James Rowan II

John Jackson is the sole advisor at Barony Financial Group in Moncks Corner, SC, holding a Series 63 license with 23 years of industry experience. He has led Barony Financial Group since 2003. Outside his advisory role, he occasionally provides consulting services in forest management and teaches continuing education classes to loggers. Barony Financial Group serves middle-class families, trusts, estates, businesses, and a local charitable organization, offering investment supervisory services, portfolio management, financial and insurance planning, and consulting such as mortgage counseling and seminar instruction. The firm manages approximately $10 million across family accounts and a non-profit, employing a combination of fundamental research and technical analysis to guide discretionary portfolio management.

Wesley Shuman is a financial advisor at Journey Asset Management LLC with a Series 65 designation and no prior industry experience. He has served in the U.S. Navy since 2000 and currently holds the rank of Senior Chief. Shuman balances his advisory role with ongoing military service, dedicating significant time to both. Journey Asset Management provides discretionary asset management and fixed-fee financial planning primarily for individual clients. The firm customizes portfolio strategies to client goals and uses model portfolios and tax-management tools through the Altruist platform.

Betsy Shelton is a financial advisor at Charles Fish Investments, Inc. with 28 years of industry experience. She holds a Series 63 designation and has been with Charles Fish Investments since 2013. Charles Fish Investments, Inc. provides discretionary fixed-income investment management primarily for high-net-worth individuals, trusts, and institutional clients, focusing on active, credit-focused municipal bond strategies. The firm manages approximately $342 million in client assets and offers tailored separately managed accounts, sub-advisory services, and non-discretionary mandates on a case-by-case basis.

Christopher Mise is a financial advisor at GenerousWealth, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Independent Advisor Alliance, LLC. Outside of his advisory role, he is a registered notary for the state of South Carolina. GenerousWealth, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm combines traditional and digital investment approaches, including a goal-based advisory option through a MoneyDove/Betterment arrangement, and applies modern portfolio theory with a long-term trading orientation.

Kimsey Hollifield is a financial advisor at HFG Capital with nine years of industry experience. She holds a Series 65 designation and has worked at firms including Brookstone Wealth Advisors and Alphastar Capital Management. She is also the owner of Hollifield Financial Group, where she provides insurance sales and investment advisory services. HFG Capital serves individual and high-net-worth clients primarily through managing pooled investment vehicles like the First Position Debt Fund, LLC. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis, offering portfolio management with a focus on long-term trading across various asset classes.

John Weishar is a financial advisor at Scipio Financial LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Kovack Securities, Kovack Advisors, Primerica Advisors, and Edward Jones. Outside of advising, he is a senior account executive at TradePending, a software-as-a-service company. Scipio Financial LLC provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm utilizes customized portfolio construction focused on exchange-traded funds and individual equities, applying fundamental, technical, and cyclical analysis with a long-term orientation supplemented by shorter-term trading as needed.