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.

Norbert Vonnegut is a financial advisor at CreativeOne Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Partnervest Advisory Services and Fiduciary Wealth Partners. Outside of advising, he is a part-time author of fiction and non-fiction related to the wealth management industry and occasionally interviews industry experts about structural changes in financial services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

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.

John Sumner III is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and Carteret Private Wealth. His prior experience includes roles at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves as a finance and investment committee member for St Helena's Anglican Church in Beaufort, SC. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors managing over 13,000 clients.

Richard Osmond Jr. is a financial advisor at AE Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, Santander Securities, and J.P. Morgan Securities. Osmond is also involved with Family Focus Financial Group, where he provides insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and charitable organizations. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

Sarah Hargis is a financial advisor with First Command Advisory Services in Beaufort, SC, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining First Command, she worked in various educational and tutoring roles and currently provides neighborhood tutoring in math and reading for K-12 students. She is also the owner of Daymarker Consulting LLC, which is used for managing her financial advisory business operations. First Command Advisory Services is an SEC-registered investment adviser that serves 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 utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Thomas Risher Jr. is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Rockefeller Financial in 2022, he worked at Wells Fargo Advisors LLC for 12 years. Outside of his advisory role, he serves as a passive advisory board member of the South Carolina Yacht Club. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Adam Tracy is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Family Focus Financial Group, Bank of America, and Merrill. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients, utilizing discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies. The firm manages approximately $49.8 billion for over 127,000 clients and supports both individual and institutional investors through a platform-focused approach.

Harriet Bruce is a Series 66-licensed financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. Her prior roles include positions at Raymond James & Associates and Wells Fargo Clearing. She serves as Treasurer for a nonprofit philanthropic education organization based in Beaufort, SC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors and affiliated sub-advisory arrangements.

Christopher Luechtefeld is a CFP® with 25 years of industry experience and is currently affiliated with Rockefeller Financial LLC. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. He serves on the finance and investment committees for Henry Mayo Newhall Hospital and coaches a sporting clays team at Cross Schools in Bluffton, South Carolina. 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 offers portfolio management, financial planning, and consulting services through a Private Advisor model and consolidated investment platform that includes direct portfolio management, access to third-party managers, and personalized managed accounts.

Alexander Randazzo is a Series 66-licensed financial advisor at Empower Advisory Group with four years of industry experience. He previously worked at Merrill and Bank of America, N.A., and has experience in the electrical services and specialty retail sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.