William Gunderson is a financial advisor at Gunderson Capital Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gunderson Capital Management since 2006, including a brief tenure at Southport Capital in 2021. Gunderson Capital Management provides customized investment management and financial planning services to individuals, high-net-worth clients, and select corporations, managing approximately $395.8 million in client assets. The firm uses discretionary portfolio management informed by each client’s Investment Policy Statement and employs a range of strategies including charting, fundamental and technical analysis, as well as long- and short-term positions.

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, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining IA Network in 2023, he worked at Red Oak Capital Management, Hayden Royal LLC, Great Lakes & Atlantic Wealth Management and Advisory Partners, and has operated Tice McNinch Capital Management, Inc. since 1999. He also provides education and research through SquiggleTrader, focusing on trend following trading systems. IA Network offers discretionary and non-discretionary investment management and financial planning primarily for individual and high-net-worth clients, along with services for businesses, institutions, and retirement plans. The firm employs tailored portfolio construction and integrates multiple analytical approaches, operating as a collective of smaller advisory practices sharing infrastructure.

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.

Edward Carlton is a financial advisor with GenerousWealth, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at GenerousWealth since 2020 and previously held roles at LPL Financial and Independent Advisor Alliance, LLC. GenerousWealth, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning with a long-term investment approach. The firm combines traditional broker-dealer custodianship with a digital advisory platform, managing approximately $96 million across about 256 clients.

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.