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.

Derrick Demay is the sole advisor at Kaizen Wealth Management, LLC in Charleston, SC, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Kaizen Wealth Management since 2004. The firm provides financial planning and portfolio management for individuals, families, trusts, and retirement accounts, managing approximately $58.5 million in client assets for a small client base. Kaizen Wealth Management employs an evidence-based investment approach grounded in Modern Portfolio Theory and behavioral finance, focusing on diversified portfolios tailored to client risk tolerance and time horizon.

M Wertz is a CFP® and holds a Series 63 license with 22 years of industry experience. He previously worked for Johnson Investment Counsel, Inc. for 27 years before joining YourValues Wealth Counsel, LLC in 2026. YourValues Wealth Counsel, LLC offers financial planning and consulting services to individuals, high-net-worth clients, and businesses, focusing on written financial plans and ad-hoc consultations. The firm operates as a fiduciary and emphasizes planning over asset management, relying on fundamental analysis and third-party research to inform its recommendations.

Matthew Morizio is a financial advisor at Reconstructing Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Beck Bode LLC and Kforce Inc. before founding Reconstructing Wealth in 2024. Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, often constructing portfolios with individual equities and retaining legacy positions when appropriate. The firm employs both fundamental and technical analysis, pursuing a long-term strategy while allowing shorter-term trades for rebalancing, tax management, or cash needs.

Ryan Bass is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is the principal advisor at Calidris Financial, LLC, an independent firm he joined in 2025 after prior roles at MML Investors Services, Mass Mutual Investors Services, and Northwestern Mutual. Bass currently receives insurance commission trails from previous product sales but does not hold an active insurance license or sell insurance products. Calidris Financial specializes in discretionary asset management, comprehensive financial planning, and consulting for individuals, high-net-worth clients, business entities, and employer-sponsored retirement plans. The firm emphasizes pension consulting and ERISA fiduciary services, tailoring investment programs using fundamental and technical analysis combined with various active and passive strategies.

David Hone is a CFA® charterholder with 26 years of industry experience. He has been the principal advisor at LCV Advisors LLC since 2016. LCV Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs a combination of fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, blending active and passive mutual funds and ETFs to achieve client asset-allocation targets.

Shannon Baker is the principal of Baker Wealth Advisors, LLC, an independent advisory firm, with five years of industry experience. She holds Series 65 and Series 66 licenses and has operated Shannon Baker & Associates, LLC, an insurance sales and service business, since 2004. Baker also serves as Managing Principal and insurance agent at Insurance Gurus, LLC, which focuses on insurance sales and service. Baker Wealth Advisors provides discretionary portfolio management primarily through SEI-managed account programs, serving individuals, high-net-worth clients, and business entities. The firm combines SEI mutual fund model portfolios and custom custody allocations with a tailored investment approach that incorporates both fundamental and technical analyses, alongside annuity management and financial planning services.

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.

Walker Coleman is a financial advisor with Atvantis Wealth Management, LLC, holding a Series 65 credential. He has worked with various entities related to Atvantis since 2022 and has experience spanning roles at Middlebury College and the Country Club of Charleston. Coleman is based in Charleston, SC. Atvantis Wealth Management offers investment management and consulting services primarily to individuals, employing a disciplined, absolute-return-oriented approach that integrates fundamental and quantitative analysis. The firm manages a range of assets including traditional securities, private funds, and commodity-related strategies, supported by an international corporate structure and multiple regulatory registrations.

Tyson Halsey is a CFA® charterholder with 21 years of industry experience. He has been the sole advisor at Income Growth Advisors, LLC since 2011. The firm is an independent registered investment adviser based in Charleston, SC. Income Growth Advisors provides discretionary portfolio management, financial planning, and subadvisory services to individuals, trusts, retirement plans, and other advisers. The firm focuses on customized portfolios using a combination of macroeconomic, fundamental, technical, and quantitative analysis, with particular emphasis on income-oriented Master Limited Partnership strategies and bespoke alternative programs.

Brent Bentrim is the sole advisor at Carolopolis Fiduciary Counsel, Inc., based in Charleston, SC, with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Carolopolis Fiduciary Counsel since 2002. Outside of his advisory role, he is involved with Bentrim, Inc., a financial technology firm. Carolopolis Fiduciary Counsel provides investment advisory and financial planning services to individual investors, retirement plan participants, and plan sponsors. The firm employs a quantitative investment process that scores multiple asset classes and uses low-cost index ETFs, offering both discretionary and non-discretionary advice, including ERISA fiduciary services.

Charles Grant is a financial advisor at Denbigh Capital Management, LLC with six years at the firm and a total of eight years in the industry. He holds a Series 65 credential and previously worked at Sequence Financial Specialists, LLC, Ceterus, and Belimed. In addition to his advisory role, he owns and operates Denbigh Capital Ventures, LLC, a bookkeeping and accounting service for small business owners. Denbigh Capital Management, LLC provides discretionary investment management to individual accredited investors, focusing on a proprietary long-value equity approach across domestic and foreign stocks with a multi-year investment horizon. The firm operates with a single-advisor structure and limits its services to asset management without financial planning or tax advice.

Brian Collins is the sole advisor at Collins Advisors in Charleston, SC, holding Series 63 and Series 65 licenses with seven years of industry experience. He has managed Collins Advisors Fund Management, LLC since 2001. Collins Advisors is an independent, single-advisor registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, and corporations. The firm manages approximately $14.4 million across about 20 client accounts, offering diversified, long-term asset allocation portfolios informed by charting, fundamental, technical, and cyclical analysis, with discretionary trading authority and fiduciary services for retirement accounts.

Jason Harvey is a Series 65-licensed financial advisor with 13 years of industry experience. He is the sole advisor at Active Lifestyle Financial Planning in Charleston, SC, where he has worked since 2012. Active Lifestyle Financial Planning is an independent, fee-only advisory firm serving individuals, families, and small businesses. The firm offers modular financial planning, tax preparation, and investment advisory services, focusing on passive, strategic asset allocation using low-cost index funds and ETFs while emphasizing tax efficiency and diversification.

Patrick Sherman is the sole advisor at Sherman Financial & Wealth Management in Daniel Island, SC, holding Series 63 and Series 65 designations with 17 years of industry experience. His prior work includes roles at Signator Investors, Inc. and Atlantic Coast Advisory Group. Sherman Financial & Wealth Management offers tailored investment management and comprehensive financial planning to individuals, families, high-net-worth clients, and select charitable organizations. The firm combines passive, low-cost allocations with active dividend-focused equity selections and employs various analytic methods in portfolio management, providing discretionary oversight alongside flexible planning services delivered through fixed-fee projects or ongoing retainers.

Stephen Akin is the principal of Akin Investments, L.L.C. in Charleston, SC, holding a Series 65 designation with 10 years of industry experience. He previously operated Akin Investment Advisory from 2015 to 2019 before founding his current firm. Akin Investments provides investment advisory and financial planning services primarily to institutional clients such as pension and employee benefit plans, corporations, and foundations, while also serving select individual, trust, and IRA accounts. The firm emphasizes asset allocation, fundamental and technical analysis, and mutual fund/ETF selection, delivering advice on a non-discretionary, fee-for-service basis without taking custody of client funds.

Michael Laubinger is the sole advisor at Stono River Wealth Management LLC in Johns Island, SC, holding a Series 66 designation with 23 years of industry experience. His previous roles include positions at Palmetto Advisory, Victoria Capital Management, and Charles Schwab. Stono River Wealth Management LLC provides discretionary asset management and standalone financial planning services to individuals, trusts, non-profits, small businesses, and estates. The firm employs a diversified investment approach utilizing fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis tailored to each client's objectives and risk tolerance.

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.

Paul Davis is a financial advisor at Hampton Park Financial Planning in Hollywood, South Carolina. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Guangdong-Technion Affiliated International School and Shantou University. Hampton Park Financial Planning serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement-plan advisory, and tax return preparation. The firm combines passive and active investment strategies, offers socially responsible portfolio options, and provides both discretionary management and employer retirement-plan services.