Douglas Albert is a financial advisor with NFSG Corporation, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been associated with Newbridge Securities Corporation for 19 years. In addition to his advisory role, Albert serves as a trustee for a revocable living trust. NFSG Corporation provides investment advisory and financial planning services to a diverse clientele, including individuals, pension plans, trusts, and charitable organizations. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, supported by internal portfolio management and third-party asset managers.

Shane Russell is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Advisors from 2011 to 2018 and LPL Financial, LLC since 2018. Russell operates under the DBA CrossRoads Financial Group LLC within Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management, utilizing a variety of strategies and technology platforms to support client services.

Cassie Boren is a CFP® and Series 65-registered advisor with Root Financial Partners, based in Bluffton, SC. She has experience at Root Financial Partners since 2024 and previously worked at Truist Investment Services. Prior to entering the financial industry, she held roles in various hospitality and service positions. Root Financial Partners serves individuals, retirement plans, trusts, charities, and small businesses by providing discretionary investment management and comprehensive financial planning. The firm uses diversified, passive asset-allocation portfolios with low-cost index funds and ETFs, supplemented by selected third-party sub-advisers and client-authorized options strategies.

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.

Clifford Draughn is a financial advisor at Waverly Advisors, LLC in Savannah, GA, holding Series 63 and Series 65 designations with 23 years of industry experience. He previously worked at BT Wealth Management, LLC for seven years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, serving a broad client base including both non-high-net-worth and high-net-worth individuals.

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.

Tiesha Cullins is a financial advisor at Abacus Wealth Partners in Savannah, GA, holding CFP® and Series 65 credentials with four years of industry experience. She previously worked at American Financial Advisors, LLC, and has experience in hospitality management at the University System of Georgia’s UGA Hotel and Conference Center. Abacus Wealth Partners serves a diverse client base including individuals, high-net-worth clients, families, and institutions, providing financial planning, investment management, and consulting. The firm employs an asset-class investing strategy based on academic research and integrates ESG screening and private pooled vehicles into client portfolios.

Michael Allison is a financial advisor at Blueprint Financial Advisors in Savannah, GA, holding a Series 66 designation with 18 years of industry experience. He has worked at multiple firms including LPL Financial, Mass Mutual, and Wells Fargo Advisors. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a strategic and tactical investment approach that combines diversified portfolios with price-driven trend and momentum rules.

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.