Devin J. Garofalo

Colonial River Investments LLC (Colonial River) is an independent, SEC-registered investment advisor headquartered in Midlothian, Virginia. The firm was founded in 2015 and does business as Colonial River Wealth Management LLC. Colonial River offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, and businesses.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.