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.

Christopher Long is a financial advisor with Primerica Advisors, holding CFP® and ChFC® designations and over 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, he developed a student loan consulting process that includes an Excel-based calculator to evaluate repayment options under various scenarios. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management.

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®-certified financial advisor with 18 years of industry experience. He is currently associated with Principal Financial Services and has held positions at Wealthgate Financial and Axa Advisors, LLC. Tassone serves as a voting board member of the Italian American Club of Hilton Head and is vice president of the Hilton Head Area Council of Estate and Financial Advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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. 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.

Amy Webb is a financial advisor at Creative Planning with 12 years of industry experience. She holds the Series 65 and Series 66 licenses and has worked at Creative Planning since 2018, with prior experience at Calibre Investment Management and Lang Capital LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active and passive strategies and private market exposure.

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.

Robert Pace Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at BB&T Securities and SunTrust Advisory Services prior to joining Truist. Outside of his advisory work, he owns a timber farm producing pine trees. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and an AI-enabled equity research team.

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.

Neal Stevenson is a CFP® with nine years of industry experience, currently serving at Truist Advisory Services in Savannah, GA. His work history includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, Wells Fargo Clearing, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platform and manager arrangements to deliver its AMC Advantage manager-selection program.

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.