Jeffrey Dean Wildes

James Mahaney is a ChFC® credentialed advisor with four years of experience at Mavericus Retirement Services LLC and 25 years previously at Prudential Financial. He owns FinLit Solutions, LLC, which provides financial education to the public but does not offer financial or investment advice. Mavericus Retirement Services, LLC is a state-registered, fee-only financial planning firm specializing in comprehensive retirement planning for individual clients. The firm operates as a virtual, advice-only practice focusing on customized retirement income design and uses modern portfolio theory with a preference for passive investment strategies when recommendations are made.

Elbert Smalls is the sole advisor at Winyah Financial Services, LLC in Georgetown, SC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with the firm, formerly known as Sun Financial Services, Inc., since 1988. Outside of advisory services, Smalls also works as an independent insurance agent, handling insurance and annuity transactions. Winyah Financial Services provides investment supervisory services and consulting to individual clients, focusing on individualized portfolio management along with estate, retirement, and insurance-related advice. The firm employs fundamental analysis and a long-term purchase strategy, offering primarily non-discretionary engagements with ongoing monitoring and at least quarterly reviews.

Robert Mclemore is a financial advisor at Abbot Financial Management, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Abbot Financial Management since 2000. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and employs a tailored approach using both fundamental and technical analysis to construct long-term portfolios.

William Hardwick is a Series 65-licensed advisor at Hardwick Capital Management, LLC with one year of experience in the financial industry. His background includes teaching positions at Clemson University, Montreat College, and local schools from 2016 to 2025. Hardwick Capital Management provides discretionary investment supervisory services, financial planning, and consulting to individual clients and charitable organizations. The firm’s investment approach incorporates both fundamental and technical analysis, mutual fund and ETF evaluation, and employs a range of trading strategies with regular portfolio reviews.

Nancy Fellinger is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with Sensible Money, LLC since 2018 and previously worked at Coburn & Meredith, Inc, Merrill, New England Securities, and Osaic FA, Inc. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals in or transitioning into retirement, as well as trusts, estates, pension plans, and charitable organizations. The firm employs a planning-and-implementation approach called the Juicing® Experience and uses diversified portfolios with liability-driven investing techniques.

Michael Turner is a financial advisor at Virtue Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Regulus Advisors. Turner is also involved with Charlotte Risk, a business focused on insurance product sales. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with customized portfolio management and financial planning. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches.