Brian Ellis is a financial advisor at Rockport Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Essex Securities, The J. Arnold Wealth Management Co., and Investacorp. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms, focusing on individualized portfolios and a range of investment strategies.

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.

William Goldfinch IV is a financial advisor with Hilton Head Capital Partners, LLC and holds a Series 66 designation. He has 18 years of industry experience, including 14 years at Raymond James Financial Services Advisors, Inc. Goldfinch serves on the Conway City Council and volunteers with a nonprofit organization assisting single fathers with financial counseling. Hilton Head Capital Partners serves individual investors, small businesses, and trusts, offering portfolio management, financial consulting, and referrals to third-party money managers. The firm uses a combination of fundamental, technical, and charting analysis to tailor portfolios according to client objectives and risk tolerance.

John Paoloni is a financial advisor at Oakbourne Advisors with 42 years of industry experience. He holds a Series 63 designation and has been with Oakbourne Advisors since 2004. Paoloni also has experience as an independent insurance agent, selling fixed and variable annuities as well as life and term insurance. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios, typically on a discretionary basis, with ongoing monitoring and at least semi-annual reviews.

Gregory Young is a financial advisor at Integrated Advisors Network LLC with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Cedarleaf Financial, Capital City Financial Partners, and Voya Financial Advisors. His other business activities include insurance sales. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and related consulting, utilizing a mix of fundamental and quantitative analysis along with third-party manager platforms to implement client investment plans.

David Koren Jr. is a ChFC®-designated financial advisor with 16 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked at Kestra Advisory and Private Client Services, LLC. Koren serves on the advisory board of All Saints Catholic School, providing guidance on social and fundraising events. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a mix of active and passive strategies along with tax-aware approaches and risk-managed sleeves.

Maryann Way is a Series 65-licensed financial advisor with Advisory Services Network, LLC, where she has worked since 2019. She also has experience managing Way Capital Management since 2016. Additionally, she is co-owner of Topline Consulting, LLC, a service corporation related to Way Capital Management, with minimal time devoted to this role. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing varied investment strategies and flexible engagement types.

Cassie Boren is a CFP® and Series 65-registered advisor with Root Financial Partners in Bluffton, SC. She has been in the financial industry since 2022, previously working at Truist Investment Services before joining Root Financial Partners. Her background includes diverse roles in hospitality and small business operations. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies with tailored portfolios, and offers educational programs and online academies for financial education apart from advisory services.

Allen Oechsner is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior work includes roles at National Asset Management, Inc. and National Securities Corporation. He is also involved with Hilton Head Asset Management Group, an investment advisory business. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a broad range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, using multiple program structures and proprietary asset allocation models.

Ruth Hauck is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors and its related entities since 2009, as well as at National Securities Corporation from 2008 to 2022. Hauck is also a notary public in Hilton Head, SC. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of services including advisory programs, financial planning, and retirement solutions.

John White is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently affiliated with Geneos Wealth Management, Inc. and also operates a separate income tax preparation business under John White & Co. John has held roles at Geneos Wealth Management since 2017 and previously worked at SII Investments. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals through traditional and wrap-fee programs, managing over $5.5 billion in client assets as of December 2024.

Susan Pokwatka is a financial advisor with Founders Financial Alliance, LLC, holding CFP® and ChFC® designations and over 30 years of industry experience. She has been with Founders Financial Alliance since 2016 and previously worked at LPL Financial for 20 years. Outside of her advisory role, she is involved in an insurance business through Underwriters Brokerage Services. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and portfolio monitoring, and offers a family-office style program and support services to advisors.

John Morgan is a financial advisor at Verdence Capital Advisors, LLC with 31 years of industry experience. He has been with Verdence since 2017 and previously worked at Hightower Advisors and Hightower Securities from 2014 to 2017. Morgan serves as an arbitrator with FINRA and is a partner in an investment partnership, Hunt Valley Partners, for personal investment purposes. Verdence Capital Advisors serves individual clients, businesses, pension plans, trusts, estates, and independent advisers. The firm provides discretionary portfolio management, financial planning, and specialized services including family office, sports and entertainment advisory, and OCIO/sub-advisory solutions. Its investment approach integrates fundamental, technical, and cyclical analysis across various investment vehicles with ongoing client reporting and oversight.

Thaddeus Sargent is a financial advisor at Aegis Capital Corp. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill. Outside of finance, he participates in a weekend airshow demonstration team and owns a yacht charter business, and he serves as a general board member for the Hilton Head Concours d'Elegance and Motoring Festival. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, delivering services through multiple programs and platforms with a focus on non-discretionary client participation and periodic portfolio reviews.

Glenn Way is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is the owner and managing member of Topline Consulting, LLC, a service company for business expenses and taxes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Lawrence Hendershot is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been affiliated with Lincoln Investment Planning, Inc. and IA Lincoln Investment Planning, Inc. since 1987, and maintains his own practice, L.A. Hendershot & Associates, since 1975. Outside of his advisory work, he serves as executive director of WALK THE WALK, a nonprofit organization supporting charitable activities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to proprietary model portfolios, third-party managers, and retirement plan advisory services.

Daniel Guerrini is a CFP® and Series 66 licensed advisor at A.G.P. / Alliance Global Partners with three years of industry experience. He has worked at Alliance Global Partners since 2022 and previously held positions at Hargray Communications and RNDC of SC. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement-plan sponsors by providing portfolio management, financial planning, and capital markets services. The firm offers a range of investment strategies including international investing through its EPC Advisors Group, combining macro themes with security selection in a long-term, low-turnover approach.

Richard Bartholow Jr. is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he serves as a committee member for the Stony Brook School, where he reviews the school's investment endowment fund allocation. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, providing customized portfolios supported by a multi-team scale and institutional capabilities.