Samuel Mcninch IV is a financial advisor with IA Network, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining IA Network in 2023, he worked at Red Oak Capital Management, Hayden Royal LLC, Great Lakes & Atlantic Wealth Management and Advisory Partners, and has operated Tice McNinch Capital Management, Inc. since 1999. He also provides education and research through SquiggleTrader, focusing on trend following trading systems. IA Network offers discretionary and non-discretionary investment management and financial planning primarily for individual and high-net-worth clients, along with services for businesses, institutions, and retirement plans. The firm employs tailored portfolio construction and integrates multiple analytical approaches, operating as a collective of smaller advisory practices sharing infrastructure.

David Erb is a financial advisor at Merrion Investment Management Co., LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrion Investment Management since 2006. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets and serves individuals, family trusts, non-profit organizations, pension plans, corporations, and institutional clients. The firm uses a research-based investment process focused on exchange-traded equities and fixed-income securities, employing borrowing and derivatives in separately managed accounts to implement positioning or hedging strategies.

William Bastian is a financial advisor at Loveland & Bastian Financial Services Group, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Banks Construction, United Rentals, The Citadel, and Bishop England High School. Loveland & Bastian Financial Services Group provides tailored investment advisory services to individual and corporate clients, managing approximately $65 million in assets. The firm uses a combination of fundamental and technical analysis in portfolio construction and primarily manages non-discretionary accounts where clients retain trade execution authority.

Mark Conrad is a Series 65-licensed financial advisor with Investor Advisory Group in Charleston, SC, where he has worked since 2018. He has five years of industry experience, including prior roles at Invista SARL and The Lycra Company. Investor Advisory Group serves individuals, pension and profit-sharing plans, trusts, and estates by providing portfolio management, limited financial planning, and retirement plan advisory services. The firm manages assets on a non-discretionary basis, using a proprietary database to tailor long- and short-term investment strategies to each client’s profile.

Cyrus Amini is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Hyphen Wealth Management and has previously worked at Helium Advisors and Charlesworth & Rugg dba Highline Wealth Partners. Outside of his financial advisory role, he is also a practicing lawyer. Hyphen Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, using a combination of fundamental, quantitative, and modern portfolio theory within a long-term trading framework.

Anthony Seifert is a financial advisor at Alden Investment Group with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Advisory Services, Bank of America, Merrill Lynch, and other firms. Seifert also operates a personal LLC established for tax purposes. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, retirement plans, nonprofits, and institutional clients. The firm emphasizes customized asset allocations combining proprietary strategies and third-party managers and utilizes integrated technology platforms to extend discretionary oversight and support fiduciary services for employer plans.

John Vansant is a financial advisor at Fidelis Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cascade Financial Management, Apollon Wealth Management, and LPL Financial, among others. Fidelis Wealth Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement-plan consulting, and estate-planning facilitation. The firm’s investment approach emphasizes tailored asset allocation using modern portfolio theory and a variety of analytical tools, implementing strategies across multiple account types and utilizing third-party platforms and sub-advisors.

Claudia Bellars is a CFP® with 34 years of experience in the financial services industry. She is currently with Bellars Harris Wealth Management, a team-based firm where she has worked since 2026. Her prior experience includes roles at Consolidated Planning Corporation, Raymond James Financial Services, Bank of America, and Merrill Lynch. Bellars Harris Wealth Management provides personalized financial planning and investment management services to individuals, trusts, estates, and qualified retirement plans. The firm employs a fundamentally driven, long-term investment approach tailored to each client’s objectives and offers a range of services including retirement plan advisory and family-office style coordination.

John Dugan is a financial advisor at Ellsworth Advisors, LLC in Charleston, SC, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Ellsworth Advisors since 2019 and previously worked at Samco Capital Markets, Inc. from 2014 to 2019. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm employs a variety of analytic approaches and offers customized portfolio management, pension consulting, and family office support, combining private fund and alternative investment access with traditional advisory services.

