Danay Radovic

Jordan Roberts is a financial advisor at Clocktower Private Wealth with seven years of industry experience. He holds a Series 66 designation and has worked previously at The Fiduciary Alliance, UBS Financial Services, and Black Cypress Capital Management. In addition to his advisory work, Roberts is a licensed attorney who drafts simple wills and provides legal consulting for dental practices, including coaching young dentists on starting and improving their businesses. Clocktower Private Wealth is an independent registered investment adviser that provides investment management and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs a goal-based planning process and focuses on long-term individual-stock strategies complemented by ETFs, diversification, tax-sensitive management, and limited covered-call writing.

Richard Didonato is the sole advisor at The Rich Group, LLC in Simpsonville, SC, holding a Series 65 designation with 15 years of industry experience. Outside of financial advising, he manages day-to-day manufacturing operations as the Manufacturing Manager at AFL Telecommunications, LLC, a fiber optic communications equipment and services company where he has worked since 2009. The Rich Group is a fee-only registered investment adviser providing comprehensive financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes a planning-first approach, utilizing a strategic asset allocation philosophy based on Modern Portfolio Theory and focuses on non-discretionary management with regular portfolio reviews.

Joris Bastien is a financial advisor at Quantaraxia LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Graham Capital Management and Capstone Investment Advisors. Bastien is also an advisory board member of Globcoin, a stablecoin project based in Switzerland. Quantaraxia LLC provides discretionary portfolio management and subadvisory services to high-net-worth individuals, investment companies, hedge funds, and other advisers. The firm uses a quantitative and systematic investment approach incorporating options, margin, and short sales, and offers subscription-based market-timing services and newsletters.

John Mc Namara is a financial advisor at Highball Advisors, holding a Series 66 designation with nine years of industry experience. He previously worked at Edward Jones for one year before founding Highball Advisors, where he has been since 2018. Highball Advisors provides tailored investment management and comprehensive financial planning to individuals and families, focusing on retirement, cash flow, insurance, tax, and estate planning. The firm emphasizes a passive investment approach using low-cost index funds and ETFs while applying fundamental analysis for individual security selection, and offers educational programming including webinars and speaking engagements.

Christopher Preisig is a financial advisor at Upstate Financial Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Carolinas Wealth Management Group. Preisig is also a licensed insurance agent and a notary public. Upstate Financial Planning is an independent, single-advisor firm managing approximately $12.4 million for a small client base. The firm provides ongoing portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, utilizing a diverse investment approach that includes long-term trading, options strategies, and a broad range of asset classes.

Paola Martinez is a CFP® certificant and the sole advisor at Yellow Oak Financial Planning, LLC in Simpsonville, SC, with one year of experience in financial advising. She has over a decade of experience as a CPA, owning and operating P.M. Accounting Services and serving as an outsourced CPA through 1mpact First LLC. Yellow Oak Financial Planning focuses on serving women experiencing financial life transitions, providing fee-only financial planning and discretionary investment management. The firm customizes investment plans using both passive and active strategies, integrating tax planning in coordination with affiliated accounting services.