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.

Shari Rash is a financial advisor with GWA Wealth in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at Cambridge Investment Research Advisor, Inc., Northern Lights Distributors, LLC, and CLS Investments, LLC. Outside of her advisory work, Rash is involved in financial education through her ownership of Money Chic, LLC, where she serves as an author, educator, podcaster, and speaker, and also volunteers as treasurer for the Cario Middle School PTSO. GWA Wealth is an independent, state-registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning, discretionary portfolio management, retirement income management, and oversight of other advisers, using a globally diversified ETF-based approach within a long-term, discretionary management framework.

Mary Ivy is a CFP® professional with 16 years of experience in financial advising. She has been with Gordon Financial since 2015 and operates as the sole advisor at the firm in Mount Pleasant, SC. Gordon Financial provides investment advisory and financial planning services to individuals and non-profit organizations, offering customized portfolio management and financial plans. The firm uses a variety of investment techniques and emphasizes ongoing consultation with tax professionals, with a notable focus on serving charitable and non-profit clients.

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.

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.

Hi, I'm Daniel Patterson! I'm a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founder of Sweetgrass Financial Planning. I began SFP to provide quality, independent advice for people like you: hardworking professionals in the wealth accumulation phase of life. I’m excited to utilize my experience and passion for personal financial planning to help bring clarity to your current financial picture and get you on your way toward accomplishing your goals! Besides my faith and my family, nothing brings me more pleasure than helping clients set and achieve their financial goals. Whether it be something stressful, such as how to get out from under the weight of your student loan debt, or something exciting, such as what to do with the extra money that you’re receiving from a new promotion at work, my goal is to provide you with tailor-made advice that is both relevant and applicable within a fee-only, fiduciary framework. Our planning process begins by getting to know you and what makes you tick. Throughout our first couple of meetings, I will work with you to help clarify your top financial goals and your values as it relates to money. We will work together to get a clear snapshot of your current financial picture and develop actionable steps that will put you on the path towards accomplishing your goals. I believe that the financial planning process is not a one-time event, but rather is something that requires on-going, regular attention. Thus, our relationship with most clients does not end at plan delivery, but rather we continue to meet regularly to ensure that your plan is evolving and changing as your financial situation and goals evolve and change. When not working, you will probably find me exploring the beaches, waterways, and parks of the greater Charleston, SC area with my wife Jenny, and our two boys, Judah and Levi. I’m also an avid sports fan (football, soccer, basketball, you name it) with a knack for craft beer that loves spending Saturdays in the fall cheering on my favorite team, the Clemson Tigers. My professional and academic qualifications include: - Completed the educational, exam, work experience, and ethics requirements to become a CERTIFIED FINANCIAL PLANNER™ -14+ years of experience in areas of financial planning and wealth management - Series 65, Uniform Investment Advisor Law Exam -Enrolled Agent of the IRS - MBA, Oral Roberts University in Tulsa, OK - Completed the CFP® coursework through the American College of Financial Services

Colin Moynahan has a strong passion for personal finance that has manifested in over a decade’s worth of relevant experience before founding Twenty Fifty Capital Financial Advisors in 2018. Colin began his career with Bank of America Merrill Lynch in their Financial Advisor training program. In 2015, he went on to work for fintech start-up, Snapcap.com, as their fourth full-time employee. Over the next two and a half years, the business grew from four employees to twenty-two, earned a spot on the INC 500 list as the 14th fastest growing finance company in the United States, the 2nd fastest growing company in South Carolina, and the 2017 Start-up of the Year by the South Carolina Business Journal. These achievements led to an acquisition by LendingTree.com in fall 2017. He has been quoted in the Wall Street Journal, New York Times, Bloomberg, Marketwatch, Nerdwallet, CNBC, Business Insider, Fox News, and CNN Business.   Colin has a BBA in Finance with a minor in Economics from Southern Methodist University in Dallas, Texas. He also attended Wake Forest University’s graduate program in Personal Financial Planning, and spent time studying abroad within one of Oxford University’s premiere colleges, University College. During this time, he was fortunate to have internships with JPMorgan Chase, RBS, Baldwin & Associates, and ImageARB.   Born and raised on the east coast, Colin has always had a strong love for the water which is why you will often find him on the boat or fly fishing outside of work. He is an avid traveler and has been to over 25 countries as well as the majority of the continental United States.

