Scott Michael Koruba

Anthony Kinzie is a CFP®, CEPA, CPWA®, professional with nine years of industry experience, currently serving as the President of Blue Bear Private Wealth. His career includes roles at Cetera Advisors LLC, Principal Securities, and Nucor Steel Berkeley. Outside of advisory services, he is co-owner and president of ICAP, LLC, a property and casualty business. Blue Bear Private Wealth is an SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, with the ability to incorporate individual securities and options to meet client objectives.

Derrick Demay is the sole advisor at Kaizen Wealth Management, LLC in Charleston, SC, with 26 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Merrill from 2000 to 2004 before founding Kaizen Wealth Management in 2004. Kaizen Wealth Management is an independent registered investment adviser serving individuals, families, trusts, and retirement accounts. The firm uses an investment approach based on academic research, including Modern Portfolio Theory and behavioral finance, focusing on diversified portfolios, strategic rebalancing, and long-term holding.

M Wertz is a CFP® and holds a Series 63 license with 22 years of industry experience. He previously worked for Johnson Investment Counsel, Inc. for 27 years before joining YourValues Wealth Counsel, LLC in 2026. YourValues Wealth Counsel, LLC offers financial planning and consulting services to individuals, high-net-worth clients, and businesses, focusing on written financial plans and ad-hoc consultations. The firm operates as a fiduciary and emphasizes planning over asset management, relying on fundamental analysis and third-party research to inform its recommendations.

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 financial advisor with Oak Capital Advisors, LLC in Mt. Pleasant, SC. He holds the CFP® certification and has 21 years of industry experience. Brett previously worked at Kovack Advisors, Inc. and Mass Mutual Investors Services. He also owns and operates QDRO Divorce Financial Solutions, providing QDRO document preparation services related to divorce agreements. Oak Capital Advisors offers investment advisory and financial planning services primarily to individual clients, focusing on tailored portfolios that consider client time horizons and risk tolerance. The firm provides both discretionary and non-discretionary management and conducts regular account reviews, with additional services including pension plan work and educational seminars.

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.