Lisa Quadrini

Derrick Demay is the sole advisor at Kaizen Wealth Management, LLC in Charleston, SC, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Kaizen Wealth Management since 2004. The firm provides financial planning and portfolio management for individuals, families, trusts, and retirement accounts, managing approximately $58.5 million in client assets for a small client base. Kaizen Wealth Management employs an evidence-based investment approach grounded in Modern Portfolio Theory and behavioral finance, focusing on diversified portfolios tailored to client risk tolerance and time horizon.

Joseph Baker is a CFP® professional with 21 years of industry experience. He is the sole advisor at Baker Asset Management, LLC, an independent firm he has led since 2017. His prior experience includes roles at Visionquest Wealth Management, Wealth Management, LLC, and Alcus Financial Group, LLC. Baker Asset Management, LLC serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering modular financial planning, discretionary portfolio management, and customized pension consulting. The firm combines fundamental and technical analysis with a long-term trading orientation and maintains a significant focus on pension plan consulting, managing approximately $44.8 million in client assets.

Brett Fellows is a CFP® with 20 years of industry experience and has been the sole advisor at Oak Capital Advisors, LLC since 2016. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2013 to 2016. In addition to his advisory work, he owns and operates QDRO Divorce Financial Solutions, providing specialized QDRO document preparation services. Oak Capital Advisors is an independent, single-advisor firm serving primarily individual clients through managed accounts and financial planning retainers. The firm employs tailored investment strategies based on clients’ objectives and risk tolerance, with assets custodied through independent qualified custodians.

David Hone is a CFA® charterholder with 26 years of industry experience. He is the principal of LCV Advisors LLC, an independent firm he has led since 2016, following five years at William Blair & Company. LCV Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, blending active and passive mutual funds and ETFs to meet client asset-allocation targets.

Shannon Baker is the principal of Baker Wealth Advisors, LLC, an independent advisory firm based in Johns Island, SC. She holds Series 65 and Series 66 licenses and has four years of experience in investment advisory services. In addition to her advisory role, she has been involved in insurance sales and service for over two decades through her businesses, Insurance Gurus, LLC, and Shannon Baker & Associates, LLC. Baker Wealth Advisors provides discretionary portfolio management, financial planning, and annuity management services to individuals, high-net-worth clients, and business entities. The firm uses SEI-managed account programs and custom custody-only allocations, tailoring investment strategies to client goals and risk tolerance, and integrates an affiliated insurance business as part of its service offerings.

Patrick Sheppard is a financial advisor at Atlantic Retirement & Wealth Advisors LLC with 10 years of industry experience. He holds the Series 66 designation and has been with Atlantic Retirement & Wealth Advisors since 2015. Atlantic Retirement & Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans across multiple states. The firm provides discretionary investment management, financial planning, and retirement-plan advisory services, employing a long-term, fundamental-analysis approach tailored to client goals and risk tolerance.