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.

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® professional with 19 years of industry experience currently working at Capasso Planning Partners LLC in Charleston, SC. His prior experience includes roles at Summit Financial, LLC, Lake Tahoe Wealth Management, LLC, Detterbeck Wealth Management, and Morris Financial Concepts, Inc. 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 employs fundamental, quantitative, and Modern Portfolio Theory analyses to construct and manage client portfolios, integrating ongoing financial planning with regular reviews.

Joseph Recznik is a financial advisor at Integritas Wealth Strategies, LLC with Series 65 credentials and one year of industry experience. Prior to joining Integritas Wealth Strategies, his work background includes roles in landscaping, education, and banking. Integritas Wealth Strategies offers discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, businesses, and trusts. The firm employs a tailored investment approach utilizing fundamental, technical, and cyclical analysis across a variety of securities, and integrates advisory services with insurance and tax-related offerings through affiliated entities.

Gary Gerald is a financial advisor with The Marin Group Inc. in Charleston, SC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with The Marin Group since 1999. The Marin Group Inc. provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients, overseeing about $128 million across roughly 140 accounts. The firm employs a proprietary "Cycle Investing" methodology that combines fundamental and technical analysis to manage portfolios including equities, fixed income, ETFs, REITs, and options.

Joseph Nicholson is a financial advisor with Nicholson Wealth Management Group in Charleston, SC, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Wachovia Securities. Outside of advisory services, he is co-owner of a real estate management company. Nicholson Wealth Management Group provides personalized financial planning and 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 on a discretionary basis, emphasizing a long-term investment approach guided by comprehensive client assessments and ongoing portfolio monitoring.

Christopher Langlois is a financial advisor at Integritas Wealth Strategies, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Integritas, he worked at FIS Global for 12 years. Outside of his advisory role, he occasionally creates special purpose vehicles to fund projects unrelated to his advisory business. Integritas Wealth Strategies provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, businesses, and trusts. The firm utilizes a tailored investment approach that incorporates fundamental, technical, and cyclical analysis across a diverse range of securities, and offers related tax and insurance services through affiliated entities.

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 previously worked at First Citizens Bank, Wells Fargo, and Merrill. Advisor.com provides investment management and financial consulting primarily to individual investors through a model-based, non-discretionary approach. The firm also operates an online referral platform and offers services including financial planning and third-party tax preparation.

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 with Integritas Wealth Strategies, LLC in Charleston, SC. He holds the Series 66 designation and has six years of industry experience. His prior work includes roles at Ameriprise, Fidelity Investments, Edward Jones, and several positions outside finance, including work with the South Carolina Trucking Association and involvement in political campaigns. Integritas Wealth Strategies provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, businesses, and trusts. The firm employs a tailored investment approach using a range of securities and strategies, supported by affiliated entities offering tax preparation, IRS representation, and insurance products.

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® 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.