Jeffrey Smith

Jeremiah Barwick is a financial advisor at Keen Capital, Ltd with a Series 65 designation and one year of industry experience. His prior work includes roles at Wealth Enhancement Group and TrinityPoint Wealth, LLC, as well as service in the United States Air Force. He has also worked in consulting and insurance prior to his current position. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations by providing comprehensive wealth management that integrates financial planning and investment management. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing diversified mutual funds, ETFs, individual securities, and independent managers, and also offers accounting and tax-related services on fixed-fee arrangements.

Thomas Gore is a CFP® with 21 years of experience in the financial industry. He is currently with Keen Capital, Ltd and serves as President of Core Advisors, Ltd, a registered investment advisor. His prior work includes roles at Lifemark Securities Corp. since 2005. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations, providing comprehensive wealth management that integrates financial planning, investment management, and accounting and tax-related services on fixed-fee arrangements. The firm employs a Modern Portfolio Theory-based investment approach, utilizing low-cost diversified funds, individual securities, and independent managers as appropriate.

Katherine Hollenbeck is a CFP® and CFA® with 16 years of industry experience. She has worked at Core Advisors, Ltd. since 2015. She serves as President and CEO of the CFA Society South Carolina, a nonprofit professional organization. Keen Capital, Ltd. provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, businesses, and charitable organizations. The firm combines financial planning and investment management with retirement plan advisory and offers accounting and tax-related services on fixed-fee arrangements.

Shawn Kenney is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at B. Riley Wealth Advisors since 2022 and was previously with B. Riley Wealth Management from 2016, as well as Stephens Inc from 2009 to 2016. Kenney is also involved with Kenney Capital Management, LLC, a financial securities business conducted through B. Riley Wealth Management. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets and serving around 16,821 clients through 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and proprietary asset allocation models.

Caine Crawford Sr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and two years of industry experience. He has been with Virtue Capital Management since 2023 and has a background working with the Federal Employee Advocacy Group and as an independent agent. Outside of traditional advisory roles, he is involved in financial education and planning specifically for federal employees. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers for over 4,000 clients. The firm uses strategic, tactical, and dynamic investment strategies primarily through mutual funds and ETFs, supported by quantitative models and an investment committee that oversees third-party manager selection and due diligence.

Mark Ebert is a financial advisor with Commonwealth Financial Network based in Chapin, SC. He holds the Series 66 designation and has been with Commonwealth Wealth Financial Network since 2024. Outside of his advisory role, he serves as Director of Corporate Accounts at Atlantic Coast Orthopedic Resources and is involved in orthopedic consulting and sales through his ownership of Paramark, LLC, as well as consulting for an online orthopedic retailer. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions.