Jeremiah Barwick is a Series 65-licensed financial advisor at Keen Capital, Ltd with one year of industry experience. He previously worked at Wealth Enhancement Group and TrinityPoint Wealth, LLC. Prior to entering the financial industry, he served four years in the United States Air Force. Keen Capital provides financial planning, investment management, and integrated wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm follows a long-term investment approach based on Modern Portfolio Theory and offers advisor-delivered accounting and tax services alongside investment advice.

Thomas Gore is a CFP® with 21 years of experience in the financial industry. He is currently with Keen Capital, Ltd and serves as President of Core Advisors, Ltd, a registered investment advisor. His prior work includes roles at Lifemark Securities Corp. since 2005. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations, providing comprehensive wealth management that integrates financial planning, investment management, and accounting and tax-related services on fixed-fee arrangements. The firm employs a Modern Portfolio Theory-based investment approach, utilizing low-cost diversified funds, individual securities, and independent managers as appropriate.

Katherine Hollenbeck is a CFP® and CFA® with 16 years of industry experience. She has worked at Core Advisors, Ltd. since 2015. She serves as President and CEO of the CFA Society South Carolina, a nonprofit professional organization. Keen Capital, Ltd. provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, businesses, and charitable organizations. The firm combines financial planning and investment management with retirement plan advisory and offers accounting and tax-related services on fixed-fee arrangements.

Tanner Merritt is a CFP® with four years of industry experience currently advising at Keen Capital, Ltd. He previously worked at Life Planning Partners, Inc., Magellan Federal, Zeiders' Enterprises LLC, The Vanguard Group, Inc., and Cypress Point Wealth Management. Keen Capital serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations with financial planning, investment management, and integrated wealth management services. The firm’s investment approach is long-term and grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs alongside individual equities and legacy positions.