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.

Lisa Quadrini is a CFP® professional with 27 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC since 2021. Her prior experience includes roles at Wells Fargo Clearing Services, LLC and WELLS FARGO Advisors, LLC. She also serves as a trustee for a family trust. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities by providing financial planning, consulting, and both discretionary and non-discretionary investment management. The firm manages over $1.4 billion in client assets and employs a goal-oriented, broadly diversified investment approach emphasizing low-cost asset allocations, tax minimization, and behavioral finance considerations.

Robert Meyers is a financial advisor with Meyers Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Meyers serves as a trustee for family trusts. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion using individualized investment plans, employing strategies such as tactical asset allocation and value investing, and offers services including financial and estate planning, retirement plan advisory, and insurance guidance.

Daniel Ruedi is a CFP® professional with nine years of industry experience, currently serving at Ruedi Wealth Management, Inc. since 2015. He is based in Johns Island, SC, and holds a Series 65 license. Ruedi Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $432 million in assets. The firm provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations, emphasizing diversified, buy-and-hold portfolios primarily using passive mutual funds and ETFs.

Wallace Mason is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird for 13 years. Outside of his advisory role, Mason owns an 80-acre farm in North Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting with a focus on tailored strategies across various asset classes and multiple implementation options.

David Berson is a financial advisor at Cumberland Advisors with a Series 65 designation and three years of industry experience. He previously worked at Nationwide Insurance for ten years before joining Cumberland Advisors in 2022. Cumberland Advisors serves individual investors, including high-net-worth households, as well as institutional clients such as retirement plans, foundations, corporations, and government entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting, with a focus on active fixed-income management and a tactical trend strategy that incorporates market-timing signals and downside protection techniques.

Adam Crotts is a financial advisor at First Citizens Asset Management, Inc. in Charleston, SC, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors, LLC. Crotts does not have any other notable business activities beyond his advisory role. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform, offering global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

Todd Confarotta is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones Investments from 2001 to 2017. He is also the owner of Fairharbor Advisors LLC, which manages payroll functions related to his work at Kingsview. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services using a combination of advisor-led planning and model-based strategies, including internally sponsored ETFs and access to alternative investments.

Christopher Jackson is a CFP® professional with nine years of industry experience. He is currently with Core Planning, where he has worked since 2025. Prior to joining Core Planning, he held positions at Facet Wealth, Citizens Securities Inc., Bank of America, and Merrill Lynch. In addition to his role at Core Planning, Jackson provides financial planning advice as an independent contractor for Uprise Advisors LLC, primarily serving small business owners. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm delivers customized investment strategies based on client goals and risk tolerances and utilizes a combination of in-house advice and third-party money managers.

Marcus Gersbach is a financial advisor with Capitol Securities Management, Inc. in Hollywood, South Carolina, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Capitol Securities Management since 2011 and is also involved with Prentis LLC. Outside of his advisory work, he serves as a board member responsible for fundraising at the Riddicks Folly Foundation and participates in nonprofit and community organizations such as Suffolk Ducks Unlimited and the Suffolk Rotary, where he holds the role of Foundation Chair. Capitol Securities Management serves individual, corporate, charitable clients, trustees, and plan sponsors, offering brokerage and advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and utilizes a range of investment instruments, supported by a network of investment adviser representatives who tailor client-specific investment policies.

John Donaghy is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Founders Financial Securities LLC, where he has worked since 2021. His prior experience includes roles at Lincoln Financial Advisors Corporation and Maller Wealth Advisors. Outside of his advisory work, Donaghy serves on the board of the Atlantic General Hospital Foundation and is vice president of the Long Green Land Trust. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing multiple advisory platforms and sub-advisory relationships, and integrates advisory, brokerage, and insurance capabilities.

David Cashdollar is a CFP® with 44 years of industry experience, currently serving at Confluence Financial Partners since 2024. His prior roles include positions at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and his own firm, CashDollar & Associates, LLC. Outside of advisory work, he serves as a trustee at Grove City College, where he is involved in reviewing investment allocations, fundraising, and retirement plans. Confluence Financial Partners provides wealth management and financial planning services to individuals and institutional clients, including high-net-worth individuals, professionals, business owners, and retirement plan sponsors. The firm employs a fiduciary, goals-based investment process that incorporates both active and passive strategies, with a focus on long-term asset allocation and periodic portfolio rebalancing.

Kirk Matenaer is a CFP® professional with two years of industry experience. He currently works at Farther and has previously been associated with Capasso Planning Partners and Franklin & Associates. Outside of his advisory role, he is involved in insurance brokerage through multiple companies, including an affiliated firm. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, utilizing a mix of bespoke and algorithmic model portfolios with automatic rebalancing.

John Kostukovich is an advisory representative at Vicus Capital, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, LPL Financial, and Lincoln Financial Advisors. Outside of his advisory role, he is a member and owner of Blue Grayhunt Club, LLC, which manages timberland used for recreational hunting and fishing. Vicus Capital serves a broad client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across diverse strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

John Miller is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes 20 years at Mid Atlantic Securities, Inc. and over three decades at Jack Miller & Company. He is also president of King Tide Retirement, an annuities and life insurance business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base, offering fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services. The firm uses model portfolios developed internally or by sub-advisers and provides multiple wrap programs along with access to alternative investments and affiliated financial services.