James Runey is a CFA® charterholder with 12 years of experience in the financial industry. He has been with Runey & Associates Wealth Management since 2014. The firm provides discretionary portfolio management and integrated financial planning to individual and high-net-worth clients. Runey & Associates Wealth Management focuses on ETF-based model portfolios and strategic asset allocation tailored to clients’ specific needs, managing approximately $90.8 million across 151 client relationships.

Tyler Peterson is a CFP® with four years of industry experience, currently advising at Runey & Associates Wealth Management in Mount Pleasant, SC. His prior experience includes roles at Deloitte and CohnReznick, as well as a position at St. Bonaventure University. Runey & Associates Wealth Management offers discretionary portfolio management and integrated financial planning to individual and high-net-worth clients, focusing on ETF-based model portfolios and strategic asset allocation tailored to clients’ time horizons and risk tolerances. The firm also conducts retirement-planning workshops and seminars, with fees often donated to educational institutions.