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.

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.

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 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.

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.

Andrew Mccrosson is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience and has been with Mutual Of Omaha since 2009. Outside of advisory services, he is involved in insurance as an agent for various lines including life, long-term care, and disability, and is president of AMGIN, Inc., which operates under the name "Redeeming Financial Arts." Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and delivers managed solutions primarily through a platform relationship with Envestnet, using Pershing as custodian and broker-dealer.

Scott Dooley is a CFA® charterholder with 20 years of industry experience. He is currently with Sowell Management and US Asset Management, LLC, having previously worked at Rayliant Investment Research, Columbus Macro, Rayliant Global Advisors, and Fusion Investment Group. He also serves as Managing Director of Fusion Management Group, LLC. Sowell Management is a multi-team registered investment adviser serving individuals—including high-net-worth clients—retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment adviser representatives, employing multiple management styles and sub-advisory relationships.

John Campbell is an advisor with G. A. Repple & Company, holding Series 66 and Series 63 designations and bringing 11 years of industry experience. He has worked at G. A. Repple & Company since 2015, previously spent two years at Bend Active, and has been involved with Campbell Management Group since 2007. Outside of his advisory role, he represents athletes and advises small businesses through Campbell Management Group and is also an independent insurance representative specializing in life and health insurance. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers multiple account options, including an ETF-focused program and a Biblically-Responsible Investing model.

William Keaton is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James & Associates, Inc., SunTrust Advisory Services, and SunTrust Investment Services. Keaton is also the owner and managing director of Keaton Sams Wealth Management. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services using a customized investment approach featuring ETFs, mutual funds, individual securities, and affiliated sub-advisory arrangements.