James Robbins is a CFP®-certified financial advisor with 35 years of industry experience. He has been with Robbins Financial Advisory Service, Inc. since 1991. Outside of his advisory work, Robbins maintains ownership of a business handling insurance renewals from prior sales, although he is no longer licensed in insurance. Robbins Wealth Management serves individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach supplemented with tactical investments in equities, fixed income, and options, offering both discretionary and non-discretionary account management along with in-house tax preparation and trust accounting services.

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.

Matthew Davis is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at PFS Investments Inc., Primerica Financial Services, and Northwestern Mutual. He also engages in sales of non-investment home security and automation products through affiliated companies. AMB Wealth serves individual clients, including high-net-worth individuals, and various institutional investors. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, employing an investment process that integrates fundamental and technical analysis overseen by a Portfolio Management Committee.

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.

Adam Curran is a CFP® professional with 17 years of industry experience. He is a managing member of B&B Media Group, LLC, a consulting and media buying business, alongside his role at Curran Financial Partners, LLC, where he has worked since 2016. Prior to that, he was with Global Financial Private Capital from 2013 to 2016. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses client-specific investment policies implemented through both passive and active management, incorporating technical analysis as a primary method.

Bryan Ricci is a CFP® professional with 11 years of experience at William Joseph Capital Management, Inc. He also owns Ricci & Co CPAs and Consultants LLC, providing accounting, tax, and financial consulting services since 1999, and serves as a licensed insurance agent with Abacus Financial Advisors LLC. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into wealth management engagements and utilizes a combination of discretionary and non-discretionary account management strategies.

Nathan Lowther is a financial advisor at AMB Wealth, LLC with 23 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Edward Jones and Transamerica Capital Inc. Outside of advising, Lowther is a joint owner of a consulting networking group, JCRL Ventures LLC. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach combines fundamental and technical analysis with individualized account management overseen by a Chief Investment Strategist and Portfolio Management Committee.

Francis Ferez is a financial advisor at Curran Financial Partners, LLC, holding a Series 65 designation and currently in his first year in the industry. Prior to joining Curran Financial Partners, he worked at Colonial Life for six years and attended Clemson University. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs both passive, index-based portfolios and active management strategies, including technical analysis, and also serves as a sub-adviser to an exchange-traded fund.

Noah Speaks is a financial advisor at Curran Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including at Clemson University and several service industry positions. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, employing both passive and active investment strategies with a focus on technical analysis. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisors.

Colin Stewart is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial LLC, South State Bank, Marshall & Sterling Wealth Advisors, and Northwestern Mutual. Stewart 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. The firm employs both passive and active investment strategies, including technical analysis, and acts as a sub-adviser to an exchange-traded fund with a political-activity screen.

Brian Gardner is a financial advisor at Bull Harbor Capital LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at National Financial Services LLC and Fidelity Investments. Gardner is based in Summerville, South Carolina. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a range of investment vehicles, maintaining ongoing oversight through independent managers and third-party platforms.

Mark Pyles is a CFA® charterholder and financial advisor with Greenwood Capital Associates, LLC, where he has worked since 2021. He has four years of industry experience and serves clients from Summerville, SC. Outside of his advisory role, he is the Director of the School of Business Investment Program at the College of Charleston, overseeing a student-managed fund and related educational events. He is also a general partner at MKP Consulting, providing educational materials on financial and investment topics. Greenwood Capital Associates is an SEC-registered firm managing approximately $1.7 billion across a diverse client base including individuals, families, institutions, and municipalities. The firm offers financial planning, discretionary portfolio management, and sub-advisory services with investment decisions guided by a weekly Investment Committee using a top-down approach.

Michael Baer is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including The Prudential Insurance Company of America and Pruco Securities LLC. 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. The firm uses both passive and active investment approaches, employing technical analysis and third-party managers, and also offers sub-advisory services to an exchange-traded fund with a political-activity screen.

Joseph Iafelice is a financial advisor with Curran Financial Partners, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Saw Service & Supply, Inc. 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. The firm also serves as a sub-adviser to an exchange-traded fund and incorporates client-specific investment policies with an emphasis on technical analysis and tailored financial planning.

David Sheaffer is a financial advisor at Curran Financial Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Putnam Retail Management for seven years before joining Curran Financial Partners in 2022. 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. The firm also serves as a sub-adviser to an exchange-traded fund and provides access to accounting services through referral arrangements.

Thomas Blottenberger is a CFP® and ChFC® with 15 years of industry experience. He is currently with First Financial Coaching, Inc., where he has worked since 2025, following eight years at Paradigm Shift Financial, LLC and seven years at Guardian Life Insurance Company. Outside of his advisory work, he is involved in mindset and performance coaching through Risk Reward Agency and provides a debt management tool via Sora Finance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by offering investment advisory services, retirement plan consulting, and financial education. The firm provides non-discretionary investment advice and written financial analysis, often coordinating with a third-party asset manager for discretionary portfolio management, while emphasizing investment education and workshops.

Ross De Waard is a financial advisor at Curran Financial Partners, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Curran Financial Partners since 2022. Prior to joining the firm, he was involved with Maine Sport Outfitters and holds a license to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses both passive, index-based portfolios and active management with a focus on technical analysis, and offers sub-advisory services to an exchange-traded fund.

John Cummings is a financial advisor at Curran Financial Partners, LLC, holding a Series 65 credential. He has been in the industry since 2023 and has held positions at several firms including Beacon Pointe Advisors and Bee Street Advisory Group. Outside of finance, he has experience working with YETI Coolers and has been involved with the College of Charleston. 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 as well as written financial plans. The firm acts as a sub-adviser to The God Bless America ETF (YALL) and incorporates client-specific investment policies that may include passive asset-class allocations or active approaches based on technical analysis.