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 27 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC since 2021. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. In addition to her advisory role, she acts as a trustee for a family trust. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, providing financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs a goal-oriented investment approach with diversified ETF allocations, tax minimization strategies, and behavioral finance principles.

Christopher Mcquade is a financial advisor with Curran Financial Partners, LLC, holding Series 65 and Series 63 licenses and 14 years of industry experience. His prior positions include roles at Pruco Securities, LLC, Allstate, and Healthmarkets. He is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, using both passive and active investment approaches. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisor representatives.

Adam Curran is a CFP® professional with 17 years of industry experience. He is a managing member of B&B Media Group, LLC, a consulting and media buying business, alongside his role at Curran Financial Partners, LLC, where he has worked since 2016. Prior to that, he was with Global Financial Private Capital from 2013 to 2016. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses client-specific investment policies implemented through both passive and active management, incorporating technical analysis as a primary method.

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.

Francis Ferez is a financial advisor at Curran Financial Partners, LLC, holding a Series 65 designation and currently in his first year in the industry. Prior to joining Curran Financial Partners, he worked at Colonial Life for six years and attended Clemson University. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs both passive, index-based portfolios and active management strategies, including technical analysis, and also serves as a sub-adviser to an exchange-traded fund.

Noah Speaks is a financial advisor at Curran Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including at Clemson University and several service industry positions. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, employing both passive and active investment strategies with a focus on technical analysis. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisors.

Colin Stewart is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial LLC, South State Bank, Marshall & Sterling Wealth Advisors, and Northwestern Mutual. Stewart is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs both passive and active investment strategies, including technical analysis, and acts as a sub-adviser to an exchange-traded fund with a political-activity screen.

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.

Michael Baer is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including The Prudential Insurance Company of America and Pruco Securities LLC. He is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses both passive and active investment approaches, employing technical analysis and third-party managers, and also offers sub-advisory services to an exchange-traded fund with a political-activity screen.

Joseph Iafelice is a financial advisor with Curran Financial Partners, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Saw Service & Supply, Inc. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management. The firm also serves as a sub-adviser to an exchange-traded fund and incorporates client-specific investment policies with an emphasis on technical analysis and tailored financial planning.

David Sheaffer is a financial advisor at Curran Financial Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Putnam Retail Management for seven years before joining Curran Financial Partners in 2022. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management. The firm also serves as a sub-adviser to an exchange-traded fund and provides access to accounting services through referral arrangements.

Ross De Waard is a financial advisor at Curran Financial Partners, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Curran Financial Partners since 2022. Prior to joining the firm, he was involved with Maine Sport Outfitters and holds a license to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses both passive, index-based portfolios and active management with a focus on technical analysis, and offers sub-advisory services to an exchange-traded fund.

John Cummings is a financial advisor at Curran Financial Partners, LLC, holding a Series 65 credential. He has been in the industry since 2023 and has held positions at several firms including Beacon Pointe Advisors and Bee Street Advisory Group. Outside of finance, he has experience working with YETI Coolers and has been involved with the College of Charleston. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management as well as written financial plans. The firm acts as a sub-adviser to The God Bless America ETF (YALL) and incorporates client-specific investment policies that may include passive asset-class allocations or active approaches based on technical analysis.

Katherine Livingston is a financial advisor at Curran Financial Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Synovus. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management along with access to accounting services through a referral arrangement. The firm serves as a sub-adviser to The God Bless America ETF and employs client-specific investment policies that incorporate goals, risk tolerance, and other factors.

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.

Daniel Callahan is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He is currently with Ironview Capital Management, LLC and has prior experience at Summit Financial, LLC, Capasso Planning Partners LLC, and JBJ Invest. Ironview Capital Management, LLC manages approximately $1.15 billion for individuals, trusts, estates, and retirement plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and quantitative analysis across a variety of strategies and also manages an affiliated private equity fund.

Maxwell Blumberg is a financial advisor at Curran Financial Partners, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Curran Financial Partners, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Curran Financial Partners provides financial planning and discretionary portfolio management services primarily to individual and high-net-worth clients, utilizing both passive and active investment strategies that incorporate technical analysis. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed representatives.

James Carroll is a financial advisor at Ballast Rock Private Wealth in Charleston, SC, with 11 years of industry experience. He previously worked at Toroso Investments and Longurn Capital Management. He holds Series 65 and Series 63 licenses. Ballast Rock Private Wealth offers portfolio management, financial planning, and pension consulting services 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 portfolios to clients’ goals and risk tolerances.