Jason Britton is a financial advisor at Reflection Asset Management with eight years of industry experience. He holds Series 66 and Series 65 designations and has worked at Reflection Asset Management since 2019, following roles at Sciens Sustainable/Work Capital, Barclays Capital Inc., and Lehman Brothers Inc. Additionally, he serves as CEO of Reflection Analytics, a software-as-a-service company in the technology sector. Reflection Asset Management provides discretionary portfolio management and consulting primarily for individual investors and advises two registered investment companies, including a large-cap ETF and a climate-focused fund. The firm utilizes a proprietary quantitative impact scoring framework to guide investment decisions across thematic U.S. and global equity strategies, offering separately managed accounts and model portfolios with institutional-style ESG modeling and rule-based management.

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 Series 65 credentials and one year of industry experience. Prior to joining Integritas Wealth Strategies, his work background includes roles in landscaping, education, and banking. Integritas Wealth Strategies offers discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, businesses, and trusts. The firm employs a tailored investment approach utilizing fundamental, technical, and cyclical analysis across a variety of securities, and integrates advisory services with insurance and tax-related offerings through affiliated entities.

Suzette Carrier is a CFP® certificant with 15 years of industry experience, currently serving as the sole advisor at JP Wealth Management, Inc. in Mt. Pleasant, SC. She has been with JP Wealth Management since 2008. JP Wealth Management provides financial planning, consulting, and discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a globally diversified investment approach combining passive and indexed holdings with select active managers and tactical adjustments, serving primarily high-net-worth clients.

Barry Kyte Jr. is a CFP® and CFA® with 19 years of industry experience. He is affiliated with Gunderson Capital Management and has worked in various roles at firms including TrustCore Financial, Southport Capital, and KnowCap Interactive. He serves as a board member for Foundation Investment Management, a United Methodist endowment based in Nashville, TN, in an unpaid capacity. Gunderson Capital Management provides customized investment management and financial planning primarily to individual and high-net-worth clients. The firm manages discretionary portfolios across multiple asset classes and employs both fundamental and technical analysis, with investment strategies tailored through individualized policy statements and regular account reviews.

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.

Gary Gerald is a financial advisor with The Marin Group Inc. in Charleston, SC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with The Marin Group since 1999. The Marin Group Inc. provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients, overseeing about $128 million across roughly 140 accounts. The firm employs a proprietary "Cycle Investing" methodology that combines fundamental and technical analysis to manage portfolios including equities, fixed income, ETFs, REITs, and options.

Matthew Pardieck is a financial advisor with Harbour Wealth Management Group, Inc. in Daniel Island, SC, holding CFP® and ChFC® designations and bringing 27 years of industry experience. His prior experience includes roles at Raymond James & Associates and M Holdings Securities, Inc. Outside of his advisory work, he is an author focused on business owners’ values and serves on the board of Jazz Artists of Charleston, a musical nonprofit. He also hosts a podcast interviewing philanthropists and community leaders. Harbour Wealth Management Group provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $266 million in assets, offering customized portfolios that emphasize low-cost mutual funds and ETFs within a fiduciary framework.

Christopher Corley is a financial advisor with Harbour Wealth Management Group, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior firms include Raymond James & Associates and M Holdings Securities, Inc. Outside of his advisory role, he serves as a director on the Town of Awendaw Board of Zoning Appeals. Harbour Wealth Management Group provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental, long-term investment approach with an emphasis on low-cost mutual funds and ETFs, and it sponsors a wrap fee program supported by an institutional custodian relationship.

Joseph Nicholson is a financial advisor with Nicholson Wealth Management Group in Charleston, SC, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Wachovia Securities. Outside of advisory services, he is co-owner of a real estate management company. Nicholson Wealth Management Group provides personalized financial planning and discretionary investment advisory services to individuals—including high net worth clients—as well as family offices, trusts, estates, private foundations, endowments, and qualified retirement plans. The firm manages approximately $322 million in assets on a discretionary basis, emphasizing a long-term investment approach guided by comprehensive client assessments and ongoing portfolio monitoring.

Jeremy Ellisor is a financial advisor at Convergent Financial Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at E & R Wealth Management, LLC since 2014. Ellisor is also licensed to sell insurance in South Carolina and dedicates approximately 10% of his time to this activity. Convergent Financial Group advises individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a long-term, allocation-driven investment approach using internally designed model portfolios primarily composed of ETFs, with discretionary management and integrated financial planning.

Tyler Peterson is a CFP® and Series 65 credentialed advisor at Runey & Associates Wealth Management with four years of industry experience. His prior experience includes roles at CohnReznick and Deloitte. Runey & Associates Wealth Management provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients. The firm uses model-based portfolios focused on ETFs and diversified allocations and offers retirement-planning educational workshops and seminars as part of its services.

Christopher Langlois is a financial advisor at Integritas Wealth Strategies, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Integritas, he worked at FIS Global for 12 years. Outside of his advisory role, he occasionally creates special purpose vehicles to fund projects unrelated to his advisory business. Integritas Wealth Strategies provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, businesses, and trusts. The firm utilizes a tailored investment approach that incorporates fundamental, technical, and cyclical analysis across a diverse range of securities, and offers related tax and insurance services through affiliated entities.

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.

Shawn Brunner is a CFP® professional with seven years of industry experience. He has worked at Coastal Wealth Advisors, LLC since 2021 and previously spent six years at Precision Financial Services. Coastal Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, qualified retirement plans, and other organizations. The firm employs a strategic asset-allocation, core-and-satellite approach that integrates both passive and active investment strategies, and it offers specialized business-owner services alongside individual financial planning.

William Avant is a financial advisor at Saos Capital, LLC in Mount Pleasant, SC, with 23 years of industry experience. He holds Series 63 and Series 66 credentials. Avant previously worked at Kovack Securities Inc. for five years and has been with Saos Capital since 2011. Outside of advisory work, he is involved in fixed insurance sales. Saos Capital provides discretionary asset management and comprehensive financial, estate, tax, and retirement planning services to individuals, high-net-worth clients, charities, and corporate pension plans. The firm employs a mix of fundamental and technical analysis with a relative-strength, top-down approach, managing portfolios on a discretionary basis and overseeing approximately $208 million across more than 500 client accounts.