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.

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 at Dakota Wealth, LLC with 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 diverse client base including individuals, trusts, foundations, retirement plans, and business enterprises. The firm provides wealth management, investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that include mutual funds, ETFs, equities, fixed income, and other investment vehicles.

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 a financial advisor at G. A. Repple & Company with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at G. A. Repple & Company since 2015. Additionally, he operates Campbell Management Group, which advises athletes and small businesses. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm offers a range of portfolio management options and employs analytical approaches including fundamental, technical, quantitative, and qualitative analysis to align portfolios with clients’ goals and risk tolerances.

John Nicholas is a financial advisor at Oppenheimer with 26 years of industry experience. He has been with Oppenheimer since 2011 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as a board member for a homeowners association in Cobb County, Georgia. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment strategies across equity, balanced, and fixed income portfolios, with both discretionary and non-discretionary management approaches.

Shane Russell is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Advisors from 2011 to 2018 and LPL Financial, LLC since 2018. Russell operates under the DBA CrossRoads Financial Group LLC within Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management, utilizing a variety of strategies and technology platforms to support client services.

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.

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 bringing 25 years of industry experience. He has founded and operated multiple financial and insurance-related businesses, including DeVerna & Co. Financial Corp and DeVerna & Co. Financial LLC. Outside of advising, he is involved in speaking engagements for training and motivation and is authoring a book aimed at helping union workers plan for retirement. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, employing a mix of model portfolios, third-party sub-advisers, and custom strategies.

Christopher Blahut is a financial advisor with Integrity Alliance, LLC and holds Series 65 and Series 63 licenses. He has 19 years of industry experience, including roles at Lion Street Advisors and Pruco Securities. Blahut is also involved with Income & Estate Planning LLC, where he advises clients on risk management using insurance products. Integrity Alliance serves a broad client base comprising individual investors, corporations, and retirement plans. The firm operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and various advisory programs through multiple platforms and strategies.

Elizabeth Thomas is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked with Truist Advisory Services and Truist Investment Services since 2021 and previously spent six years with SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates inter-affiliate resources and employs AI-enabled research tools to support its manager selection and oversight processes.

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.

Robert Ziliak is a CFP® with 26 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior roles include positions at Bam Management, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and ETFs.

Mark Vosk is a ChFC® credentialed financial advisor with 28 years of industry experience, currently serving at Equity Services, Inc. since 2000. Based in Hilton Head, SC, he is also active as an insurance agent representing multiple companies, including roles with Apogee Financial Partners and Mackenzie Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base, utilizing multiple advisory platforms and a combination of long-term and specialized investment strategies.

Robert Coode is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include five years at Marcum Wealth and over three decades at ProEquities, Inc. He serves as vice president of the Yacht Villas Condo Association in Hilton Head, SC, where he is involved in management decisions. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Tim Barbacane is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at The Vanguard Group, Pruco Securities LLC, and Citizens Securities, Inc. He is based in Hilton Head Island, South Carolina. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Catherine Trawinski is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her prior roles include positions at American Heritage Financial, American United Life, OneAmerica Securities, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, and AIG Financial Network. She is also the owner of Saving Grace Financial Solutions, LLC, a financial services firm focused on non-variable insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.