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.

John Wagner is a financial advisor with Nicholson Wealth Management Group in Charleston, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Nicholson Wealth Management Group, he worked at Charles Schwab Bank and Charles Schwab for seven years each, and at Select Health of South Carolina for one year. Nicholson Wealth Management Group provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals—including high net worth clients—as well as family offices, trusts, estates, private foundations, endowments, and qualified retirement plans. The firm manages approximately $322 million in assets using a long-term investment approach with tactical allocations and employs registered mutual funds, ETFs, individual equities, corporate bonds, REITs, and variable annuities.

Nolan Robbins is a financial advisor with Hampton Park Financial Planners in Charleston, SC. He holds the Series 65 designation and has one year of industry experience. Prior to joining Hampton Park Financial Planners, Nolan held roles at Clemson University and Williams & Fudge. Hampton Park Financial Planners is a fee-only advisory firm serving individuals, including high-net-worth clients, and employer retirement plans. The firm employs a strategic and tactical asset allocation approach grounded in modern portfolio theory, offering both active and passive investment vehicles alongside a socially responsible strategy.

Robert Kubiszyn is a financial advisor at Blue Bear Financial, LLC in Mt. Pleasant, SC. He holds the Series 65 designation and has one year of industry experience. Prior to joining Blue Bear Financial, he worked at Emerson from 2015 to 2023. Blue Bear Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, family offices, businesses, and retirement plans. The firm focuses on customized, primarily long-term strategies using low-cost mutual funds and ETFs, with the ability to incorporate individual stocks, bonds, options, and derivative instruments as appropriate.

Joseph Nicholson is a financial advisor with Nicholson Wealth Management Group in Charleston, SC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network and related Wells Fargo entities from 2009 to 2023. Outside of his advisory role, he is co-owner of a real estate management business in Charleston. Nicholson Wealth Management Group provides discretionary and non-discretionary investment management and personalized financial planning to individuals, including high net worth clients, as well as institutional entities such as family offices and foundations. The firm manages portfolios using a tailored asset allocation process that incorporates fundamental and technical analysis, focusing primarily on mutual funds and ETFs while also considering equities, bonds, and REITs.

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.

Matthew Ohrenich is a CFP® with seven years of experience in financial advising. He is currently with Stillwater Private Wealth, where he has worked since 2026. His prior experience includes roles at Ethos Financial Group and The Fairman Group. Ohrenich is also the owner of Pioneer Private Wealth, an investment-related business based in Boulder, Colorado. Stillwater Private Wealth, founded in 2025, serves individuals, families, business owners, and employer plan sponsors. The firm offers discretionary wealth management, financial consulting, and retirement plan advisory services, employing a diversified investment approach that integrates quantitative and qualitative analysis with ongoing portfolio monitoring.

David Loveland is a financial advisor with Loveland & Bastian Financial Services Group, LLC in Mt. Pleasant, SC. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having been with the firm since 2005. Loveland & Bastian Financial Services Group provides tailored investment advisory services to individual and corporate clients, managing approximately $65 million in assets. The firm emphasizes non-discretionary client relationships, combining fundamental and technical analysis with options strategies and stop-loss orders as part of its risk management.

James Behr Jr. is a financial advisor at Stillwater Private Wealth with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Blue Bell Private Wealth Management and Ethos Financial Group, LLC. Outside of his advisory role, he owns Palm Harbor Advisors, LLC, a business unrelated to investing. Stillwater Private Wealth is an independent SEC-registered investment adviser serving individuals, families, business owners, and employer plan sponsors. The firm offers discretionary wealth management, financial consulting, and retirement plan advisory services, constructing portfolios using a broad range of securities and employing both quantitative and qualitative analysis.

Michael Williamson is a financial advisor at Advisor.com with 14 years of industry experience. He holds a Series 66 designation and has worked at First Citizens Investor Services and First Citizens Bank since 2021, as well as Wells Fargo Advisors and Wells Fargo Bank from 2013 to 2021. Advisor.com serves individual investors and charitable organizations through its Advisor Wealth Management platform and operates an Advisor Referral Platform connecting clients with unaffiliated investment advisers. The firm manages approximately $51 million in regulatory assets and offers ETF-based asset-allocation models primarily on a non-discretionary basis, combining ongoing advisory services with a third-party referral business.

