David Hone is a CFA® charterholder with 26 years of industry experience. He is the principal of LCV Advisors LLC, an independent firm he has led since 2016, following five years at William Blair & Company. LCV Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, blending active and passive mutual funds and ETFs to meet client asset-allocation targets.

Shannon Baker is the principal of Baker Wealth Advisors, LLC, an independent advisory firm based in Johns Island, SC. She holds Series 65 and Series 66 licenses and has four years of experience in investment advisory services. In addition to her advisory role, she has been involved in insurance sales and service for over two decades through her businesses, Insurance Gurus, LLC, and Shannon Baker & Associates, LLC. Baker Wealth Advisors provides discretionary portfolio management, financial planning, and annuity management services to individuals, high-net-worth clients, and business entities. The firm uses SEI-managed account programs and custom custody-only allocations, tailoring investment strategies to client goals and risk tolerance, and integrates an affiliated insurance business as part of its service offerings.

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.

Patrick Sheppard is a financial advisor at Atlantic Retirement & Wealth Advisors LLC with 10 years of industry experience. He holds the Series 66 designation and has been with Atlantic Retirement & Wealth Advisors since 2015. Atlantic Retirement & Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans across multiple states. The firm provides discretionary investment management, financial planning, and retirement-plan advisory services, employing a long-term, fundamental-analysis approach tailored to client goals and risk tolerance.

John Beauston is the sole advisor at MKB Consulting LLC in North Charleston, SC, holding a Series 65 credential with 22 years of industry experience. He has served as the full-time managing partner of Moore Beauston & Woodham LLP, a certified public accounting firm, since 1992. MKB Consulting provides referral-based investment management services by recommending unaffiliated third-party money managers to individuals, high-net-worth clients, trusts, and businesses. The firm focuses on manager selection and oversight without directly managing or custoding client assets.

Weishen Wang is a CFA charterholder and founder of WW Consulting, with one year of experience in the investment industry. He has been affiliated with the College of Charleston since 2011. Wang also founded Win-Win Bridge International, LLC, a consulting firm focused on taxation compliance, insurance, and investment services. WW Consulting provides non-discretionary investment advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes detailed client fact-finding and macroeconomic analysis to develop asset-allocation recommendations primarily using pooled vehicles and Treasury instruments, integrating tax and insurance guidance into its investment advice.

Michael Laubinger is a financial advisor at Stono River Wealth Management LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab & Co., Victoria Capital Management, and Palmetto Advisory. Laubinger established Stono River Wealth Management in 2025, where he currently serves as the sole advisor. Stono River Wealth Management provides discretionary asset management and financial planning for individuals, trusts, non-profits, small businesses, and estates. The firm manages approximately $15 million across about 20 client relationships, employing a mix of fundamental, technical, and cyclical analysis, and may use third-party sub-advisors while retaining fiduciary responsibility.

William Riggs is a financial advisor at Strategic Wealth Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Vanguard Group, Advisor Share Wealth Management LLC, and Foundations Investment Advisors. Outside of his advisory role, he is an independent insurance agent. Strategic Wealth Partners LLC provides fiduciary investment advisory and financial planning services primarily to high-net-worth individuals and retirement plans. The firm’s approach emphasizes selecting and monitoring third-party sub-advisers and turnkey asset management platforms while tailoring portfolios to clients’ objectives and risk tolerance.

Kairene Holgate is a financial advisor at Veritas Wealth Management LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including VOYA Financial Advisors and Minnesota Life Insurance Co. In addition to her advisory role, she is an independent insurance agent specializing in fixed and indexed products. Veritas Wealth Management is an independent firm serving individuals and families, including business owners, professionals, executives, and retirees. The firm employs a systematic, Modern Portfolio Theory-based investment approach focusing on low-cost indexed funds and operates primarily on a non-discretionary basis with client approval for trades.

Shawn Brunner is a CFP® professional with six years of industry experience. He has been with Coastal Wealth Advisors, LLC since 2021 and previously worked at Precision Financial Services from 2015 to 2021. Coastal Wealth Advisors manages approximately $106.6 million in discretionary client assets, providing investment management and comprehensive financial planning to individuals, business owners, and organizations. The firm employs a strategic core-and-satellite asset allocation using a mix of passive ETFs, actively managed mutual funds, individual equities, structured notes, and fixed income, tailoring recommendations to each client’s objectives and risk tolerance.

