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.

Betsy Shelton is a financial advisor at Charles Fish Investments, Inc. in Summerville, SC, holding a Series 63 designation with 29 years of industry experience. She has been with Charles Fish Investments since 2013. Charles Fish Investments provides discretionary investment management primarily focused on fixed-income strategies, especially within the municipal bond market. The firm serves individuals, high-net-worth clients, trusts, estates, retirement accounts, and select institutions, offering personalized portfolio management and sub-advisory services.

Daniel Webster is a financial advisor with Fusion Capital, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Fusion Capital since 2010. Webster is also the sole owner and president of Webster Financial and Tax Advisory Group, an affiliate of Fusion Capital, through which he recommends non-securities insurance products. Fusion Capital, LLC provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and legal entities. The firm constructs portfolios tailored to clients’ objectives and risk tolerance, combining quantitative optimization, technical analysis, and third-party research, and offers a mix of actively managed model portfolios and sub-adviser platforms.

Clint Martin is a financial advisor at Fusion Capital, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Fusion Capital since 2011. Fusion Capital, LLC provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and various legal entities. The firm uses a combination of quantitative optimization, technical analysis, and third-party research to construct tailored portfolios, offering actively managed models and access to sub-advisers, along with coordination of tax and estate planning resources.

Kairene Holgate is a financial advisor at Veritas Wealth Management LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including VOYA Financial Advisors and Minnesota Life Insurance Co. In addition to her advisory role, she is an independent insurance agent specializing in fixed and indexed products. Veritas Wealth Management is an independent firm serving individuals and families, including business owners, professionals, executives, and retirees. The firm employs a systematic, Modern Portfolio Theory-based investment approach focusing on low-cost indexed funds and operates primarily on a non-discretionary basis with client approval for trades.

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.

Randall Teegardin is a financial advisor at 360 Financial Partners, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with 360 Financial Partners since 2007. Outside of his advisory role, he is the owner and president of Oak Tees LLC, a business established to maintain property intended for his children’s future use. 360 Financial Partners serves individual investors, retirement plan sponsors, trusts, estates, and business entities, managing approximately $159 million in discretionary assets. The firm provides asset management, financial planning, retirement plan services, and variable annuity sub-account management, combining fundamental, technical, cyclical, and charting analysis in its investment approach.

John Bowen is a financial advisor at Bowen Wealth with 11 years of industry experience. He holds a Series 65 designation and has worked with various firms including Retirement Wealth Advisors, Inc. and Palmetto Benefit Group. Outside of his advisory role, he presents financial education classes through the Society of Financial Awareness, a nonprofit organization. Bowen Wealth provides discretionary portfolio management services primarily to individual and high-net-worth clients, employing a long-term trading orientation with an investment process that incorporates charting, fundamental, quantitative, and technical analysis. The firm advises across a broad range of investment types and prepares an Investment Policy Statement for each account.

Kathryn Catalana is a CFP® with 20 years of industry experience and is currently affiliated with Tidehaven Wealth, LLC, where she has worked since 2015. She previously worked at Triad Advisors, Inc. from 2015 to 2017. Outside of her advisory role, she serves as Treasurer and Board Member at the Hobcaw Yacht Club and Treasurer of the James B. Edwards Elementary School PTO in Mount Pleasant, SC. Tidehaven Wealth provides investment advisory services primarily to individual clients and employer-sponsored retirement plans, offering portfolio management, financial planning, and educational seminars. The firm employs a range of investment strategies and vehicles tailored to clients’ objectives and risk tolerances, and its principals are licensed insurance agents who may offer commissionable insurance products.

Suzette Carrier is a CFP® certificant with 15 years of industry experience, currently serving as the sole advisor at JP Wealth Management, Inc. in Mt. Pleasant, SC. She has been with JP Wealth Management since 2008. JP Wealth Management provides financial planning, consulting, and discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a globally diversified investment approach combining passive and indexed holdings with select active managers and tactical adjustments, serving primarily high-net-worth clients.