Scott Shubert is a financial advisor at Blue Granite Capital, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Blue Granite Capital since 2003, with prior experience at Performa Limited (US) LLC from 2014 to 2017. Blue Granite Capital serves individuals—including high-net-worth and non-HNW clients—pension and profit-sharing plans, and corporations by providing discretionary portfolio management, retirement plan investment management, and sub-advisory services. The firm manages approximately $109 million in client assets and is notable for its role as investment manager to collective investment trusts for tax-qualified retirement plans, its capacity as a Section 3(38) ERISA fiduciary, and sub-advisory support to other advisory firms.

Kristofer Harrison is a CFP® professional at Northeastern Financial Consultants, Inc. in Mount Pleasant, SC, with 19 years of industry experience. He has been with Northeastern Financial Consultants since 2007. Northeastern Financial Consultants serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment advisory services, financial planning, and retirement-plan consulting. The firm manages approximately $73 million across about 95 clients and focuses on non-discretionary investment management using fundamental analysis and a combination of long- and short-term investments.

Roman Puglise is a financial advisor at Upholdings with a Series 65 designation and three years of industry experience. He previously worked at Mariner Wealth Advisors and United Bank. Outside of finance, he plays professional lacrosse in the Premier Lacrosse League during the season. Upholdings primarily serves high-net-worth individuals through discretionary portfolio management and tailored investment solutions, employing a fundamental bottom-up research approach with a focus on risk management and client-specific customization.

Grant Maddox is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He currently works at Hampton Park Financial Planners and also serves as a financial planner at Origin Investment Advisory LLC. His prior work includes five years at DWM Financial Group, Inc. Hampton Park Financial Planners is a fee-only firm offering comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, and employer retirement plans. The firm employs a blend of strategic and tactical asset allocation using both passive and active investment vehicles, with an available socially responsible (ESG) strategy.

Stuart Pyne is a CFP® with three years of experience in the financial advisory industry. He is currently with Hampton Park Financial Planners and has held positions at several firms, including South Bay Financial Partners and Charleston Financial Advisors. Outside of finance, Stuart works as a retail sales associate specializing in the spirits industry. Hampton Park Financial Planners is a fee-only firm serving individuals, including high-net-worth clients, and employer retirement plans. The firm uses a blend of strategic and tactical asset allocation with passive and active investments and offers multiple planning engagement types alongside discretionary portfolio management.

Alan Bastian is a financial advisor with Loveland & Bastian Financial Services Group, LLC in Mt. Pleasant, SC. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including over two decades at his current firm. Loveland & Bastian Financial Services Group provides tailored investment advisory services to individual and corporate clients, managing approximately $65 million in assets across 155 accounts. The firm primarily serves high-net-worth and other individual clients, using a combination of fundamental and technical analysis, with a focus on non-discretionary client relationships.

Diane Blackwelder is a CFP® with 20 years of industry experience, currently serving as an advisor at Charleston Financial Advisors, LLC since 2008. She holds Series 63 and Series 65 licenses and is based in Charleston, South Carolina. Charleston Financial Advisors, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a long-term, passive asset allocation strategy focused on broadly diversified, low-cost mutual funds and ETFs, and provides financial planning and investment management services.

Jeffrey Geygan is a financial advisor with Global Value Investment Corporation, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining Global Value Investment Corporation, he served as Interim CEO and a board member of Rocky Mountain Chocolate Factory. Global Value Investment Corporation provides discretionary investment research and advisory services to individual and institutional clients, including high-net-worth investors and pooled vehicles. The firm employs a fundamental analysis approach supported by in-house and subsidiary research, managing portfolios with both short- and long-term strategies tailored to client needs.

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.

Charleston Financial Advisors, LLC was founded as a fee only firm in 1986, almost 40 years agp. Myles has been with Charleston Financial Advisors, LLC since early 2007. He specializes in financial planning strategies and investments. He oversees the management of all investment accounts, investment education, and research. Myles received a B.A. in History (Magna Cum Laude) and a B.A. in English Literature (Cum Laude) from the College of Charleston in 2006. He became a CFP® certificant and a Registered Investment Advisor Representative in 2010. In 2014 he received a Master's in Applied Economics from Johns Hopkins University in Washington, DC. Outside of the office he enjoys hiking, reading, fly fishing and spending time with his family.