Robert Ziliak is a CFP® professional affiliated with Focus Partners Wealth, LLC. He has 27 years of industry experience and has previously worked at firms including Bam Management, Buckingham Strategic Wealth, Hufford Advisors, and Charles Schwab. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach using a combination of active and passive strategies, third-party managers, private funds, and tactical overlays, tailoring portfolios to clients' specific risk tolerance, liquidity, and tax circumstances.

Amos Wedgeworth is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. He has experience at several firms including RTR Capital Management, Standard Chartered Bank, and Modern Woodmen of America. Wedgeworth is based in Beaufort, SC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving 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 built around model portfolios managed by an in-house Investment Management Team and Wealth Portfolio Managers.

Mark Vosk is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Vosk has been with Equity Services since 2000 and also serves as an insurance agent, selling life, disability, health, and long-term care insurance through several affiliated entities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

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.

Michael Bobowski is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Securities America Advisors and Brolen Davis Integrative Wealth Management. Bobowski is also president of Brolen Davis Wealth Preservation and Governance, where he is involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies, managing nearly $50 billion for over 127,000 clients.

David Seibel is a financial advisor at J. W. Cole Advisors, Inc. with 12 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining J. W. Cole Advisors in 2019, he worked at Global Financial Private Capital, LLC. Seibel is also managing partner of AGS Aurora Financial Services, a financial planning and advisory firm, and serves as co-trustee and executor for his father's estate. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Christopher Tassone is a CFP® professional with 19 years of experience in financial advising, currently serving at Principal Financial Services. His prior experience includes roles at AXA Advisors and Physician's Choice Financial. He is a board member of the Italian American Club of Hilton Head and participates in the Hilton Head Wine & Food Festival and the Hilton Head Area Council of Estate and Financial Advisors as vice president. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through direct advisory programs.

Brandon Stevens is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TD Bank N.A. and TD Private Client Wealth LLC. Outside of his advisory role, Stevens is the owner of a long-term residential rental property in Hilton Head Island, SC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support its advisory process and offers services through partnerships with Envestnet platforms and affiliated financial entities.

Pamela Pena is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. She has previously worked at Fisher Investments, U.S. Bancorp Investments, Cetera Advisor Networks, LPL Financial, and Carson Wealth Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Robert Scott is a Certified Financial Planner® with 33 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2015, and also maintains a long-standing affiliation with LPL Financial dating back to 2004. Scott has operated several wealth management entities throughout his career. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Denise Moody is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2011. First Command Advisory Services is an SEC-registered investment adviser serving 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 featuring model portfolios managed by a centralized Investment Management Team.

Jay Johnson is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. Prior to joining AE Wealth Management in 2019, he worked at PTMW and spent 16 years at General Electric. He is also involved with Simply Stated Retirement Solutions, where he engages in insurance sales and related financial advisory activities. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that includes model portfolio solutions, discretionary asset management, financial planning, and specialized plan services, supporting a high client load across its extensive advisor network.

Cole De Marzo is a financial advisor with Guardian Life, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience at the University of Wyoming and Michigan State University. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers a range of advisory solutions including discretionary management, model-based strategies, and digital advisory portfolios, supported by proprietary platforms and third-party providers.

William Ramette is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley in various capacities from 2011 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, including families, family offices, and institutions, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by a consolidated investment platform that delivers a range of discretionary and non-discretionary solutions across multiple asset classes.

Odette Olson is a financial advisor with Morgan Stanley in Hilton Head, SC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2018 and was previously with Rappaport Reiches Capital Management from 2016 to 2018. Olson serves as a board member for the Spertus Institute, a nonprofit organization in Chicago. Morgan Stanley Wealth Management offers investment advisory and brokerage services to individual and institutional clients, providing tailored financial planning and a range of investment programs supported by firm-approved planning tools and extensive resources.

Katherine Younce is a Financial Advisor with Merrill Lynch Wealth Management, specializing in creating personalized financial strategies that help individuals and families achieve their long-term goals. She focuses on areas such as family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Katherine leverages Merrill's investment insights and Bank of America's comprehensive banking and lending solutions to support both personal and small business financial needs. Katherine holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned the Personal Investment Advisor (PIA) designation. With a background that includes experience in the mortgage industry, she brings an understanding of the importance of planning for homeownership, retirement, education, and long-term financial security. Her approach aims to simplify complex financial decisions and guide clients toward confidence and clarity in their financial future. Beyond her professional role, Katherine is committed to her family and community. She has been married for 29 years and enjoys spending time with her husband and two daughters. Her personal interests include football, gardening, reading, traveling, and volunteering with local non-profits such as the Boys & Girls Club of North Beaufort County, the Foundation of Educational Excellence, and Hopeful Horizons.

Matthew Kennett is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Merrill and Bank of America since 2021 and previously spent a decade with Jackson National Life Distributors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Cunningham is a Senior Financial Advisor and Senior Vice President on the Cunningham Team at Merrill Lynch Wealth Management. Based in Beaufort, South Carolina, he leads a second-generation wealth management group serving clients in over 25 states. Since 1995, the Cunningham Team has worked with multiple generations of clients to simplify their financial lives through structured planning, disciplined investment management, and access to banking and lending solutions offered by Bank of America. The team has been recognized on the Forbes Best in State Wealth Management Teams list from 2024 to 2026. Patrick has been listed on several Forbes advisor rankings, including Best in State Wealth Advisors for 2022 through 2026, and Best in State Top Next Generation Wealth Advisors (under 40) for 2022 to 2024, being named #1 in South Carolina for 2024. Previously, he served on Merrill's Next Gen Leadership Council, contributing perspectives from clients and employees under the age of 40 to the firm's strategic conversations. A Beaufort native, Patrick graduated from The Citadel with a Bachelor's Degree and holds the Personal Investment Advisor (PIA) designation. His past community involvement includes serving on St. Peter's Catholic Church Finance Council, acting as President of the Beaufort Chapter of The Citadel Alumni Association, and graduating from Leadership Beaufort. Patrick lives on Lady's Island with his wife Becky and their twin boys.