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.

Christopher Blahut is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Lion Street Advisors and The Prudential Insurance Company of America. He is also involved with Income & Estate Planning LLC, where he advises clients on risk management using insurance products. Integrity Alliance provides advisory and brokerage services to a wide range of clients, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 advisors managing approximately $5.4 billion in assets and offers portfolio management, financial planning, and access to third-party managers through multiple platforms.

Justin Emerick is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His career includes roles at Cantella & Co., Inc., WBC Group LLC dba MeyerPT, and Primerica Advisors. Outside of his advisory work, he rents out a vehicle on Turo. 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 third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum strategies.

Karl Heinz Leroy is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Leroy has worked with First Citizens Bank and First Citizens Investor Services since 2014. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm employs a client process based on assessments of financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage diversified asset allocations.

Samuel Martin is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with &PARTNERS and has previously worked at SJ Martin Wealth Management and Edward Jones. Outside of his advisory work, Martin is a partner in Herban Market LLC, a café located in Beaufort, SC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using both discretionary and non-discretionary approaches, leveraging a combination of proprietary and third-party strategies.

Gina Eibest is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. She has worked at GWN Securities since 2016 and also serves as an administrative assistant and partner at Harbor Light Insurance & Wealth Advisors, where she focuses on life insurance and fixed annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across over 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, serving both individual and business clients through a network of about 423 advisors.

Sonia Krasnigor is a Series 65 licensed advisor with Ameritas Advisory Services, LLC and has one year of experience in the financial industry. Her prior roles include positions at Sage Financial Planning, AIM Real Estate Management, Charleston Shoe Company, and GEICO Insurance. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment products and model portfolios supported by third-party technology, offering both discretionary and non-discretionary program platforms.

Amos Wedgeworth is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has recently started his advisory career, having joined First Command in 2026 following roles at several financial services firms including Standard Chartered Bank and RTR Capital Management. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving 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 a centralized Investment Management Team to select model portfolios and third-party managers from prescreened lists.

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.

Shawn Mcmullen is a financial advisor at GWN Securities Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including First Energy Corp and PFS Investments Inc. He is also involved with Sole Financial Group, where he solicits the sale of life insurance and financial products. GWN Securities provides investment advisory services to individual and corporate clients through managed accounts, financial planning, and access to third-party managers. The firm employs a variety of portfolio strategies, including market-timing and momentum-based approaches, supported by both affiliated and unaffiliated sub-advisers.

Denise Moody is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2011. First Command Advisory Services is an SEC-registered investment adviser serving 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 featuring model portfolios managed by a centralized Investment Management Team.

Sage Harosia Calaci is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. Prior to her advisory roles, she worked five years at Wegmans Food Markets and one year at GLK Foods. She is also a partner at Sage Financial Planning, focusing on business exit planning and consulting. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.

Jay Johnson is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. Prior to joining AE Wealth Management in 2019, he worked at PTMW and spent 16 years at General Electric. He is also involved with Simply Stated Retirement Solutions, where he engages in insurance sales and related financial advisory activities. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that includes model portfolio solutions, discretionary asset management, financial planning, and specialized plan services, supporting a high client load across its extensive advisor network.

Stephen Arthur is a financial advisor with GWN Securities Inc. holding a Series 66 credential and seven years of industry experience. He has worked at GWN Securities since 2020 and concurrently at Harbor Light Insurance and Wealth Advisors LLC since 2020. Outside of financial services, he has been involved with Giuseppi's Pizza & Pasta since 2015 as a delivery driver. GWN Securities provides investment advisory services to individual and corporate clients through various managed account and financial planning programs. The firm utilizes both affiliated and unaffiliated sub-advisers with portfolio strategies based on asset allocation and Modern Portfolio Theory, incorporating market-timing and momentum-based approaches in select legacy programs.

William Ramette is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley in various capacities from 2011 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, including families, family offices, and institutions, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by a consolidated investment platform that delivers a range of discretionary and non-discretionary solutions across multiple asset classes.

Katherine Younce is a Financial Advisor with Merrill Lynch Wealth Management, specializing in creating personalized financial strategies that help individuals and families achieve their long-term goals. She focuses on areas such as family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Katherine leverages Merrill's investment insights and Bank of America's comprehensive banking and lending solutions to support both personal and small business financial needs. Katherine holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned the Personal Investment Advisor (PIA) designation. With a background that includes experience in the mortgage industry, she brings an understanding of the importance of planning for homeownership, retirement, education, and long-term financial security. Her approach aims to simplify complex financial decisions and guide clients toward confidence and clarity in their financial future. Beyond her professional role, Katherine is committed to her family and community. She has been married for 29 years and enjoys spending time with her husband and two daughters. Her personal interests include football, gardening, reading, traveling, and volunteering with local non-profits such as the Boys & Girls Club of North Beaufort County, the Foundation of Educational Excellence, and Hopeful Horizons.

Patrick Cunningham is a Senior Financial Advisor and Senior Vice President on the Cunningham Team at Merrill Lynch Wealth Management. Based in Beaufort, South Carolina, he leads a second-generation wealth management group serving clients in over 25 states. Since 1995, the Cunningham Team has worked with multiple generations of clients to simplify their financial lives through structured planning, disciplined investment management, and access to banking and lending solutions offered by Bank of America. The team has been recognized on the Forbes Best in State Wealth Management Teams list from 2024 to 2026. Patrick has been listed on several Forbes advisor rankings, including Best in State Wealth Advisors for 2022 through 2026, and Best in State Top Next Generation Wealth Advisors (under 40) for 2022 to 2024, being named #1 in South Carolina for 2024. Previously, he served on Merrill's Next Gen Leadership Council, contributing perspectives from clients and employees under the age of 40 to the firm's strategic conversations. A Beaufort native, Patrick graduated from The Citadel with a Bachelor's Degree and holds the Personal Investment Advisor (PIA) designation. His past community involvement includes serving on St. Peter's Catholic Church Finance Council, acting as President of the Beaufort Chapter of The Citadel Alumni Association, and graduating from Leadership Beaufort. Patrick lives on Lady's Island with his wife Becky and their twin boys.

Brock Mumford is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Bank of America, Columbia Management, and Ameriprise Financial from 2006 to 2017, followed by positions at Element Funding and Southtown Watersports. He is also associated with Plumtree Financial, LLC, an entity connected to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

W Clark IV is a Senior Financial Advisor and senior member of The Clark-Troutman Group, a seven-person wealth management team at Merrill Lynch Wealth Management serving clients throughout the United States. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for six consecutive years as of April 2025. The Clark-Troutman Group has also been named to the Forbes "Best-in-State Wealth Management Teams" for four consecutive years as of 2026. Clark joined Merrill Lynch in 1984 and has developed a client-focused practice dedicated to helping clients achieve their financial goals. His approach emphasizes understanding each client's unique situation and collaborating with his team, along with resources from Merrill, Bank of America, and clients' external professionals, to develop and implement strategies addressing investment and liability management, retirement planning, and trust and estate planning services, with a focus on risk mitigation. He holds a Bachelor's Degree from Bucknell University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Clark enjoys cooking, golfing, and spending time with his family.

John Sumner III is a CFP® with 26 years of industry experience and has been with Raymond James & Associates for 11 years. He serves as a finance and investment committee member for St Helena's Anglican Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.