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 with Imprint Wealth LLC in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior roles include positions at Eudaimonia Partners, Wells Fargo Clearing Services, and Morgan Stanley Private Bank. Outside of his advisory work, he owns Red Carpet Charleston LLC, a non-investment business. Imprint Wealth LLC provides discretionary investment management and financial planning services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a long-term, fundamentals-based investment approach supplemented by technical analysis and offers portfolio construction using various asset types, conducting ongoing monitoring with at least annual formal reviews.

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.

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.

Jason Mengel is a CFP® with 17 years of industry experience. He has been with Fusion Capital, LLC since 2010 and is the sole owner of Mengel Financial Group, which sells life 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 uses actively managed model portfolios, options strategies, and sub-advisers, combining quantitative optimization, technical analysis, and third-party research to tailor portfolios to clients’ investment objectives and risk tolerance.

Matthew Erickson is a financial advisor at Convergent Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Medcare Urgent Care since 2012. Erickson is also a licensed real estate agent in South Carolina, primarily handling real estate transactions for himself and his family on a limited basis. Convergent Financial Group provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation approach utilizing proprietary portfolios including ETFs, mutual funds, equities, and options overlays to manage risk.

John Carey is a CFP® with 20 years of experience in the financial industry, serving as the sole advisor at JP Wealth Management, Inc. since 2004. He also serves as a board member and shareholder of Cube Components, Inc., an electronic components company based in Mt. Pleasant, SC. JP Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a globally diversified asset allocation strategy combining passive and indexed holdings with select active managers and tactical adjustments, managing approximately $252.4 million in assets.

Nicholas Kalkas is a financial advisor at Daniel Island Wealth Management, LLC with two years of industry experience. Before entering the advisory field, he served in the United States Navy for 20 years and worked at the University of Chicago for one year. He holds a Series 65 designation. Daniel Island Wealth Management provides comprehensive financial planning and portfolio management to high-net-worth individuals, corporations, and charitable organizations. The firm employs a mix of fundamental and technical analysis alongside modern portfolio theory, favoring low-fee exchange-traded funds and long-term trading strategies.

Lester Detterbeck III is a CFP® and CFA® with 26 years of industry experience. He has been with Detterbeck Wealth Management since 1999 and is also chairman of the accounting firm Detterbeck, Johnson & Monsen, a role he has held since 1976. Detterbeck Wealth Management is a small SEC-registered firm based in Mt. Pleasant, SC, managing approximately $252 million. The firm serves individuals, trusts, estates, and business entities, offering discretionary investment management and comprehensive financial planning with a Core & Satellite investment approach that combines low-cost passive allocations and actively managed satellite exposures.

William Gunderson is a financial advisor at Gunderson Capital Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gunderson Capital Management since 2006, including a brief tenure at Southport Capital in 2021. Gunderson Capital Management provides customized investment management and financial planning services to individuals, high-net-worth clients, and select corporations, managing approximately $395.8 million in client assets. The firm uses discretionary portfolio management informed by each client’s Investment Policy Statement and employs a range of strategies including charting, fundamental and technical analysis, as well as long- and short-term positions.

David Van Rensselaer Jr. is a financial advisor at 360 Financial Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with 360 Financial Partners since 2014. In addition to his advisory role, he is involved in managing an investment-related holding company focused on property upkeep and management. 360 Financial Partners serves individual investors, retirement plan sponsors, trusts, estates, and business entities, managing approximately $159 million in discretionary assets. The firm offers asset management, financial planning, retirement plan services, and manages accounts using a combination of fundamental, technical, cyclical, and charting analysis.

Paul Martin is a financial advisor with Eagles Coast Wealth Management, LLC in Daniel Island, SC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at several firms, including FundFarm and Saxony Securities, and has been with Eagles Coast Wealth Management since 2018. Outside of his advisory role, Martin is a 50% owner of Dolabra, LLC, a marketing company. Eagles Coast Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations, pension plans, charitable institutions, estates, and trusts. The firm manages approximately $50 million in discretionary client assets and focuses on customized portfolio management and financial plans aligned with client goals and risk tolerance.

Steven Pickard is a CFP® professional with 14 years of experience in financial advisory services. He has been with Carswell Investments, LLC since 2011. Carswell Investments provides advisory services to individuals, families, and institutions, including high and ultra-high net worth clients, endowments, and foundations. The firm focuses on wealth management, institutional advisory, and qualified plan advisory, emphasizing strategic asset allocation through a blend of passive and active investments, with policies aimed at minimizing conflicts of interest.

Russell Renfrow is a financial advisor at Curran Financial Partners, LLC with three years of industry experience. He holds Series 65 and Series 66 designations and has worked in various roles including positions at Block Advisors and Odingard Capital Management. Outside of his advisory work, he is the owner and manager of Fe2O3 Petroleum, LLC, which holds oil and gas mineral, royalty, and working interests. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs both passive and active investment strategies, using technical analysis as a primary method, and offers sub-advisory services to an exchange-traded fund with a political-activity screen.

Kaylee Urbanek is a financial advisor at Curran Financial Partners, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Annex Wealth Management, Charter Capital Management, and Altar'd State. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management alongside written financial plans and access to accounting services through referrals. The firm also serves as a sub-adviser to an exchange-traded fund and employs investment strategies that include client-specific policies and active technical analysis.

Frank Passalaqua is a financial advisor at Curran Financial Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Guaranteed Rate, Parker Lending, and Buckman. Outside of advising, he is a silent investor in hospitality businesses. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients. The firm offers both passive and active discretionary portfolio management and serves as a sub-adviser to an exchange-traded fund that applies specific social and political screens in its portfolio selection.

Christopher Mcquade is a financial advisor with Curran Financial Partners, LLC, holding Series 65 and Series 63 licenses and 14 years of industry experience. His prior positions include roles at Pruco Securities, LLC, Allstate, and Healthmarkets. He is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, using both passive and active investment approaches. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisor representatives.