John Cribb

Richard Didonato is a financial advisor with The Rich Group, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked as a manufacturing manager at AFL Telecommunications, LLC, a fiber optic communications equipment and services company, since 2009. The Rich Group is a fee-only registered investment adviser that provides comprehensive financial planning, targeted investment planning, and portfolio management services to individuals, families, and small businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and maintains a planning-first enrollment model with non-discretionary management.

Joris Bastien is a financial advisor at Quantaraxia LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to founding Quantaraxia in 2020, he worked at Graham Capital Management and Capstone Investment Advisors. Bastien also serves on the advisory board of Globcoin, a company focused on stable digital currency solutions linking fiat and cryptocurrencies. Quantaraxia LLC provides discretionary portfolio management and subadvisory services primarily to high-net-worth individuals, investment companies, hedge funds, and other advisers. The firm employs a quantitative and systematic investment approach that includes options, margin, and short sales, and offers subscription-based market-timing services and investment commentary.

John Mc Namara is a financial advisor at Highball Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Binary Event Network, Inc. before joining Highball Advisors in 2018. Highball Advisors provides portfolio management and comprehensive financial planning to individuals and families, focusing on passive investment management through index mutual funds and ETFs. The firm emphasizes client education, offering webinars and speaking engagements, and manages about $72 million in discretionary assets across approximately 62 client accounts.

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® professional with WisePath Financial Planning, LLC in Simpsonville, SC. She has been with WisePath since 2026 and also owns and operates P.M. Accounting Services and 1mpact First LLC, providing tax preparation, tax planning, and outsourced CPA services. WisePath Financial Planning offers investment management and financial planning to individuals, high-net-worth clients, and corporations, utilizing asset allocation and Modern Portfolio Theory with a blend of passive and active strategies. The firm also integrates its affiliated public accounting practice and manages outside managers and model portfolios as part of its advisory services.

Aden Partee is a financial advisor at JEHM Wealth & Retirement, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial and Chick-fil-A in various roles. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients with comprehensive financial planning, consulting, and discretionary portfolio management. The firm employs client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.