Jimmy Lewis

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.

Weishen Wang is a CFA charterholder and founder of WW Consulting, with one year of experience in the investment industry. He has been affiliated with the College of Charleston since 2011. Wang also founded Win-Win Bridge International, LLC, a consulting firm focused on taxation compliance, insurance, and investment services. WW Consulting provides non-discretionary investment advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes detailed client fact-finding and macroeconomic analysis to develop asset-allocation recommendations primarily using pooled vehicles and Treasury instruments, integrating tax and insurance guidance into its investment advice.

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.

William Riggs is a financial advisor at Strategic Wealth Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Vanguard Group, Advisor Share Wealth Management LLC, and Foundations Investment Advisors. Outside of his advisory role, he is an independent insurance agent. Strategic Wealth Partners LLC provides fiduciary investment advisory and financial planning services primarily to high-net-worth individuals and retirement plans. The firm’s approach emphasizes selecting and monitoring third-party sub-advisers and turnkey asset management platforms while tailoring portfolios to clients’ objectives and risk tolerance.

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.