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.

Murphy Coble Jr. is a CFP® with 45 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2002 and leading Coble Wealth Management Inc. since 2007. His background includes ownership of a timber harvesting business, a home improvement business, and management of Westwood Lodge & Hunt Club LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services with a variety of portfolio strategies and analytic approaches.

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.

Quinlan Ryan is an advisor at A.G.P. / Alliance Global Partners with a Series 66 credential and no prior industry experience. His background includes roles in hospitality and food service businesses, such as the Inn & Club at Harbor Town and several local restaurants. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing, offers a range of portfolio management and financial planning services, and manages pooled-vehicle accounts and private funds.

Glenn Way is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes ten years at Wells Fargo Advisors Financial Network LLC and four years at UBS Financial Services. In addition to his advisory work, he owns and manages Topline Consulting, LLC, a business service company focused on business expenses and taxes. Advisory Services Network is a multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, using strategies tailored to clients’ objectives and risk tolerances.

Daniel Guerrini is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Alliance Global Partners (A.G.P.) and previously held roles at Hargray Communications and RNDC of SC. Guerrini is based in Hilton Head, South Carolina. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and the management of pooled investment vehicles.

Richard Bartholow Jr. is a financial advisor with Snowden Capital Advisors LLC in Bluffton, SC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Carret Asset Management, LLC, and Carret and Company, LLC. Outside of advising, he is involved as a committee member at the Stony Brook School, where he reviews investment endowment fund allocations. Snowden Capital Advisors LLC serves primarily high-net-worth individuals and family offices, as well as institutional clients such as pension plans and endowments. The firm offers a range of portfolio management services, employing client-specific, model-based strategies and a diversified mix of investment instruments.

Eric Gerster is a CFA® charterholder with 11 years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Magnolia Lane Financial Advisors LLC for eight years. Gerster serves on the Investment Committee for the Jesuit Foundation Trust in a non-investment business capacity, providing advisory input on the management of the foundation’s assets. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors by offering comprehensive financial planning and investment management with an emphasis on multi-asset portfolios that include alternative investments alongside traditional equities and fixed income.

William Brady Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 32 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has previously worked at Wells Fargo Advisors Financial Network LLC. In addition to his advisory role, he serves as treasurer for a local organization and offers limited tax preparation services. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm utilizes a mix of discretionary and non-discretionary management strategies, leveraging technology platforms and a network model of advisory representatives, many of whom also have brokerage relationships through LPL Financial.

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 with Dakota Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 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 wide range of clients, including individuals, trusts, and charitable organizations, offering wealth management, financial planning, and portfolio management through a primarily long-term, customized investment approach that incorporates fundamental, technical, and quantitative analysis.

Clarissa Iannetti is a financial advisor with Principal Advised Services in Bluffton, SC, holding Series 63 and Series 66 credentials and four years of industry experience. She has worked in various roles within Principal Financial Group since 2022 and has prior experience in staffing, real estate, and management. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, serving participants in employer plans recordkept by Principal Financial Group as well as other retail clients.

Andrew Mccrosson is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience and has been with Mutual Of Omaha since 2009. Outside of advisory services, he is involved in insurance as an agent for various lines including life, long-term care, and disability, and is president of AMGIN, Inc., which operates under the name "Redeeming Financial Arts." Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and delivers managed solutions primarily through a platform relationship with Envestnet, using Pershing as custodian and broker-dealer.

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 an advisor with G. A. Repple & Company, holding Series 66 and Series 63 designations and bringing 11 years of industry experience. He has worked at G. A. Repple & Company since 2015, previously spent two years at Bend Active, and has been involved with Campbell Management Group since 2007. Outside of his advisory role, he represents athletes and advises small businesses through Campbell Management Group and is also an independent insurance representative specializing in life and health insurance. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers multiple account options, including an ETF-focused program and a Biblically-Responsible Investing model.

Ryan Robles is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Citigroup and Equitable Advisors, LLC, along with earlier experience outside the financial sector at Clemson University and Camden High School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates a Private Advisor model with a consolidated investment platform delivering discretionary, non-discretionary, and model-delivery solutions across various asset classes, and uniquely combines broker-dealer services with placement and investment banking capabilities.

John Nicholas is a financial advisor at Oppenheimer with 26 years of industry experience. He has held roles at Barclays Capital Inc. and Morgan Stanley before joining Oppenheimer in 2011. Outside of his advisory work, he serves as a board member for a neighborhood homeowners association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services that include strategic asset allocation, manager selection, and retirement consulting, with a notable portion of assets managed on a non-discretionary basis.