Ramon T Franklin

Jordan Roberts is a financial advisor with Clocktower Private Wealth, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at The Fiduciary Alliance, UBS Financial Services, and Black Cypress Capital Management. In addition to his advisory work, Roberts is an attorney who drafts simple wills and assists small non-profits with business formation, and he advises young dentists on starting and improving their practices. Clocktower Private Wealth provides investment management and financial planning services to individuals, families, trusts, charities, businesses, and retirement plans. The firm employs a goal-based planning process and emphasizes a long-term individual-stock strategy combined with ETFs, tax-sensitive management, and regular portfolio reviews.

Peter Gulli is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He currently serves as the sole advisor at Olympia Advisors LLC and has previously worked at Citigroup and Dalton, Greiner, Hartman, Maher & Co., LLC. Olympia Advisors LLC provides discretionary asset management to individuals and high-net-worth clients, focusing on ETF and mutual fund portfolios with ongoing oversight and rebalancing. The firm emphasizes customized portfolio management based on client goals and risk tolerance, employing both fundamental and technical analysis.

Natalie Cooper is a financial advisor at Matty AI Inc. with nine years of industry experience. She holds a Series 65 credential and has previously worked at Sentry Wealth, Inc. and Cooper Law Firm, P.C. In addition to her advisory role, she owns Balanced Bookmasters, a bookkeeping services business. Matty AI provides discretionary portfolio management primarily through a proprietary mobile app, serving individual clients who are not high-net-worth. The firm’s investment approach focuses on equity securities and ETFs, utilizing automated methods including technical and fundamental analysis.

Financial planning should help you feel confident, not overwhelmed. Early in my career, I noticed that many women were making important financial decisions without a trusted partner to guide them. While the industry often focused heavily on investments and retirement in isolation, I saw a need for more holistic support—helping women navigate everything from day-to-day cash flow and debt decisions to long-term goals like building wealth, planning for retirement, and creating financial security.  That realization led me to found Wolff Financial. I work with women who are ready to take control of their financial lives no matter where they are on their financial journey. My role is to bring clarity to the decisions in front of you and build a financial plan that gives you the tools you need to live the life you imagine. As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary, I believe financial planning should be practical, personalized, and easy to understand. As a business owner myself, I understand how easily life’s demands can pull your attention in every direction, which is why I’m passionate about helping women take ownership of their financial future with confidence. This work is about more than just planning—it’s about empowerment. I help clients build strong financial habits, make informed decisions, and move forward with a plan to help them live the life they want to live. I live in Greenville, South Carolina, where I enjoy cooking and baking sourdough, gardening, reading, staying active, and spending time with my dogs.

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.

Jason Freeman is the principal advisor at J. Freeman & Associates in Greenville, SC, holding the ChFC® designation and Series 63 license with 28 years of industry experience. He has worked at DFPG Investments, Inc. since 2019 and has been involved with JFA Advisors, LLC and J. Freeman & Associates since 2003. Freeman is also the CEO and sole producer of his firm, which offers comprehensive insurance and wealth management services. J. Freeman & Associates provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, small businesses, trusts, and estates. The firm builds portfolios based on client objectives and risk tolerance, utilizing both fundamental and technical analysis, and offers fiduciary services for qualified retirement plans.