Samuel Myers

David Hone is a CFA® charterholder with 26 years of industry experience. He has been the principal advisor at LCV Advisors LLC since 2016. LCV Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs a combination of fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, blending active and passive mutual funds and ETFs to achieve client asset-allocation targets.

Shannon Baker is the sole advisor at Baker Wealth Advisors, LLC, holding Series 65 and Series 66 credentials with five years of industry experience. In addition to investment advisory services, Baker has managed insurance sales and service activities through Insurance Gurus, LLC and Shannon Baker & Associates, LLC since 2004. Baker Wealth Advisors provides discretionary portfolio management, financial planning, and educational seminars to individuals, high-net-worth clients, and business entities. The firm utilizes SEI-managed account programs and custom investment strategies tailored to client goals and risk tolerance, combining investment advisory with a notable affiliated insurance business that includes direct annuity management.

Justin Luther is a CFA charterholder and financial advisor at Luther Wealth Management in North Charleston, SC, with seven years of industry experience. He has worked at Luther Wealth Management since 2018 and concurrently holds a role in sales and business development at Kinder Morgan Inc. as a Commercial Manager. Luther Wealth Management serves high-net-worth individual investors, providing discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on low-fee index funds and ETFs, emphasizing diversification, low turnover, and periodic rebalancing.

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.

John Beauston is the managing partner of Moore Beauston & Woodham LLP, a certified public accounting firm, where he has worked since 1992. He is a Series 65 credentialed financial advisor with 23 years of experience. John is principal at MKB Consulting LLC, an independent advisory firm based in North Charleston, SC. MKB Consulting provides referral-based investment management services, assisting individuals, trusts, and businesses by recommending third-party money managers. The firm focuses on manager selection and ongoing oversight rather than direct portfolio management.

Weishen Wang is a CFA charterholder and founder of WW Consulting, with one year of experience in the investment industry. He has been affiliated with the College of Charleston since 2011. Wang also founded Win-Win Bridge International, LLC, a consulting firm focused on taxation compliance, insurance, and investment services. WW Consulting provides non-discretionary investment advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes detailed client fact-finding and macroeconomic analysis to develop asset-allocation recommendations primarily using pooled vehicles and Treasury instruments, integrating tax and insurance guidance into its investment advice.