Brandon Cox is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Edward Jones for 13 years, followed by Commonwealth Financial Network for 2 years before joining Coastline Complete Wealth LLC in 2025. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and recommendations. Coastline Complete Wealth LLC provides discretionary wealth management and financial planning to individuals, trusts, estates, and businesses, primarily serving clients with investable assets above $250,000. The firm uses a long-term, fundamentally driven investment approach focused on ETF-based model portfolios, standalone financial planning, and occasional independent managers, with an emphasis on continuous monitoring and fiduciary oversight.

Todd Rhine is a CFP® with 33 years of industry experience, currently serving as an advisor at Atlantis Wealth Advisors LLC. He has been affiliated with Atlantis Wealth Advisors and IBN Financial Services since 2015 and has operated Financial Profile Clinic, Inc., an insurance brokerage firm, since 1988 where he holds the position of president. Outside of his advisory work, Rhine is involved in book production and distribution through RH Books and serves as an endowment committee consultant for 1st Presbyterian Church in Hilton Head Island, SC. Atlantis Wealth Advisors LLC provides financial planning, asset management, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations, managing approximately $150 million in assets. The firm employs a strategy combining macroeconomic analysis with fundamental security selection and offers a range of investment solutions including proprietary strategies and affiliated managed accounts.

Joseph Folis is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Focus Wealth Advisors LLC since 2005. Focus Wealth Advisors provides financial planning, portfolio management, and consultative services to individuals, including high-net-worth clients, as well as institutional sponsors. The firm’s investment management approach is based on Modern Portfolio Theory and formal investment policy statements, utilizing asset-allocation driven portfolios with mutual funds and ETFs, regular rebalancing, and discretionary trading authority.

Robert Sokolowski is a CFP® with eight years of industry experience, currently serving as an advisor at Metis Wealth Management & Planning LLC since 2019. Prior to joining Metis, he worked at WestView Investment Advisors for two years and held a role at Target for five years. Metis Wealth Management & Planning provides discretionary portfolio management, financial planning, and retirement plan consulting services to individuals, businesses, pension and profit-sharing plans, and trusts. The firm customizes portfolios across various asset classes using both fundamental and technical analysis and employs tactical strategies that may include frequent trading and leverage.

Andrew Hudick is a CFP® professional with 38 years of experience in financial planning. He has been with Fee-Only Financial Planning, L.C. since 1981. Fee-Only Financial Planning, L.C. provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates, including high-net-worth clients. The firm emphasizes diversified asset allocation, low-cost index funds and ETFs, and longer-term holdings, managing approximately $364 million in discretionary assets for about 142 clients.

Daniel Keith is a financial advisor with The Cavanaugh Group Inc in Hilton Head, SC, holding 30 years of industry experience. He has been with The Cavanaugh Group since 1995. The Cavanaugh Group provides investment advisory services to individuals, trusts, qualified plans, non-profit organizations, and profit-sharing plans, managing portfolios on both discretionary and non-discretionary bases. The firm serves a small client base and employs a conservative, balanced asset-allocation strategy focused on long-term discipline, with an emphasis on dividend-paying equities and high-quality fixed income.

Cass Tokarski is a financial advisor at Wright Cove Capital with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cantor Fitzgerald & Co. Tokarski is also a passive investor and member/manager of 3 QUID LLC, a company that invests in start-up businesses and real estate. Wright Cove Capital is a boutique, two-advisor firm offering fee-only, discretionary investment management to individuals, high net worth clients, families, and business entities. The firm uses a blend of fundamental and technical analysis along with third-party research and computerized asset-allocation tools to create diversified portfolios tailored to client objectives, with formal monthly portfolio reviews and at least annual client meetings.

Nathaniel Jones is a financial advisor at Hilton Head Financial Advisors, Inc. with 18 years of industry experience. He has been with the firm since 1997 and holds a Series 65 designation. Outside of his advisory role, he spends a small amount of time managing administrative tasks related to the property where his office is located. Hilton Head Financial Advisors provides personalized financial planning and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, and small businesses. The firm serves both high-net-worth and non-HNW clients, using investment policy statements and discretionary management primarily through no-load or low-load mutual funds, ETFs, equities, and bonds.

Marc Johnston is a CFP® and ChFC® with 27 years of industry experience. He is currently with The Bedminster Group in Bluffton, SC, and has previously worked at RE Advisers Corporation and RE Investment Corporation. The Bedminster Group provides discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment advice using a broad range of analytical methods and serves in ERISA fiduciary roles, including as a Section 3(38) investment manager for trustee-directed retirement plans.

