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.

John Lewis is a CFA® charterholder and principal of New Albany Capital Partners, LLC, with 22 years of industry experience. He has worked at RedTree Investment Group in two separate periods before and after his long tenure at New Albany Capital Partners, where he has been since 2007. In 2023, Lewis began volunteering on the investment sub-committee of the finance committee for Berkeley Hall Club, Inc., a nonprofit organization operating a golf club and community services in Bluffton, SC. New Albany Capital Partners is a small independent registered investment adviser providing discretionary portfolio management for individuals, nonprofits, and select institutional clients. The firm employs a value-oriented investment style that incorporates fundamental analysis, ETFs, individual equities, mutual funds, and, for some accounts, derivatives and specialized fixed income securities, with a notable focus on nonprofit and institutional mandates.

Ty Kopke is the sole advisor at Silver Oak Leaf Financial Services L.L.C. in Bluffton, SC. He holds a Series 65 designation and has five years of industry experience. Prior to his financial advisory career, Kopke served six years in the United States Marine Corps. Silver Oak Leaf Financial Services serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm emphasizes tailored investment policies and uses a mix of passive asset-class allocations and fundamental analysis, offering both customized portfolios and third-party model-based management.

Stephen Loderick is a financial advisor at Arsenal 401K Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked with Arsenal Financial Group LLC and The Leaders Group Inc during his career. He is also the founder and CEO of Arsenal Wealth Advisors, a financial planning service in Bluffton, SC. Arsenal 401K Advisors primarily serves retirement plan sponsors by providing benefit plan consulting, plan management services, and participant education workshops. The firm operates under ERISA frameworks and typically implements investment programs by recommending or co-advising with third-party managers rather than directly managing client portfolios.

Ronald Freeman is a CFP® with 24 years of industry experience, currently serving as the sole advisor at Lifepath Advisors, LLC. His prior roles include positions at Lifeworks Advisors, Eight4Three Wealth Management, CFG Wealth Management, and Invest Financial Corporation. He is also a Certified Divorce Financial Analyst (CDFA) and works with Lowcountry Divorce Planning, LLC in that capacity. Lifepath Advisors, LLC is an independent registered investment adviser that provides portfolio management through the Advisor-Directed Model Management program sponsored by Orion Portfolio Solutions and offers financial planning services. The firm primarily serves individual and high-net-worth clients, utilizing fundamental, technical, and cyclical analysis while allowing clients to impose reasonable investment restrictions.

Palmer Jones is a CFP® professional with 19 years of industry experience based in Bluffton, SC. He has led Palmer Jones & Associates, Inc. since 1981. Palmer Jones & Associates provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $92.7 million across about 35 accounts, focusing on tailored model portfolios with a disciplined approach that includes fundamental, technical, and cyclical analysis, and operates on a strictly fee-only basis without commission-based products.

Jennifer Sokolowski is a CFP® professional with eight years of industry experience. She has worked at Metis Wealth Management & Planning LLC since 2019 and previously was with WestView Investment Advisors LLC and Target. Metis Wealth Management & Planning serves individuals, business entities, pension and profit-sharing plans, and trusts with discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios based on client goals and risk tolerances, employing a range of investment strategies including the use of leverage and tactical trading.

Jordan Bryant is a financial advisor at Coastline Complete Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network, Wells Fargo Advisors, and Bank of America. Prior to his financial career, Bryant was involved in a family appliance service and parts business for nine years. Coastline Complete Wealth LLC is an SEC-registered investment adviser that offers discretionary investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and pooled or institutional vehicles. The firm focuses on model portfolios using exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining discretion to rebalance as needed.

Margaret Bowen is a CFP® professional with six years of industry experience, currently serving at Fee-Only Financial Planning, L.C. in Alpharetta, GA. She joined the firm in 2016 after a year at SmartPak Equine. Fee-Only Financial Planning, L.C. provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates, including high-net-worth clients. The firm emphasizes diversified asset allocation using low-cost index funds and ETFs, fixed income through individual bonds, and a longer-term investment approach.

Jacob Lang is a CFP® with nine years of industry experience, currently serving at Calibre Investment Management, LLC. His prior experience includes a nine-year tenure at The Vanguard Group, Inc. Outside of his advisory role, he is involved in general maintenance and cleaning tasks for a commercial real estate business in Fort Mill, SC. Calibre Investment Management, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a diverse range of investment instruments and a combination of analytical approaches. The firm utilizes third-party managers and offers discretionary account management alongside written Investment Policy Statements.

Brandon Cox is a CFP® with 15 years of industry experience, currently serving as an advisor at Coastline Complete Wealth LLC. His prior experience includes roles at Commonwealth Financial Network and Edward Jones. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementations. Coastline Complete Wealth LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and institutional vehicles. The firm uses model portfolios focused on exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining flexibility to rebalance or trade as needed.

Joshua Marcus is a financial advisor with Tidal Creek Capital Advisors in Bluffton, SC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Auburn University and North Carolina State University. Tidal Creek Capital Advisors provides discretionary investment management and advisory services to individuals, trusts, and retirement plans, including ERISA 3(21) fiduciary consulting for employer-sponsored plans. The firm emphasizes tailored ETF-based model portfolios and custom solutions, managing approximately $105 million across 169 client relationships.

Joseph Folis is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Focus Wealth Advisors LLC since 2005. Focus Wealth Advisors provides financial planning, portfolio management, and consultative services to individuals, including high-net-worth clients, as well as institutional sponsors. The firm’s investment management approach is based on Modern Portfolio Theory and formal investment policy statements, utilizing asset-allocation driven portfolios with mutual funds and ETFs, regular rebalancing, and discretionary trading authority.

Robert Sokolowski is a CFP® with eight years of industry experience, currently serving as an advisor at Metis Wealth Management & Planning LLC since 2019. Prior to joining Metis, he worked at WestView Investment Advisors for two years and held a role at Target for five years. Metis Wealth Management & Planning provides discretionary portfolio management, financial planning, and retirement plan consulting services to individuals, businesses, pension and profit-sharing plans, and trusts. The firm customizes portfolios across various asset classes using both fundamental and technical analysis and employs tactical strategies that may include frequent trading and leverage.

Jacob Dixon is a financial advisor at Tidal Creek Capital Advisors in Bluffton, SC. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining Tidal Creek, he worked at Trinity Wealth Securities, Florida Financial Advisors, and Standard Plastic Card Solutions. Tidal Creek Capital Advisors provides discretionary investment management and advisory services to individuals, trusts, and retirement plans, with a focus on ETF-based model strategies and custom portfolio solutions. The firm serves a range of clients, including high-net-worth individuals and employer-sponsored retirement plans, emphasizing tailored portfolios and periodic account monitoring.

Andrew Hudick is a CFP® professional with 38 years of experience in financial planning. He has been with Fee-Only Financial Planning, L.C. since 1981. Fee-Only Financial Planning, L.C. provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates, including high-net-worth clients. The firm emphasizes diversified asset allocation, low-cost index funds and ETFs, and longer-term holdings, managing approximately $364 million in discretionary assets for about 142 clients.

Marc Johnston is a CFP® and ChFC® with 27 years of industry experience. He is currently with The Bedminster Group in Bluffton, SC, and has previously worked at RE Advisers Corporation and RE Investment Corporation. The Bedminster Group provides discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment advice using a broad range of analytical methods and serves in ERISA fiduciary roles, including as a Section 3(38) investment manager for trustee-directed retirement plans.