Emily Harding is a financial advisor at Dividend Assets Capital, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Kubiak Financial, Financial Innovations, and Moore & Associates Wealth Management. Dividend Assets Capital, LLC provides discretionary portfolio management and advisory services to individual and institutional clients, specializing in dividend-focused investment strategies. The firm is employee-owned and serves clients through separately managed accounts, sub-advisory arrangements, and participation in wrap fee and UMA/SMA programs.

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.

Michael Nix is a CFA® charterholder with 16 years of industry experience. He is a member of the board of directors for several organizations in South Carolina, including the SC Jobs-Economic Development Authority and Business Carolina, Inc., both of which support economic development. He also serves on the board of Bluffton Self Help, a local nonprofit assisting families facing economic challenges. Nix has worked at Verity Investment Partners since 2018 and previously spent five years with Dividend Assets Capital, LLC. Verity Investment Partners is a team-based advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management, ongoing financial planning, and family office consulting, focusing on portfolios that emphasize dividend-paying equities and incorporate fundamental and technical analysis.

Edward Taylor is a financial advisor at Verity Investment Partners with 13 years of industry experience. He has previously worked at Dividend Assets Capital, LLC and Blackwell Boyd Wealth Management. Outside of his advisory work, he is a 10% owner of PAW Properties, LLC, a real estate investment entity. Verity Investment Partners is a 12-advisor team managing approximately $1.4 billion in assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management, ongoing financial planning, and family office consulting, focusing on portfolios built around dividend-paying equities and fundamental and technical analysis.

Evan Kubiak is a CFP® and Series 65-licensed advisor with three years of industry experience, currently serving as a wealth analyst at Endowment Wealth Management, Inc. He has worked at Endowment Wealth Management since 2021 and briefly with Northwestern Mutual in 2021. His prior work includes roles outside the financial services industry, such as positions with Meridian Hills Country Club and Butler University. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm employs an Endowment Investment Philosophy, grouping assets into growth, income, and risk-managed buckets, and incorporates a range of investment vehicles including ETFs, separate accounts, model portfolios, and private placements.

Matthew Chung is an advisor at Sykon Capital LLC with Series 65 and Series 66 credentials and three years of industry experience. His prior roles include positions at Citi, Priority Payment Systems, E*TRADE, Bank of America, Merrill, and Morgan Stanley. Sykon Capital serves individual and institutional clients, providing investment management, financial planning, retirement plan services, and consulting. The firm employs a blend of quantitative and fundamental techniques in its investment approach and manages approximately $350 million in regulatory assets under management.

Donald Hingtgen is a financial advisor with Dividend Assets Capital, LLC, holding a Series 65 license and three years of industry experience. He has worked at T3 Trading Group, LLC since 2019 and operates Hingtgen AV Services, providing freelance audio engineering and event project planning for corporate and live music events. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, as well as institutional and entity clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs, managing customized portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Robert Dickson is a Series 65-licensed advisor with Dividend Assets Capital, LLC, bringing one year of industry experience. Prior to joining Dividend Assets Capital, he worked at Dickson Consulting, LLC and spent twelve years at Cardiac Assist, Inc. He also works as a sales representative for Sotheby's International Realty, earning commissions on referrals. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, and various institutional clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through strategies such as Dividend Growth and Sustainable Dividend Growth, and serves as sub-adviser to the DAC 3D Dividend Growth ETF.

Joseph Jandreau is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Investmark Advisory Group LLC since 2017 and has also worked with Commonwealth Financial Network since 2004. Jandreau holds a Series 63 license and is based in Bluffton, SC. Investmark Advisory Group provides investment management, financial planning, and related advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and businesses. The firm offers portfolio management through model-based and advisor-directed accounts and operates with a team of ten advisors managing approximately $812 million in assets.

Ronald Latin is a financial advisor with Van Hulzen Financial Advisors in Hilton Head, SC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes significant tenures at Liberty Wealth Management, LLC, Liberty Capital Management, Inc., and Royal Alliance Associates, INC. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers wealth management, financial planning, and both discretionary and non-discretionary asset management, utilizing strategies such as covered-call, fixed income, US and global equity, ETFs, and alternatives.

