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.

Jonathan Schumacher is a financial advisor at Objectivity Squared Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Rivers Capital Group and Live Oak Capital. Outside of his advisory role, he is also licensed as a real estate agent with Maven Realty LLC, where he provides client services for real estate transactions. Objectivity Squared Wealth Management offers wealth management, discretionary investment management, and financial planning to individuals, charitable organizations, corporations, and retirement plans. The firm employs a long-term, discretionary investment approach using both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance.

Alan Bastian 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 25 years of industry experience, including over two decades at his current firm. Loveland & Bastian Financial Services Group provides tailored investment advisory services to individual and corporate clients, managing approximately $65 million in assets across 155 accounts. The firm primarily serves high-net-worth and other individual clients, using a combination of fundamental and technical analysis, with a focus on non-discretionary client relationships.

Reggie Fairchild, CFP®, is the founder of Flip Flops and Pearls, a fee-only financial planning firm in Charleston. With a background in high-growth technology, entrepreneurship, and real estate, Reggie brings a thoughtful, creative approach to helping professionals make confident financial decisions aligned with their values. After leaving the fast pace of Washington, D.C. for Charleston in 2003, Reggie reshaped his own definition of success—an experience that continues to inform his planning philosophy of enjoying life today while preparing intentionally for the future. Flip Flops and Pearls serves high-achieving professionals, business owners, and families who want their money to support a life well lived, not just a balance sheet. Our clients are busy, thoughtful people navigating complex financial decisions and life transitions, from retirement and investments to taxes and long-term planning. As a fee-only firm, we work exclusively for our clients and do not earn commissions or sell products. Our comprehensive approach goes beyond portfolios, helping clients prioritize their time, energy, and resources so their wealth supports both their ambitions and their lifestyle. Life brings change, opportunity, and complexity. Our role is to act as a steady guide—bringing clarity, structure, and calm—so clients can move forward with confidence and enjoy the journey along the way.

Diane Blackwelder is a CFP® with 20 years of industry experience, currently serving as an advisor at Charleston Financial Advisors, LLC since 2008. She holds Series 63 and Series 65 licenses and is based in Charleston, South Carolina. Charleston Financial Advisors, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a long-term, passive asset allocation strategy focused on broadly diversified, low-cost mutual funds and ETFs, and provides financial planning and investment management services.

Alexander Opoulos IV is a financial advisor with Objectivity Squared Wealth Management in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for 11 years. Outside of his advisory role, Opoulos is a partner in Basic Kitchen, where he contributes to menu and event planning, and in A&B Waterway LLC, where he participates in strategic decisions related to real estate investments. 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 constructs customized portfolios emphasizing low-cost mutual funds and ETFs, employing both fundamental and technical analysis.

Jeffrey Geygan is a financial advisor with Global Value Investment Corporation, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining Global Value Investment Corporation, he served as Interim CEO and a board member of Rocky Mountain Chocolate Factory. Global Value Investment Corporation provides discretionary investment research and advisory services to individual and institutional clients, including high-net-worth investors and pooled vehicles. The firm employs a fundamental analysis approach supported by in-house and subsidiary research, managing portfolios with both short- and long-term strategies tailored to client needs.

Kellen Thayer is a financial advisor with Advisor.com, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Raymond James & Associates and Goldman Sachs & Co. LLC, as well as a position at the University of Pittsburgh. Advisor.com provides investment management and financial consulting primarily to individual investors through its model-driven, non-discretionary portfolio approach. The firm also offers financial planning and facilitates access to affiliated advisers via an online referral platform.

William Gunderson is a financial advisor at Gunderson Capital Management in Mount Pleasant, SC, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Torrey Pines Securities, Inc. and Southport Capital before joining his current firm. Gunderson Capital Management provides customized investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a variety of analytical approaches and implements individualized Investment Policy Statements, managing discretionary portfolios that include equities, corporate debt, and mutual funds.

David Van Rensselaer Jr. is a financial advisor at 360 Financial Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with 360 Financial Partners since 2014. In addition to his advisory role, he is involved in managing an investment-related holding company focused on property upkeep and management. 360 Financial Partners serves individual investors, retirement plan sponsors, trusts, estates, and business entities, managing approximately $159 million in discretionary assets. The firm offers asset management, financial planning, retirement plan services, and manages accounts using a combination of fundamental, technical, cyclical, and charting analysis.

Charleston Financial Advisors, LLC was founded as a fee only firm in 1986, almost 40 years agp. Myles has been with Charleston Financial Advisors, LLC since early 2007. He specializes in financial planning strategies and investments. He oversees the management of all investment accounts, investment education, and research. Myles received a B.A. in History (Magna Cum Laude) and a B.A. in English Literature (Cum Laude) from the College of Charleston in 2006. He became a CFP® certificant and a Registered Investment Advisor Representative in 2010. In 2014 he received a Master's in Applied Economics from Johns Hopkins University in Washington, DC. Outside of the office he enjoys hiking, reading, fly fishing and spending time with his family.

Jan Kuha is a financial advisor at J. Benjamin Financial, LLC with 15 years of industry experience. He holds a Series 66 designation and has been with J. Benjamin Financial since 2016. Outside of his advisory role, he owns Blue Granite Insurance, LLC, a property, casualty, and marine insurance business, and is a managing member and partial owner of JHJ Wellness, a nutrition and supplement store. J. Benjamin Financial serves individual and high net worth clients with discretionary asset management and financial planning. The firm uses both technical analysis and long- and short-term purchase strategies, offering customized investment solutions that include stocks, bonds, ETFs, mutual funds, and select private or real estate investments.

George Seignious III is a financial advisor at Pawleys Investment Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and also works with Atlantic Coast Advisory Group. In addition to his advisory roles, he is a licensed independent insurance agent in South Carolina. Pawleys Investment Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s approach combines fundamental and technical analysis with customized asset allocation, offering both discretionary portfolio management and private pooled equity funds for accredited investors.

James Carlson is a Series 65-registered advisor with Kinwell LLC in Charleston, SC, bringing 11 years of industry experience. He previously worked at Questis Advisor Partners, LLC from 2013 to 2017. Outside of Kinwell, Carlson is an independent trustee for Modern Capital Funds Trust and holds shares in Questis, Inc., a financial wellness software platform. Kinwell LLC provides investment advice and portfolio management to individual and high-net-worth clients, as well as consulting services for pension and employee benefit plans. The firm employs modern portfolio theory and a long-term trading approach, focusing on individualized investment policies and a diverse investable universe that includes alternative assets and third-party managers.

Samuel Mcninch IV is a financial advisor with IA Network, LLC in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has previously worked at Red Oak Capital Management, Hayden Royal LLC, and Great Lakes & Atlantic Wealth Management and Advisory Partners. Outside of advisory services, he provides education and research on trend following trading systems through SquiggleTrader. IA Network offers discretionary and non-discretionary investment management and financial planning primarily for individual and high-net-worth clients, utilizing a combination of fundamental, technical, cyclical, and behavioral research to guide portfolio construction and management.

John Huddleston is a financial advisor with Telos Capital Partners, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Family Asset Management and King Street Wealth Management. Telos Capital Partners serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with investment management, financial planning, retirement plan consulting, and bookkeeping services. The firm combines passive and active strategies, fundamental analysis, and modern portfolio theory in its discretionary portfolio management and maintains a compact team with expertise in tax-aware planning and retirement consulting.