Matthew McGee is a financial advisor at Integritas Wealth Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Fidelity Investments, and Edward Jones. McGee has experience in both the public and private sectors, including roles with the South Carolina Senate and the South Carolina Trucking Association. Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management and comprehensive financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor asset-allocation strategies and manages accounts on a discretionary basis.

Scott Shubert is a financial advisor at Blue Granite Capital, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Blue Granite Capital since 2003, with prior experience at Performa Limited (US) LLC from 2014 to 2017. Blue Granite Capital serves individuals—including high-net-worth and non-HNW clients—pension and profit-sharing plans, and corporations by providing discretionary portfolio management, retirement plan investment management, and sub-advisory services. The firm manages approximately $109 million in client assets and is notable for its role as investment manager to collective investment trusts for tax-qualified retirement plans, its capacity as a Section 3(38) ERISA fiduciary, and sub-advisory support to other advisory firms.

Matthew Dailey is a financial advisor with Imprint Wealth LLC in Mount Pleasant, SC. He holds a Series 65 designation and has been working in the industry since 2023. Prior to his advisory career, he spent six years with the Brentwood Union School District. Imprint Wealth, LLC is an SEC-registered adviser serving individuals, families, trusts, businesses, charitable organizations, and institutions. The firm provides customized investment management and financial planning with a long-term, tailored approach that combines fundamental and technical analysis across various asset types.

Michael Grueneberger is a financial advisor with Tidehaven Wealth, LLC in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Tidehaven Wealth since 2015 and previously worked at Triad Advisors, Inc. from 2015 to 2017. Outside of advisory work, he operates Financial Stewards Group LLC, which provides group health insurance and disability income commissions, and he is also an independent insurance agent servicing fixed insurance products. 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 tailors advice to clients’ objectives and risk tolerances, employing a mix of charting, fundamental, technical, and cyclical analysis across various investment vehicles.

Kristofer Harrison is a CFP® professional at Northeastern Financial Consultants, Inc. in Mount Pleasant, SC, with 19 years of industry experience. He has been with Northeastern Financial Consultants since 2007. Northeastern Financial Consultants serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment advisory services, financial planning, and retirement-plan consulting. The firm manages approximately $73 million across about 95 clients and focuses on non-discretionary investment management using fundamental analysis and a combination of long- and short-term investments.

Jason Mengel is a CFP® with 17 years of industry experience. He has been with Fusion Capital, LLC since 2010 and is the sole owner of Mengel Financial Group, which sells life insurance products. Fusion Capital, LLC provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and legal entities. The firm uses actively managed model portfolios, options strategies, and sub-advisers, combining quantitative optimization, technical analysis, and third-party research to tailor portfolios to clients’ investment objectives and risk tolerance.

Patrick Gaul is a CFP® and holds a Series 65 license, with eight years of industry experience. He has worked at Oceanside Advisors LLC since 2017. Outside of his advisory role, he previously played for the South Carolina Stingrays from 2013 to 2019. Oceanside Advisors LLC is a fee-based firm with a four-advisor team managing approximately $184 million for individual and high-net-worth households, as well as retirement plans. The firm provides discretionary portfolio management, financial planning, ERISA 3(38) plan services, and 401(k) consulting, utilizing tailored strategies based on written investment policy statements and regular account reviews.

Hector Molini is a financial advisor at Warren Capital Group with seven years of industry experience. He holds a Series 65 designation and has worked at Warren Capital Group since 2018, following two years at Baltazar Group. Outside of his advisory role, he owns and operates HEM Consulting LLC, a management consulting business. Warren Capital Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, and business entities. The firm offers a wrap fee program that integrates portfolio management, monitoring, and administrative services, constructing diversified portfolios tailored to clients’ financial situations and investment objectives.

Aulden Hopper is a financial advisor at Saos Capital, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Warby Parker and Sunglass Hut. 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 in a relative-strength, top-down process and manages approximately $208 million across more than 500 client accounts.

Theodore Fairchild is a financial advisor at Flip Flops and Pearls, LLC in Mount Pleasant, SC. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked in marketing and spent several years at Sol Surfers. Flip Flops and Pearls is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a fiduciary, collaborative approach and utilizes primarily passive investment strategies grounded in Modern Portfolio Theory, while offering a mix of bespoke planning and technology-enabled solutions.

