advisory firm based in Johns Island, SC. She holds Series 65 and Series 66 licenses and has four years of experience in investment advisory services. In addition to her advisory role, she has been involved in insurance sales and service for over two decades through her businesses, Insurance Gurus, LLC, and Shannon Baker & Associates, LLC. Baker Wealth Advisors provides discretionary portfolio management, financial planning, and annuity management services to individuals, high-net-worth clients, and business entities. The firm uses SEI-managed account programs and custom custody-only allocations, tailoring investment strategies to client goals and risk tolerance, and integrates an affiliated insurance business as part of its service offerings.

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 a financial advisor at Stono River Wealth Management LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab & Co., Victoria Capital Management, and Palmetto Advisory. Laubinger established Stono River Wealth Management in 2025, where he currently serves as the sole advisor. Stono River Wealth Management provides discretionary asset management and financial planning for individuals, trusts, non-profits, small businesses, and estates. The firm manages approximately $15 million across about 20 client relationships, employing a mix of fundamental, technical, and cyclical analysis, and may use third-party sub-advisors while retaining fiduciary responsibility.

Shawn Brunner is a CFP® professional with six years of industry experience. He has been with Coastal Wealth Advisors, LLC since 2021 and previously worked at Precision Financial Services from 2015 to 2021. Coastal Wealth Advisors manages approximately $106.6 million in discretionary client assets, providing investment management and comprehensive financial planning to individuals, business owners, and organizations. The firm employs a strategic core-and-satellite asset allocation using a mix of passive ETFs, actively managed mutual funds, individual equities, structured notes, and fixed income, tailoring recommendations to each client’s objectives and risk tolerance.

Justin Follmer is a CFP® professional with 16 years of experience in the financial industry. He has been with Coastal Wealth Advisors, LLC since 2015. Outside of his advisory role, he is co-owner of a real estate holding company with his wife. Coastal Wealth Advisors manages approximately $106.6 million in discretionary client assets and provides investment management and comprehensive financial planning to individuals, business owners, and organizations. The firm employs a strategic core-and-satellite asset allocation and tailors recommendations based on client objectives and risk tolerance.