Barry Kyte Jr. is a CFP® and CFA® with 19 years of industry experience. He is affiliated with Gunderson Capital Management and has worked in various roles at firms including TrustCore Financial, Southport Capital, and KnowCap Interactive. He serves as a board member for Foundation Investment Management, a United Methodist endowment based in Nashville, TN, in an unpaid capacity. Gunderson Capital Management provides customized investment management and financial planning primarily to individual and high-net-worth clients. The firm manages discretionary portfolios across multiple asset classes and employs both fundamental and technical analysis, with investment strategies tailored through individualized policy statements and regular account reviews.

Robert Moise is a financial advisor at Jackson Financial Services, LLC in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Jackson Financial Services since 2004. Outside of his advisory role, he serves as a trustee on a family life insurance trust. Jackson Financial Services works with individual investors and employee benefit plans, providing portfolio management, financial planning, pension consulting, and third-party adviser selection and monitoring. The firm employs fundamental analysis and a combination of long- and short-term strategies, managing several hundred million dollars with a three-advisor team.

Matthew Pardieck is a financial advisor with Harbour Wealth Management Group, Inc. in Daniel Island, SC, holding CFP® and ChFC® designations and bringing 27 years of industry experience. His prior experience includes roles at Raymond James & Associates and M Holdings Securities, Inc. Outside of his advisory work, he is an author focused on business owners’ values and serves on the board of Jazz Artists of Charleston, a musical nonprofit. He also hosts a podcast interviewing philanthropists and community leaders. Harbour Wealth Management Group provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $266 million in assets, offering customized portfolios that emphasize low-cost mutual funds and ETFs within a fiduciary framework.

Christopher Corley is a financial advisor with Harbour Wealth Management Group, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior firms include Raymond James & Associates and M Holdings Securities, Inc. Outside of his advisory role, he serves as a director on the Town of Awendaw Board of Zoning Appeals. Harbour Wealth Management Group provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental, long-term investment approach with an emphasis on low-cost mutual funds and ETFs, and it sponsors a wrap fee program supported by an institutional custodian relationship.

Jeremy Ellisor is a financial advisor at Convergent Financial Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at E & R Wealth Management, LLC since 2014. Ellisor is also licensed to sell insurance in South Carolina and dedicates approximately 10% of his time to this activity. Convergent Financial Group advises individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a long-term, allocation-driven investment approach using internally designed model portfolios primarily composed of ETFs, with discretionary management and integrated financial planning.

Mark Shaurette is a financial advisor at Fusion Capital, LLC with 14 years of industry experience. He holds a Series 65 credential and has been with Fusion Capital since 2015. In addition to his work in financial advisory, Shaurette is president and owner of SC Financial LLC, a tax preparation and accounting services firm. Fusion Capital provides discretionary investment management and financial planning services to a diverse client base, including individual and high-net-worth investors, trusts, retirement plans, charitable organizations, and corporations. The firm employs a tailored investment approach using quantitative optimization, technical analysis, and a range of actively managed model strategies.

Erik Flegal is a financial advisor at Imprint Wealth LLC in Mount Pleasant, SC, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has held positions at Eudaimonia Partners, Wells Fargo Clearing, and Morgan Stanley. Outside of advising, he owns Red Carpet Charleston LLC, a non-investment business, and is involved in insurance sales. Imprint Wealth LLC serves individuals, families, trusts, businesses, charitable organizations, and institutions, providing customized investment management and financial planning. The firm employs a long-term, tailored approach that combines fundamental and technical analysis across various investment vehicles, with ongoing portfolio monitoring and occasional use of independent managers.

Martha Clark is an investment advisor representative at Harbour Wealth Management Group, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at M Holdings Securities, Inc. and Harbour Wealth Management Group since 2023. Outside of her advisory role, she is a licensed insurance agent. Harbour Wealth Management Group provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $266 million in assets and employs a fundamental, long-term investment approach focused on low-cost mutual funds and ETFs, while maintaining the ability to rebalance or trade as needed.

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 Dailey is a financial advisor with Imprint Wealth LLC in Mount Pleasant, SC. He holds a Series 65 designation and has been working in the industry since 2023. Prior to his advisory career, he spent six years with the Brentwood Union School District. Imprint Wealth, LLC is an SEC-registered adviser serving individuals, families, trusts, businesses, charitable organizations, and institutions. The firm provides customized investment management and financial planning with a long-term, tailored approach that combines fundamental and technical analysis across various asset types.