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 at Hampton Park Financial Planners in Charleston, SC, holding a Series 65 credential with approximately one year of industry experience. His work history includes roles at Hampton Park Financial Planners and previous employment related to Clemson University and Carolina Fresh Farms. Hampton Park Financial Planners serves individuals, including high-net-worth clients, businesses, and employer-sponsored retirement plans, providing comprehensive financial planning and investment management. The fee-only firm manages approximately $19.7 million for about 53 clients and employs a small team, utilizing a mix of passive and active strategies with an emphasis on diversification, tax-aware fund selection, and socially responsible investing options.

Carson Howard is a financial advisor at Objectivity Squared Wealth Management with one year of industry experience. He holds the Series 65 designation and has worked at the firm since 2023. His background includes time at the College of Charleston and Indiana University. 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 discretionary client assets and employs a range of investment strategies including low-cost mutual funds and ETFs, individual securities, and tactical trading techniques.

Grant Meyer is a financial advisor at Daniel Island Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he served 13 years in the United States Air Force and spent one year at the University of Chicago. Daniel Island Wealth Management provides comprehensive financial planning and tailored portfolio management to high-net-worth individuals, corporations, and charitable organizations. The firm employs a combination of fundamental analysis, technical analysis, and modern portfolio theory, with a focus on low-fee exchange-traded funds and long-term trading, and manages approximately $24 million in discretionary assets across about 18 client relationships.

Parker Allen is a financial advisor with Warren Capital Group in Charleston, SC, holding a Series 65 designation and 10 years of industry experience. He has been with Warren Capital Group since 2014 and also operates Parker Allen Consulting LLC, which provides consulting services to small businesses outside the investment field. Warren Capital Group offers discretionary investment management and financial planning to individuals, high-net-worth clients, and business entities, including pension and profit-sharing plans. The firm manages diversified portfolios tailored to client needs and oversees a wrap fee program that integrates portfolio management with custodial and administrative services.

Charles Capasso is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has worked at Summit Financial, LLC and Lake Tahoe Wealth Management, LLC, and is currently a principal at Capasso Planning Partners LLC, where he has been since 2018. Capasso Planning Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a range of investment strategies across mutual funds, private equity, equities, fixed income, ETFs, REITs, private placements, and covered option strategies, and integrates ongoing financial planning with portfolio management.

Joseph Recznik is a financial advisor at Integritas Wealth Strategies, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles outside the financial services sector, such as landscaping and educational positions. Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, comprehensive financial planning, business-planning support, estate-plan coordination, and seasonal tax-preparation services. The firm uses tailored asset-allocation strategies involving fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a range of trading tools.

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.

Christopher Langlois is a financial advisor at Integritas Wealth Strategies, LLC with one year of industry experience. He holds a Series 65 designation and has worked at FIS Global since 2014. Outside of his advisory role, he occasionally creates special purpose vehicles to fund projects unrelated to his advisory business. Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management and comprehensive financial planning, including business-planning support and estate-plan coordination. The firm employs tailored asset-allocation strategies using a mix of fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis.

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.

Nicholas Holmes is a financial advisor at Objectivity Squared Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates Inc for 11 years. Holmes is also involved with Objectivity Squared Insurance Solutions LLC, where he spends a small portion of his time on fixed insurance sales. 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 employs customized portfolios that emphasize low-cost mutual funds and ETFs while incorporating fundamental and technical 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.

Kenson Marbut is a financial advisor with Red Triangle, LLC (dba Alphavest) in Mt. Pleasant, SC. He holds a Series 66 designation and has one year of industry experience. Prior to joining Red Triangle, he worked at Raymond James & Associates and Wells Fargo Advisors. Alphavest provides investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, primarily serving non‑high‑net‑worth clients through a proprietary online investment management program and a full‑service financial planning option. The firm uses a guided Risk and Time Horizon Questionnaire to allocate clients into discretionary model portfolios while emphasizing active diversification and periodic rebalancing.

Matthew McGee is a financial advisor at Integritas Wealth Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Fidelity Investments, and Edward Jones. McGee has experience in both the public and private sectors, including roles with the South Carolina Senate and the South Carolina Trucking Association. Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management and comprehensive financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor asset-allocation strategies and manages accounts on a discretionary basis.

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.

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.

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.

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.

Grant Maddox is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hampton Park Financial Planners in Charleston, SC. He previously worked at DWM Financial Group, Inc. and Morrow Retirement Planning. Maddox also provides financial planning services with Origin Investment Advisory LLC d.b.a. Origin Financial. Hampton Park Financial Planners serves individuals, high-net-worth clients, businesses, and employer-sponsored retirement plans with comprehensive financial planning, investment management, and workplace financial wellness services. The firm uses a blend of passive and active strategies based on modern portfolio theory and offers a dedicated Socially Responsible Investing option.