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.

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 is a CFP® and CFA® with 19 years of industry experience. He is currently with Gunderson Capital Management, where he has worked since 2019, and is also employed by Southport Capital LLC. Kyte serves as a board member for Foundation Investment Management, a Methodist endowment based in Nashville, TN, volunteering his time without compensation. Gunderson Capital Management provides customized investment management and financial planning services for individuals, high-net-worth clients, and select corporations, managing approximately $395.8 million in assets. The firm employs discretionary portfolio management strategies based on client Investment Policy Statements, utilizing charting, fundamental and technical analysis, and may engage in long- and short-term positions, trading, margin, and hedging techniques.

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.

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 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.

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® 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.

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.

Matthew Ohrenich is a CFP® with seven years of experience in financial advising. He is currently with Stillwater Private Wealth, where he has worked since 2026. His prior experience includes roles at Ethos Financial Group and The Fairman Group. Ohrenich is also the owner of Pioneer Private Wealth, an investment-related business based in Boulder, Colorado. Stillwater Private Wealth, founded in 2025, serves individuals, families, business owners, and employer plan sponsors. The firm offers discretionary wealth management, financial consulting, and retirement plan advisory services, employing a diversified investment approach that integrates quantitative and qualitative analysis with ongoing portfolio monitoring.

Mark Shaurette is a financial advisor at Fusion Capital, LLC with 14 years of industry experience. He holds a Series 65 credential and has been with Fusion Capital since 2015. In addition to his work in financial advisory, Shaurette is president and owner of SC Financial LLC, a tax preparation and accounting services firm. Fusion Capital provides discretionary investment management and financial planning services to a diverse client base, including individual and high-net-worth investors, trusts, retirement plans, charitable organizations, and corporations. The firm employs a tailored investment approach using quantitative optimization, technical analysis, and a range of actively managed model strategies.

David Loveland is a financial advisor with Loveland & Bastian Financial Services Group, LLC in Mt. Pleasant, SC. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having been with the firm since 2005. Loveland & Bastian Financial Services Group provides tailored investment advisory services to individual and corporate clients, managing approximately $65 million in assets. The firm emphasizes non-discretionary client relationships, combining fundamental and technical analysis with options strategies and stop-loss orders as part of its risk management.

James Behr Jr. is a financial advisor at Stillwater Private Wealth with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Blue Bell Private Wealth Management and Ethos Financial Group, LLC. Outside of his advisory role, he owns Palm Harbor Advisors, LLC, a business unrelated to investing. Stillwater Private Wealth is an independent SEC-registered investment adviser serving individuals, families, business owners, and employer plan sponsors. The firm offers discretionary wealth management, financial consulting, and retirement plan advisory services, constructing portfolios using a broad range of securities and employing both quantitative and qualitative analysis.