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, with five years of experience in financial advisory. She holds Series 65 and Series 66 licenses and has a background in insurance sales and service, including managing Insurance Gurus, LLC and Shannon Baker & Associates, LLC. Baker Wealth Advisors serves individuals, high-net-worth clients, and business entities, providing discretionary portfolio management through SEI-managed account programs, financial planning, and annuity management. The firm customizes investment strategies based on client goals and risk tolerance, combining various analytical approaches and offering both discretionary and non-discretionary services while maintaining an affiliated insurance business.

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.

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 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.

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.

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.

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.

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.

Shawn Brunner is a CFP® professional with seven years of industry experience. He has worked at Coastal Wealth Advisors, LLC since 2021 and previously spent six years at Precision Financial Services. Coastal Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, qualified retirement plans, and other organizations. The firm employs a strategic asset-allocation, core-and-satellite approach that integrates both passive and active investment strategies, and it offers specialized business-owner services alongside individual financial planning.

Michael Pate is a financial advisor at Southern Capital Management Corporation in Charleston, SC, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Southern Capital Management since 1993. Southern Capital Management provides investment advice and portfolio management to retirement and private accounts, serving approximately 80 clients with $38 million in assets under management. The firm employs a non-discretionary investment approach combining macroeconomic analysis, value screening, and technical analysis, and offers regular market commentary and reporting to clients.

George Seignious III is a financial advisor at Pawleys Investment Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and also works with Atlantic Coast Advisory Group. In addition to his advisory roles, he is a licensed independent insurance agent in South Carolina. Pawleys Investment Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s approach combines fundamental and technical analysis with customized asset allocation, offering both discretionary portfolio management and private pooled equity funds for accredited investors.

John Rivers is a financial advisor at Southern Capital Management Corporation with one year of industry experience. He holds a Series 65 designation and has worked in various roles, including at Smart Renovations, City Lights Eastside, and the Historic Charleston Foundation. Outside of finance, he has been involved with small businesses such as Tidal Grounds Coffee and Lago Tacos. Southern Capital Management serves individual clients with retirement accounts, trusts, and private accounts, offering retirement income planning and wealth-management advice. The firm uses a growth-at-a-reasonable-price investment philosophy combined with top-down macroeconomic analysis and fundamental equity screening, operating on a strictly non-discretionary basis with client-directed trade decisions.

Lisa Quadrini is a CFP® with 28 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC. Her prior roles include positions at Wells Fargo Clearing, UBS Financial Services, and Merrill. She also serves as a trustee for a family trust in Fayetteville, New York. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, providing financial planning, consulting, and investment management services. The firm employs a goal-oriented investment approach that emphasizes low-cost, diversified ETF allocations, tax minimization, and behavioral finance principles.

Robert Meyers is a financial advisor at Meyers Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Merrill, and Advest, Inc. since 2003. Meyers Wealth Management is a family-owned advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm provides customized portfolio management and financial planning using tactical asset allocation and value-oriented strategies, managing approximately $1.9 billion across nine advisors and around 800 client relationships.

Thomas Blottenberger is a CFP® and ChFC® with 15 years of industry experience. He is currently with First Financial Coaching, Inc., where he has worked since 2025, following eight years at Paradigm Shift Financial, LLC and seven years at Guardian Life Insurance Company. Outside of his advisory work, he is involved in mindset and performance coaching through Risk Reward Agency and provides a debt management tool via Sora Finance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by offering investment advisory services, retirement plan consulting, and financial education. The firm provides non-discretionary investment advice and written financial analysis, often coordinating with a third-party asset manager for discretionary portfolio management, while emphasizing investment education and workshops.

Daniel Ruedi is a Certified Financial Planner™ and holds a Series 65 license, with 10 years of industry experience. He has been with Ruedi Wealth Management, Inc. since 2015, contributing to the firm's team of five advisors based in Johns Island, SC. Ruedi Wealth Management serves high-net-worth individuals, trusts and estates, pension and profit-sharing plans, and corporations, typically working with clients at or above $1 million. The firm employs a buy-and-hold investment strategy focused on diversified allocations using passively managed funds and integrates professional judgment alongside model outputs in portfolio management.

Frederick Brubaker Jr. is a CFA® charterholder with five years of industry experience. He has been with Prentiss Smith & Company, Inc. since 2007. Prentiss Smith & Company provides discretionary investment management primarily for individuals, trusts, estates, charitable organizations, corporations, and endowment funds. The firm employs a long-term growth at a reasonable price (GARP) investment style that combines quantitative screening with fundamental analysis and offers both total-return and relative-return approaches.

Evan Quirk Garvan is a Series 65-credentialed financial advisor with Natural Investments, bringing seven years of industry experience. He has been with Natural Investments since 2015 and also works part-time with North Asheville Renovation and Repair, focusing on small renovation projects on historic homes. Natural Investments is a values-focused advisory firm serving individual clients—including high-net-worth households—as well as institutions and charitable entities, with an investment approach centered on asset-class diversification and socially responsible investing.

Richard Bryan Jr. is a CFP® with 20 years of industry experience and has been with Partners in Financial Planning, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Salem, VA. Partners in Financial Planning, LLC is a team of seven advisors providing discretionary investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets and employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs, supported by fundamental and technical analysis.