Justin Follmer is a CFP® professional with 16 years of experience in the financial industry. He has been with Coastal Wealth Advisors, LLC since 2015. Outside of his advisory role, he is co-owner of a real estate holding company with his wife. Coastal Wealth Advisors manages approximately $106.6 million in discretionary client assets and provides investment management and comprehensive financial planning to individuals, business owners, and organizations. The firm employs a strategic core-and-satellite asset allocation and tailors recommendations based on client objectives and risk tolerance.

Michael Pate is a financial advisor at Southern Capital Management Corporation in Charleston, SC, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Southern Capital Management since 1993. Southern Capital Management provides investment advice and portfolio management to retirement and private accounts, serving approximately 80 clients with $38 million in assets under management. The firm employs a non-discretionary investment approach combining macroeconomic analysis, value screening, and technical analysis, and offers regular market commentary and reporting to clients.

George Seignious III is a financial advisor at Pawleys Investment Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and also works with Atlantic Coast Advisory Group. In addition to his advisory roles, he is a licensed independent insurance agent in South Carolina. Pawleys Investment Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s approach combines fundamental and technical analysis with customized asset allocation, offering both discretionary portfolio management and private pooled equity funds for accredited investors.

John Rivers is a financial advisor at Southern Capital Management Corporation with a Series 65 credential and no prior industry experience. His work history includes roles in various businesses such as Smart Renovations, City Lights Eastside, and Tidal Grounds Coffee. Southern Capital Management provides investment advice and portfolio management to retirement and private accounts, serving approximately 80 clients with about $38 million in assets under management. The firm employs a combination of top-down macroeconomic analysis, Graham-and-Dodd value screening, and technical analysis, operating strictly on a non-discretionary basis to maintain client decision authority.

Lisa Quadrini is a CFP® professional with 27 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC since 2021. Her prior experience includes roles at Wells Fargo Clearing Services, LLC and WELLS FARGO Advisors, LLC. She also serves as a trustee for a family trust. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities by providing financial planning, consulting, and both discretionary and non-discretionary investment management. The firm manages over $1.4 billion in client assets and employs a goal-oriented, broadly diversified investment approach emphasizing low-cost asset allocations, tax minimization, and behavioral finance considerations.

Robert Meyers is a financial advisor with Meyers Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Meyers serves as a trustee for family trusts. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion using individualized investment plans, employing strategies such as tactical asset allocation and value investing, and offers services including financial and estate planning, retirement plan advisory, and insurance guidance.

Thomas Blottenberger is a CFP® and ChFC® with 15 years of industry experience. He is currently with First Financial Coaching, Inc., where he has worked since 2025, following eight years at Paradigm Shift Financial, LLC and seven years at Guardian Life Insurance Company. Outside of his advisory work, he is involved in mindset and performance coaching through Risk Reward Agency and provides a debt management tool via Sora Finance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by offering investment advisory services, retirement plan consulting, and financial education. The firm provides non-discretionary investment advice and written financial analysis, often coordinating with a third-party asset manager for discretionary portfolio management, while emphasizing investment education and workshops.

Daniel Ruedi is a CFP® professional with nine years of industry experience, currently serving at Ruedi Wealth Management, Inc. since 2015. He is based in Johns Island, SC, and holds a Series 65 license. Ruedi Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $432 million in assets. The firm provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations, emphasizing diversified, buy-and-hold portfolios primarily using passive mutual funds and ETFs.

Evan Quirk Garvan is a Series 65-credentialed financial advisor with Natural Investments, bringing seven years of industry experience. He has been with Natural Investments since 2015 and also works part-time with North Asheville Renovation and Repair, focusing on small renovation projects on historic homes. Natural Investments is a values-focused advisory firm serving individual clients—including high-net-worth households—as well as institutions and charitable entities, with an investment approach centered on asset-class diversification and socially responsible investing.

Richard Bryan Jr. is a CFP® with 20 years of industry experience and has been with Partners in Financial Planning, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Salem, VA. Partners in Financial Planning, LLC is a team of seven advisors providing discretionary investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets and employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs, supported by fundamental and technical analysis.