Wesley Shuman is a financial advisor at Journey Asset Management LLC with a Series 65 designation and no prior industry experience. He has served in the U.S. Navy since 2000 and currently holds the rank of Senior Chief. Shuman balances his advisory role with ongoing military service, dedicating significant time to both. Journey Asset Management provides discretionary asset management and fixed-fee financial planning primarily for individual clients. The firm customizes portfolio strategies to client goals and uses model portfolios and tax-management tools through the Altruist platform.

Betsy Shelton is a financial advisor at Charles Fish Investments, Inc. with 28 years of industry experience. She holds a Series 63 designation and has been with Charles Fish Investments since 2013. Charles Fish Investments, Inc. provides discretionary fixed-income investment management primarily for high-net-worth individuals, trusts, and institutional clients, focusing on active, credit-focused municipal bond strategies. The firm manages approximately $342 million in client assets and offers tailored separately managed accounts, sub-advisory services, and non-discretionary mandates on a case-by-case basis.

Christopher Mise is a financial advisor at GenerousWealth, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Independent Advisor Alliance, LLC. Outside of his advisory role, he is a registered notary for the state of South Carolina. GenerousWealth, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm combines traditional and digital investment approaches, including a goal-based advisory option through a MoneyDove/Betterment arrangement, and applies modern portfolio theory with a long-term trading orientation.

Kimsey Hollifield is a financial advisor at HFG Capital with nine years of industry experience. She holds a Series 65 designation and has worked at firms including Brookstone Wealth Advisors and Alphastar Capital Management. She is also the owner of Hollifield Financial Group, where she provides insurance sales and investment advisory services. HFG Capital serves individual and high-net-worth clients primarily through managing pooled investment vehicles like the First Position Debt Fund, LLC. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis, offering portfolio management with a focus on long-term trading across various asset classes.

John Weishar is a financial advisor at Scipio Financial LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Kovack Securities, Kovack Advisors, Primerica Advisors, and Edward Jones. Outside of advising, he is a senior account executive at TradePending, a software-as-a-service company. Scipio Financial LLC provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm utilizes customized portfolio construction focused on exchange-traded funds and individual equities, applying fundamental, technical, and cyclical analysis with a long-term orientation supplemented by shorter-term trading as needed.

Terry Scipio is a financial advisor at Scipio Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Kovack Advisors, LPL Financial, Primerica Advisors, Guardian Life Insurance Company, and Northwestern Mutual Investment Management. He is also a licensed insurance agent involved in insurance sales and implementation. Scipio Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm constructs customized portfolios primarily using exchange-traded funds and individual equities, applying fundamental, technical, and cyclical analysis with a long-term orientation complemented by shorter-term trading as needed.

Thomas Copeland Jr. is the sole advisor at C2G Capital Management LLC in Summerville, SC, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed C2G Capital Management and C2G Ltd Co since 2005. Outside of advising, he serves as president of C2G Ltd Co, a government services business, dedicating significant time mostly during non-trading hours, and his firm also operates a tax preparation business. C2G Capital Management provides financial planning, discretionary portfolio management, and pension consulting primarily for individual clients, retirement plans, trusts, and business entities. The firm employs a long-term buy-and-hold investment approach within an asset allocation framework, using mutual funds, ETFs, and variable annuity sub-accounts, with portfolios tailored to client goals and risk tolerance and monitored regularly.

Edward Carlton is a financial advisor with GenerousWealth, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at GenerousWealth since 2020 and previously held roles at LPL Financial and Independent Advisor Alliance, LLC. GenerousWealth, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning with a long-term investment approach. The firm combines traditional broker-dealer custodianship with a digital advisory platform, managing approximately $96 million across about 256 clients.

James Robbins is a CFP®-certified financial advisor with 35 years of industry experience. He has been with Robbins Financial Advisory Service, Inc. since 1991. Outside of his advisory work, Robbins maintains ownership of a business handling insurance renewals from prior sales, although he is no longer licensed in insurance. Robbins Wealth Management serves individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach supplemented with tactical investments in equities, fixed income, and options, offering both discretionary and non-discretionary account management along with in-house tax preparation and trust accounting services.

