Daniel Guerrini is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Alliance Global Partners (A.G.P.) and previously held roles at Hargray Communications and RNDC of SC. Guerrini is based in Hilton Head, South Carolina. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and the management of pooled investment vehicles.

Norbert Vonnegut is a financial advisor at CreativeOne Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Partnervest Advisory Services and Fiduciary Wealth Partners. Outside of advising, he is a part-time author of fiction and non-fiction related to the wealth management industry and occasionally interviews industry experts about structural changes in financial services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

William Brady Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 32 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has previously worked at Wells Fargo Advisors Financial Network LLC. In addition to his advisory role, he serves as treasurer for a local organization and offers limited tax preparation services. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm utilizes a mix of discretionary and non-discretionary management strategies, leveraging technology platforms and a network model of advisory representatives, many of whom also have brokerage relationships through LPL Financial.

Andre Janasik is a financial advisor at Cape Investment Advisory, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Global Wealth Management since 2026 and Cape Securities Inc since 2009. Outside of his advisory role, Janasik participates as a professional tennis player in exhibitions, member-guests, pro-ams, and serves as a guest tennis instructor. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients with about $402 million in assets under management through a multi-office network of roughly 40 advisors.

Jeffrey Goyette Sr. is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Raymond James Financial Services from 2016 to 2023. Outside of his advisory role, he oversees property management for a real estate rental in Hilton Head, South Carolina. Dakota Wealth, LLC serves a wide range of clients, including individuals, trusts, and charitable organizations, offering wealth management, financial planning, and portfolio management through a primarily long-term, customized investment approach that incorporates fundamental, technical, and quantitative analysis.

Scott Dooley is a CFA® charterholder with 20 years of industry experience. He is currently with Sowell Management and US Asset Management, LLC, having previously worked at Rayliant Investment Research, Columbus Macro, Rayliant Global Advisors, and Fusion Investment Group. He also serves as Managing Director of Fusion Management Group, LLC. Sowell Management is a multi-team registered investment adviser serving individuals—including high-net-worth clients—retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment adviser representatives, employing multiple management styles and sub-advisory relationships.

John Campbell is an advisor with G. A. Repple & Company, holding Series 66 and Series 63 designations and bringing 11 years of industry experience. He has worked at G. A. Repple & Company since 2015, previously spent two years at Bend Active, and has been involved with Campbell Management Group since 2007. Outside of his advisory role, he represents athletes and advises small businesses through Campbell Management Group and is also an independent insurance representative specializing in life and health insurance. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers multiple account options, including an ETF-focused program and a Biblically-Responsible Investing model.

John Nicholas is a financial advisor at Oppenheimer with 26 years of industry experience. He has held roles at Barclays Capital Inc. and Morgan Stanley before joining Oppenheimer in 2011. Outside of his advisory work, he serves as a board member for a neighborhood homeowners association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services that include strategic asset allocation, manager selection, and retirement consulting, with a notable portion of assets managed on a non-discretionary basis.

John Sumner III is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and Carteret Private Wealth. His prior experience includes roles at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves as a finance and investment committee member for St Helena's Anglican Church in Beaufort, SC. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors managing over 13,000 clients.

Sarah Hargis is a financial advisor with First Command Advisory Services in Beaufort, SC, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining First Command, she worked in various educational and tutoring roles and currently provides neighborhood tutoring in math and reading for K-12 students. She is also the owner of Daymarker Consulting LLC, which is used for managing her financial advisory business operations. First Command Advisory Services is an SEC-registered investment adviser that serves 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 model portfolios and third-party managers selected by a centralized Investment Management Team.

Thomas Risher Jr. is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Rockefeller Financial in 2022, he worked at Wells Fargo Advisors LLC for 12 years. Outside of his advisory role, he serves as a passive advisory board member of the South Carolina Yacht Club. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Harriet Bruce is a Series 66-licensed financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. Her prior roles include positions at Raymond James & Associates and Wells Fargo Clearing. She serves as Treasurer for a nonprofit philanthropic education organization based in Beaufort, SC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors and affiliated sub-advisory arrangements.

Nicholas Myers is a financial advisor at Principal Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Wealthgate Financial and Principal Life Insurance Company. Outside of finance, he has worked part-time as a delivery driver and been involved with the Arts Center of Coastal Carolina. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

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 at Integrity Alliance, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Lion Street Advisors and Prudential Insurance Company of America. In addition to his advisory role, he is involved in income and estate planning, advising clients on risk management using insurance products. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services through discretionary accounts, model portfolios, and third-party sub-advisers, combining multiple investment approaches.

William Tumlin is a financial advisor at Concurrent Investment Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James and Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Tumlin serves on the finance and investment committee of First Presbyterian Church in Beaufort, SC. Concurrent Investment Advisors is an SEC-registered multi-team advisory firm providing wealth and investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by a large network of advisors and sub-advisory arrangements.

Elizabeth Thomas is a financial advisor at Truist Advisory Services with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Truist Advisory Services since 2021, following prior roles at SunTrust Advisory Services and Wells Fargo Clearing. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, providing ongoing reviews and client consultations.

Robert Bush is a financial advisor at Kestra Advisory with over 56 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at Kestra Investment Services, LLC and Atlantic Pension Planning Corp. Outside of advisory work, he is involved in marine dockage and boat ownership through entities he organizes and manages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and supports complex investment solutions and discretionary trading within a robust supervisory framework.

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.

Lawrence Hendershot is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1987 and operates his own financial planning business, L.A. Hendershot & Associates, which he founded in 1975. Outside of his advisory roles, he serves as the executive director of the nonprofit organization Walk The Walk. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement plan advice through a combination of discretionary and non-discretionary approaches, supported by an in-house investment team and third-party managers.