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.

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 CERTIFIED FINANCIAL PLANNER™ with 18 years of experience in financial advising. He is principal of Capasso Planning Partners LLC in Charleston, SC, where he has worked since 2018. His prior experience includes roles at Summit Financial, Lake Tahoe Wealth Management, Detterbeck Wealth Management, and Morris Financial Concepts. Capasso Planning Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a disciplined investment approach using fundamental, quantitative, and Modern Portfolio Theory analyses, and integrates ongoing financial planning with regular portfolio reviews.

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.

Joseph Recznik is a financial advisor at Integritas Wealth Strategies, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles outside the financial services sector, such as landscaping and educational positions. Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, comprehensive financial planning, business-planning support, estate-plan coordination, and seasonal tax-preparation services. The firm uses tailored asset-allocation strategies involving fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a range of trading tools.

Tyson Strachan is a Series 65-registered advisor with Oceanside Advisors LLC in Mount Pleasant, SC, and has seven years of industry experience. He has worked at Oceanside Advisors since 2019 and previously played professional hockey with the Rochester Americans and Cardiff Devils. Oceanside Advisors serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary investment management, financial planning, ERISA 3(38) fiduciary plan management, and 401(k) consulting. The firm employs a fee-based model and integrates fundamental and cyclical analysis in its investment approach while offering client education through seminars and workshops.

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.

Johann Kroll is a CFP®, CFA®, and Series 65-licensed advisor with 11 years of industry experience. He has been with Oceanside Advisors LLC since 2014 and is the founder and investment advisor of The Hockey Wealth Group Canada LLC. Kroll is also licensed as an insurance agent and spends a small portion of his time selling insurance products. Oceanside Advisors LLC is a fee-based advisory firm with a team of four advisors managing approximately $184 million for individual and high-net-worth clients, as well as retirement plans. The firm provides discretionary portfolio management and financial planning services, implementing tailored investment strategies under written policy statements and offering ongoing client support.

Joseph Nicholson is a financial advisor with Nicholson Wealth Management Group in Charleston, SC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network and related Wells Fargo entities from 2009 to 2023. Outside of his advisory role, he is co-owner of a real estate management business in Charleston. Nicholson Wealth Management Group provides discretionary and non-discretionary investment management and personalized financial planning to individuals, including high net worth clients, as well as institutional entities such as family offices and foundations. The firm manages portfolios using a tailored asset allocation process that incorporates fundamental and technical analysis, focusing primarily on mutual funds and ETFs while also considering equities, bonds, and REITs.

Tyler Peterson is a CFP® with four years of industry experience, currently advising at Runey & Associates Wealth Management in Mount Pleasant, SC. His prior experience includes roles at Deloitte and CohnReznick, as well as a position at St. Bonaventure University. Runey & Associates Wealth Management offers discretionary portfolio management and integrated financial planning to individual and high-net-worth clients, focusing on ETF-based model portfolios and strategic asset allocation tailored to clients’ time horizons and risk tolerances. The firm also conducts retirement-planning workshops and seminars, with fees often donated to educational institutions.

Christopher Langlois is a financial advisor at Integritas Wealth Strategies, LLC with one year of industry experience. He holds a Series 65 designation and has worked at FIS Global since 2014. Outside of his advisory role, he occasionally creates special purpose vehicles to fund projects unrelated to his advisory business. Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management and comprehensive financial planning, including business-planning support and estate-plan coordination. The firm employs tailored asset-allocation strategies using a mix of fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis.

James Kempson is a financial advisor at Telos Capital Partners with a Series 65 credential and two years of industry experience. He previously worked at Carr, Riggs, & Ingram LLC, The Lanning Group LLC, and Baldwin & Associates LLC. Telos Capital Partners serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, retirement plan consulting, and bookkeeping services. The firm operates on a fee-only basis and employs a discretionary investment approach that integrates passive and active strategies, fundamental analysis, and modern portfolio theory.