Nicholas Myers is a financial advisor at Principal Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Wealthgate Financial and Principal Life Insurance Company. Outside of finance, he has worked part-time as a delivery driver and been involved with the Arts Center of Coastal Carolina. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Daniel Deverna is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. He has held roles at several firms, including Ameritas Life Insurance Corp and Creative Financial Partners, and has founded multiple financial businesses. Outside of advising, Deverna is an author writing a book for union workers about retirement planning and a speaker providing training and motivational presentations. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm combines model portfolios, mutual funds, ETFs, and individual securities, utilizing various program platforms and third-party technology to tailor investment solutions.

Christopher Blahut is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Lion Street Advisors and Prudential Insurance Company of America. In addition to his advisory role, he is involved in income and estate planning, advising clients on risk management using insurance products. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services through discretionary accounts, model portfolios, and third-party sub-advisers, combining multiple investment approaches.

Manos Cito is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with J.W. Cole Advisors since 2018 and previously spent seven years at Comprehensive Asset Management & Servicing, Inc. Outside of advising, he is the owner and managing partner of a business advisory firm serving tax accountants and CPA firms. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

William Tumlin is a financial advisor at Concurrent Investment Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James and Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Tumlin serves on the finance and investment committee of First Presbyterian Church in Beaufort, SC. Concurrent Investment Advisors is an SEC-registered multi-team advisory firm providing wealth and investment management, financial planning, and retirement plan services to 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, individual securities, bonds, and alternative investments, supported by a large network of advisors and sub-advisory arrangements.

Elizabeth Thomas is a financial advisor at Truist Advisory Services with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Truist Advisory Services since 2021, following prior roles at SunTrust Advisory Services and Wells Fargo Clearing. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, providing ongoing reviews and client consultations.

Justin Emerick is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His career includes roles at Cantella & Co., Inc., WBC Group LLC dba MeyerPT, and Primerica Advisors. Outside of his advisory work, he rents out a vehicle on Turo. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum strategies.

Robert Bush is a financial advisor at Kestra Advisory with over 56 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at Kestra Investment Services, LLC and Atlantic Pension Planning Corp. Outside of advisory work, he is involved in marine dockage and boat ownership through entities he organizes and manages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and supports complex investment solutions and discretionary trading within a robust supervisory framework.

Karl Heinz Leroy is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Leroy has worked with First Citizens Bank and First Citizens Investor Services since 2014. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm employs a client process based on assessments of financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage diversified asset allocations.

William Bachelor is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 65 designation and previously worked at Personal Capital before joining Empower Advisory Group. Outside of his advisory role, he competes as a professional golfer in World Long Drive events. 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 retail brokerage account holders. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Samuel Martin is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with &PARTNERS and has previously worked at SJ Martin Wealth Management and Edward Jones. Outside of his advisory work, Martin is a partner in Herban Market LLC, a café located in Beaufort, SC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using both discretionary and non-discretionary approaches, leveraging a combination of proprietary and third-party strategies.

Gina Eibest is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. She has worked at GWN Securities since 2016 and also serves as an administrative assistant and partner at Harbor Light Insurance & Wealth Advisors, where she focuses on life insurance and fixed annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across over 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, serving both individual and business clients through a network of about 423 advisors.

Sonia Krasnigor is a Series 65 licensed advisor with Ameritas Advisory Services, LLC and has one year of experience in the financial industry. Her prior roles include positions at Sage Financial Planning, AIM Real Estate Management, Charleston Shoe Company, and GEICO Insurance. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment products and model portfolios supported by third-party technology, offering both discretionary and non-discretionary program platforms.

Lawrence Hendershot is a financial advisor with Lincoln Investment in Hilton Head, SC, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1987 and operates his own financial planning firm, Hendershot Financial Group. Outside of advising, he serves as the executive director of WALK THE WALK, a nonprofit organization assisting charitable work. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm’s investment approach includes advisor-led and firm-managed portfolio strategies supported by an in-house Investment Management & Research team, access to third-party managers, and both wrap and non-wrap platforms.

Robert Ziliak is a CFP® professional affiliated with Focus Partners Wealth, LLC. He has 27 years of industry experience and has previously worked at firms including Bam Management, Buckingham Strategic Wealth, Hufford Advisors, and Charles Schwab. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach using a combination of active and passive strategies, third-party managers, private funds, and tactical overlays, tailoring portfolios to clients' specific risk tolerance, liquidity, and tax circumstances.

Amos Wedgeworth is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. He has experience at several firms including RTR Capital Management, Standard Chartered Bank, and Modern Woodmen of America. Wedgeworth is based in Beaufort, SC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving 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 built around model portfolios managed by an in-house Investment Management Team and Wealth Portfolio Managers.

Jody Van Hecke is a financial advisor with VOYA Financial Advisors, Inc., holding Series 65 and Series 63 licenses and 10 years of industry experience. Prior to joining VOYA in 2021, Van Hecke worked at Bank of America, Merrill, and Ables, Iannone, Moore & Associates. In addition to financial advising, Van Hecke is an independent insurance agent and a real estate agent involved in purchasing, refurbishing, and reselling homes. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver client-focused investment solutions through a large network of advisors.

Keith Wetjen is a CFP® professional with 27 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial. His prior experience includes roles at Lincoln Financial Advisors, The Leaders Group, Inc., and Private Capital Group, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms to implement advice through managed account solutions and third-party managers.

Mark Vosk is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Vosk has been with Equity Services since 2000 and also serves as an insurance agent, selling life, disability, health, and long-term care insurance through several affiliated entities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Robert Coode is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include five years at Marcum Wealth and over three decades at ProEquities, Inc. He serves as vice president of the Yacht Villas Condo Association in Hilton Head, SC, where he is involved in management decisions. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.