Jack Holland is a financial advisor at Greenside Financial, Ltd with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Greenside Financial since 2017, following prior roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Outside of his advisory work, he serves as president of the Florence & Gordon Holland Family Foundation, a private foundation. Greenside Financial, Ltd serves individuals, high-net-worth clients, corporations, and retirement or profit-sharing plans by providing portfolio advisory services, third-party adviser referrals, and limited-scope financial consulting. The firm primarily manages non-discretionary accounts using an investment approach based on asset allocation and modern portfolio theory, often incorporating SEI platforms, specialist sub-advisers, and custom limited-purpose portfolios.

Seth Williams is the sole advisor at Williams Market Analytics LLC, an independent firm based in Hilton Head, SC. He holds the CFA® designation and has 15 years of industry experience. Williams has led his firm since its founding in 2011. Williams Market Analytics provides discretionary separately managed account portfolio management to individuals, high-net-worth clients, and other registered investment advisers. The firm combines fundamental and technical analysis using proprietary valuation metrics and systematic trading models, and also offers a subscription-based online service distributing market commentary and newsletters through third-party platforms.

Gloria Maxfield is a financial advisor at Women’s Worth Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC, INVEST Financial Corp, and The Bedminster Group. Women’s Worth Advisors provides financial planning, non-discretionary investment management, qualified plan consulting, and financial consulting services to individuals, families, trusts, estates, businesses, charities, and retirement plans. The firm offers a client-facing program called “Money Management Wellness” focused on financial checkups for women and integrates financial planning into its investment management process.

Jack Worrell is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Carolina Planning Group LLC in Beaufort, SC. He has worked with Woodbury Financial Services Inc. since 2006 and is also involved in property and casualty insurance sales through Kinghorn Insurance Agency. Carolina Planning Group provides personalized financial planning and investment management to individuals, high-net-worth clients, and entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation, core-and-satellite approach focused on passive, multi-factor investments and global diversification, primarily recommending Dimensional Fund Advisors mutual funds for core exposure.

Robert Green is the principal advisor at BG Financial Advisors, LLC in Beaufort, SC, with 24 years of industry experience. He holds the ChFC® and Series 63 designations and has been operating his advisory business since 1988. Green is also a licensed attorney, though he is not currently practicing law, and he spends a small portion of his time involved in insurance sales. BG Financial Advisors serves individual clients by providing financial planning and investment management focused on retirement strategies. The firm employs discretionary portfolio management using asset-allocation model portfolios through SEI Private Trust, supplemented with customized allocations, and coordinates planning with clients’ tax and legal advisors.

Bruce Traina is the principal of Traina Investment Advisory and holds a Series 65 license. He has over a decade of experience that includes roles at the DC Office of Tax and Revenue Criminal Investigation Division and the Saudi Arabian Oil Company’s Special Audits Division. In addition to his advisory work, he operates a separate tax services business. Traina Investment Advisory is a state-registered investment manager serving individual and high-net-worth clients with non-discretionary portfolio management and financial planning. The firm emphasizes diversification, low costs, and long-term investing, using a mix of fundamental, technical, and cyclical analysis to construct portfolios primarily composed of ETFs, mutual funds, equities, and fixed income.

Ronald Latin is a CFP® with 42 years of experience in the financial services industry. He is the sole advisor at Liberty Wealth Management, LLC, where he has worked since 2021. His prior experience includes long tenures at Liberty Capital Management, Inc. and Royal Alliance Associates, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a modern portfolio theory-based approach with model allocations tailored to each client and operates primarily on a non-discretionary basis using the SEI Private Trust Company platform.

Kent Thune is a financial advisor at Atlantic Capital Investments, LLC with 22 years of industry experience. He has worked at Atlantic Capital Investments since 2006 and has been affiliated with American Pensions, Inc. since 2000. Atlantic Capital Investments is a fee-only registered investment adviser that provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as corporate clients and pension plans. The firm operates primarily on a non-discretionary basis and emphasizes the use of no-load and load-waived mutual funds and ETFs, guided by a written investment policy statement and quarterly portfolio reviews.

Todd Rhine is a CFP® with 32 years of experience in the financial services industry. He is affiliated with Atlantis Wealth Advisors LLC and has worked at IBN Financial Services, Inc. since 2015. Rhine is president of Financial Profile Clinic, Inc., an insurance brokerage he has led since 1988. Outside of advising, he is involved in book production and distribution as a partner at RH Books and serves as an endowment committee consultant for 1st Presbyterian Church in Hilton Head Island, SC. Atlantis Wealth Advisors LLC provides financial planning, asset management, and consulting to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a combination of proprietary strategies and third-party managers, using both top-down and bottom-up investment analysis across multiple teams and offices.