Bryan Ricci is a CFP® with 10 years of experience at William Joseph Capital Management, Inc. He has worked at the firm since 2015 and is also the sole owner of Ricci & Co CPAs and Consultants LLC, an accounting and tax services firm he founded in 1999. In addition, he owns and operates Abacus Financial Advisors LLC, which provides financial planning and insurance services. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses with wealth management services that combine financial planning and portfolio management. The firm utilizes customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform, integrating various analytical methods into client asset-allocation plans.

Nathan Lowther is a financial advisor with Premier Wealth Partners, LLC in Summerville, SC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Edward Jones, ALPS Distributors Inc, Guardian Life Insurance Co, and Transamerica Capital Inc. Outside of advisory work, he is a joint owner of a consulting networking group, JCRL Ventures LLC, where he contributes to membership growth and retention. Premier Wealth Partners, LLC serves individual and small business clients with comprehensive financial planning and investment supervisory services. The firm employs a combination of fundamental and technical analysis and utilizes active, core-plus-satellite, and passive strategies tailored to client objectives, often managing portfolios on a discretionary basis and incorporating outside managers when appropriate.

Brian Gardner is a financial advisor at Bull Harbor Capital LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at National Financial Services LLC and Fidelity Investments. Gardner is based in Summerville, South Carolina. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a range of investment vehicles, maintaining ongoing oversight through independent managers and third-party platforms.

Mark Pyles is a CFA® charterholder and financial advisor with Greenwood Capital Associates, LLC, where he has worked since 2021. He has four years of industry experience and serves clients from Summerville, SC. Outside of his advisory role, he is the Director of the School of Business Investment Program at the College of Charleston, overseeing a student-managed fund and related educational events. He is also a general partner at MKP Consulting, providing educational materials on financial and investment topics. Greenwood Capital Associates is an SEC-registered firm managing approximately $1.7 billion across a diverse client base including individuals, families, institutions, and municipalities. The firm offers financial planning, discretionary portfolio management, and sub-advisory services with investment decisions guided by a weekly Investment Committee using a top-down approach.

Walter Mortimer is a financial advisor at Coquina Private Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial and operated his own consulting business. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and employs a client-specific investment approach that includes both fundamental and technical analysis.

Rebecca Meister is a financial advisor at Mutual of Omaha Investor Services, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mutual of Omaha since 2019. Outside of her advisory role, she is CEO of The Meister Agency, LLC, an insurance agency, and is involved with Meister Integrated Composites, LLC, a light industrial equipment business. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize model portfolios and approved third-party managers.

Trey Taylor is a financial advisor at Forvis Mazars Wealth Advisors, LLC with Series 65 and Series 66 credentials. He joined the firm in 2024 and has prior experience in insurance and financial services at companies including Johnson and Johnson Insurance and Pruco Securities LLC. His background also includes roles in various industries such as logistics, retail, and education. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofit organizations. The firm employs a committee-driven investment approach focused on long-term asset allocation, combining active and passive strategies, and integrates financial planning with tax and accounting services from its parent firm.

Jerry Koebel is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding CFP® and Series 63 credentials and bringing 32 years of industry experience. He has worked at BFC Planning since 2016 and also operates Koebel Investment & Financial Services, providing investment, insurance, tax, retirement, estate, and financial planning services. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various sub-advisory programs and third-party managers, employing a range of investment strategies and maintaining distinctive firmwide practices such as prohibiting known 12b-1 fee–paying share classes.

Patrick Gunther is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at GenerousWealth, LLC, LPL Financial, Bank of America, and Merrill. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting services, utilizing a network of over 200 advisors and a range of investment strategies including model portfolios and third-party managers.

Matthew Coakley is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Waypoint Strategic Advisors since 2009 and currently serves as a partner at Southern Heritage Investments, LLC, a personal real estate investment business. Waypoint Strategic Advisors serves individuals, pension and profit-sharing plans, and corporations by providing asset management, ERISA plan advisory services, and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and Efficient Market Hypothesis, primarily using passively managed institutional asset-class funds and model portfolios.

Josh Christian is a financial advisor at CreativeOne Securities, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of his advisory role, he serves as Foundation Chair for Rotary International, a nonprofit organization focused on community fundraising. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, businesses, and retirement plans. The firm employs fundamental and cyclical analysis with model rebalancing and periodic client reviews, offering both discretionary and non-discretionary portfolio management through various channels.