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.

Kent Thune is a financial advisor at Atlantic Capital Investments, LLC with 22 years of industry experience. He has held his current role since 2006 and previously worked at American Pensions, Inc. from 2000 to 2006. He holds a Series 63 designation. Atlantic Capital Investments, LLC is a fee-only registered investment adviser serving individuals, corporate clients, and pension, 401(k), and profit-sharing plans. The firm emphasizes pension consulting and manages client portfolios on a non-discretionary basis using no-load and load-waived mutual funds and ETFs, with regular reviews and rebalancing.

Gay Wagner is a financial advisor at Jemma Financial Services with 11 years of industry experience. She holds Series 66, Series 65, and Series 63 designations. Her prior work includes seven years at Brown Advisory and one year at Merrill. Jemma Financial Services advises individual investors, including high-net-worth clients, as well as pension plans and charities, managing approximately $140 million across five advisors. The firm employs a discretionary portfolio management approach based on five risk-targeted model portfolios and integrates financial planning using MoneyGuidePro.

Joseph Costigan is a CFA® charterholder with 19 years of industry experience. He has worked at Apricus Wealth LLC since 2020 and previously spent six years with Verity & Verity, LLC dba Verity Investment Partners. Apricus Wealth is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tailored, discretionary investment process combining fundamental and technical analysis to construct portfolios aligned with client objectives and risk tolerance, and it emphasizes performance reporting supported by its technology infrastructure.

Paula Verity is a financial advisor with Verity Investment Partners, holding a Series 65 designation and 23 years of industry experience. She has been with Verity Investment Partners and its predecessor entities since 2003. Verity Investment Partners is a team-based firm managing approximately $1.4 billion in assets with 12 advisors across five offices. The firm provides discretionary investment management, ongoing financial planning at no separate charge, and negotiated family office consulting to a range of clients including high-net-worth individuals, retirement plans, and charitable organizations. Their investment approach emphasizes client suitability, ongoing rebalancing, and often focuses on dividend-paying equities combined with fundamental and technical analysis.

Andrew Jones is a CFP® with 16 years of industry experience and has been with Verity Investment Partners since 2013. He is part of a 12-advisor team based in Beaufort, SC. Verity Investment Partners offers discretionary investment management, financial planning without separate charges, and family office consulting to a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm emphasizes client suitability, dividend-paying equities, and uses fundamental and technical analysis in portfolio management.

Jonathan Verity is a financial advisor at Verity Investment Partners with 23 years of industry experience. He has been with Verity and Verity, LLC, doing business as Verity Investment Partners, since 2005. He holds Series 63 and Series 65 designations. Verity Investment Partners offers discretionary investment management, ongoing financial planning at no additional charge, and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes dividend-paying equities and utilizes fundamental and technical analysis in portfolio construction, managing approximately $1.4 billion in assets with a 12-advisor team across five offices.

Michael Nix is a CFA® charterholder with 16 years of industry experience. He is a member of the board of directors for several organizations in South Carolina, including the SC Jobs-Economic Development Authority and Business Carolina, Inc., both of which support economic development. He also serves on the board of Bluffton Self Help, a local nonprofit assisting families facing economic challenges. Nix has worked at Verity Investment Partners since 2018 and previously spent five years with Dividend Assets Capital, LLC. Verity Investment Partners is a team-based advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management, ongoing financial planning, and family office consulting, focusing on portfolios that emphasize dividend-paying equities and incorporate fundamental and technical analysis.

Edward Taylor is a financial advisor at Verity Investment Partners with 13 years of industry experience. He has previously worked at Dividend Assets Capital, LLC and Blackwell Boyd Wealth Management. Outside of his advisory work, he is a 10% owner of PAW Properties, LLC, a real estate investment entity. Verity Investment Partners is a 12-advisor team managing approximately $1.4 billion in assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management, ongoing financial planning, and family office consulting, focusing on portfolios built around dividend-paying equities and fundamental and technical analysis.

William Verity is a financial advisor at Verity Investment Partners with 23 years of industry experience. He holds a Series 65 designation and has been with Verity & Verity, LLC dba Verity Investment Partners since 2002. He serves as a director on the board of American Financial Group, Inc. Verity Investment Partners provides discretionary investment management, financial planning, and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.4 billion in assets with a 12-advisor team and emphasizes dividend-paying equities alongside fundamental and technical analysis in its portfolio strategies.

Michael Kuehn is a CFA® charterholder with 17 years of industry experience. He is a financial advisor at Verity Investment Partners, where he has worked since 2019. Prior to joining Verity, he was an advisor at Dividend Assets Capital, LLC from 2015 to 2019. Verity Investment Partners offers discretionary investment management, financial planning without additional fees, and family office consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes dividend-paying equities and uses both fundamental and technical analysis in portfolio construction, managing approximately $1.397 billion in assets with a 12-advisor team across five offices.

David Koren Jr. is a financial advisor with RFG Advisory, LLC, holding the ChFC® designation and a Series 66 license, and has 17 years of industry experience. He has worked at Private Client Services, LLC and Kestra Advisory, among other firms. He serves on the advisory board of All Saints Catholic School, providing guidance on social and fundraising events. RFG Advisory offers investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm employs primarily discretionary investment strategies, including firm-managed model portfolios and third-party platforms, and serves as sub-adviser to multiple ETFs while providing access to alternative investments and insurance products.

Ricardo Harmsen is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Blackridge Asset Management, Cantella & Co., Inc., and Wells Fargo Clearing. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm is noted for its open-architecture platform, use of third-party managers, and integration with affiliated financial entities, including insurance-linked account management.

Murphy Coble Jr. is a CFP® with 45 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2002 and leading Coble Wealth Management Inc. since 2007. His background includes ownership of a timber harvesting business, a home improvement business, and management of Westwood Lodge & Hunt Club LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services with a variety of portfolio strategies and analytic approaches.

Norbert Vonnegut is a financial advisor at CreativeOne Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Partnervest Advisory Services and Fiduciary Wealth Partners. Outside of advising, he is a part-time author of fiction and non-fiction related to the wealth management industry and occasionally interviews industry experts about structural changes in financial services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

John Sumner III is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and Carteret Private Wealth. His prior experience includes roles at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves as a finance and investment committee member for St Helena's Anglican Church in Beaufort, SC. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors managing over 13,000 clients.

Sarah Hargis is a financial advisor with First Command Advisory Services in Beaufort, SC, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining First Command, she worked in various educational and tutoring roles and currently provides neighborhood tutoring in math and reading for K-12 students. She is also the owner of Daymarker Consulting LLC, which is used for managing her financial advisory business operations. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Harriet Bruce is a Series 66-licensed financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. Her prior roles include positions at Raymond James & Associates and Wells Fargo Clearing. She serves as Treasurer for a nonprofit philanthropic education organization based in Beaufort, SC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors and affiliated sub-advisory arrangements.

Daniel Deverna is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. He has held roles at several firms, including Ameritas Life Insurance Corp and Creative Financial Partners, and has founded multiple financial businesses. Outside of advising, Deverna is an author writing a book for union workers about retirement planning and a speaker providing training and motivational presentations. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm combines model portfolios, mutual funds, ETFs, and individual securities, utilizing various program platforms and third-party technology to tailor investment solutions.