Colm F Bailey

Daniel Heidel is the founder and lead financial planner at Integritas Wealth Strategies, LLC with three years of industry experience. He holds a Series 66 designation, CFP® designation, CKA® designation, is an Enrolled Agent, and has worked previously at Ameriprise and Thrivent Investment Management Inc. Integritas Wealth Strategies provides discretionary portfolio management, tax preparation + planning, and a range of financial planning services to individuals, high-net-worth individuals, and trusts. The firm seeks to be the best in the region and is constantly evolving to meet client needs in house. Daniel Heidel has recently expanded the firm to include opportunities for clients to have estate documents written through Trust&Will and with lending solutions through Flourish lending.

Derrick Demay is the sole advisor at Kaizen Wealth Management, LLC in Charleston, SC, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Kaizen Wealth Management since 2004. The firm provides financial planning and portfolio management for individuals, families, trusts, and retirement accounts, managing approximately $58.5 million in client assets for a small client base. Kaizen Wealth Management employs an evidence-based investment approach grounded in Modern Portfolio Theory and behavioral finance, focusing on diversified portfolios tailored to client risk tolerance and time horizon.

M Wertz is a CFP® and holds a Series 63 license with 22 years of industry experience. He previously worked for Johnson Investment Counsel, Inc. for 27 years before joining YourValues Wealth Counsel, LLC in 2026. YourValues Wealth Counsel, LLC offers financial planning and consulting services to individuals, high-net-worth clients, and businesses, focusing on written financial plans and ad-hoc consultations. The firm operates as a fiduciary and emphasizes planning over asset management, relying on fundamental analysis and third-party research to inform its recommendations.

Matthew Morizio is a financial advisor at Reconstructing Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Beck Bode LLC and Kforce Inc. before founding Reconstructing Wealth in 2024. Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, often constructing portfolios with individual equities and retaining legacy positions when appropriate. The firm employs both fundamental and technical analysis, pursuing a long-term strategy while allowing shorter-term trades for rebalancing, tax management, or cash needs.

Ryan Bass is a financial advisor at Calidris Financial, LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 66 and Series 63 licenses. His prior experience includes roles at Northwestern Mutual and Mass Mutual. Calidris Financial provides discretionary asset management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, business entities, and employer-sponsored retirement plans. The firm emphasizes ERISA plan services and offers tailored investment programs using a combination of fundamental and technical analysis, employing passive, active, and factor-based strategies.

Justin Luther is a CFA charterholder and financial advisor at Luther Wealth Management in North Charleston, SC, with seven years of industry experience. He has worked at Luther Wealth Management since 2018 and concurrently holds a role in sales and business development at Kinder Morgan Inc. as a Commercial Manager. Luther Wealth Management serves high-net-worth individual investors, providing discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on low-fee index funds and ETFs, emphasizing diversification, low turnover, and periodic rebalancing.