John Earle Chase

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.

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.

John Lewis Jr. is a CFA charterholder and principal of New Albany Capital Partners, LLC with 23 years of industry experience. He has worked at firms including Crew Capital Management, RedTree Investment Group, Sweetwater Asset Management, and BPU Investment Management. Since 2023, Lewis has volunteered on the investment sub-committee of the finance committee for Berkeley Hall Club, a nonprofit organization in Bluffton, SC. New Albany Capital Partners is an independent registered investment adviser managing discretionary portfolios for individuals, nonprofit, and institutional clients, with a value-oriented approach that includes core allocations to ETFs, listed equities, and fixed income. The firm also provides consulting for defined contribution plans and employs option strategies and leverage for select accounts when authorized.

Ty Kopke is a financial advisor at Silver Oak Leaf Financial Services L.L.C. in Bluffton, South Carolina, with five years of industry experience. He holds a Series 65 designation and previously served in the United States Marine Corps from 2016 to 2020. Silver Oak Leaf Financial Services serves individual and high-net-worth clients, offering discretionary investment management and comprehensive financial planning. The firm emphasizes passive, asset-class allocations combined with fundamental security analysis and provides access to model-based portfolios through a sub-advisor.

Stephen Loderick is a financial advisor at Arsenal 401K Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked with Arsenal Financial Group LLC and The Leaders Group Inc during his career. He is also the founder and CEO of Arsenal Wealth Advisors, a financial planning service in Bluffton, SC. Arsenal 401K Advisors primarily serves retirement plan sponsors by providing benefit plan consulting, plan management services, and participant education workshops. The firm operates under ERISA frameworks and typically implements investment programs by recommending or co-advising with third-party managers rather than directly managing client portfolios.