Stuart Pyne is a CFP® with three years of experience in the financial advisory industry. He is currently with Hampton Park Financial Planners and has held positions at several firms, including South Bay Financial Partners and Charleston Financial Advisors. Outside of finance, Stuart works as a retail sales associate specializing in the spirits industry. Hampton Park Financial Planners is a fee-only firm serving individuals, including high-net-worth clients, and employer retirement plans. The firm uses a blend of strategic and tactical asset allocation with passive and active investments and offers multiple planning engagement types alongside discretionary portfolio management.

Nicholas Kalkas is a financial advisor at Daniel Island Wealth Management, LLC with two years of industry experience. Before entering the advisory field, he served in the United States Navy for 20 years and worked at the University of Chicago for one year. He holds a Series 65 designation. Daniel Island Wealth Management provides comprehensive financial planning and portfolio management to high-net-worth individuals, corporations, and charitable organizations. The firm employs a mix of fundamental and technical analysis alongside modern portfolio theory, favoring low-fee exchange-traded funds and long-term trading strategies.

Jonathan Schumacher is a financial advisor at Objectivity Squared Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Rivers Capital Group and Live Oak Capital. Outside of his advisory role, he is also licensed as a real estate agent with Maven Realty LLC, where he provides client services for real estate transactions. Objectivity Squared Wealth Management offers wealth management, discretionary investment management, and financial planning to individuals, charitable organizations, corporations, and retirement plans. The firm employs a long-term, discretionary investment approach using both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance.

Diane Blackwelder is a CFP® with 20 years of industry experience, currently serving as an advisor at Charleston Financial Advisors, LLC since 2008. She holds Series 63 and Series 65 licenses and is based in Charleston, South Carolina. Charleston Financial Advisors, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a long-term, passive asset allocation strategy focused on broadly diversified, low-cost mutual funds and ETFs, and provides financial planning and investment management services.

Alexander Opoulos IV is a financial advisor with Objectivity Squared Wealth Management in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for 11 years. Outside of his advisory role, Opoulos is a partner in Basic Kitchen, where he contributes to menu and event planning, and in A&B Waterway LLC, where he participates in strategic decisions related to real estate investments. 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 client assets and constructs customized portfolios emphasizing low-cost mutual funds and ETFs, employing both fundamental and technical analysis.

Jeffrey Geygan is a financial advisor with Global Value Investment Corporation, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining Global Value Investment Corporation, he served as Interim CEO and a board member of Rocky Mountain Chocolate Factory. Global Value Investment Corporation provides discretionary investment research and advisory services to individual and institutional clients, including high-net-worth investors and pooled vehicles. The firm employs a fundamental analysis approach supported by in-house and subsidiary research, managing portfolios with both short- and long-term strategies tailored to client needs.

Kellen Thayer is a financial advisor with Advisor.com, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Raymond James & Associates and Goldman Sachs & Co. LLC, as well as a position at the University of Pittsburgh. Advisor.com provides investment management and financial consulting primarily to individual investors through its model-driven, non-discretionary portfolio approach. The firm also offers financial planning and facilitates access to affiliated advisers via an online referral platform.

Charleston Financial Advisors, LLC was founded as a fee only firm in 1986, almost 40 years agp. Myles has been with Charleston Financial Advisors, LLC since early 2007. He specializes in financial planning strategies and investments. He oversees the management of all investment accounts, investment education, and research. Myles received a B.A. in History (Magna Cum Laude) and a B.A. in English Literature (Cum Laude) from the College of Charleston in 2006. He became a CFP® certificant and a Registered Investment Advisor Representative in 2010. In 2014 he received a Master's in Applied Economics from Johns Hopkins University in Washington, DC. Outside of the office he enjoys hiking, reading, fly fishing and spending time with his family.

James Carlson is a Series 65-registered advisor with Kinwell LLC in Charleston, SC, bringing 11 years of industry experience. He previously worked at Questis Advisor Partners, LLC from 2013 to 2017. Outside of Kinwell, Carlson is an independent trustee for Modern Capital Funds Trust and holds shares in Questis, Inc., a financial wellness software platform. Kinwell LLC provides investment advice and portfolio management to individual and high-net-worth clients, as well as consulting services for pension and employee benefit plans. The firm employs modern portfolio theory and a long-term trading approach, focusing on individualized investment policies and a diverse investable universe that includes alternative assets and third-party managers.

Paul Martin is a financial advisor at Eagles Coast Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Saxony Securities. Martin is also a 50% owner of Dolabra, LLC, a marketing company. Eagles Coast Wealth Management provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, charitable institutions, estates, and trusts. The firm manages roughly $50 million in discretionary client assets and implements a process combining fundamental, technical, and cyclical analysis to construct portfolios tailored to clients’ goals and risk tolerance.

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.

Michael O’Connor is a CFP® with 12 years of industry experience. He is currently an advisor at Capasso Planning Partners LLC and previously worked at UBS Financial Services and Summit Financial, LLC. Capasso Planning Partners provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers tailored investment programs primarily involving mutual funds and private equity funds, applying fundamental, quantitative, and Modern Portfolio Theory analyses to construct and manage client portfolios.

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.

John Rivers is a financial advisor at Southern Capital Management Corporation with one year of industry experience. He holds a Series 65 designation and has worked in various roles, including at Smart Renovations, City Lights Eastside, and the Historic Charleston Foundation. Outside of finance, he has been involved with small businesses such as Tidal Grounds Coffee and Lago Tacos. Southern Capital Management serves individual clients with retirement accounts, trusts, and private accounts, offering retirement income planning and wealth-management advice. The firm uses a growth-at-a-reasonable-price investment philosophy combined with top-down macroeconomic analysis and fundamental equity screening, operating on a strictly non-discretionary basis with client-directed trade decisions.

Helen Cox is a financial advisor at Red Triangle, LLC with 24 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Infinite Asset Management for seven years. Outside of her advisory role, she owns Perfect Day Connect, a consulting business based in Charleston, SC. Red Triangle, LLC, through its Alphavest division, provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers primarily online, simplified investment programs alongside comprehensive discretionary portfolio management combined with ongoing financial planning.

Steven Pickard is a CFP® professional with 14 years of experience in financial advisory services. He has been with Carswell Investments, LLC since 2011. Carswell Investments provides advisory services to individuals, families, and institutions, including high and ultra-high net worth clients, endowments, and foundations. The firm focuses on wealth management, institutional advisory, and qualified plan advisory, emphasizing strategic asset allocation through a blend of passive and active investments, with policies aimed at minimizing conflicts of interest.

Russell Renfrow is a financial advisor with Curran Financial Partners, LLC, holding Series 65 and Series 66 licenses and having three years of industry experience. He has worked in a variety of roles across financial and construction sectors, including positions at Erie Construction Mid-West, Block Advisors, and Odingard Capital Management. Renfrow is also the owner and manager of Fe2O3 Petroleum, LLC, an oil and gas interests company. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm offers both ongoing investment management and standalone financial plans, using a combination of passive index-based portfolios and active management with technical analysis.

Kaylee Urbanek is a financial advisor at Curran Financial Partners, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Annex Wealth Management and Charter Capital Management. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, utilizing both passive index-based portfolios and active management with technical analysis as a key method. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed representatives.

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.

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.