Pete Lang is a financial advisor with Lang Capital, holding a Series 65 designation and over 15 years of industry experience. He has been with Calibre Investment Management, LLC since 2015 and has led Lang Capital since 1996. Calibre Investment Management, LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diversified investment approach that includes equities, fixed income, ETFs, hedge funds, private equity, and insurance-based products, utilizing multiple analytical methods and access to third-party managers.

Matthew Kovalcik is a financial advisor with Kovalcik & Geraghty Wealth Partners LLP in Bluffton, SC, holding a Series 63 designation and 25 years of industry experience. He has been with Kovalcik & Geraghty Wealth Partners since 2012 and has worked at Raymond James Financial since 2009. Kovalcik & Geraghty Wealth Partners serves individual clients, including high-net-worth individuals and corporate executives, as well as donor-advised funds. The firm provides financial planning and portfolio management using various investment strategies and emphasizes legacy and charitable planning alongside client-specific financial goals.

Brian Gray is the principal of Graylark Financial, LLC in Bluffton, South Carolina, holding a Series 65 credential with 14 years of industry experience. His prior work includes roles at APO Financial Services, LLC, APO Financial Inc, Asset Protect One, and Horter Investment Management, LLC. In addition to his advisory practice, Gray is the owner and manager of Graylark Insurance Services LLC, an insurance and annuity sales business. Graylark Financial is a small registered investment adviser providing discretionary and non-discretionary portfolio management and integrated financial planning to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and uses various investment vehicles including ETFs, mutual funds, equities, fixed income, and third-party managers.

Mark Farrelly is a financial advisor at Cairn Investment Group with 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cairn Investment Group since 2021, following a decade at NewFocus Financial Group. Cairn Investment Group provides discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $350.8 million across about 827 accounts, employing a risk-optimized, value-oriented approach using individual stocks, bonds, and ETFs, with ongoing supervision and educational support for clients.

Anne Hudick is a CFP® professional with 25 years of experience at Fee-Only Financial Planning, L.C., where she has worked since 2001. She holds the Series 63 designation and is based in Okatie, South Carolina. Fee-Only Financial Planning, L.C. provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates, including high-net-worth clients. The firm emphasizes diversified asset-allocation models, low-cost index funds and ETFs, and longer-term holdings, managing approximately $364 million in discretionary assets.

Richard Walls is a financial advisor at Walls Investment Management Company in Bluffton, SC, with 30 years of industry experience. He has worked at Walls Investments since 1998 and holds a Series 63 designation. Walls Investment Management provides personalized investment management and financial planning services to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a mix of fundamental, technical, and cyclical analysis to construct portfolios focused on liquid instruments, and it offers discretionary portfolio management with regular account reviews.

Robert Star is a financial advisor with IBN Advisory Services, Inc. and holds the Series 63, Series 65, and Series 66 credentials. He has 24 years of industry experience, including 12 years at Source Capital Group, Inc., Starvangrouw, LLC, and Live Oak Capital Group, LLC. Outside of advisory work, he is a 50% owner and partner in Star Vangrouw, LLC, a firm providing tax preparation and bookkeeping services. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses multiple internal teams and third-party managers to implement investment strategies tailored to client-specific policy statements governing risk and portfolio management.

Matthew Van Grouw is a financial advisor at Van Grouw Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including IBN Financial Services, Inc. and Guardian Industries. In addition to his advisory role, he is employed as a staff accountant at James L. Van Grouw LLC, an accounting firm. Van Grouw Advisors, LLC provides discretionary asset and portfolio management services to individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and technical analysis across various strategies, including derivatives and margin use, and conducts regular portfolio reviews with tailored investment approaches.

Jessica Keith is a financial advisor at The Cavanaugh Group Inc in Hilton Head, SC, holding a Series 65 designation with 30 years of industry experience. She has been with The Cavanaugh Group since 1995. The Cavanaugh Group provides investment advisory services to individuals, trusts, qualified plans, nonprofit organizations, and profit-sharing plans, managing a relatively small client base with a conservative, balanced asset-allocation approach focused on long-term discipline.

Richard Walls Jr. is a financial advisor at Walls Investment Management Company with 15 years of industry experience. He holds a Series 65 designation and has been with Walls Investments since 2007. Walls Investment Management provides personalized investment management and financial planning services to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a mix of fundamental, technical, and cyclical analysis to manage portfolios focused on liquid instruments, and it offers discretionary portfolio management with regular account reviews.

Eugene Balerna Jr. is a financial advisor at The Bedminster Group with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Bedminster Group since 2018. He also has experience with Oak Advisors, LLC dating back to 2016. The Bedminster Group advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial consulting, and retirement-plan consulting, utilizing a diverse investment process that includes fundamental, technical, cyclical, and charting analysis.