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.

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.

James Carroll is a financial advisor with Ballast Rock Private Wealth, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Toroso Investments and Longurn Capital Management. Ballast Rock Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and quantitative methods to tailor portfolios according to clients’ goals and risk tolerances.

Evan Quirk Garvan is a Series 65-credentialed financial advisor with Natural Investments, bringing seven years of industry experience. He has been with Natural Investments since 2015 and also works part-time with North Asheville Renovation and Repair, focusing on small renovation projects on historic homes. Natural Investments is a values-focused advisory firm serving individual clients—including high-net-worth households—as well as institutions and charitable entities, with an investment approach centered on asset-class diversification and socially responsible investing.

Richard Bryan Jr. is a CFP® with 20 years of industry experience and has been with Partners in Financial Planning, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Salem, VA. Partners in Financial Planning, LLC is a team of seven advisors providing discretionary investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets and employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs, supported by fundamental and technical analysis.

Alan Pedraza is a financial advisor with Burgess Investment Group, LLC, holding a Series 65 credential. He has two years of industry experience and previously worked at Lowe's and has been associated with Clemson University and other organizations. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients. The firm uses a multi-method investment approach and offers a broad range of strategies and investable products, including alternative and higher-risk instruments.

Walter Mortimer is a financial advisor at Coquina Private Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial and operated his own consulting business. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and employs a client-specific investment approach that includes both fundamental and technical analysis.

Jake Fetchen is a financial advisor with Ballast Rock Private Wealth in Charleston, SC. He holds a Series 65 license and has two years of industry experience, including time at 49 Financial prior to his current role. Outside of advising, he works as a fixed insurance agent. Ballast Rock Private Wealth offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor investments to clients’ goals and risk tolerances.

Kristiana Daniels is a CFP®-certified financial advisor at Fiduciary Financial Advisors with 10 years of industry experience. She previously spent eight years at Summit Wealth Partners, LLC before joining her current firm in 2024. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a strategic and tactical asset allocation approach, integrating fundamental, quantitative, technical, and model-manager analyses, and is notable for its digital-asset advisory capabilities combined with formal trust arrangements.

Caleb Thompson is a CFP® with six years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior roles include positions at Sigma Planning Corporation and Dixon Hughes Goodman LLP. He is also president of Cove Financial Solutions, where he provides life insurance and annuity recommendations and services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses model portfolios, discretionary or non-discretionary authority, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Rebecca Meister is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has seven years of industry experience. In addition to her advisory role, she is the CEO of The Meister Agency, LLC, an insurance agency, and also manages administrative duties for Meister Integrated Composites, LLC, a light industrial equipment business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm utilizes a platform relationship with Envestnet and serves clients through MOIS-approved model portfolios and third-party money managers.

William Bendt is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capitol Securities Management since 2015. His prior experience includes roles at JHS Capital Advisors, LLC and Scott & Stringfellow, LLC. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, consulting, and various wrap fee programs, operating as both a broker-dealer and registered investment adviser.

Aimee Horstman is a financial advisor with Synovus Securities, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Synovus Securities and Synovus Trust Company since 2012. Outside of her advisory role, she works as a suite attendant for a local concert venue. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm employs a risk-tolerance-based approach to portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

George Rabon is a CFP® professional with 12 years of experience in the financial services industry. He has worked at firms including Commonwealth Financial and Cetera before joining Savvy, where he has been since 2026. Outside of his advisory role, he is a member of Music Mobile, a business based in Mount Pleasant, SC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Christa Irwin is a financial advisor at Compass Financial Management LLC with two years of industry experience. She holds the Series 65 designation and has worked in roles including independent insurance agent and positions at firms such as RPI and Greene Point Partners. Outside of her advisory work, she has experience as a triathlete and homemaker. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm uses a combination of investment strategies including equities, fixed income, mutual funds, ETFs, and employs fundamental, technical, and cyclical analysis.

Jerry Koebel is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with BFC Planning, Inc. since 2016 and also operates as a registered representative providing investment, insurance, tax, retirement, estate, and financial planning services. He rents office space to a CPA and an attorney in Summerville, SC. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent advisory representatives who provide customized portfolio management and flexible fee arrangements.

John Carew is a financial advisor at Tandem Investment Advisors Inc with 35 years of industry experience. He has been with Tandem Investment Advisors since 1990 and holds Series 63 and Series 65 licenses. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios to a diverse group of institutional and individual clients. The firm uses a proprietary semi-quantitative process to limit volatility and typically manages portfolios consisting of 25–45 securities, serving nearly 10,000 client relationships with a relatively small investment team.

Adam Crotts is a financial advisor at First Citizens Asset Management, Inc. in Charleston, SC, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at First Citizens since 2016, previously spending brief periods at Wells Fargo Clearing and BB&T Investment Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs a multi-asset class investment approach combining fundamental, quantitative, and technical analysis, focusing on strategic asset allocation and manager research.

Todd Confarotta is a financial advisor with Kingsview Wealth Management, LLC in Charleston, SC. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 16 years at Edward Jones Investments and 9 years with Kingsview. He is also the owner of Fairharbor Advisors LLC. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, endowments, and institutional clients. The firm offers comprehensive wealth management and financial planning services, combining in-house portfolio strategies with third-party managers and access to alternative investments.