Shawn Mcmullen is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 65 and Series 63 licenses and 10 years of industry experience. He has previously worked at First Energy Corp, Davey Resource Group, and PFS Investments Inc. Mcmullen is also active with Sole Financial Group, where he sells life insurance and financial products. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in select legacy programs.

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 at Truist Advisory Services and Truist Investment Services since 2025, following prior roles at TD Bank and TD Private Client Wealth. Outside of his advisory duties, he is the sole proprietor of a residential rental property in Hilton Head Island, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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® professional with 34 years of industry experience, currently serving at Wealthspire Advisors since 2022. His prior experience includes over two decades with Lenox Financial Group and related entities, as well as long tenures at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms to manage client portfolios.

Jeffrey Troiano is a financial advisor at Mercer Global Advisors Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and Charter Oak Capital Management. Troiano also 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, non-profits, and endowments, offering a range of investment advisory and planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes various investment vehicles alongside specialized programs and tax-management options.

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.

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.

Robert Scott is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2015. He has also been associated with LPL Financial since 2004. Scott is involved with Main Street Wealth Management, LLC, which offers life, disability, long-term care, and group insurance products. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing multiple investment strategies and access to third-party asset managers.

Denise Moody is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2011. First Command Advisory Services 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 featuring model portfolios managed by a centralized Investment Management Team.

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.

Brian Kayhart is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 34 years of industry experience. He has been with Somerset Hills Wealth Management and Commonwealth Financial Network since 2013. Kayhart also engages in insurance sales of fixed insurance products through Somerset Hills Wealth Management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios using a wide range of securities and insurance products.

Sage Harosia Calaci is a Series 65-licensed advisor with Ameritas Advisory Services, LLC, bringing three years of industry experience. She has held roles at Ameritas Advisory Services, Sage Financial Planning, and United Professional Advisors since 2023. Outside of investment advising, she is involved in business exit planning and consulting, focusing on evaluating value drivers for businesses and growth strategies. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house and third-party investment strategies.

Jay Johnson is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. Prior to joining AE Wealth Management in 2019, he worked at PTMW and spent 16 years at General Electric. He is also involved with Simply Stated Retirement Solutions, where he engages in insurance sales and related financial advisory activities. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that includes model portfolio solutions, discretionary asset management, financial planning, and specialized plan services, supporting a high client load across its extensive advisor network.

Stephen Arthur is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding a Series 66 designation and six years of industry experience. Prior to joining GWN Securities in 2020, he worked at MML Investors Services and MassMutual. Outside of financial services, he has been involved with Giuseppi's Pizza & Pasta as a delivery driver since 2015 and serves on the board of Libraries for Kids International, a nonprofit focused on donating books to African countries. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a broad network of advisors and employs both traditional and legacy market-timing investment strategies.

William Stricklin III is a financial advisor at Valic Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic since 2013. Outside of his advisory role, he serves as president of the Vivian's Island Property Owners Association, overseeing board and committee meetings for a small community of 36 property owners. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Beverly Holley IV is a financial advisor at Farther with 17 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and its affiliated entities from 2010 to 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Cole De Marzo is a financial advisor with Guardian Life, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Guardian Life, he was affiliated with the University of Wyoming and Michigan State University. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs and financial planning solutions.

William Ramette is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley in various capacities from 2011 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, including families, family offices, and institutions, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by a consolidated investment platform that delivers a range of discretionary and non-discretionary solutions across multiple asset classes.

Odette Olson is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley since 2018, including her current role at Morgan Stanley Private Bank, N.A., and previously worked at Rappaport Reiches Capital Management. Olson serves as a board member for the Spertus Institute, a nonprofit organization. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include structured planning and broad investment offerings.

Katherine Younce is a Financial Advisor with Merrill Lynch Wealth Management, specializing in creating personalized financial strategies that help individuals and families achieve their long-term goals. She focuses on areas such as family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Katherine leverages Merrill's investment insights and Bank of America's comprehensive banking and lending solutions to support both personal and small business financial needs. Katherine holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned the Personal Investment Advisor (PIA) designation. With a background that includes experience in the mortgage industry, she brings an understanding of the importance of planning for homeownership, retirement, education, and long-term financial security. Her approach aims to simplify complex financial decisions and guide clients toward confidence and clarity in their financial future. Beyond her professional role, Katherine is committed to her family and community. She has been married for 29 years and enjoys spending time with her husband and two daughters. Her personal interests include football, gardening, reading, traveling, and volunteering with local non-profits such as the Boys & Girls Club of North Beaufort County, the Foundation of Educational Excellence, and Hopeful Horizons.