John Huddleston is a financial advisor at Telos Capital Partners with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Family Asset Management, LLC and King Street Wealth Management Ltd. Co. Telos Capital Partners serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses, offering investment management, financial planning, and retirement plan consulting. The firm uses a blend of passive and active strategies and provides tax-aware planning supported by a compact, multi-disciplinary team.

Paul Martin is a financial advisor with Eagles Coast Wealth Management, LLC in Daniel Island, SC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at several firms, including FundFarm and Saxony Securities, and has been with Eagles Coast Wealth Management since 2018. Outside of his advisory role, 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 and focuses on customized portfolio management and financial plans aligned with client goals and risk tolerance.

David Erb is a financial advisor at Merrion Investment Management Co., LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrion Investment Management since 2006. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets and serves individuals, family trusts, non-profit organizations, pension plans, corporations, and institutional clients. The firm uses a research-based investment process focused on exchange-traded equities and fixed-income securities, employing borrowing and derivatives in separately managed accounts to implement positioning or hedging strategies.

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.

Michael O'Connor is a CFP® professional with 11 years of industry experience. He is currently with Capasso Planning Partners LLC and has previously worked at UBS Financial Services and Summit Financial, LLC. Capasso Planning Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a range of investment instruments and integrates ongoing financial planning with quarterly reviews, applying fundamental, quantitative, and Modern Portfolio Theory analyses to construct and rebalance client portfolios.

William Bastian is a financial advisor at Loveland & Bastian Financial Services Group, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Banks Construction, United Rentals, The Citadel, and Bishop England High School. Loveland & Bastian Financial Services Group provides tailored investment advisory services to individual and corporate clients, managing approximately $65 million in assets. The firm uses a combination of fundamental and technical analysis in portfolio construction and primarily manages non-discretionary accounts where clients retain trade execution authority.

Mark Conrad is a Series 65-licensed financial advisor with Investor Advisory Group in Charleston, SC, where he has worked since 2018. He has five years of industry experience, including prior roles at Invista SARL and The Lycra Company. Investor Advisory Group serves individuals, pension and profit-sharing plans, trusts, and estates by providing portfolio management, limited financial planning, and retirement plan advisory services. The firm manages assets on a non-discretionary basis, using a proprietary database to tailor long- and short-term investment strategies to each client’s profile.

John Rivers is a financial advisor at Southern Capital Management Corporation with one year of industry experience. He holds a Series 65 designation and has worked in various roles, including at Smart Renovations, City Lights Eastside, and the Historic Charleston Foundation. Outside of finance, he has been involved with small businesses such as Tidal Grounds Coffee and Lago Tacos. Southern Capital Management serves individual clients with retirement accounts, trusts, and private accounts, offering retirement income planning and wealth-management advice. The firm uses a growth-at-a-reasonable-price investment philosophy combined with top-down macroeconomic analysis and fundamental equity screening, operating on a strictly non-discretionary basis with client-directed trade decisions.

Nicholas Schilkey is a Series 65-licensed financial advisor with Oceanside Advisors LLC, where he has worked since 2024. He has one year of industry experience and previously held roles with IF Bjorkloven, Iserlohn Roosters, Willes-Barre/Scranton Penguins, Bridgeport Islanders, and Charlotte Checkers Hockey. Oceanside Advisors LLC is a fee-based advisory 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, using tailored investment strategies reviewed quarterly.

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.

Cyrus Amini is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Hyphen Wealth Management and has previously worked at Helium Advisors and Charlesworth & Rugg dba Highline Wealth Partners. Outside of his financial advisory role, he is also a practicing lawyer. Hyphen Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, using a combination of fundamental, quantitative, and modern portfolio theory within a long-term trading framework.

Russell Renfrow is a financial advisor at Curran Financial Partners, LLC with three years of industry experience. He holds Series 65 and Series 66 designations and has worked in various roles including positions at Block Advisors and Odingard Capital Management. Outside of his advisory work, he is 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. The firm employs both passive and active investment strategies, using technical analysis as a primary method, and offers sub-advisory services to an exchange-traded fund with a political-activity screen.

David Turner is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Apollon Financial, LLC and has previously worked at LPL Financial, Good Life Advisors, and Waddell & Reed, Inc. Outside of his advisory roles, he is involved in a health and wellness business through Melaleuca, Inc. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a combination of centralized model strategies and advisor-led portfolios.

Kaylee Urbanek is a financial advisor at Curran Financial Partners, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Annex Wealth Management, Charter Capital Management, and Altar'd State. 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 alongside written financial plans and access to accounting services through referrals. The firm also serves as a sub-adviser to an exchange-traded fund and employs investment strategies that include client-specific policies and active technical analysis.

Anthony Seifert is a financial advisor at Alden Investment Group with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Kestra Advisory Services, Kestra Investment Services, Bank of America, and Merrill Lynch Pierce Fenner & Smith. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, along with a proprietary platform that provides integrated management of held-away assets and fiduciary services for employer plans.

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.

John Vansant is a financial advisor at Fidelis Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cascade Financial Management, Apollon Wealth Management, and LPL Financial, among others. Fidelis Wealth Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement-plan consulting, and estate-planning facilitation. The firm’s investment approach emphasizes tailored asset allocation using modern portfolio theory and a variety of analytical tools, implementing strategies across multiple account types and utilizing third-party platforms and sub-advisors.

Claudia Bellars is a CFP® with 34 years of experience in the financial services industry. She is currently with Bellars Harris Wealth Management, a team-based firm where she has worked since 2026. Her prior experience includes roles at Consolidated Planning Corporation, Raymond James Financial Services, Bank of America, and Merrill Lynch. Bellars Harris Wealth Management provides personalized financial planning and investment management services to individuals, trusts, estates, and qualified retirement plans. The firm employs a fundamentally driven, long-term investment approach tailored to each client’s objectives and offers a range of services including retirement plan advisory and family-office style coordination.

John Dugan is a financial advisor at Ellsworth Advisors, LLC in Charleston, SC, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Ellsworth Advisors since 2019 and previously worked at Samco Capital Markets, Inc. from 2014 to 2019. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm employs a variety of analytic approaches and offers customized portfolio management, pension consulting, and family office support, combining private fund and alternative investment access with traditional advisory services.