Thomas James Copeland Jr.

Daniel Heidel is the founder and lead financial planner at Integritas Wealth Strategies, LLC with three years of industry experience. He holds a Series 66 designation, CFP® designation, CKA® designation, is an Enrolled Agent, and has worked previously at Ameriprise and Thrivent Investment Management Inc. Integritas Wealth Strategies provides discretionary portfolio management, tax preparation + planning, and a range of financial planning services to individuals, high-net-worth individuals, and trusts. The firm seeks to be the best in the region and is constantly evolving to meet client needs in house. Daniel Heidel has recently expanded the firm to include opportunities for clients to have estate documents written through Trust&Will and with lending solutions through Flourish lending.

Ryan Bass is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is the sole advisor at Calidris Financial, LLC, an independent firm based in Charleston, SC. His prior experience includes roles at Northwestern Mutual and Mass Mutual, where he worked for a combined total of nearly two decades. He receives insurance commission trails on previous sales but does not actively sell insurance products. Calidris Financial provides discretionary asset management, comprehensive financial planning, and consulting services primarily to high-net-worth individuals, business entities, and employer-sponsored retirement plans. The firm emphasizes pension consulting and ERISA fiduciary services while employing a mix of fundamental and technical analysis along with various investment strategies tailored to client objectives.

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.

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.

Walker Coleman is a financial advisor with Atvantis Wealth Management, LLC, holding a Series 65 credential. He has worked with various entities related to Atvantis since 2022 and has experience spanning roles at Middlebury College and the Country Club of Charleston. Coleman is based in Charleston, SC. Atvantis Wealth Management offers investment management and consulting services primarily to individuals, employing a disciplined, absolute-return-oriented approach that integrates fundamental and quantitative analysis. The firm manages a range of assets including traditional securities, private funds, and commodity-related strategies, supported by an international corporate structure and multiple regulatory registrations.

Matthew Schaller is a financial advisor at DeltaX Capital LLC, holding a Series 65 designation with one year of industry experience. He has prior work experience with Time Arcade LLC, Armament LLC, GoodUnited, and Redemption Cycles LLC, spanning various roles since 2019. Outside of his advisory work, he is involved with multiple business ventures including Armament LLC and Redemption Cycles LLC. DeltaX Capital LLC provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm offers an actively managed, concentrated equity strategy focused on long-term capital growth, utilizing fundamental, proprietary quantitative, technical, and macroeconomic analysis, and may include digital-asset exposure when appropriate.