Jordan Bryant is a financial advisor with Coastline Complete Wealth LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Commonwealth Financial Network, Wells Fargo Advisors, and Bank of America. Prior to his financial career, he worked for nearly a decade at Bryant Appliance Service & Parts. Coastline Complete Wealth LLC provides discretionary wealth management and financial planning primarily to clients with investable assets above $250,000. The firm employs a long-term, fundamentally driven approach using ETF-based model portfolios, occasional independent managers, and offers continuous portfolio monitoring and fiduciary services for retirement accounts.

Margaret Bowen is a CFP® professional with seven years of industry experience, currently serving at Fee-Only Financial Planning, L.C. in Okatie, SC. She has been with the firm since 2016, working as part of a three-advisor team. Fee-Only Financial Planning, L.C. provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates, serving both high-net-worth and non‑high-net-worth clients. The firm emphasizes diversified asset allocation, cost-conscious investment selection, and long-term holdings, managing approximately $404 million for about 141 clients.

Brandon Cox is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Edward Jones for 13 years, followed by Commonwealth Financial Network for 2 years before joining Coastline Complete Wealth LLC in 2025. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and recommendations. Coastline Complete Wealth LLC provides discretionary wealth management and financial planning to individuals, trusts, estates, and businesses, primarily serving clients with investable assets above $250,000. The firm uses a long-term, fundamentally driven investment approach focused on ETF-based model portfolios, standalone financial planning, and occasional independent managers, with an emphasis on continuous monitoring and fiduciary oversight.

Andrew Hudick is a CFP® professional with 38 years of experience in financial planning. He has been with Fee-Only Financial Planning, L.C. since 1981. Fee-Only Financial Planning, L.C. provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates, including high-net-worth clients. The firm emphasizes diversified asset allocation, low-cost index funds and ETFs, and longer-term holdings, managing approximately $364 million in discretionary assets for about 142 clients.

Marc Johnston is a CFP® and ChFC® with 27 years of industry experience. He is currently with The Bedminster Group in Bluffton, SC, and has previously worked at RE Advisers Corporation and RE Investment Corporation. The Bedminster Group provides discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment advice using a broad range of analytical methods and serves in ERISA fiduciary roles, including as a Section 3(38) investment manager for trustee-directed retirement plans.

Anne Hudick is a CFP® professional with 25 years of experience at Fee-Only Financial Planning, L.C., where she has worked since 2001. She holds the Series 63 designation and is based in Okatie, South Carolina. Fee-Only Financial Planning, L.C. provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates, including high-net-worth clients. The firm emphasizes diversified asset-allocation models, low-cost index funds and ETFs, and longer-term holdings, managing approximately $364 million in discretionary assets.

Eugene Balerna Jr. is a financial advisor at The Bedminster Group with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Bedminster Group since 2018. He also has experience with Oak Advisors, LLC dating back to 2016. The Bedminster Group advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial consulting, and retirement-plan consulting, utilizing a diverse investment process that includes fundamental, technical, cyclical, and charting analysis.

Thayer Robbins is a financial advisor at Five Mile River Investment Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Five Mile River Investment Management since 2003. Five Mile River Investment Management provides discretionary portfolio management for families, high-net-worth individuals, and trusts, overseeing approximately $82 million across about 95 accounts. The firm employs a bottom-up, fundamentally driven value approach focused on concentrated portfolios and emphasizes conflict-avoidance practices and multi-generational family relationships.

Daniel O’Rourke is a CFP® with 22 years of industry experience. He is currently with Strathmore Capital Advisors and has previously worked at LPL Financial, Wellspring Wealth Management, and The Vanguard Group. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans through discretionary portfolio management and goals-based financial planning. The firm employs an asset-allocation driven approach using mutual funds and ETFs, incorporates technology for estate planning and client service, and offers integrated tax preparation and a synthetic securities-backed lending strategy.

William Stamper is a financial advisor at Sollinda Capital Management LLC with a Series 66 designation and one year of industry experience. His background includes roles at Saxony Securities and Legacy Financial Partners, as well as bartending at Hawthorn Bar and Lounge. Sollinda Capital Management LLC is a discretionary investment adviser serving individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a variety of systematic and discretionary investment strategies, utilizing ETFs, mutual funds, fixed income, and alternative vehicles, and also provides sub-advisory services and manages a hedge fund portfolio.

Brian Ellis is a financial advisor at Rockport Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Essex Securities, The J. Arnold Wealth Management Co., and Investacorp. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms, focusing on individualized portfolios and a range of investment strategies.

Amelia Senecal is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vision Financial Group and Capital Investment Group, Inc. in addition to her current role. Outside of advisory work, she is also a fixed annuity and life insurance agent and sells used clothing on Poshmark. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, and charitable institutions. The firm manages most assets on a discretionary basis, employing fundamental, technical, and charting analyses across various investment strategies.

Scott Bass is a CFP® with 25 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2010 to 2018. Outside of his advisory role, Bass is a finance committee member at Baptist Church @ Ebenezer. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Talbert Edenfield is a CFP® professional with 29 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and has held prior roles at ProEquities, Inc. and Southeastern Financial Resources. Edenfield is also the owner of Vision Financial Group of GA, LLC, reflecting his entrepreneurial involvement in financial planning and related services. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing portfolio monitoring and risk disclosures.

Michael Thames is a CFP® professional with 15 years of industry experience. He is currently affiliated with Capital Analysts and Lincoln Investment, having previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Outside of his advisory work, he serves as a finance committee member at Gateway Church, participating in quarterly meetings on church finances and projects. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm employs an in-house investment management and research team and works closely with Lincoln Investment, managing approximately $8.8 billion through a network of several hundred advisors.

Rachel Bass is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds the Series 65 and Series 63 licenses. Rachel has worked at Capital Investment Group, Inc., Vision Financial, and other firms, and also operates RDG Financial, a business involved in the sale of fixed insurance products. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance, managing the majority of assets on a discretionary basis.

Robert Fears is a financial advisor at Capital Investment Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services, Capital Investment Group, and Vision Financial. Outside of his advisory role, he owns Fears Financial Services of GA, Inc., a financial planning firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, supported by ongoing monitoring and risk disclosure.

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.

Chad Brennan is a financial advisor with Lincoln Investment, holding a Series 66 credential and one year of industry experience. Prior to joining Lincoln Investment in 2025, he worked at Thrivent Financial and Thrivent Investment Management for one year and operated Brennan Financial Services for two years. He serves as a board member of Mashview Bible Camp, a non-profit children’s summer camp, providing oversight and policy guidance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and participants in 403(b)/457(b) plans. The firm offers a range of financial planning and investment management services, utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

Keith Wetjen is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His prior experience includes roles at LPL Financial, The Leaders Group, Inc., Private Capital Group, LLC, and Lincoln Financial Advisors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies tailored to client objectives and risk tolerances.