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.

John Light is a financial advisor at Graves Light Lenhart with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he serves as executor and trustee for family trusts and manages a family farm in Virginia. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a top-down investment approach with strategic asset allocation, using ETFs and individual stocks, and integrates portfolio management with comprehensive wealth-planning services.

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.

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, holding Series 63 and Series 65 designations and over 43 years of industry experience. His career includes long-term roles at Liberty Wealth Management and Liberty Capital Management, as well as Royal Alliance Associates. He has been with Van Hulzen since 2026. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering wealth management, financial planning, and both discretionary and non-discretionary asset management across various strategies such as covered-call, fixed income, and global equity. The firm employs a combination of technical, fundamental, and cyclical analysis and provides consulting services including private fund review and hedging of concentrated positions.

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 ChFC®-designated financial advisor with 16 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked at Kestra Advisory and Private Client Services, LLC. Koren serves on the advisory board of All Saints Catholic School, providing guidance on social and fundraising events. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a mix of active and passive strategies along with tax-aware approaches and risk-managed sleeves.

Ricardo Harmsen is a financial advisor at Kingswood Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at firms including Blackridge Asset Management, Cantella & Co., Inc., and Wells Fargo. Harmsen is also involved with Outer Banks Wealth Management, LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, with a notable focus on insurance-linked accounts and an open-architecture platform utilizing third-party managers.

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.

Lawrence Hendershot is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been affiliated with Lincoln Investment Planning, Inc. and IA Lincoln Investment Planning, Inc. since 1987, and maintains his own practice, L.A. Hendershot & Associates, since 1975. Outside of his advisory work, he serves as executive director of WALK THE WALK, a nonprofit organization supporting charitable activities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to proprietary model portfolios, third-party managers, and retirement plan advisory services.

Daniel Guerrini is a CFP® and Series 66 licensed advisor at A.G.P. / Alliance Global Partners with three years of industry experience. He has worked at Alliance Global Partners since 2022 and previously held positions at Hargray Communications and RNDC of SC. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement-plan sponsors by providing portfolio management, financial planning, and capital markets services. The firm offers a range of investment strategies including international investing through its EPC Advisors Group, combining macro themes with security selection in a long-term, low-turnover approach.