Matthew Samuel Sumner

Richard Didonato is the sole advisor at The Rich Group, LLC in Simpsonville, SC, holding a Series 65 designation with 15 years of industry experience. Outside of financial advising, he manages day-to-day manufacturing operations as the Manufacturing Manager at AFL Telecommunications, LLC, a fiber optic communications equipment and services company where he has worked since 2009. The Rich Group is a fee-only registered investment adviser providing comprehensive financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes a planning-first approach, utilizing a strategic asset allocation philosophy based on Modern Portfolio Theory and focuses on non-discretionary management with regular portfolio reviews.

Joris Bastien is a financial advisor at Quantaraxia LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Graham Capital Management and Capstone Investment Advisors. Bastien is also an advisory board member of Globcoin, a stablecoin project based in Switzerland. Quantaraxia LLC provides discretionary portfolio management and subadvisory services to high-net-worth individuals, investment companies, hedge funds, and other advisers. The firm uses a quantitative and systematic investment approach incorporating options, margin, and short sales, and offers subscription-based market-timing services and newsletters.

Royce Angel Jr. is the principal advisor at Angelroyce Wealth Advisors, LLC in Greer, SC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Angelroyce Wealth Advisors since 2011 and has prior experience at Change Path LLC and R. Neal Angel, Jr. In addition to his advisory work, Angel serves as an insurance agent and teaches as an instructor at Furman University. Angelroyce Wealth Advisors provides fee-based financial planning and investment management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a non-discretionary approach, primarily coordinating with third-party institutional managers and employing fundamental, technical, and cyclical investment analysis methods.

John Mc Namara is a financial advisor at Highball Advisors, holding a Series 66 designation with nine years of industry experience. He previously worked at Edward Jones for one year before founding Highball Advisors, where he has been since 2018. Highball Advisors provides tailored investment management and comprehensive financial planning to individuals and families, focusing on retirement, cash flow, insurance, tax, and estate planning. The firm emphasizes a passive investment approach using low-cost index funds and ETFs while applying fundamental analysis for individual security selection, and offers educational programming including webinars and speaking engagements.

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.

Katrina Whitlinger is a financial advisor at Stella Maris Wealth Management with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to founding Stella Maris Wealth, she worked at The Fiduciary Alliance, Broadstreet Global Advisors, Edward Jones, United Community Bank, and NetApp Inc. She is also a licensed independent insurance agent, offering insurance and annuity solutions as part of her financial services. Stella Maris Wealth Management provides advisory and comprehensive financial planning services to individuals, families, high-net-worth clients, business owners, retirees, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary investment management and tailored wealth stewardship planning, utilizing a diversified, tax-aware approach and third-party technology, including AI-assisted tools, to support portfolio and operational functions.