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.

Christopher Mise is a financial advisor at GenerousWealth, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Independent Advisor Alliance, LLC. Outside of his advisory role, he is a registered notary for the state of South Carolina. GenerousWealth, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm combines traditional and digital investment approaches, including a goal-based advisory option through a MoneyDove/Betterment arrangement, and applies modern portfolio theory with a long-term trading orientation.

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.

Kimsey Hollifield is a financial advisor at HFG Capital with nine years of industry experience. She holds a Series 65 designation and has worked at several firms including Brookstone Wealth Advisors and Alphastar Capital Management. Outside of her advisory role, she owns and operates Hollifield Financial Group, which offers insurance sales and investment advisory services. HFG Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm emphasizes long-term trading and regularly reviews client accounts while fulfilling a fiduciary role for retirement accounts.

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.

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.

John Weishar is a Series 66-licensed advisor with six years of industry experience, currently serving at Scipio Financial LLC since 2025. His prior roles include positions at Kovack Securities, Kovack Advisors, Guardian Life, Edward Jones, and a part-time senior account executive role at TradePending, a software-as-a-service company. Scipio Financial LLC provides discretionary investment management and financial planning services to trusts, estates, small businesses, corporations, and individual or high-net-worth clients. The firm follows a primarily long-term, customized investment approach utilizing exchange-traded funds, individual equities, bonds, and other instruments, with ongoing portfolio monitoring and review.

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.

Terry Scipio is a financial advisor at Scipio Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Kovack Advisors, LPL Financial, Primerica Advisors, Guardian Life Insurance Company, and Northwestern Mutual Investment Management. He is also a licensed insurance agent involved in insurance sales and implementation. Scipio Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm constructs customized portfolios primarily using exchange-traded funds and individual equities, applying fundamental, technical, and cyclical analysis with a long-term orientation complemented by shorter-term trading as needed.

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.

Thomas Copeland Jr. is the sole advisor at C2G Capital Management LLC in Summerville, SC, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed C2G Capital Management and C2G Ltd Co since 2005. Outside of advising, he serves as president of C2G Ltd Co, a government services business, dedicating significant time mostly during non-trading hours, and his firm also operates a tax preparation business. C2G Capital Management provides financial planning, discretionary portfolio management, and pension consulting primarily for individual clients, retirement plans, trusts, and business entities. The firm employs a long-term buy-and-hold investment approach within an asset allocation framework, using mutual funds, ETFs, and variable annuity sub-accounts, with portfolios tailored to client goals and risk tolerance and monitored regularly.

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.