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.

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.

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.

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.

Jonathan Verity is a financial advisor at Verity Investment Partners with 23 years of industry experience. He has been with Verity and Verity, LLC, doing business as Verity Investment Partners, since 2005. He holds Series 63 and Series 65 designations. Verity Investment Partners offers discretionary investment management, ongoing financial planning at no additional charge, and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes dividend-paying equities and utilizes fundamental and technical analysis in portfolio construction, managing approximately $1.4 billion in assets with a 12-advisor team across five offices.

John Light is a financial advisor at Graves Light Lenhart with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he serves as executor and trustee for family trusts and manages a family farm in Virginia. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a top-down investment approach with strategic asset allocation, using ETFs and individual stocks, and integrates portfolio management with comprehensive wealth-planning services.

Michael Nix is a CFA® charterholder with 16 years of industry experience. He is a member of the board of directors for several organizations in South Carolina, including the SC Jobs-Economic Development Authority and Business Carolina, Inc., both of which support economic development. He also serves on the board of Bluffton Self Help, a local nonprofit assisting families facing economic challenges. Nix has worked at Verity Investment Partners since 2018 and previously spent five years with Dividend Assets Capital, LLC. Verity Investment Partners is a team-based advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management, ongoing financial planning, and family office consulting, focusing on portfolios that emphasize dividend-paying equities and incorporate fundamental and technical analysis.

Edward Taylor is a financial advisor at Verity Investment Partners with 12 years of industry experience. He holds a Series 65 designation and previously worked at Blackwell Boyd Wealth Management and Dividend Assets Capital, LLC. Taylor is also a 10% owner of PAW Properties, LLC, a real estate investment company. Verity Investment Partners is a 12-advisor team providing discretionary investment management, ongoing financial planning, and family office consulting to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm emphasizes dividend-paying equities alongside fundamental and technical analysis and manages approximately $1.4 billion in assets across five offices.

William Verity is a financial advisor at Verity Investment Partners with 23 years of industry experience. He holds a Series 65 designation and has been with Verity & Verity, LLC dba Verity Investment Partners since 2002. He serves as a director on the board of American Financial Group, Inc. Verity Investment Partners provides discretionary investment management, financial planning, and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.4 billion in assets with a 12-advisor team and emphasizes dividend-paying equities alongside fundamental and technical analysis in its portfolio strategies.

Michael Kuehn is a CFA® charterholder with 17 years of industry experience. He is a financial advisor at Verity Investment Partners, where he has worked since 2019. Prior to joining Verity, he was an advisor at Dividend Assets Capital, LLC from 2015 to 2019. Verity Investment Partners offers discretionary investment management, financial planning without additional fees, and family office consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes dividend-paying equities and uses both fundamental and technical analysis in portfolio construction, managing approximately $1.397 billion in assets with a 12-advisor team across five offices.

David Koren Jr. is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Kestra Advisory, Kestra Investment Services, LLC, and NFP Advisor Services. He serves on the advisory board of All Saints Catholic School, providing guidance on social and fundraising events. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm manages portfolios using a combination of in-house model strategies and external platforms, offering both active and passive investment options, and acts as a sub-adviser to a multi-ETF suite.

Ricardo Harmsen is a financial advisor at Kingswood Wealth Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Blackridge Asset Management, Cantella & Co., Inc., and Wells Fargo Advisors. Harmsen operates a DBA business, Outer Banks Wealth Management, LLC. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach that customizes strategies to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with consulting services.

Gordon Crenshaw II is a financial advisor at StoneX Advisors Inc. with 42 years of industry experience. He holds Series 63 and Series 65 registrations and has been with StoneX Advisors since 2016. Outside of his advisory role, he serves as a trustee for a family trust. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a variety of platforms and investment strategies, including proprietary models and third-party managers, to support multiple account types and client-imposed investment restrictions.

Murphy Coble Jr. is a CFP® with 45 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2002 and leading Coble Wealth Management Inc. since 2007. His background includes ownership of a timber harvesting business, a home improvement business, and management of Westwood Lodge & Hunt Club LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services with a variety of portfolio strategies and analytic approaches.

John Phillips is a CFP® with 23 years of experience in the financial industry. He has been with Northside Capital Management LLC since 2001. Northside Capital Management provides discretionary and non-discretionary investment management and portfolio structuring services primarily for high-net-worth individuals, trusts, family offices, foundations, and taxable institutions that meet the firm’s Qualified Purchaser criteria. The firm emphasizes tax efficiency, diversification across multiple asset classes, and combines qualitative and quantitative manager selection with institutional-level reporting and operational infrastructure.