Thaddeus Sargent

Dylan Tucker is a financial advisor at DWT Financial with a Series 65 designation and two years of industry experience. Prior to joining DWT Financial in 2022, he worked in automotive sales and golf course management roles. DWT Financial provides discretionary investment management and financial planning services to individuals, trusts, estates, and select business entities. The firm employs diversified portfolios using fundamental and technical analysis and offers a range of investment strategies including long-term, short-term, and active trading.

Todd Allen is the principal of Provisor Asset Management LLC, an independent advisory firm based in Bluffton, SC. He holds the ChFC® designation and has 24 years of industry experience. Prior to founding Provisor Asset Management in 2021, he worked in various financial services roles including with Allstate and The O.N. Equity Sales Company. Allen also served in the U.S. Army Reserves for 26 years. In addition to his advisory work, he operates a licensed insurance agency. Provisor Asset Management LLC provides investment advisory services primarily to individual clients, using both discretionary and non-discretionary platforms to implement client strategies. The firm manages a modest client base with a focus on customized asset allocation and quarterly reviews.

Mitchell Zimmer is the sole advisor at Zimmer Capital Management LLC in Bluffton, SC, holding a Series 65 designation with four years of industry experience. He has prior work experience in the hospitality sector, including a role at Goldener Hirsch. Zimmer Capital Management LLC provides discretionary asset management and financial planning services to individual investors, trusts, estates, and business entities. The firm tailors portfolios to client goals and risk tolerance, employing both fundamental and technical analysis, and offers a range of strategies including option writing and margin trading.

Arthur Randall is a financial advisor with Strategic Investment Solutions, LLC in Bluffton, SC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including ten years at Lexington Wealth Management, Inc. Outside of advising, he is the sole proprietor of Ethos Advisory Property Management, a real property management business. Strategic Investment Solutions provides financial planning and portfolio advisory services to individuals and charitable organizations. The firm’s investment approach focuses on asset allocation through SEI Investments Company platforms and subadvisors, emphasizing tax-managed portfolios, tactical ETFs, separately managed accounts, and income-focused solutions.

Jack Holland is a financial advisor at Greenside Financial, Ltd with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Greenside Financial since 2017, following prior roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Outside of his advisory work, he serves as president of the Florence & Gordon Holland Family Foundation, a private foundation. Greenside Financial, Ltd serves individuals, high-net-worth clients, corporations, and retirement or profit-sharing plans by providing portfolio advisory services, third-party adviser referrals, and limited-scope financial consulting. The firm primarily manages non-discretionary accounts using an investment approach based on asset allocation and modern portfolio theory, often incorporating SEI platforms, specialist sub-advisers, and custom limited-purpose portfolios.

Seth Williams is the sole advisor at Williams Market Analytics LLC, an independent firm based in Hilton Head, SC. He holds the CFA® designation and has 15 years of industry experience. Williams has led his firm since its founding in 2011. Williams Market Analytics provides discretionary separately managed account portfolio management to individuals, high-net-worth clients, and other registered investment advisers. The firm combines fundamental and technical analysis using proprietary valuation metrics and systematic trading models, and also offers a subscription-based online service distributing market commentary and newsletters through third-party platforms.