Samuel Gamble is a financial advisor at Saos Capital, LLC in Mount Pleasant, SC, with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Kovack Securities Inc. from 2014 to 2019. Saos Capital provides discretionary asset management and comprehensive financial, estate, tax, and retirement planning to individuals, high-net-worth clients, charities, and corporate pension plans. The firm employs a mix of fundamental and technical analysis within a relative-strength, top-down process and offers a distinctive combination of derivative strategies, structured notes, and pension consulting services.

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.

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.

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.

Maria Howe is a financial advisor at Carroll Investors, Inc. with 19 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates, INC. from 2013 to 2021. Outside of her advisory role, she teaches a weekly fitness class at The Barre Code. Carroll Investors, Inc. manages approximately $213 million for individual and high-net-worth clients, focusing on tailored, long-term growth equity portfolios that may include higher-risk instruments. The firm operates with a small advisory team, combining related household accounts for fee and administration purposes.

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.

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.

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.

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.

James Runey is a CFA® charterholder with 12 years of experience in the financial industry. He has been with Runey & Associates Wealth Management since 2014. The firm provides discretionary portfolio management and integrated financial planning to individual and high-net-worth clients. Runey & Associates Wealth Management focuses on ETF-based model portfolios and strategic asset allocation tailored to clients’ specific needs, managing approximately $90.8 million across 151 client relationships.

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.

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.

George Ramsay is a CFP® professional with six years of industry experience. He has worked at Telos Capital Partners since 2025 and previously held roles at Summit Financial and Capasso Planning Partners. His background also includes positions outside finance, such as at the College of Charleston and Lowcountry Urology. Telos Capital Partners serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering fee-only wealth management, financial planning, and retirement plan consulting. The firm employs a combined passive and active investment approach based on Modern Portfolio Theory and fundamental analysis, managing accounts primarily on a discretionary basis.

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.