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.

Tim Barbacane is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at The Vanguard Group, Pruco Securities LLC, and Citizens Securities, Inc. He is based in Hilton Head Island, South Carolina. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Catherine Trawinski is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her prior roles include positions at American Heritage Financial, American United Life, OneAmerica Securities, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, and AIG Financial Network. She is also the owner of Saving Grace Financial Solutions, LLC, a financial services firm focused on non-variable insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.

Michael Keys is a CFP® with 38 years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. He previously spent over three decades with Ameriprise Financial Services. Outside of his advisory work, he is a co-author of a book on leadership development. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations with a range of advisory, financial planning, and managed account services.

Richard Sebastian is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with GWN Securities since 2016 and is also the president and managing partner of Harbor Light Insurance & Wealth Advisors LLC, an insurance and wealth advisory firm. In his role at Harbor Light, he occasionally offers life insurance and fixed annuity products. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm’s approach includes discretionary portfolio management using a mix of affiliated and unaffiliated sub-advisers, with strategies that incorporate both traditional asset allocation and market-timing or momentum-based tactics.

Michael Bobowski is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Securities America Advisors and Brolen Davis Integrative Wealth Management. Bobowski is also president of Brolen Davis Wealth Preservation and Governance, where he is involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies, managing nearly $50 billion for over 127,000 clients.

David Seibel is a financial advisor at J. W. Cole Advisors, Inc. with 12 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining J. W. Cole Advisors in 2019, he worked at Global Financial Private Capital, LLC. Seibel is also managing partner of AGS Aurora Financial Services, a financial planning and advisory firm, and serves as co-trustee and executor for his father's estate. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Christopher Tassone is a CFP® professional with 19 years of experience in financial advising, currently serving at Principal Financial Services. His prior experience includes roles at AXA Advisors and Physician's Choice Financial. He is a board member of the Italian American Club of Hilton Head and participates in the Hilton Head Wine & Food Festival and the Hilton Head Area Council of Estate and Financial Advisors as vice president. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through direct advisory programs.

Ashlee Fox is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC, Kestra Investment Services, Fidelity Investments, Raymond James & Associates, and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth individuals, families, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers an integrated platform that includes direct portfolio management, access to third-party managers, and alternative investment services.

Shawn Mcmullen is a financial advisor with GWN Securities Inc., holding Series 65 and Series 63 licenses and over 10 years of industry experience. His career includes roles at First Energy Corp and PFS Investments Inc. He also operates Sole Financial Group, where he is involved in the sale of life insurance and financial products. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a combination of affiliated and unaffiliated sub-advisers and utilizes both traditional asset allocation and momentum-based trading strategies within its portfolios.

Brandon Stevens is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TD Bank N.A. and TD Private Client Wealth LLC. Outside of his advisory role, Stevens is the owner of a long-term residential rental property in Hilton Head Island, SC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support its advisory process and offers services through partnerships with Envestnet platforms and affiliated financial entities.

Jeff Mitchell is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. His work history includes roles at Monolith Financial Group, Inc., Advisors Plus, LLC, Crossroads Capital Management, Inc., Jcg Investments, LLC, and Afea. Outside of investment advisory, he serves as a coach in an educational capacity with Afea. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Rick Van Benschoten is a CFP® with 35 years of experience in the financial services industry. He is currently with Wealthspire Advisors, where he has worked since 2022. Prior to that, he spent over 20 years with Lenox Advisors, Inc. and has extensive experience with Lenox Long Term Care, Inc., Lenox Management Company, LLC, and Lenox Financial Group, LLC. He also worked for MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for over three decades. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm offers wealth management, financial planning, and retirement-plan consulting to individuals, institutions, and nonprofits, using an institutional-style asset allocation framework implemented through a diverse mix of investment vehicles and centralized oversight.

Jeffrey Troiano is a financial advisor with Mercer Global Advisors Inc. He holds the Series 63 and Series 65 designations and has 34 years of industry experience. Prior to joining Mercer in 2026, he worked at Purshe Kaplan Sterling Investments for 17 years and at Charter Oak Capital Management, formerly Troiano & Associates, for 24 years. He serves as president of South Church Housing, a nonprofit focused on low-income housing. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles.

Cara Vercellone is a financial advisor at PNC Wealth Management with 36 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining PNC Wealth Management in 2022, she worked at TD Ameritrade from 2014 to 2021 and has served as a FINRA arbitrator. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies with annual rebalancing.

Pamela Pena is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. She has previously worked at Fisher Investments, U.S. Bancorp Investments, Cetera Advisor Networks, LPL Financial, and Carson Wealth Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Robert Scott is a Certified Financial Planner® with 33 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2015, and also maintains a long-standing affiliation with LPL Financial dating back to 2004. Scott has operated several wealth management entities throughout his career. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Randolph Bradshaw is a financial advisor at &Partners with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Ampersand Partners, LLC. Outside of his advisory role, he owns Bull Market Farms, LLC, and serves on the advisory board of ATLAS POINT, a fintech company focused on behavioral finance. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis across both discretionary and non-discretionary accounts.

Sage Harosia Calaci is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. Prior to her advisory roles, she worked five years at Wegmans Food Markets and one year at GLK Foods. She is also a partner at Sage Financial Planning, focusing on business exit planning and consulting. 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 employs model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.

Natalia Donaldson is a Series 66-licensed financial advisor at Lincoln Investment with nine years of industry experience. She previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company before joining Capital Analysts and Lincoln Investment in 2024. Donaldson serves as a board member and secretary for Osprey Village, Inc., an organization developing residential communities for adults with developmental disabilities. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm utilizes an in-house Investment Management & Research team and a layered advisory model to provide financial planning, portfolio management, and ERISA fiduciary services.