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.

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.

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.

Jacob Dixon is a financial advisor at Tidal Creek Capital Advisors with a Series 65 credential and one year of industry experience. His prior work includes positions at Trinity Wealth Securities, Florida Financial Advisors, and Standard Plastic Card Solutions, along with several roles in education and hospitality before entering the financial sector. Tidal Creek Capital Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and other investment advisers. The firm employs a combination of model and custom investment strategies, including several ETF model portfolios and named strategies, managing accounts on a discretionary basis with custody 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.

Anthony Manory is a financial advisor with Empire Financial Management Company, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Empire Asset Management Company, LLC since 2015. Outside of his advisory role, he participates in educational activities at Boston University College of General Studies without compensation. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities. The firm employs a client-specific asset allocation approach with a broad range of investment strategies and typically manages accounts through separately managed agreements.

Michelle Myhre is a CFP® professional with 22 years of experience in the financial industry. She has been with Oak Advisors, LLC since 2005. Oak Advisors serves individuals, high net worth individuals, trusts, estates, and business entities by providing discretionary portfolio management and stand-alone financial planning and consulting on a fee-only basis. The firm employs diversified portfolios and uses both fundamental and technical analysis, offering a range of strategies tailored to client objectives.

Emily Harding is a financial advisor at Dividend Assets Capital, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and several other financial firms. Dividend Assets Capital, LLC serves individual and institutional clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through customized model portfolios and manages both separate accounts and the DAC 3D Dividend Growth ETF.

Kristin Winslow is a financial advisor with Tidal Creek Capital Advisors in Bluffton, SC. She holds a Series 65 credential and has one year of industry experience. Her prior roles include positions at Saint Gregory the Great Catholic School and Prospera Financial Group. Tidal Creek Capital Advisors is a registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts, and also provides services to other investment advisers. The firm offers asset management, financial planning, and ERISA-related advisory services, employing a mix of model and custom strategies managed on a discretionary basis.

Marc Saurborn is a CFA® charterholder with nine years of industry experience. He is currently with Dividend Assets Capital, LLC, where he has worked since 2022. Prior to that, he was with Private Advisor Group, LLC and Patrumin Investors, LLC. Dividend Assets Capital, LLC provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, including high-net-worth clients, as well as institutional and entity clients. The firm focuses on dividend-paying equities and midstream energy MLPs, offering customized portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.