Hector Molini is a financial advisor at Warren Capital Group with seven years of industry experience. He holds a Series 65 designation and has worked at Warren Capital Group since 2018, following two years at Baltazar Group. Outside of his advisory role, he owns and operates HEM Consulting LLC, a management consulting business. Warren Capital Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, and business entities. The firm offers a wrap fee program that integrates portfolio management, monitoring, and administrative services, constructing diversified portfolios tailored to clients’ financial situations and investment objectives.

John Stewart is a Series 65-licensed financial advisor with HFG Capital in Summerville, SC. He has one year of industry experience, including roles at both HFG Capital and Hollifield Financial Group. Prior to entering the financial industry, he worked at 84 Lumber Co. for six years. HFG Capital provides portfolio management services to individual and high-net-worth clients, combining fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading approach. The firm operates on a non-discretionary basis and manages a private pooled vehicle, First Position Debt Fund, LLC.

Christopher Mise is a financial advisor at GenerousWealth, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Independent Advisor Alliance, LLC. Outside of his advisory role, he is a registered notary for the state of South Carolina. GenerousWealth, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm combines traditional and digital investment approaches, including a goal-based advisory option through a MoneyDove/Betterment arrangement, and applies modern portfolio theory with a long-term trading orientation.

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.

Kimsey Hollifield is a financial advisor at HFG Capital with nine years of industry experience. She holds a Series 65 designation and has worked at firms including Brookstone Wealth Advisors and Alphastar Capital Management. She is also the owner of Hollifield Financial Group, where she provides insurance sales and investment advisory services. HFG Capital serves individual and high-net-worth clients primarily through managing pooled investment vehicles like the First Position Debt Fund, LLC. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis, offering portfolio management with a focus on long-term trading across various asset classes.

John Weishar is a financial advisor at Scipio Financial LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Kovack Securities, Kovack Advisors, Primerica Advisors, and Edward Jones. Outside of advising, he is a senior account executive at TradePending, a software-as-a-service company. Scipio Financial LLC provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm utilizes customized portfolio construction focused on exchange-traded funds and individual equities, applying fundamental, technical, and cyclical analysis with a long-term orientation supplemented by shorter-term trading as needed.

Jonathan Schumacher is a financial advisor at Objectivity Squared Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Rivers Capital Group and Live Oak Capital. Outside of his advisory role, he is also licensed as a real estate agent with Maven Realty LLC, where he provides client services for real estate transactions. Objectivity Squared Wealth Management offers wealth management, discretionary investment management, and financial planning to individuals, charitable organizations, corporations, and retirement plans. The firm employs a long-term, discretionary investment approach using both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance.

Terry Scipio is a financial advisor at Scipio Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Kovack Advisors, LPL Financial, Primerica Advisors, Guardian Life Insurance Company, and Northwestern Mutual Investment Management. He is also a licensed insurance agent involved in insurance sales and implementation. Scipio Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm constructs customized portfolios primarily using exchange-traded funds and individual equities, applying fundamental, technical, and cyclical analysis with a long-term orientation complemented by shorter-term trading as needed.

Thomas Copeland Jr. is the sole advisor at C2G Capital Management LLC in Summerville, SC, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed C2G Capital Management and C2G Ltd Co since 2005. Outside of advising, he serves as president of C2G Ltd Co, a government services business, dedicating significant time mostly during non-trading hours, and his firm also operates a tax preparation business. C2G Capital Management provides financial planning, discretionary portfolio management, and pension consulting primarily for individual clients, retirement plans, trusts, and business entities. The firm employs a long-term buy-and-hold investment approach within an asset allocation framework, using mutual funds, ETFs, and variable annuity sub-accounts, with portfolios tailored to client goals and risk tolerance and monitored regularly.

Alexander Opoulos IV is a financial advisor with Objectivity Squared Wealth Management in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for 11 years. Outside of his advisory role, Opoulos is a partner in Basic Kitchen, where he contributes to menu and event planning, and in A&B Waterway LLC, where he participates in strategic decisions related to real estate investments. Objectivity Squared Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary wealth management, investment management, and financial planning services. The firm manages approximately $401 million in client assets and constructs customized portfolios emphasizing low-cost mutual funds and ETFs, employing both fundamental and technical analysis.

Kellen Thayer is a financial advisor at Advisor.com with seven years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates and Goldman Sachs & Co. LLC. Advisor.com serves individual investors and charitable organizations through its Advisor Wealth Management platform, offering ETF-based asset-allocation models primarily on a non-discretionary basis. The firm also operates an Advisor Referral Platform that connects prospective clients with unaffiliated investment advisers.

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.

James Carlson is a Series 65-registered advisor with Kinwell LLC in Charleston, SC, bringing 11 years of industry experience. He previously worked at Questis Advisor Partners, LLC from 2013 to 2017. Outside of Kinwell, Carlson is an independent trustee for Modern Capital Funds Trust and holds shares in Questis, Inc., a financial wellness software platform. Kinwell LLC provides investment advice and portfolio management to individual and high-net-worth clients, as well as consulting services for pension and employee benefit plans. The firm employs modern portfolio theory and a long-term trading approach, focusing on individualized investment policies and a diverse investable universe that includes alternative assets and third-party managers.

Michael O'Connor is a CFP® professional with 11 years of industry experience. He is currently with Capasso Planning Partners LLC and has previously worked at UBS Financial Services and Summit Financial, LLC. Capasso Planning Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a range of investment instruments and integrates ongoing financial planning with quarterly reviews, applying fundamental, quantitative, and Modern Portfolio Theory analyses to construct and rebalance client portfolios.

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.

Edward Carlton is a financial advisor with GenerousWealth, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at GenerousWealth since 2020 and previously held roles at LPL Financial and Independent Advisor Alliance, LLC. GenerousWealth, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning with a long-term investment approach. The firm combines traditional broker-dealer custodianship with a digital advisory platform, managing approximately $96 million across about 256 clients.

James Robbins is a CFP®-certified financial advisor with 35 years of industry experience. He has been with Robbins Financial Advisory Service, Inc. since 1991. Outside of his advisory work, Robbins maintains ownership of a business handling insurance renewals from prior sales, although he is no longer licensed in insurance. Robbins Wealth Management serves individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach supplemented with tactical investments in equities, fixed income, and options, offering both discretionary and non-discretionary account management along with in-house tax preparation and trust accounting services.

Matthew Davis is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at PFS Investments Inc., Primerica Financial Services, and Northwestern Mutual. He also engages in sales of non-investment home security and automation products through affiliated companies. AMB Wealth serves individual clients, including high-net-worth individuals, and various institutional investors. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, employing an investment process that integrates fundamental and technical analysis overseen by a Portfolio Management Committee.

Christian Salomone is Chief Investment Officer at Ballast Rock Private Wealth with 24 years of industry experience. His prior roles include 17 years at Goldman Sachs and positions at Merrill and Bank of America. He is president of the Yale Club of Charleston, a local alumni organization. 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 long-term, quantitatively informed investment approach tailored to client goals and risk tolerances.

Bryan Ricci is a CFP® professional with 11 years of experience at William Joseph Capital Management, Inc. He also owns Ricci & Co CPAs and Consultants LLC, providing accounting, tax, and financial consulting services since 1999, and serves as a licensed insurance agent with Abacus Financial Advisors LLC. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into wealth management engagements and utilizes a combination of discretionary and non-discretionary account management strategies.