Thayer Robbins is a financial advisor at Five Mile River Investment Management, LLC with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Five Mile River Investment Management since 2003. Five Mile River Investment Management is a family-founded adviser that provides discretionary portfolio management to high-net-worth individuals, family trusts, and retirement accounts. The firm employs a long-term, bottom-up, value-oriented research process focused on fundamental company analysis and maintains concentrated client portfolios, emphasizing catalyst-driven value opportunities and customized investment policies.

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. His prior roles include positions at Raymond James Financial and A. G. Edwards & Sons, Inc. He is also the owner of Roberts Financial Strategies, LLC. Hilton Head Capital Partners provides portfolio management, financial planning, and consulting services to individuals, small businesses, and trusts. The firm constructs individualized investment policy statements and uses a combination of model allocations and tailored recommendations, employing both fundamental and technical analysis with strategies that include equities, mutual funds, ETFs, fixed income, and occasional use of short sales, margin, and options.

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 with Verity Investment Partners, holding a Series 65 designation and 23 years of industry experience. She has been with Verity Investment Partners and its predecessor entities since 2003. Verity Investment Partners is a team-based firm managing approximately $1.4 billion in assets with 12 advisors across five offices. The firm provides discretionary investment management, ongoing financial planning at no separate charge, and negotiated family office consulting to a range of clients including high-net-worth individuals, retirement plans, and charitable organizations. Their investment approach emphasizes client suitability, ongoing rebalancing, and often focuses on dividend-paying equities combined with fundamental and technical analysis.

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® professional with 28 years of industry experience, currently serving as an advisor at Dividend Assets Capital, LLC since 2019. He previously worked at SQN Securities, LLC from 2017 to 2019. Ford is a non-voting limited partner in a non-investment related nonprofit consulting business operated by his spouse. Dividend Assets Capital, LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutions. The firm focuses on dividend-based investment strategies and offers tailored portfolios overseen by an Investment Committee, while also serving as a sub-adviser to a registered 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.

Jacob Dixon is a financial advisor at Tidal Creek Capital Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Trinity Wealth Securities, Florida Financial Advisors, and Standard Plastic Card Solutions. Tidal Creek Capital Advisors is a registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers asset management, financial planning, and ERISA-related advisory services using a combination of model and custom strategies, with discretionary accounts custodied through Charles Schwab.

Dane Petchul is a financial advisor at Wealth Teams Alliance with 12 years of industry experience. He holds the Series 66 designation and has worked at Wealth Teams Alliance since 2015. Petchul is also involved with Petchul Insurance Services, Inc, which offers health insurance, Medicare, long-term care, and life insurance services. Wealth Teams Alliance provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs technical analysis and integrates planning, consulting, and implementation referrals within its investment approach.

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.

Anthony Manory is a financial advisor with Empire Financial Management Company, LLC in Bluffton, SC, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley & Co. LLC. Outside of his advisory work, he volunteers time at Boston University College of General Studies in an educational capacity without compensation. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with reviews at least quarterly and options for external managers or mutual funds.