Nicholas Holmes is a financial advisor at Objectivity Squared Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates Inc for 11 years. Holmes is also involved with Objectivity Squared Insurance Solutions LLC, where he spends a small portion of his time on fixed insurance sales. Objectivity Squared Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary wealth management, investment management, and financial planning services. The firm manages approximately $401 million in client assets and employs customized portfolios that emphasize low-cost mutual funds and ETFs while incorporating fundamental and technical analysis.

Michael Williamson is a financial advisor at Advisor.com with 14 years of industry experience. He holds a Series 66 designation and has previously worked at First Citizens Bank, Wells Fargo, and Merrill. Advisor.com provides investment management and financial consulting primarily to individual investors through a model-based, non-discretionary approach. The firm also operates an online referral platform and offers services including financial planning and third-party tax preparation.

Erik Flegal is a financial advisor at Imprint Wealth LLC in Mount Pleasant, SC, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has held positions at Eudaimonia Partners, Wells Fargo Clearing, and Morgan Stanley. Outside of advising, he owns Red Carpet Charleston LLC, a non-investment business, and is involved in insurance sales. Imprint Wealth LLC serves individuals, families, trusts, businesses, charitable organizations, and institutions, providing customized investment management and financial planning. The firm employs a long-term, tailored approach that combines fundamental and technical analysis across various investment vehicles, with ongoing portfolio monitoring and occasional use of independent managers.

Martha Clark is an investment advisor representative at Harbour Wealth Management Group, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at M Holdings Securities, Inc. and Harbour Wealth Management Group since 2023. Outside of her advisory role, she is a licensed insurance agent. Harbour Wealth Management Group provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $266 million in assets and employs a fundamental, long-term investment approach focused on low-cost mutual funds and ETFs, while maintaining the ability to rebalance or trade as needed.

Kenson Marbut is a financial advisor with Red Triangle, LLC (dba Alphavest) in Mt. Pleasant, SC. He holds a Series 66 designation and has one year of industry experience. Prior to joining Red Triangle, he worked at Raymond James & Associates and Wells Fargo Advisors. Alphavest provides investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, primarily serving non‑high‑net‑worth clients through a proprietary online investment management program and a full‑service financial planning option. The firm uses a guided Risk and Time Horizon Questionnaire to allocate clients into discretionary model portfolios while emphasizing active diversification and periodic rebalancing.

Matthew McGee is a financial advisor with Integritas Wealth Strategies, LLC in Charleston, SC. He holds the Series 66 designation and has six years of industry experience. His prior work includes roles at Ameriprise, Fidelity Investments, Edward Jones, and several positions outside finance, including work with the South Carolina Trucking Association and involvement in political campaigns. Integritas Wealth Strategies provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, businesses, and trusts. The firm employs a tailored investment approach using a range of securities and strategies, supported by affiliated entities offering tax preparation, IRS representation, and insurance products.

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® and Series 65-licensed financial advisor with seven years of industry experience. He currently works at Hampton Park Financial Planners and also serves as a financial planner at Origin Investment Advisory LLC. His prior work includes five years at DWM Financial Group, Inc. Hampton Park Financial Planners is a fee-only firm offering comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, and employer retirement plans. The firm employs a blend of strategic and tactical asset allocation using both passive and active investment vehicles, with an available socially responsible (ESG) strategy.

Stuart Pyne is a CFP® with three years of experience in the financial advisory industry. He is currently with Hampton Park Financial Planners and has held positions at several firms, including South Bay Financial Partners and Charleston Financial Advisors. Outside of finance, Stuart works as a retail sales associate specializing in the spirits industry. Hampton Park Financial Planners is a fee-only firm serving individuals, including high-net-worth clients, and employer retirement plans. The firm uses a blend of strategic and tactical asset allocation with passive and active investments and offers multiple planning engagement types alongside discretionary portfolio management.