Daniel Heidel is the founder and lead financial planner at Integritas Wealth Strategies, LLC with three years of industry experience. He holds a Series 66 designation, CFP® designation, CKA® designation, is an Enrolled Agent, and has worked previously at Ameriprise and Thrivent Investment Management Inc. Integritas Wealth Strategies provides discretionary portfolio management, tax preparation + planning, and a range of financial planning services to individuals, high-net-worth individuals, and trusts. The firm seeks to be the best in the region and is constantly evolving to meet client needs in house. Daniel Heidel has recently expanded the firm to include opportunities for clients to have estate documents written through Trust&Will and with lending solutions through Flourish lending.

Ryan Bass is a financial advisor at Calidris Financial, LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 66 and Series 63 licenses. His prior experience includes roles at Northwestern Mutual and Mass Mutual. Calidris Financial provides discretionary asset management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, business entities, and employer-sponsored retirement plans. The firm emphasizes ERISA plan services and offers tailored investment programs using a combination of fundamental and technical analysis, employing passive, active, and factor-based strategies.

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.

John Beauston is the managing partner of Moore Beauston & Woodham LLP, a certified public accounting firm, where he has worked since 1992. He is a Series 65 credentialed financial advisor with 23 years of experience. John is principal at MKB Consulting LLC, an independent advisory firm based in North Charleston, SC. MKB Consulting provides referral-based investment management services, assisting individuals, trusts, and businesses by recommending third-party money managers. The firm focuses on manager selection and ongoing oversight rather than direct portfolio management.

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.

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.

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.

Caleb Goding is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Time & Wealth Management, LLC. He previously worked at Charleston Capital Management, LLC and is the owner and president of Sphere LLC, a management consulting firm offering executive coaching and operations consulting. He also holds power of attorney responsibilities for his brother while he is deployed overseas. Time & Wealth Management, LLC is a small independent registered investment adviser that serves individuals, trusts, and institutional clients, including ERISA pension plans. The firm provides discretionary portfolio management, financial planning, pension consulting, insurance services, and outsourced financial and operational support, tailoring portfolios to client goals and combining fundamental, technical, and macro investment analysis.

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.

William Riggs IV is a financial advisor with Strategic Wealth Partners LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at The Vanguard Group and Foundations Investment Advisors. He also operates as an independent insurance agent, working approximately 20 hours per month. Strategic Wealth Partners LLC provides fiduciary investment advisory services primarily to high-net-worth individuals and retirement plans, focusing on portfolio management, financial planning, and retirement-plan asset management. The firm emphasizes manager selection and due diligence, aligning client risk tolerances with a combination of internally managed strategies, model portfolios, and sub-adviser models.

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.

Carson Howard is a financial advisor at Objectivity Squared Wealth Management with one year of industry experience. He holds the Series 65 designation and has worked at the firm since 2023. His background includes time at the College of Charleston and Indiana University. Objectivity Squared Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary wealth management, investment management, and financial planning services. The firm manages approximately $401 million in discretionary client assets and employs a range of investment strategies including low-cost mutual funds and ETFs, individual securities, and tactical trading techniques.

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.

Parker Allen is a financial advisor with Warren Capital Group in Charleston, SC, holding a Series 65 designation and 10 years of industry experience. He has been with Warren Capital Group since 2014 and also operates Parker Allen Consulting LLC, which provides consulting services to small businesses outside the investment field. Warren Capital Group offers discretionary investment management and financial planning to individuals, high-net-worth clients, and business entities, including pension and profit-sharing plans. The firm manages diversified portfolios tailored to client needs and oversees a wrap fee program that integrates portfolio management with custodial and administrative services.

Charles Capasso is a CFP® professional with 19 years of industry experience currently working at Capasso Planning Partners LLC in Charleston, SC. His prior experience includes roles at Summit Financial, LLC, Lake Tahoe Wealth Management, LLC, Detterbeck Wealth Management, and Morris Financial Concepts, Inc. Capasso Planning Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a range of investment instruments and employs fundamental, quantitative, and Modern Portfolio Theory analyses to construct and manage client portfolios, integrating ongoing financial planning with regular reviews.

Joseph Recznik is a financial advisor at Integritas Wealth Strategies, LLC with Series 65 credentials and one year of industry experience. Prior to joining Integritas Wealth Strategies, his work background includes roles in landscaping, education, and banking. Integritas Wealth Strategies offers discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, businesses, and trusts. The firm employs a tailored investment approach utilizing fundamental, technical, and cyclical analysis across a variety of securities, and integrates advisory services with insurance and tax-related offerings through affiliated entities.

Christopher Langlois is a financial advisor at Integritas Wealth Strategies, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Integritas, he worked at FIS Global for 12 years. Outside of his advisory role, he occasionally creates special purpose vehicles to fund projects unrelated to his advisory business. Integritas Wealth Strategies provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, businesses, and trusts. The firm utilizes a tailored investment approach that incorporates fundamental, technical, and cyclical analysis across a diverse range of securities, and offers related tax and insurance services through affiliated entities.

Nicholas Holmes is a financial advisor at Objectivity Squared Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates Inc for 11 years. Holmes is also involved with Objectivity Squared Insurance Solutions LLC, where he spends a small portion of his time on fixed insurance sales. Objectivity Squared Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary wealth management, investment management, and financial planning services. The firm manages approximately $401 million in client assets and employs customized portfolios that emphasize low-cost mutual funds and ETFs while incorporating fundamental and technical analysis.

Michael Williamson is a financial advisor at Advisor.com with 14 years of industry experience. He holds a Series 66 designation and has previously worked at First Citizens Bank, Wells Fargo, and Merrill. Advisor.com provides investment management and financial consulting primarily to individual investors through a model-based, non-discretionary approach. The firm also operates an online referral platform and offers services including financial planning and third-party tax preparation.

Matthew McGee is a financial advisor with Integritas Wealth Strategies, LLC in Charleston, SC. He holds the Series 66 designation and has six years of industry experience. His prior work includes roles at Ameriprise, Fidelity Investments, Edward Jones, and several positions outside finance, including work with the South Carolina Trucking Association and involvement in political campaigns. Integritas Wealth Strategies provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, businesses, and trusts. The firm employs a tailored investment approach using a range of securities and strategies, supported by affiliated entities offering tax preparation, IRS representation, and insurance products.