John Coppola is a financial advisor with Client First Advisors, LLC in Mount Pleasant, SC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Client First Advisors since 2014 and is also the Managing Member of Sanctuary Investment Group, LLC and Charleston Opportunity Fund, LP since 2018. Client First Advisors, LLC offers customized investment advisory and asset management services to individuals, high net worth clients, trusts, estates, and certain corporate clients. The firm manages portfolios using a variety of securities and emphasizes personalized account supervision with strategies tailored to client objectives and risk tolerance.

I created Flowrate Financial to provide access to unbiased financial information, while also eliminating the limitations and feel of a typical main street, big-box brokerage firm. As a CERTIFIED FINANCIAL PLANNER® practitioner and fiduciary, I have a legal and ethical obligation to put your interests first, and I take this responsibility very seriously. If a conflict of interest happens to exist, it will be disclosed and addressed in favor of the client. While my passion today is providing financial planning for the HVAC Community, my journey began in 2008 upon my introduction to the world of commercial HVAC systems after earning my BS in Mechanical Engineering. Simply put, I want to help people achieve greater peace of mind when it comes to their money. For many families, taxes might be the largest expense during retirement. Every investment and distribution decision has a material impact on the amount of taxes owed (or saved) during your lifetime, as well as for future generations. And while it's very important that we do pay our fair share owed to the IRS, we don't necessarily need to leave a tip.

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.

John Pernell Jr. is a financial advisor with Polaris Investment Partners, Inc. in Mount Pleasant, SC, holding a Series 63 designation and 39 years of industry experience. He has been CEO of Polaris Private Managers, Ltd. and Polaris Investment Partners since 1990 and has held leadership roles at Polaris Offshore Partners, LLC and Polaris Private Placements, LLC. Polaris Investment Partners serves wealthy families, high-net-worth individuals, retirement plans, institutions, and private fund investors, combining bottom-up fundamental stock selection with technical analysis and access to alternative managers through a manager-of-managers model. The firm also sponsors and manages private funds and operates an affiliated broker-dealer for private placements.

Dustin Hughes is a Series 66-registered financial advisor with 21 years of industry experience. He is a partner and investment advisor representative at 360 Financial Partners, LLC in Mount Pleasant, SC, where he has worked since 2006. He is also associated with StoneX Securities Inc. Outside of advisory duties, Hughes is involved in insurance sales through 360 Financial Partners. 360 Financial Partners serves individual investors, retirement plan sponsors, trusts, estates, and business entities, managing approximately $159 million in discretionary assets. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to manage accounts, offering services that include asset management, financial planning, and retirement plan consulting.

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.

Stephen Carroll is a financial advisor at Carroll Investors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James & Associates, Inc. since 2013 in addition to his role at Carroll Investors, which he joined in 2020. Carroll Investors, Inc. manages approximately $213 million for individual and high-net-worth clients through a two-advisor team. The firm employs a long-term growth equity strategy focused on individual growth stocks and a holistic review of client holdings, with portfolios typically classified as non-diversified and including the use of higher-risk instruments.

Andrew Reina is a financial advisor at Veritas Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Fortune Financial Services, VOYA Financial Advisors, and Minnesota Life Insurance Company. Outside of his advisory role, he is involved with The Ragnar Group Inc, a holding company connected to independent insurance sales and financial services. Veritas Wealth Management is an independent advisory firm serving individuals and families, including business owners and retirees. The firm employs a Modern Portfolio Theory-based approach, focusing on low-cost indexed funds and non-discretionary portfolio management with client approval for trades.

Samuel Gamble is a financial advisor at Saos Capital, LLC in Mount Pleasant, SC, with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Kovack Securities Inc. from 2014 to 2019. Saos Capital provides discretionary asset management and comprehensive financial, estate, tax, and retirement planning to individuals, high-net-worth clients, charities, and corporate pension plans. The firm employs a mix of fundamental and technical analysis within a relative-strength, top-down process and offers a distinctive combination of derivative strategies, structured notes, and pension consulting services.

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.

Jeffrey Silverman is a financial advisor at Northstar Advisory Group, LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at JPMorgan Chase & Co., Citizens Financial Group, and Bank of America. Northstar Advisory Group provides wealth management, investment management, financial planning, retirement plan advisory, and consulting services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $334 million in discretionary assets and uses proprietary model portfolios that combine diversified ETFs with individual stocks and bonds, applying multiple analytical approaches with a long-term orientation.