Matthew Erickson is a financial advisor at Convergent Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Medcare Urgent Care since 2012. Erickson is also a licensed real estate agent in South Carolina, primarily handling real estate transactions for himself and his family on a limited basis. Convergent Financial Group provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation approach utilizing proprietary portfolios including ETFs, mutual funds, equities, and options overlays to manage risk.

Roman Puglise is a financial advisor at Upholdings with a Series 65 designation and three years of industry experience. He previously worked at Mariner Wealth Advisors and United Bank. Outside of finance, he plays professional lacrosse in the Premier Lacrosse League during the season. Upholdings primarily serves high-net-worth individuals through discretionary portfolio management and tailored investment solutions, employing a fundamental bottom-up research approach with a focus on risk management and client-specific customization.

Michael Pate is a financial advisor at Southern Capital Management Corporation in Charleston, SC, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Southern Capital Management since 1993. Southern Capital Management provides investment advice and portfolio management to retirement and private accounts, serving approximately 80 clients with $38 million in assets under management. The firm employs a non-discretionary investment approach combining macroeconomic analysis, value screening, and technical analysis, and offers regular market commentary and reporting to clients.

Grant Maddox is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hampton Park Financial Planners in Charleston, SC. He previously worked at DWM Financial Group, Inc. and Morrow Retirement Planning. Maddox also provides financial planning services with Origin Investment Advisory LLC d.b.a. Origin Financial. Hampton Park Financial Planners serves individuals, high-net-worth clients, businesses, and employer-sponsored retirement plans with comprehensive financial planning, investment management, and workplace financial wellness services. The firm uses a blend of passive and active strategies based on modern portfolio theory and offers a dedicated Socially Responsible Investing option.

Stuart Pyne is a CFP® professional with three years of industry experience, currently serving at Hampton Park Financial Planners in Charleston, SC. His prior experience includes roles at Family Financial, Charleston Financial Advisors, and South Bay Financial Partners. Outside of financial advising, Pyne is employed as a retail sales associate at Gibby's Bottle Shop, focusing on the spirits industry. Hampton Park Financial Planners is a fee-only firm managing approximately $19.7 million for around 53 clients, including individuals, businesses, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and investment management using a combination of passive and active strategies, with services that include estate-planning facilitation and workplace financial wellness.

John Carey is a CFP® with 20 years of experience in the financial industry, serving as the sole advisor at JP Wealth Management, Inc. since 2004. He also serves as a board member and shareholder of Cube Components, Inc., an electronic components company based in Mt. Pleasant, SC. JP Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a globally diversified asset allocation strategy combining passive and indexed holdings with select active managers and tactical adjustments, managing approximately $252.4 million in assets.

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.

Bryan Taylor is a CFP® professional with eight years of industry experience, currently serving as an advisor at Oak Street Advisors since 2015. He is based in Myrtle Beach, SC, and works at a small firm with a total of two advisors. Oak Street Advisors provides fee-only financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, along with retirement plan consulting for businesses and plan sponsors. The firm employs customized investment strategies including a Core ETF approach, dividend-income, and concentrated growth portfolios, and is noted for its regular client communications and specific trading practices.

William Weglein Jr. is a financial advisor with Alere Planning LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Alere Planning LLC since 2017 and previously held roles at Purshe Kaplan Sterling Investments and Securities America Advisors. His other business activities include acting as an agent for fixed and traditional insurance products. Alere Planning LLC provides personalized financial planning and investment management to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm focuses on clients experiencing complex life transitions and employs a collaborative planning process, managing assets using tailored allocation models that incorporate both active and passive strategies.

Lester Detterbeck III is a CFP® and CFA® with 26 years of industry experience. He has been with Detterbeck Wealth Management since 1999 and is also chairman of the accounting firm Detterbeck, Johnson & Monsen, a role he has held since 1976. Detterbeck Wealth Management is a small SEC-registered firm based in Mt. Pleasant, SC, managing approximately $252 million. The firm serves individuals, trusts, estates, and business entities, offering discretionary investment management and comprehensive financial planning with a Core & Satellite investment approach that combines low-cost passive allocations and actively managed satellite exposures.