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.

Carlos Hernandez is a financial advisor at Lifemark Securities Corp. with 22 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Lifemark in 2018, he worked at THE O.N. Equity Sales Company and has been an independent insurance agent since 2001. In addition to his advisory role, he maintains his independent insurance practice. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and employs a suitability-driven approach tailored through risk assessments, with accounts managed on both discretionary and non-discretionary bases.

Watson Grapengeter is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates and Keaton & Sams Wealth Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in assets through customized portfolios and a long-term investment approach.

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.

Anthony Martin is a CFP® with 25 years of industry experience, currently affiliated with M3 Advisors, LLC in Savannah, GA. He has been associated with ValMark Advisers, Inc. and Valmark Securities, Inc. since 2008. M3 Advisors, LLC provides financial planning and consulting services to individuals, corporations, trusts, estates, and charitable foundations. The firm offers planning engagements on a flat-fee or hourly basis and facilitates access to discretionary asset management and brokerage products through affiliated third-party advisers.

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.

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.

Tiesha Cullins is a Certified Financial Planner® with four years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2021. Her prior experience includes roles at American Financial Advisors, LLC and the University System of Georgia's UGA Hotel and Conference Center. Abacus Wealth Partners serves individuals, families, pension plans, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm employs an asset-class, passive-oriented investment framework, incorporates ESG screening upon request, and sponsors the Align Impact private fund for qualified accredited clients.

Michael Allison is a financial advisor at Blueprint Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including LPL Financial, NewEdge Advisors, Mass Mutual, and Wells Fargo Advisors. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, using a strategic-and-tactical investment approach that incorporates global diversification and price-driven trend-following rules.

Todd Martin is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and Series 63 license and has 21 years of industry experience. He has been with ValMark Advisers since 2014 and also operates Martin Financial Group, LLC. Outside of investment advisory, he is involved in commercial insurance as a property and casualty agent. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, along with specialized services such as annuity solutions and ETF-focused portfolios.

Eric Gerster is a CFA® charterholder with 11 years of industry experience. He has worked at AlphaCore Capital LLC since 2023 and previously spent eight years at Magnolia Lane Financial Advisors LLC. Gerster serves on the Investment Committee of the Jesuit Foundation Trust, providing advisory input on the management of foundation assets. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, with a focus on alternative investing alongside traditional equity and fixed-income strategies.

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.

Natalia Donaldson is a financial advisor at Capital Analysts with nine years of industry experience. She holds a Series 66 designation and previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Donaldson serves as a board member and secretary of Osprey Village, Inc., an organization focused on developing a residential community for adults with developmental disabilities. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, retirement plans, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary fund screening methodologies.

Samuel Davis is a ChFC® credentialed financial advisor with 43 years of industry experience. He has been with Primerica Advisors since 1999 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he sells various insurance products including life, disability, long-term care, and health insurance. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary account management.

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.

Matthew Woodhouse is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2015 before joining Truist Advisory Services and Truist Investment Services in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate integration.