Michelle Pugh

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.

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.

Christopher Mise is a financial advisor at GenerousWealth, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Independent Advisor Alliance, LLC. Outside of his advisory role, he is a registered notary for the state of South Carolina. GenerousWealth, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm combines traditional and digital investment approaches, including a goal-based advisory option through a MoneyDove/Betterment arrangement, and applies modern portfolio theory with a long-term trading orientation.

Kimsey Hollifield is a financial advisor at HFG Capital with nine years of industry experience. She holds a Series 65 designation and has worked at firms including Brookstone Wealth Advisors and Alphastar Capital Management. She is also the owner of Hollifield Financial Group, where she provides insurance sales and investment advisory services. HFG Capital serves individual and high-net-worth clients primarily through managing pooled investment vehicles like the First Position Debt Fund, LLC. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis, offering portfolio management with a focus on long-term trading across various asset classes.

John Weishar is a financial advisor at Scipio Financial LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Kovack Securities, Kovack Advisors, Primerica Advisors, and Edward Jones. Outside of advising, he is a senior account executive at TradePending, a software-as-a-service company. Scipio Financial LLC provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm utilizes customized portfolio construction focused on exchange-traded funds and individual equities, applying fundamental, technical, and cyclical analysis with a long-term orientation supplemented by shorter-term trading as needed.

Terry Scipio is a financial advisor at Scipio Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Kovack Advisors, LPL Financial, Primerica Advisors, Guardian Life Insurance Company, and Northwestern Mutual Investment Management. He is also a licensed insurance agent involved in insurance sales and implementation. Scipio Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm constructs customized portfolios primarily using exchange-traded funds and individual equities, applying fundamental, technical, and cyclical analysis with a long-term orientation complemented by shorter-term trading as needed.