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.

Michael Ross is a financial advisor at T.R.U.E. Coastal Capital, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Mutual Advisors, LLC, Mutual Securities, Inc., and Northlanding Financial Partners, LLC. In addition to his advisory role, Ross operates as an independent insurance agent in Savannah, GA. T.R.U.E. Coastal Capital serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management alongside tiered financial planning services. The firm manages approximately $124 million across 156 client relationships, using a mix of mutual funds, ETFs, equities, bonds, and variable annuities with research methods including fundamental, technical, and charting analysis.

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.

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.

James Aronson is a financial advisor with Aronson Asset Management, Inc. in Savannah, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Aronson Asset Management since 1997. Outside of his advisory role, he assists with management duties at a computer leasing business owned by his wife. Aronson Asset Management provides discretionary and non-discretionary portfolio management and personalized financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, and corporate pension or profit-sharing plans. The firm uses both fundamental and technical analysis combined with long- and short-term trading strategies to tailor portfolios to clients’ financial situations and objectives.

Lori Aronson is a financial advisor at Aronson Asset Management, Inc. with 22 years of industry experience. She holds a Series 65 credential and has been involved with Aronson Asset Management since 1999. She is also the owner of Stone Mountain Financial Services, Inc., which is her primary business. Aronson Asset Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and corporate pension or profit-sharing plans. The firm uses both fundamental and technical analysis and offers customized investment strategies tailored to each client’s financial situation and goals.

Edmund Curlee IV is a financial advisor with First City Capital Management Inc in Savannah, GA, holding a Series 65 designation and eight years of industry experience. He has been with First City Capital Management since 2013. First City Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and various business entities. The firm emphasizes a balanced portfolio approach, tailoring asset allocation to clients’ tax situations, risk tolerance, and cash-flow needs, with strategies focused on growth-at-a-reasonable-price stock selection and value-oriented fixed-income management.

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.

Matthew Apelman is a financial advisor with Wealthion in Savannah, GA, holding Series 63 and Series 65 licenses. He has been with Wealthion since 2026 and previously worked at Fidelity Investments. Outside of his advisory role, he is also involved with Gold Bullion International LLC. Wealthion provides discretionary portfolio management and referral services to individuals, high net worth clients, family offices, and institutions. The firm focuses on strategies emphasizing real assets and uses a distinctive structure connected to precious-metals broker-dealers and affiliated entities.

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.

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.

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.