Sallie Goldfinch is a financial advisor at Hilton Head Capital Partners, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services from 2015 to 2025. Hilton Head Capital Partners serves individual investors, small businesses, and trusts by providing portfolio management, financial consulting, and referrals to third-party money managers. The firm employs a combination of fundamental, technical, and charting analysis to tailor portfolios based on client goals, and manages both discretionary and non-discretionary accounts.

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.

Emily Johnson is a CFP® certificant with 20 years of industry experience, currently serving at Lazari Capital Management, Inc. She previously worked at Ritholtz Wealth Management and Polaris Capital Advisors, LLC. In addition to her advisory role, she provides financial consulting in divorce as a Certified Divorce Financial Analyst and co-owns a local urban farm offering fresh produce and educational programs in Hilton Head, SC. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to a diverse client base including individuals, trusts, high-net-worth clients, and corporations. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

John Wigington is a financial advisor at Strathmore Capital Advisors with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves on the board of directors for the Bakala Foundation USA, where he participates in reviewing charitable grants. Strathmore Capital Advisors provides discretionary portfolio management and goals-based financial planning for individuals, trusts, endowments, and retirement plans. The firm employs an asset-allocation strategy using mutual funds and ETFs with a long-term focus, integrating technology for client service and offering unique services such as a securities-backed lending program and combined tax preparation and estate-planning support.

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.

Evan Kubiak is a CFP® and Series 65-licensed advisor with three years of industry experience, currently serving as a wealth analyst at Endowment Wealth Management, Inc. He has worked at Endowment Wealth Management since 2021 and briefly with Northwestern Mutual in 2021. His prior work includes roles outside the financial services industry, such as positions with Meridian Hills Country Club and Butler University. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm employs an Endowment Investment Philosophy, grouping assets into growth, income, and risk-managed buckets, and incorporates a range of investment vehicles including ETFs, separate accounts, model portfolios, and private placements.

Matthew Chung is an advisor at Sykon Capital LLC with Series 65 and Series 66 credentials and three years of industry experience. His prior roles include positions at Citi, Priority Payment Systems, E*TRADE, Bank of America, Merrill, and Morgan Stanley. Sykon Capital serves individual and institutional clients, providing investment management, financial planning, retirement plan services, and consulting. The firm employs a blend of quantitative and fundamental techniques in its investment approach and manages approximately $350 million in regulatory assets under management.

Ronald Latin is a financial advisor with Van Hulzen Financial Advisors in Hilton Head, SC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes significant tenures at Liberty Wealth Management, LLC, Liberty Capital Management, Inc., and Royal Alliance Associates, INC. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers wealth management, financial planning, and both discretionary and non-discretionary asset management, utilizing strategies such as covered-call, fixed income, US and global equity, ETFs, and alternatives.

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.

Andrew Roberts is a financial advisor at Hilton Head Capital Partners, LLC with Series 65 registration and approximately one year of experience in the industry. Prior to joining the firm, he worked in landscaping and completed several years of study. Hilton Head Capital Partners serves individual investors, small businesses, and trusts by providing portfolio management, financial consulting, and referrals to third-party money managers. The firm uses a combination of fundamental, technical, and charting analysis to implement both long- and short-term strategies tailored to clients’ objectives and risk tolerance.

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.

William Goldfinch IV is a financial advisor with Hilton Head Capital Partners, LLC and holds a Series 66 designation. He has 18 years of industry experience, including 14 years at Raymond James Financial Services Advisors, Inc. Goldfinch serves on the Conway City Council and volunteers with a nonprofit organization assisting single fathers with financial counseling. Hilton Head Capital Partners serves individual investors, small businesses, and trusts, offering portfolio management, financial consulting, and referrals to third-party money managers. The firm uses a combination of fundamental, technical, and charting analysis to tailor portfolios according to client objectives and risk tolerance.

Gregory Young is a financial advisor at Integrated Advisors Network LLC with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Cedarleaf Financial, Capital City Financial Partners, and Voya Financial Advisors. His other business activities include insurance sales. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and related consulting, utilizing a mix of fundamental and quantitative analysis along with third-party manager platforms to implement client investment plans.

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.

Shane Russell is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Advisors from 2011 to 2018 and LPL Financial, LLC since 2018. Russell operates under the DBA CrossRoads Financial Group LLC within Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management, utilizing a variety of strategies and technology platforms to support client services.

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.

Thaddeus Sargent is a financial advisor at Aegis Capital Corp. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill. Outside of finance, he participates in a weekend airshow demonstration team and owns a yacht charter business, and he serves as a general board member for the Hilton Head Concours d'Elegance and Motoring Festival. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, delivering services through multiple programs and platforms with a focus on non-discretionary client participation and periodic portfolio reviews.

Quinlan Ryan is an advisor at A.G.P. / Alliance Global Partners with a Series 66 credential and no prior industry experience. His background includes roles in hospitality and food service businesses, such as the Inn & Club at Harbor Town and several local restaurants. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing, offers a range of portfolio management and financial planning services, and manages pooled-vehicle accounts and private funds.