Sarah Huie is a CFP® with five years of industry experience, currently serving as an advisor at Oak Advisors, LLC. She has been with Oak Advisors since 2020. Oak Advisors serves individuals, high net worth individuals, trusts, estates, and business entities by providing discretionary portfolio management and financial planning on a fee-only basis. The firm employs diversified portfolios and uses both fundamental and technical analysis, incorporating various strategies under client direction while maintaining ongoing monitoring and account reviews.

Jonathan Boyd is a financial advisor at Tidal Creek Capital Advisors with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Live Oak Management Group and Intervest International Equities Corp. Outside of his advisory role, he is an absentee owner of a Stretch Zone fitness franchise. Tidal Creek Capital Advisors serves individuals, high-net-worth clients, retirement plans, and trusts, offering asset management, financial planning, and ERISA-related advisory services. The firm employs a mix of model and custom strategies and provides advisory services to other investment advisers, with a focus on discretionary account management and the use of derivatives in separately managed accounts.

Kevin Myhre is a financial advisor with Oak Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Oak Advisors, he worked at the College of Charleston and Hilton Head Christian Academy. Outside of finance, he is a musician and performs as a singer in a cover band. 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 employs diversified portfolios with individual equities, fixed income, mutual funds, and ETFs, using both fundamental and technical analysis, and incorporates client-approved strategies such as options and margin.

Joseph Kilian is a financial advisor at Dividend Assets Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Dividend Assets Capital in 2025, he worked at Benefit Focus from 2015 to 2024. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, as well as institutional and entity clients, offering 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 serves as sub-adviser to the DAC 3D Dividend Growth ETF.

William Verity is a financial advisor at Verity Investment Partners with 23 years of industry experience. He holds a Series 65 designation and has been with Verity & Verity, LLC dba Verity Investment Partners since 2002. He serves as a director on the board of American Financial Group, Inc. Verity Investment Partners provides discretionary investment management, financial planning, and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.4 billion in assets with a 12-advisor team and emphasizes dividend-paying equities alongside fundamental and technical analysis in its portfolio strategies.

Brian Ellis is a financial advisor at Rockport Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Investacorp, Inc., The J. Arnold Wealth Management Co., and Essex Securities, LLC. Rockport Wealth Advisors serves individual and high-net-worth clients, providing fee-based financial planning, investment management, and retirement-plan advisory services. The firm operates as a team of eight advisers managing approximately $676 million and offers both traditional portfolio management and consultant-style guidance, including access to alternative investments.

Michael Davidoff is a CFP® and CFA® with six years of industry experience. He is currently with Dividend Assets Capital, LLC and has previously worked at Larson Financial Holdings, Mnd Wealth Management, LifeSci Partners, Bank of Ann Arbor, and Wells Capital Management. Dividend Assets Capital, LLC provides discretionary portfolio management and advisory services to both individual and institutional clients, specializing in dividend-focused investment strategies. The firm is employee-owned and manages a range of portfolio types, including separately managed accounts and sub-advisory arrangements.

Andrew Roberts is a financial advisor at Hilton Head Capital Partners, LLC with Series 65 registration and approximately one year of experience in the industry. Prior to joining the firm, he worked in landscaping and completed several years of study. 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 uses a combination of fundamental, technical, and charting analysis to implement both long- and short-term strategies tailored to clients’ objectives and risk tolerance.

Michael Kuehn is a CFA® charterholder with 17 years of industry experience. He is a financial advisor at Verity Investment Partners, where he has worked since 2019. Prior to joining Verity, he was an advisor at Dividend Assets Capital, LLC from 2015 to 2019. Verity Investment Partners offers discretionary investment management, financial planning without additional fees, and family office consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes dividend-paying equities and uses both fundamental and technical analysis in portfolio construction, managing approximately $1.397 billion in assets with a 12-advisor team across five offices.