After graduating from the University of Dayton, Michael was like many other millennials (easy targets!); unsure of his career path and a lack of confidence in managing his own finances. Early in his career while working for one of the largest investment management firms in the country he attended the National Personal Financial Planner(NAPFA) conference. After hearing a few of the speakers(s/o Michael Kitces!), and meeting some of the attendees he knew financial planning was the field he wanted to pursue. He always had a passion for educating himself and others, and helping people along their financial journey quickly became his goal. Michael earned the CFP® (Certified Financial Planner™) designation in 2018 to learn fundamentals of comprehensive financial planning. The education covers Investments, Estate Planning, Insurance, Education Planning, Retirement Planning, and Cash Flow Management. In early 2020, Michael created Black Dog Financial Planning to help professionals and families in their 30s and 40s with their finances. After working at a few firms, he realized the majority of investment advisors primarily focus on pre-retirees and retirees. Meanwhile his peer group was significantly under-served. He launched the firm to make high quality financial advice more affordable and accessible for his peer group, and to help individuals and families live great lives by making smarter financial decisions. When Michael isn’t helping his clients, he’s spending time with his own family. He and his wife, Katie, were married in May of 2018 after relocating to Charleston from Chicago, IL. They welcomed their first child, daughter Annie Rose, on February 6, 2020. Annie joins big “fur-brother”, Barkley, to which the firm, Black Dog Financial Planning, gets its name. Barkley is a rescue from PAWS Chicago, a no kill animal shelter. Barkley was 3 months old and 25 pounds when Mike and Katie adopted him. He’s now 3 years old and 80 pounds and his favorite pastime is watching squirrels from the window and chasing them out of the backyard. Mike and Katie enjoy low-country living, especially golf, the beach, and oyster roasts, but also love to travel. They got engaged in Paris in 2017 and have traveled around Europe and Asia together. Next up, they hope to visit South America, Australia and Africa. They look forward to raising their family in the low-country and traveling together whenever they can. Read Michael's blog here: https://blackdogfp.com/blog

Matthew Ritt is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has worked at Ironview Capital Management, LLC since 2026 and previously spent nine years at Kinwell LLC and three years at Questis Advisor Partners, LLC. Ironview Capital Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a mix of fundamental, technical, and quantitative analysis to tailor asset allocations, employing various strategies including options and alternative investments.

Christian Salomone is Chief Investment Officer at Ballast Rock Private Wealth with 24 years of industry experience. His prior roles include 17 years at Goldman Sachs and positions at Merrill and Bank of America. He is president of the Yale Club of Charleston, a local alumni organization. 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 long-term, quantitatively informed investment approach tailored to client goals and risk tolerances.

Lisa Quadrini is a CFP® professional with 28 years of industry experience. She is currently with Brandywine Oak Private Wealth LLC, where she has worked since 2021. Her prior experience includes roles at Wells Fargo Clearing, UBS Financial Services, and Merrill. She also serves as a trustee for her mother’s trust. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management services. The firm emphasizes goal-oriented strategies based on family financial wealth plans, utilizing low-cost, diversified ETF core allocations along with tax minimization and behavioral finance principles.

Navarone Simpson is a financial advisor with Armstrong Dixon in Mount Pleasant, SC, holding CFP® and Series 66 designations and having 11 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors and LPL Financial. Outside of his advisory work, Simpson has engaged in non-investment activities such as driving for Lyft. Armstrong Dixon provides discretionary investment management and financial planning services to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm employs a strategic, global asset allocation approach that integrates active and passive strategies, third-party research, and risk-management metrics, managing approximately $447.5 million in assets for around 290 clients.

Tyler Mc Ardle is a financial advisor at Aspect Partners, LLC with seven years of industry experience. He holds the Series 66 designation and has held roles at firms including Almanack Investment Partners and Lincoln Financial Advisors. Aspect Partners serves a diverse client base including individuals, trusts, nonprofits, pension and profit-sharing plans, and businesses, providing asset management, financial planning, and retirement plan consulting. The firm uses quantitative and technical analysis, monitors portfolios actively, and incorporates third-party managers and advanced technology such as artificial intelligence in its investment process.

Robert Meyers is a financial advisor with Meyers Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Meyers serves as a trustee for family trusts. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion using individualized investment plans, employing strategies such as tactical asset allocation and value investing, and offers services including financial and estate planning, retirement plan advisory, and insurance guidance.

Paige Smith Ducey is a financial advisor at McLean Asset Management Corporation with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Bull Harbor Capital, Curran Financial Partners, and Voya Financial Advisors, among others. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-advisor team approach and develops portfolios based on Modern Portfolio Theory and broad asset-allocation principles.

Luke Parton is a ChFC® credentialed financial advisor at Adaptive Financial Consulting, LLC with 13 years of industry experience. He has been with Adaptive Financial Consulting since 2016 and is also an independent licensed insurance agent. Adaptive Financial Consulting, LLC is a six-advisor team based in Mount Pleasant, SC, managing approximately $547 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and educational seminars for small business owners, employing a range of analytic approaches and customized portfolio strategies.

Matthew Foederer is a financial advisor at Sovereign Financial Group, Inc. with a Series 65 license and two years of industry experience. His prior roles include positions at LPL Financial LLC, Hilltop Wealth Advisors, and Credit Suisse. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a primarily long-term, portfolio-focused investment approach using low-cost mutual funds, ETFs, individual securities, and options, supported by fundamental and technical analysis with AI tools.

Daniel Ruedi is a CFP® professional with nine years of industry experience, currently serving at Ruedi Wealth Management, Inc. since 2015. He is based in Johns Island, SC, and holds a Series 65 license. Ruedi Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $432 million in assets. The firm provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations, emphasizing diversified, buy-and-hold portfolios primarily using passive mutual funds and ETFs.