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.

Emma Wyman is a financial advisor at Ables, Iannone, Moore & Associates, Inc. with one year of industry experience. She holds the Series 65 designation. Prior to joining AIM&A in 2023, she worked at Lowcountry Children's Co-op from 2019 to 2022. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, corporations, and business entities, serving both high-net-worth and other clients. The firm emphasizes a research-driven investment process utilizing fundamental, technical, and cyclical analysis to identify long-term opportunities, typically holding securities for at least three years.

David Haverstick is a financial advisor at Ables, Iannone, Moore & Associates, Inc. in Savannah, GA, holding a Series 66 designation with 14 years of industry experience. He has been with Ables, Iannone, Moore & Associates since 2016, following a prior role at Intervest International Equities Corp. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and limited consulting services to individuals, trusts, estates, corporations, and business entities. The firm focuses on portfolios of individual equities and fixed income, employing a proprietary research process combined with fundamental, technical, and cyclical analysis to identify long-term investment opportunities.

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.

John Evans is a CFP® with 23 years of experience in the financial services industry. He is currently with SageGuard Financial Group, LLC and has held roles at Alphastar Capital Management LLC, Brookstone Capital Management LLC, and operates Evans Advisory Services, which provides financial services including fixed annuities and life insurance products. Outside of financial advising, he assists a real estate sales executive with residential property transactions. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis and offers a range of model strategies, managing a majority of its assets on a non-discretionary basis.

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.

Maria Justice is a financial advisor at Ables, Iannone, Moore & Associates, Inc. She holds a Series 65 designation and has one year of industry experience. Prior to joining AIM&A, she worked for six years at Celia Dunn Sotheby's International Realty. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, corporations, and business entities. The firm primarily constructs portfolios of individual equities and fixed income, employing a proprietary research process combined with fundamental, technical, and cyclical analysis to identify long-term investment opportunities.

Nicholas Mangino is a financial advisor with Connective Wealth Partners, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked with Florida Financial Advisors and Trinity Wealth Securities and has experience in fixed insurance sales in addition to his advisory roles. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach involves fundamental analysis with a long-term orientation, utilizing a range of securities including ETFs, equities, bonds, mutual funds, and alternative investments.

Conlin Muller is a financial advisor at Ables, Iannone, Moore & Associates, Inc. with one year of industry experience and holds a Series 65 designation. His background includes positions in various fields, including River Supply River Services and Druid Hills Golf Club, as well as academic roles at Georgia Southern University and St. Pius X Catholic High School. Ables, Iannone, Moore & Associates, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, and business entities, focusing on portfolios of individual stocks and bonds. The firm employs a proprietary research process combined with fundamental, technical, and cyclical analysis, generally holding securities for at least three years while tailoring allocations to client objectives.

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.