Ronald Woernle Sr. is a financial advisor at Van Grouw Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Royal Fund Management, LLC. Outside of his advisory role, he is the owner and insurance agent of Woernle Wealth Management, LLC, where he is involved in insurance sales. 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 and supports various strategies, including derivatives and margin use, with regular portfolio reviews and ongoing monitoring.

Joseph Costigan is a CFA® charterholder with 19 years of industry experience. He has worked at Apricus Wealth LLC since 2020 and previously spent six years with Verity & Verity, LLC dba Verity Investment Partners. Apricus Wealth is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tailored, discretionary investment process combining fundamental and technical analysis to construct portfolios aligned with client objectives and risk tolerance, and it emphasizes performance reporting supported by its technology infrastructure.

James Van Grouw is a financial advisor with IBN Advisory Services, Inc. and holds a Series 66 designation. He has 18 years of industry experience and has held roles at several firms, including Van Grouw Advisors, LLC, StarVanGrouw Financial, and Source Capital Group, Inc. In addition to his advisory work, he owns and operates James L. Van Grouw, LLC, providing tax and accounting services. IBN Advisory Services, Inc. offers asset management and financial planning for individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs both discretionary and non-discretionary portfolio management strategies and uses a combination of internal teams and third-party managers to construct client portfolios.

Thayer Robbins is a financial advisor at Five Mile River Investment Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Five Mile River Investment Management since 2003. Five Mile River Investment Management provides discretionary portfolio management for families, high-net-worth individuals, and trusts, overseeing approximately $82 million across about 95 accounts. The firm employs a bottom-up, fundamentally driven value approach focused on concentrated portfolios and emphasizes conflict-avoidance practices and multi-generational family relationships.

Glen Roberts is a financial advisor with Hilton Head Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has previously worked at Raymond James Financial Services Advisors, Inc. and operates Roberts Financial Strategies, LLC. Hilton Head Capital Partners serves individual investors, small businesses, and trusts by providing portfolio management, financial consulting, and third-party manager referrals. The firm uses a combination of fundamental, technical, and charting analysis to implement tailored investment strategies, managing both discretionary and non-discretionary accounts.

Christopher Tieland is a financial advisor at Indivisible Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Rockefeller Financial LLC and Morgan Stanley Smith Barney LLC. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing model portfolios and outsourced support to implement strategies.

John Chiacchiero is a financial advisor at Oak Advisors, LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Oak Advisors since 2005. Outside of his advisory role, he is a 50% owner and officer of an immigration consulting business and serves as an adjunct professor at the University of South Carolina-Beaufort, teaching business courses. Oak Advisors serves individuals, high net worth clients, trusts, estates, and business entities by providing discretionary portfolio management and financial planning on a fee-only basis. The firm utilizes diversified portfolios with equities, fixed income, mutual funds, ETFs, and independent managers, employing both fundamental and technical analysis alongside long- and short-term strategies.

Paula Verity is a financial advisor at Verity Investment Partners with 22 years of industry experience. She holds a Series 65 designation and has been with Verity & Verity, LLC, doing business as Verity Investment Partners, since 2007. Verity Investment Partners provides discretionary investment management, financial planning without separate fees, and family office consulting to a diverse range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes client suitability in portfolio construction, focusing on dividend-paying equities alongside fundamental and technical analysis, and manages approximately $1.4 billion in assets with a 12-advisor team across five offices.

Andrew Jones is a CFP® with 16 years of industry experience and has been with Verity Investment Partners since 2013. He is part of a 12-advisor team based in Beaufort, SC. Verity Investment Partners offers discretionary investment management, financial planning without separate charges, and family office consulting to a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm emphasizes client suitability, dividend-paying equities, and uses fundamental and technical analysis in portfolio management.

Bruce Wood is a financial advisor with Hilton Head Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, LLC, and several investment firms such as Chalice Capital Partners and Niagara International Capital Limited. Outside of advising, he owns and operates an insurance sales business through HHCP Insurance Services, LLC. 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 implement both long- and short-term strategies, managing discretionary and non-discretionary accounts with a focus on tailored investment policies.

Michael Lasovage is a financial advisor with RDA Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with United Planners Financial Services and RDA Financial Network, and he also maintains a long-standing legal practice as an attorney since 1969. In addition to his financial advisory work, he is involved in tax return preparation and serves as a successor trustee. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Alfred Cerrati is a financial advisor with Oak Advisors, LLC in Bluffton, SC, holding 20 years of industry experience. He has been with Oak Advisors since 2005. Oak Advisors serves individuals, high net worth clients, trusts, estates, and business entities by providing discretionary portfolio management and financial planning on a fee-only basis. The firm uses diversified portfolios and a combination of fundamental and technical analysis, offering various strategies with client approval for more advanced techniques.

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.

Keith Bosco is a financial advisor with Verity Investment Partners in Bluffton, SC, holding the Series 66 designation and 19 years of industry experience. He previously worked at Rochdale Investment Management LLC and Rim Securities LLC for 12 years before joining Verity in 2023. Verity Investment Partners provides discretionary investment management, financial planning, and family office consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes portfolios tailored to client suitability, including dividend-paying equities, and operates with approximately $1.4 billion in assets under management and a 12-advisor team across five offices.

Heidi Yoshida is a CFP® professional with 10 years of industry experience. She has been with Oak Advisors, LLC since 2018 and previously worked at Chatham Capital Group, Inc. from 2014 to 2017. Oak Advisors, LLC serves individuals, high net worth individuals, trusts, estates, and business entities by providing discretionary portfolio management and stand-alone financial planning on a fee-only basis. The firm employs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to independent managers while maintaining oversight, applying both fundamental and technical analysis with long- and short-term strategies.

Alex Meintel is a financial advisor at Tidal Creek Capital Advisors with 17 years of industry experience. He has held roles at Dividend Assets Capital, Goldman Sachs, Renaissance Macro Securities, and Renaissance Macro Research. Meintel holds Series 63 and Series 65 designations. Tidal Creek Capital Advisors provides asset management, financial planning, and ERISA-related advisory services to individuals, high-net-worth clients, retirement plans, and trusts. The firm uses a combination of model and custom strategies, including ETF model portfolios and named strategies, and serves other investment advisers while implementing discretionary accounts that may include derivatives.

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.

William Ford is a CFP® with 27 years of industry experience, currently serving as an advisor at Dividend Assets Capital, LLC since 2019. His prior roles include positions at SQN Securities, LLC and American Century Investment Services, Inc. He is a non-voting limited partner in a non-investment related business consulting firm operated by his spouse. Dividend Assets Capital, LLC advises individual and institutional clients, focusing on discretionary portfolio management and financial planning. The firm emphasizes dividend-paying equities and midstream energy MLPs, offering customized model portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Joshua Marcus is a financial advisor at Tidal Creek Capital Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Auburn University and North Carolina State University. Tidal Creek Capital Advisors provides asset management, financial planning, and ERISA-related advisory services to individuals, high-net-worth clients, retirement plans, and trusts. The firm uses a combination of model and custom strategies, including ETF model portfolios and named strategies such as Palmetto, Live Oak, and Ironwood, with discretionary account management and custody through Charles Schwab.

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.