Jack Cavin Holland

Dylan Tucker is a financial advisor at DWT Financial with a Series 65 designation and two years of industry experience. Prior to joining DWT Financial in 2022, he worked in automotive sales and golf course management roles. DWT Financial provides discretionary investment management and financial planning services to individuals, trusts, estates, and select business entities. The firm employs diversified portfolios using fundamental and technical analysis and offers a range of investment strategies including long-term, short-term, and active trading.

Walter Greenfield is the sole advisor at Greenfield/Lewis Investment Counsel in Hilton Head Island, SC, where he has provided investment management services since 1999. He holds a CPA and an MBA and has 25 years of industry experience, including extensive banking and management roles prior to founding his firm. Greenfield/Lewis Investment Counsel is an independent, fee-only advisory practice that manages approximately $11.8 million for about 15 clients, including individuals, high-net-worth clients, and small businesses. The firm focuses on high-quality, dividend-paying equities, investment-grade corporate bonds, and selective use of exchange-traded and index funds, employing fundamental, technical, and cyclical analysis to guide discretionary portfolio management.

Mitchell Zimmer is the sole advisor at Zimmer Capital Management LLC in Bluffton, SC, holding a Series 65 designation with four years of industry experience. He has prior work experience in the hospitality sector, including a role at Goldener Hirsch. Zimmer Capital Management LLC provides discretionary asset management and financial planning services to individual investors, trusts, estates, and business entities. The firm tailors portfolios to client goals and risk tolerance, employing both fundamental and technical analysis, and offers a range of strategies including option writing and margin trading.

Arthur Randall is a financial advisor with Strategic Investment Solutions, LLC in Bluffton, SC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including ten years at Lexington Wealth Management, Inc. Outside of advising, he is the sole proprietor of Ethos Advisory Property Management, a real property management business. Strategic Investment Solutions provides financial planning and portfolio advisory services to individuals and charitable organizations. The firm’s investment approach focuses on asset allocation through SEI Investments Company platforms and subadvisors, emphasizing tax-managed portfolios, tactical ETFs, separately managed accounts, and income-focused solutions.

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.

John Lewis is a CFA® charterholder and principal of New Albany Capital Partners, LLC, with 22 years of industry experience. He has worked at RedTree Investment Group in two separate periods before and after his long tenure at New Albany Capital Partners, where he has been since 2007. In 2023, Lewis began volunteering on the investment sub-committee of the finance committee for Berkeley Hall Club, Inc., a nonprofit organization operating a golf club and community services in Bluffton, SC. New Albany Capital Partners is a small independent registered investment adviser providing discretionary portfolio management for individuals, nonprofits, and select institutional clients. The firm employs a value-oriented investment style that incorporates fundamental analysis, ETFs, individual equities, mutual funds, and, for some accounts, derivatives and specialized fixed income securities, with a notable focus on nonprofit and institutional mandates.