Cass Tokarski is a financial advisor at Wright Cove Capital with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cantor Fitzgerald & Co. Tokarski is also a passive investor and member/manager of 3 QUID LLC, a company that invests in start-up businesses and real estate. Wright Cove Capital is a boutique, two-advisor firm offering fee-only, discretionary investment management to individuals, high net worth clients, families, and business entities. The firm uses a blend of fundamental and technical analysis along with third-party research and computerized asset-allocation tools to create diversified portfolios tailored to client objectives, with formal monthly portfolio reviews and at least annual client meetings.

Nathaniel Jones is a financial advisor at Hilton Head Financial Advisors, Inc. with 18 years of industry experience. He has been with the firm since 1997 and holds a Series 65 designation. Outside of his advisory role, he spends a small amount of time managing administrative tasks related to the property where his office is located. Hilton Head Financial Advisors provides personalized financial planning and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, and small businesses. The firm serves both high-net-worth and non-HNW clients, using investment policy statements and discretionary management primarily through no-load or low-load mutual funds, ETFs, equities, and bonds.

Jessica Keith is a financial advisor at The Cavanaugh Group Inc in Hilton Head, SC, holding a Series 65 designation with 30 years of industry experience. She has been with The Cavanaugh Group since 1995. The Cavanaugh Group provides investment advisory services to individuals, trusts, qualified plans, nonprofit organizations, and profit-sharing plans, managing a relatively small client base with a conservative, balanced asset-allocation approach focused on long-term discipline.

Joseph Costigan is a CFA® charterholder with 19 years of industry experience. He has worked at Apricus Wealth LLC since 2020 and previously spent six years with Verity & Verity, LLC dba Verity Investment Partners. Apricus Wealth is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tailored, discretionary investment process combining fundamental and technical analysis to construct portfolios aligned with client objectives and risk tolerance, and it emphasizes performance reporting supported by its technology infrastructure.

Glen Roberts is a financial advisor with Hilton Head Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has previously worked at Raymond James Financial Services Advisors, Inc. and operates Roberts Financial Strategies, LLC. Hilton Head Capital Partners serves individual investors, small businesses, and trusts by providing portfolio management, financial consulting, and third-party manager referrals. The firm uses a combination of fundamental, technical, and charting analysis to implement tailored investment strategies, managing both discretionary and non-discretionary accounts.

Christopher Tieland is a financial advisor at Indivisible Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Rockefeller Financial LLC and Morgan Stanley Smith Barney LLC. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing model portfolios and outsourced support to implement strategies.

Paula Verity is a financial advisor at Verity Investment Partners with 22 years of industry experience. She holds a Series 65 designation and has been with Verity & Verity, LLC, doing business as Verity Investment Partners, since 2007. Verity Investment Partners provides discretionary investment management, financial planning without separate fees, and family office consulting to a diverse range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes client suitability in portfolio construction, focusing on dividend-paying equities alongside fundamental and technical analysis, and manages approximately $1.4 billion in assets with a 12-advisor team across five offices.

Andrew Jones is a CFP® with 16 years of industry experience and has been with Verity Investment Partners since 2013. He is part of a 12-advisor team based in Beaufort, SC. Verity Investment Partners offers discretionary investment management, financial planning without separate charges, and family office consulting to a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm emphasizes client suitability, dividend-paying equities, and uses fundamental and technical analysis in portfolio management.

Bruce Wood is a financial advisor with Hilton Head Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, LLC, and several investment firms such as Chalice Capital Partners and Niagara International Capital Limited. Outside of advising, he owns and operates an insurance sales business through HHCP Insurance Services, LLC. Hilton Head Capital Partners serves individual investors, small businesses, and trusts by providing portfolio management, financial consulting, and referrals to third-party money managers. The firm employs a combination of fundamental, technical, and charting analysis to implement both long- and short-term strategies, managing discretionary and non-discretionary accounts with a focus on tailored investment policies.

Michael Lasovage is a financial advisor with RDA Financial Network, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at United Planners Financial Services and Cambridge Investment Research. In addition to his financial advisory work, he has practiced law since 1969 and operates a tax preparation business. RDA Financial Network serves individual and high-net-worth clients through a network of independent advisers, offering discretionary portfolio management, financial planning, and fiduciary services. The firm employs a mix of proprietary and third-party model strategies with a long-term investment orientation complemented by tactical adjustments.

Sallie Goldfinch is a financial advisor at Hilton Head Capital Partners, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services from 2015 to 2025. Hilton Head Capital Partners serves individual investors, small businesses, and trusts by providing portfolio management, financial consulting, and referrals to third-party money managers. The firm employs a combination of fundamental, technical, and charting analysis to tailor portfolios based on client goals, and manages both discretionary and non-discretionary accounts.