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.

James Morris is a financial advisor with Morris Financial Concepts, Inc. in Mount Pleasant, SC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Apella Wealth for one year and has been with Morris Financial Concepts for 12 years. Morris Financial Concepts serves individual investors, small businesses, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, discretionary portfolio management, and pension consulting, delivering investment management through customized portfolios primarily using mutual funds and ETFs, while coordinating financial planning with an affiliated tax and accounting firm.

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.

Daniel Callahan is a CFA® charterholder with 14 years of industry experience. He is currently with Ironview Capital Management, LLC, a team of 10 advisors based in Charleston, SC. His prior work experience includes roles at Summit Financial, Capasso Planning Partners, JBJ Invest, QUESTIS, and Morris Financial Concepts. Ironview Capital Management serves a diverse client base including individuals, pension plans, trusts, estates, and business entities. The firm offers discretionary portfolio management, pension consulting, and financial planning, using a blend of fundamental, technical, and quantitative analysis along with various investment strategies including derivatives and private funds.

Maxwell Blumberg is a financial advisor with Curran Financial Partners, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. Before joining Curran Financial Partners in 2025, he worked at NYLIFE Securities LLC and New York Life Insurance Company. His prior work includes roles at Adventure Enablers and the University of Maryland. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses client-specific investment policies implemented through passive, index-based portfolios or active management, with a focus on technical analysis.

James Carroll is a financial advisor with Ballast Rock Private Wealth, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Toroso Investments and Longurn Capital Management. Ballast Rock Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and quantitative methods to tailor portfolios according to clients’ goals and risk tolerances.

Harry Word Sr. is a financial advisor at Fairvoy Private Wealth, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 2013 to 2024. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach combining fundamental, technical, and quantitative analysis across a broad range of asset classes and offers portfolio management, financial planning, and third-party manager oversight.

Temiloluwa Adesodun is a financial advisor at Bellars Harris Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Bellars Harris, Temiloluwa held positions at SearchX, NB Handy, and Custom Digital Solutions. Bellars Harris Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, and qualified retirement plans, employing a fundamentally driven, long-term investment approach customized to client objectives. The firm also offers retirement plan advisory, estate-planning coordination, and family-office style services.

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.

Christine Kriegl is a financial advisor at Curran Financial Partners, LLC with 13 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Fidelity Investments and Ameriprise prior to joining Curran Financial Partners in 2022. She is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs both passive and active investment strategies, including technical analysis, and serves investment company clients through sub-advisory services to an ETF.

Alan Pedraza is a financial advisor with Burgess Investment Group, LLC, holding a Series 65 credential. He has two years of industry experience and previously worked at Lowe's and has been associated with Clemson University and other organizations. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients. The firm uses a multi-method investment approach and offers a broad range of strategies and investable products, including alternative and higher-risk instruments.

Christopher Battreall is a CFP® professional with 26 years of industry experience. He is currently with Precision Wealth Strategies, LLC and previously worked at United Capital Financial Advisors, Goldman Sachs & Co, Cetera Advisor Networks, and Girard Securities. Outside of advisory work, he owns Gotham Consulting LLC, which provides board of director services to wealth management firms. Precision Wealth Strategies, LLC offers comprehensive financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a "Life-Timing Allocation" investment approach that segments assets by time horizon to align with clients’ cash-flow needs and risk tolerance.

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.

Gregory Roberts is a financial advisor at Hilton Head Capital Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hilton Head Capital Partners in 2025, he worked as a financial analyst at an electric utility and had roles at Raymond James Financial and as a self-employed advisor. He will continue his employment at the utility until early 2026 and will not be actively engaged in the day-to-day business of Hilton Head Capital Partners until then. Hilton Head Capital Partners provides portfolio management, financial planning, and consulting services to individuals, small businesses, and trusts. The firm combines model allocations with tailored recommendations and utilizes a mix of equities, mutual funds, ETFs, and fixed income, employing both fundamental and technical analysis alongside long- and short-term strategies.

Aaron Causey is a financial advisor at Curran Financial Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at Ameriprise and Blue Trust, as well as experience outside finance at Grace & Grit Restaurant. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, utilizing both passive index-based and active management strategies with a focus on technical analysis. The firm also offers sub-advisory services to an exchange-traded fund and integrates insurance products through licensed advisor representatives.

Jake Fetchen is a financial advisor with Ballast Rock Private Wealth in Charleston, SC. He holds a Series 65 license and has two years of industry experience, including time at 49 Financial prior to his current role. Outside of advising, he works as a fixed insurance agent. Ballast Rock Private Wealth offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor investments to clients’ goals and risk tolerances.

Timothy Bellars is a financial advisor at Bellars Harris Wealth Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Bank of America, Raymond James Financial Services, and CPC Advisors. He is also the owner of TJB Enterprises, Inc. Bellars Harris Wealth Management provides personalized financial planning and investment management to individuals and entities, including high-net-worth clients, trusts, estates, and qualified retirement plans. The firm offers retirement plan advisory, estate-planning coordination, and family-office style services, employing a fundamentally driven, generally long-term investment approach customized to clients’ objectives.

Alan Charach is a financial advisor at Rebellion Asset Management, LLC with 12 years of industry experience. His previous roles include positions at VYGR Digital Securities, Bank of America, Merrill, and David Lerner Associates. He holds Series 63 and Series 65 designations. Rebellion Asset Management provides fee-based investment management and financial planning to families, high‑net‑worth individuals, trusts, charitable entities, corporations, and business clients. The firm employs a combination of quantitative methods, technical analysis, and computer models, and offers services including individualized portfolio management, model portfolios, and sub‑advisory solutions.

Eric Cox is a financial advisor at Headland Capital with Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Maryland Financial Group, LPL Financial, and Transamerica Financial Advisors. Cox is also the host of a local radio show, Beyond The Business, and serves as Chair of the Advancement Committee for the College of Charleston Foundation. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, high-net-worth clients, and various entities including family offices and trusts. The firm offers personalized financial planning, portfolio management, and retirement plan advisory services, managing approximately $559 million across about 637 clients.