Ramon Franklin is the president of Capital Focus, Inc., an independent advisory firm. He holds the CFP® designation and the Series 65 license, and has 16 years of industry experience. In addition to his advisory work, he is a licensed real estate broker in South Carolina and Georgia and serves as a part-time adjunct faculty member at Clemson University, where he teaches undergraduate courses in real estate, corporate and personal finance, and investment. He is also the operating member of Cole Capital Management, LLC, which manages residential and commercial real estate. Capital Focus, Inc. provides fee-only investment counsel and financial planning to individuals, trusts, estates, and business entities. The firm emphasizes asset allocation, diversification, and value-oriented stock selection within a primarily non-discretionary model, and is notable for its involvement in direct real estate investment and affiliated real estate management and development activities.

Peter Gulli is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He currently serves as the sole advisor at Olympia Advisors LLC and has previously worked at Citigroup and Dalton, Greiner, Hartman, Maher & Co., LLC. Olympia Advisors LLC provides discretionary asset management to individuals and high-net-worth clients, focusing on ETF and mutual fund portfolios with ongoing oversight and rebalancing. The firm emphasizes customized portfolio management based on client goals and risk tolerance, employing both fundamental and technical analysis.

Natalie Cooper is a financial advisor at Matty AI Inc. with nine years of industry experience. She holds a Series 65 credential and has previously worked at Sentry Wealth, Inc. and Cooper Law Firm, P.C. In addition to her advisory role, she owns Balanced Bookmasters, a bookkeeping services business. Matty AI provides discretionary portfolio management primarily through a proprietary mobile app, serving individual clients who are not high-net-worth. The firm’s investment approach focuses on equity securities and ETFs, utilizing automated methods including technical and fundamental analysis.

Brett Anderson is a CFP® professional with 15 years of industry experience. He is the sole advisor at Fountainhead Wealth Planning, an independent firm he joined in 2025. His prior roles include positions at Morgan Stanley, Fisher Investments, and Fidelity Brokerage Services. Fountainhead Wealth Planning is a state-registered independent investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm customizes advice based on client objectives and risk tolerance, employing a range of investment techniques and allowing client-imposed restrictions.

Financial planning should help you feel confident, not overwhelmed. Early in my career, I noticed that many women were making important financial decisions without a trusted partner to guide them. While the industry often focused heavily on investments and retirement in isolation, I saw a need for more holistic support—helping women navigate everything from day-to-day cash flow and debt decisions to long-term goals like building wealth, planning for retirement, and creating financial security.  That realization led me to found Wolff Financial. I work with women who are ready to take control of their financial lives no matter where they are on their financial journey. My role is to bring clarity to the decisions in front of you and build a financial plan that gives you the tools you need to live the life you imagine. As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary, I believe financial planning should be practical, personalized, and easy to understand. As a business owner myself, I understand how easily life’s demands can pull your attention in every direction, which is why I’m passionate about helping women take ownership of their financial future with confidence. This work is about more than just planning—it’s about empowerment. I help clients build strong financial habits, make informed decisions, and move forward with a plan to help them live the life they want to live. I live in Greenville, South Carolina, where I enjoy cooking and baking sourdough, gardening, reading, staying active, and spending time with my dogs.

Jason Freeman is the principal advisor at J. Freeman & Associates in Greenville, SC, holding the ChFC® designation and Series 63 license with 28 years of industry experience. He has worked at DFPG Investments, Inc. since 2019 and has been involved with JFA Advisors, LLC and J. Freeman & Associates since 2003. Freeman is also the CEO and sole producer of his firm, which offers comprehensive insurance and wealth management services. J. Freeman & Associates provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, small businesses, trusts, and estates. The firm builds portfolios based on client objectives and risk tolerance, utilizing both fundamental and technical analysis, and offers fiduciary services for qualified retirement plans.

Craig Ritter is a CFP® with 17 years of industry experience and has been the sole advisor at Continuum Wealth Management, LLC since 2007. He holds a Series 63 license and operates out of Greenville, SC. Continuum Wealth Management also provides administrative, non-advisory services to other financial advisory firms. Continuum Wealth Management offers ongoing investment management and integrated financial planning to individuals, families, retirement plans, trusts, and estates. The firm focuses on strategic asset allocation and a macroeconomic approach, managing diversified portfolios primarily with institutional-class no-load mutual funds and passive ETFs on a discretionary basis.

David Landry is a CFA® charterholder and the sole advisor at DeMesne Investments in Greenville, SC, with six years of industry experience. He previously worked at Investure, LLC for six years and has been with DeMesne, LLC since 2019. Landry is a minority owner of IO Digital Index Partners LLC, which produces an index of publicly traded digital infrastructure businesses. DeMesne Investments provides discretionary investment management to individual, high-net-worth, institutional, corporate, and charitable clients. The firm focuses on fundamental analysis to identify undervalued equities and manages long-biased, primarily equity-focused portfolios tailored to client objectives and risk tolerance.

Ryan Schutz is the sole advisor at First There Financial in Greenville, SC. He holds a Series 65 credential and has prior work experience at Bernard Robinson and Company LLP, the Internal Revenue Service Criminal Investigation division, the IRS, and Andersen Tax LLC. First There Financial is an independent, fee-only investment adviser offering financial planning and investment management to individuals, small business owners, retirees, and families. The firm employs an evidence-based, tax-aware approach using low-cost index funds, ETFs, and factor-based funds, and provides tax preparation and accounting services through an affiliated entity under separate engagement agreements.

