James Caparelli is a CFP® with 31 years of experience in financial advising. He has been with GWN Securities Inc. since 2010 and has operated Caparelli Wealth Management, Inc. since 1995. In addition to his advisory work, he is an independent insurance agent specializing in life, long-term care, and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs that include traditional asset allocation as well as legacy market-timing and momentum-based strategies.

Tim Barbacane is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at The Vanguard Group, Pruco Securities LLC, and Citizens Securities, Inc. He is based in Hilton Head Island, South Carolina. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Catherine Trawinski is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her prior roles include positions at American Heritage Financial, American United Life, OneAmerica Securities, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, and AIG Financial Network. She is also the owner of Saving Grace Financial Solutions, LLC, a financial services firm focused on non-variable insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.

Michael Keys is a CFP® with 38 years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. He previously spent over three decades with Ameriprise Financial Services. Outside of his advisory work, he is a co-author of a book on leadership development. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations with a range of advisory, financial planning, and managed account services.

Richard Sebastian is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with GWN Securities since 2016 and is also the president and managing partner of Harbor Light Insurance & Wealth Advisors LLC, an insurance and wealth advisory firm. In his role at Harbor Light, he occasionally offers life insurance and fixed annuity products. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm’s approach includes discretionary portfolio management using a mix of affiliated and unaffiliated sub-advisers, with strategies that incorporate both traditional asset allocation and market-timing or momentum-based tactics.

Michael Bobowski is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Securities America Advisors and Brolen Davis Integrative Wealth Management. Bobowski is also president of Brolen Davis Wealth Preservation and Governance, where he is involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies, managing nearly $50 billion for over 127,000 clients.

David Seibel is a financial advisor at J. W. Cole Advisors, Inc. with 12 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining J. W. Cole Advisors in 2019, he worked at Global Financial Private Capital, LLC. Seibel is also managing partner of AGS Aurora Financial Services, a financial planning and advisory firm, and serves as co-trustee and executor for his father's estate. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Christopher Tassone is a CFP® professional with 19 years of experience in financial advising, currently serving at Principal Financial Services. His prior experience includes roles at AXA Advisors and Physician's Choice Financial. He is a board member of the Italian American Club of Hilton Head and participates in the Hilton Head Wine & Food Festival and the Hilton Head Area Council of Estate and Financial Advisors as vice president. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through direct advisory programs.

Ashlee Fox is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC, Kestra Investment Services, Fidelity Investments, Raymond James & Associates, and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth individuals, families, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers an integrated platform that includes direct portfolio management, access to third-party managers, and alternative investment services.

Shawn Mcmullen is a financial advisor with GWN Securities Inc., holding Series 65 and Series 63 licenses and over 10 years of industry experience. His career includes roles at First Energy Corp and PFS Investments Inc. He also operates Sole Financial Group, where he is involved in the sale of life insurance and financial products. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a combination of affiliated and unaffiliated sub-advisers and utilizes both traditional asset allocation and momentum-based trading strategies within its portfolios.

Amy Webb is a financial advisor at Creative Planning with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Calibre Investment Management, Lang Capital LLC, and Uvest Financial Services Group. Webb has been with Creative Planning since 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Brandon Stevens is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TD Bank N.A. and TD Private Client Wealth LLC. Outside of his advisory role, Stevens is the owner of a long-term residential rental property in Hilton Head Island, SC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support its advisory process and offers services through partnerships with Envestnet platforms and affiliated financial entities.

Jeff Mitchell is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. His work history includes roles at Monolith Financial Group, Inc., Advisors Plus, LLC, Crossroads Capital Management, Inc., Jcg Investments, LLC, and Afea. Outside of investment advisory, he serves as a coach in an educational capacity with Afea. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Rick Van Benschoten is a CFP® with 35 years of experience in the financial services industry. He is currently with Wealthspire Advisors, where he has worked since 2022. Prior to that, he spent over 20 years with Lenox Advisors, Inc. and has extensive experience with Lenox Long Term Care, Inc., Lenox Management Company, LLC, and Lenox Financial Group, LLC. He also worked for MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for over three decades. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm offers wealth management, financial planning, and retirement-plan consulting to individuals, institutions, and nonprofits, using an institutional-style asset allocation framework implemented through a diverse mix of investment vehicles and centralized oversight.

Robert Pace Jr. is a financial advisor with Truist Advisory Services in Savannah, GA, holding Series 63 and Series 66 credentials and 21 years of industry experience. His previous roles include positions at Merrill, BB&T Securities, and SunTrust Advisory Services. Outside of his advisory work, he owns a timber farm that produces pine trees. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools and leverages affiliated financial relationships to deliver comprehensive advisory solutions.

Jeffrey Troiano is a financial advisor with Mercer Global Advisors Inc. He holds the Series 63 and Series 65 designations and has 34 years of industry experience. Prior to joining Mercer in 2026, he worked at Purshe Kaplan Sterling Investments for 17 years and at Charter Oak Capital Management, formerly Troiano & Associates, for 24 years. He serves as president of South Church Housing, a nonprofit focused on low-income housing. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles.

Neal Stevenson is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His career includes roles at Merrill, Wells Fargo Clearing, BB&T Securities, and multiple positions within Truist firms since 2019. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of client questionnaires, asset allocation strategies, and third-party manager recommendations through the Envestnet platform, supported by traditional research and AI-enabled tools.

Cara Vercellone is a financial advisor at PNC Wealth Management with 36 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining PNC Wealth Management in 2022, she worked at TD Ameritrade from 2014 to 2021 and has served as a FINRA arbitrator. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies with annual rebalancing.

Pamela Pena is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. She has previously worked at Fisher Investments, U.S. Bancorp Investments, Cetera Advisor Networks, LPL Financial, and Carson Wealth Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

James Lowe is a financial advisor at Oppenheimer with 44 years of industry experience. He has held his current position since 2002 at Fahnestock & Co. Inc., a division of Oppenheimer. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary approaches.