Matthew Schaller is a financial advisor at DeltaX Capital LLC, holding a Series 65 designation with one year of industry experience. He has prior work experience with Time Arcade LLC, Armament LLC, GoodUnited, and Redemption Cycles LLC, spanning various roles since 2019. Outside of his advisory work, he is involved with multiple business ventures including Armament LLC and Redemption Cycles LLC. DeltaX Capital LLC provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm offers an actively managed, concentrated equity strategy focused on long-term capital growth, utilizing fundamental, proprietary quantitative, technical, and macroeconomic analysis, and may include digital-asset exposure when appropriate.

John Jackson is the sole advisor at Barony Financial Group in Moncks Corner, SC, holding a Series 63 license with 23 years of industry experience. He has led Barony Financial Group since 2003. Outside his advisory role, he occasionally provides consulting services in forest management and teaches continuing education classes to loggers. Barony Financial Group serves middle-class families, trusts, estates, businesses, and a local charitable organization, offering investment supervisory services, portfolio management, financial and insurance planning, and consulting such as mortgage counseling and seminar instruction. The firm manages approximately $10 million across family accounts and a non-profit, employing a combination of fundamental research and technical analysis to guide discretionary portfolio management.

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.

Eric Robbins is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He is the founder of Robbins Wealth Management and has served as an associate teaching professor at Pennsylvania State University since 2019. Robbins is also an author for Kaplan Schweser and Business Expert Press. Robbins Wealth Management advises individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm offers portfolio management and financial planning along with tax preparation and trust accounting services, employing a strategic asset allocation approach with tactical use of equities, fixed income, and options strategies.

Betsy Shelton is a financial advisor at Charles Fish Investments, Inc. in Summerville, SC, holding a Series 63 designation with 29 years of industry experience. She has been with Charles Fish Investments since 2013. Charles Fish Investments provides discretionary investment management primarily focused on fixed-income strategies, especially within the municipal bond market. The firm serves individuals, high-net-worth clients, trusts, estates, retirement accounts, and select institutions, offering personalized portfolio management and sub-advisory services.

John Stewart is a Series 65-licensed advisor at HFG Capital with one year of industry experience. Before joining HFG Capital, he worked at 84 Lumber Co. for six years. HFG Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm prepares Investment Policy Statements for clients and conducts monthly account reviews to monitor asset allocation and security selection.

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 several firms including Brookstone Wealth Advisors and Alphastar Capital Management. Outside of her advisory role, she owns and operates Hollifield Financial Group, which offers insurance sales and investment advisory services. HFG Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm emphasizes long-term trading and regularly reviews client accounts while fulfilling a fiduciary role for retirement accounts.

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.

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.

Matthew Davis is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at PFS Investments Inc., Primerica Financial Services, and Northwestern Mutual. He also engages in sales of non-investment home security and automation products through affiliated companies. AMB Wealth serves individual clients, including high-net-worth individuals, and various institutional investors. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, employing an investment process that integrates fundamental and technical analysis overseen by a Portfolio Management Committee.

Bryan Ricci is a CFP® professional with 11 years of experience at William Joseph Capital Management, Inc. He also owns Ricci & Co CPAs and Consultants LLC, providing accounting, tax, and financial consulting services since 1999, and serves as a licensed insurance agent with Abacus Financial Advisors LLC. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into wealth management engagements and utilizes a combination of discretionary and non-discretionary account management strategies.

Nathan Lowther is a financial advisor at AMB Wealth, LLC with 23 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Edward Jones and Transamerica Capital Inc. Outside of advising, Lowther is a joint owner of a consulting networking group, JCRL Ventures LLC. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach combines fundamental and technical analysis with individualized account management overseen by a Chief Investment Strategist and Portfolio Management Committee.

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 the Series 63 and Series 65 credentials. In addition to her advisory role, she is CEO of The Meister Agency, LLC, an insurance agency, and is involved in administrative duties with Meister Integrated Composites, LLC, a light industrial equipment business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian, integrating broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Trey Taylor is a financial advisor at Forvis Mazars Wealth Advisors, LLC with Series 65 and Series 66 designations and one year of industry experience. His prior work includes roles at Johnson and Johnson Insurance, Total Quality Logistics, Starbucks, and several financial service firms including Pruco Securities LLC and New York Life. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, and consulting services, managing approximately $12 billion in assets, and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.