Norman Avinger is a CFP® with 18 years of experience in financial advising. He is the sole advisor at Greenville Capital, where he has worked since 2020. His prior experience includes roles at Advisory Services Network, LLC and Planfirst. Greenville Capital provides discretionary portfolio management along with holistic financial planning and trust advisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a building-block investment approach across multiple asset classes, combining active managers, active indexers, and passive funds, and conducts institutional-style manager due diligence.

Richard Matthews is a financial advisor with Matthews Wealth Management LLC in Greenville, SC. He holds a Series 66 designation and has 20 years of industry experience. Prior to founding Matthews Wealth Management in 2017, he worked at Purshe Kaplan Sterling Investments, Inc. and SeaCrest Wealth Management, LLC. Outside of his advisory role, he manages commercial property leases as a managing member for two LLCs in Fountain Inn, SC. Matthews Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach, combining fundamental, technical, and cyclical analysis to tailor portfolios built largely with ETFs, supplemented by occasional tactical trades and specialized products.

Norman Poole Jr is the sole advisor at Money Poole...Solutions For Life, LLC in Greenville, SC, holding a Series 66 designation with 15 years of industry experience. He has worked at Patient Financial Strategies and has managed his current firm since 2011. Money Poole...Solutions For Life, LLC provides investment management and advisory services to individuals, families, trusts, estates, fiduciaries, charitable organizations, and business clients. The firm employs a total-return, primarily equity-based investment approach combining bottom-up fundamental analysis with technical metrics and manages accounts on a non-discretionary basis.

Hans Blake is a CFA® charterholder with 14 years of industry experience. He has been with Intelligent Investing since 2016 and previously worked at Planfirst for six years. The firm primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. Intelligent Investing offers discretionary portfolio management, financial planning, and pension consulting, using customized model portfolios and tax-aware strategies, and provides investment-education seminars and participant enrollment meetings as part of its services.

Amanda Blake is a financial advisor at Intelligent Investing with a Series 65 designation and two years of industry experience. She has been with Intelligent Investing since 2018. Intelligent Investing primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, using tailored advice, model portfolios, and tax-aware techniques to manage client assets.

Jennifer Belshe is a financial advisor with Novus Advisors in Greenville, SC, holding a Series 66 credential and 16 years of industry experience. She has held roles at various firms including Lafayette Advisors and Novus Wealth Management. Outside of her advisory work, she is involved in telehealth services through Doc On Call, LLC. Novus Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary asset management and financial planning, using fundamental analysis and active asset management to implement tailored portfolio strategies.

Ariel Kauffman is a CFP® and holds a Series 66 license with four years of industry experience. He is currently an advisor at The Wealthcare Clinic, LLC, where he has worked since 2026. His prior experience includes roles at Solitude Financial Services, AssetMark Financial, and The Vanguard Group. The Wealthcare Clinic, LLC is a fee-only registered investment adviser providing discretionary investment management and integrated wealth management services to individuals, families, trusts, and estates. The firm uses a goals-based approach incorporating Modern Portfolio Theory and constructs portfolios with a variety of instruments including ETFs, equities, REITs, and crypto-related products, while employing technology such as AI tools under human supervision.

Christopher Connelly is a financial advisor with Novus Advisors, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Novus Advisors since 2011. In addition to his advisory role, Connelly is involved in telehealth services through Doc on Call, LLC. Novus Advisors serves individual clients, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary asset management, financial planning, and retirement planning, emphasizing fundamental analysis, active asset management, and tailored asset-allocation strategies.

Erik Weir is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at Taverik Capital, LLC in Greenville, SC. He has been involved with WCM Global Wealth, LLC since 2011 and Weir Capital Management, LLC since 2005. Outside of his advisory roles, he is a managing member of Christopher Kendall, LLC, which manages several small Reg D offerings. Taverik Capital provides discretionary investment supervisory services and financial planning to individuals, pooled investment vehicles, charitable organizations, and pension/profit-sharing plans. The firm employs a range of active investment strategies, including equity selection, hedging, options, and short selling, and manages both separately managed accounts and private pooled funds tailored to client-specific objectives.

Brian Smith is a financial advisor with Southeast Financial Advisors in Greenville, SC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Southeast Financial Advisors since 1998 and previously spent 14 years with Sfa Financial, LLC. Smith serves as president and owner of Southeast Financial Advisers. Southeast Financial Advisors provides personalized financial planning, tax preparation, accounting, and investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $119 million for around 308 clients, employing a strategic asset allocation approach combined with various analytical methods and active management.

Michael Brancati is a financial advisor with Altamont Advisors LLC in Greenville, SC, holding a Series 65 designation and no prior industry experience. Before joining Altamont Advisors, he worked at Marco Insurance Group for seven years and spent four years at Little Pig BBQ. Altamont Advisors LLC serves individual investors and small businesses with comprehensive financial planning and investment supervisory services. The firm uses a combination of active, core-plus-satellite, and passive investment strategies, focusing on asset allocation, diversification, and regular account reviews.