Paul Martin is a financial advisor with Eagles Coast Wealth Management, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Morgan Stanley, Saxony Securities, and FundFarm, among others. Martin is a 50% owner of Dolabra, LLC, a marketing company. Eagles Coast Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations, pension plans, charitable institutions, estates, and trusts. The firm manages approximately $50 million in discretionary client assets, emphasizing customized portfolio construction based on fundamental, technical, and cyclical analysis.

Larry Fisher is a financial advisor with J. Benjamin Financial, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Grove Point Investments, Edge Accountants and Advisors LC, H. Beck, Inc., Symphony Financial, Ltd. Co., and LPL Financial. Outside of his advisory work, he is involved with Edge Accountants and Advisors LC, providing services related to client accounting systems. J. Benjamin Financial serves individual and high net worth clients with discretionary asset management, financial planning, and consulting. The firm employs a customized investment approach incorporating technical analysis and various purchase strategies, while also offering coordinated tax and accounting services through its team.

Edward Carlton is a financial advisor with GenerousWealth, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Citigroup Global Markets, Wells Fargo Clearing, Independent Advisor Alliance, and LPL Financial. He co-founded GenerousWealth in 2020 and continues to provide investment advisory services there. GenerousWealth, LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a long-term investment approach based on Modern Portfolio Theory. The firm manages portfolios across mutual funds, ETFs, equities, and annuities under client-specific Investment Policy Statements and incorporates both a wrap fee program and algorithm-driven portfolio construction through the Betterment for Advisors platform.

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.

James Robbins is a CFP®-certified financial advisor with 35 years of industry experience. He has been with Robbins Financial Advisory Service, Inc. since 1991. Outside of his advisory work, Robbins maintains ownership of a business handling insurance renewals from prior sales, although he is no longer licensed in insurance. Robbins Wealth Management serves individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach supplemented with tactical investments in equities, fixed income, and options, offering both discretionary and non-discretionary account management along with in-house tax preparation and trust accounting services.

Russell Renfrow is a financial advisor at Curran Financial Partners, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Curran, he held positions at several firms including Block Advisors and Odingard Capital Management. He is also the owner and manager of Fe2O3 Petroleum, LLC, which holds oil and gas mineral, royalty, and working interests. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, using both passive and active investment strategies, including technical analysis. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisor representatives.

Matthew Davis is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at PFS Investments Inc., Primerica Financial Services, and Northwestern Mutual. He also engages in sales of non-investment home security and automation products through affiliated companies. AMB Wealth serves individual clients, including high-net-worth individuals, and various institutional investors. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, employing an investment process that integrates fundamental and technical analysis overseen by a Portfolio Management Committee.

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.

Christopher Mcquade is a financial advisor with Curran Financial Partners, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Curran Financial Partners since 2019, following roles at Pruco Securities, LLC, Allstate, and Healthmarkets. Mcquade 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, employing both passive index-based and active investment strategies with an emphasis on technical analysis. The firm also offers sub-advisory services to an exchange-traded fund and integrates insurance sales alongside investment management.

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.

Nathan Lowther is a financial advisor with AMB Wealth, LLC in Summerville, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Edward Jones, ALPS Distributors Inc, Guardian Life Insurance Co, and Transamerica Capital Inc. Outside of his advisory work, he co-owns and manages a consulting networking group, JCRL Ventures LLC. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach combines fundamental and technical analysis with individualized account management, supported by affiliated businesses that enhance its product capabilities.

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, Inc., and Northwestern Mutual. He is 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, utilizing both passive, index-based portfolios and active management with technical analysis. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisor representatives.

Brian Gardner is a financial advisor at Bull Harbor Capital LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at National Financial Services LLC and Fidelity Investments. Gardner is based in Summerville, South Carolina. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a range of investment vehicles, maintaining ongoing oversight through independent managers and third-party platforms.

Mark Pyles is a CFA® charterholder and financial advisor with Greenwood Capital Associates, LLC, where he has worked since 2021. He has four years of industry experience and serves clients from Summerville, SC. Outside of his advisory role, he is the Director of the School of Business Investment Program at the College of Charleston, overseeing a student-managed fund and related educational events. He is also a general partner at MKP Consulting, providing educational materials on financial and investment topics. Greenwood Capital Associates is an SEC-registered firm managing approximately $1.7 billion across a diverse client base including individuals, families, institutions, and municipalities. The firm offers financial planning, discretionary portfolio management, and sub-advisory services with investment decisions guided by a weekly Investment Committee using a top-down approach.

Michael Baer is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, W&S Brokerage Services, and Western Southern Life. Baer 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 utilizes both passive and active investment strategies, including technical analysis, and serves as a sub-adviser 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.