Tyson Marlow is a financial advisor at Quartz Partners Investment Management with 18 years of industry experience. He holds a Series 66 designation and has held roles at firms including Blue Oak Group and Kalos Management. Outside of advisory work, Marlow co-owns Uniworks Cleaning, a commercial janitorial services company serving the Charleston, SC area. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management strategies. The firm combines top-down macro analysis with bottom-up stock selection across multiple model portfolios, offering discretionary account management, Sub-Account Overlay services, and model delivery through various platform arrangements.

Tyler Mc Ardle is a financial advisor at Aspect Partners, LLC with seven years of industry experience. He holds the Series 66 designation and has held roles at firms including Almanack Investment Partners and Lincoln Financial Advisors. Aspect Partners serves a diverse client base including individuals, trusts, nonprofits, pension and profit-sharing plans, and businesses, providing asset management, financial planning, and retirement plan consulting. The firm uses quantitative and technical analysis, monitors portfolios actively, and incorporates third-party managers and advanced technology such as artificial intelligence in its investment process.

Robert Meyers is a financial advisor with Meyers Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Meyers serves as a trustee for family trusts. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion using individualized investment plans, employing strategies such as tactical asset allocation and value investing, and offers services including financial and estate planning, retirement plan advisory, and insurance guidance.

Paige Smith Ducey is a financial advisor at McLean Asset Management Corporation with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Bull Harbor Capital, Curran Financial Partners, and Voya Financial Advisors, among others. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-advisor team approach and develops portfolios based on Modern Portfolio Theory and broad asset-allocation principles.

Luke Parton is a ChFC® credentialed financial advisor at Adaptive Financial Consulting, LLC with 13 years of industry experience. He has been with Adaptive Financial Consulting since 2016 and is also an independent licensed insurance agent. Adaptive Financial Consulting, LLC is a six-advisor team based in Mount Pleasant, SC, managing approximately $547 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and educational seminars for small business owners, employing a range of analytic approaches and customized portfolio strategies.

Matthew Foederer is a financial advisor at Sovereign Financial Group, Inc. with a Series 65 license and two years of industry experience. His prior roles include positions at LPL Financial LLC, Hilltop Wealth Advisors, and Credit Suisse. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a primarily long-term, portfolio-focused investment approach using low-cost mutual funds, ETFs, individual securities, and options, supported by fundamental and technical analysis with AI tools.

Daniel Ruedi is a CFP® professional with nine years of industry experience, currently serving at Ruedi Wealth Management, Inc. since 2015. He is based in Johns Island, SC, and holds a Series 65 license. Ruedi Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $432 million in assets. The firm provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations, emphasizing diversified, buy-and-hold portfolios primarily using passive mutual funds and ETFs.

James Morris is a financial advisor with Morris Financial Concepts, Inc. in Mount Pleasant, SC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Apella Wealth for one year and has been with Morris Financial Concepts for 12 years. Morris Financial Concepts serves individual investors, small businesses, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, discretionary portfolio management, and pension consulting, delivering investment management through customized portfolios primarily using mutual funds and ETFs, while coordinating financial planning with an affiliated tax and accounting firm.

Daniel Callahan is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He is currently with Ironview Capital Management, LLC and has prior experience at Summit Financial, LLC, Capasso Planning Partners LLC, and JBJ Invest. Ironview Capital Management, LLC manages approximately $1.15 billion for individuals, trusts, estates, and retirement plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and quantitative analysis across a variety of strategies and also manages an affiliated private equity fund.

James Carroll is a financial advisor at Ballast Rock Private Wealth in Charleston, SC, with 11 years of industry experience. He previously worked at Toroso Investments and Longurn Capital Management. He holds Series 65 and Series 63 licenses. Ballast Rock Private Wealth offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor portfolios to clients’ goals and risk tolerances.

Harry Word Sr. is a financial advisor at Fairvoy Private Wealth, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 2013 to 2024. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach combining fundamental, technical, and quantitative analysis across a broad range of asset classes and offers portfolio management, financial planning, and third-party manager oversight.

Temiloluwa Adesodun is a financial advisor at Bellars Harris Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Bellars Harris, Temiloluwa held positions at SearchX, NB Handy, and Custom Digital Solutions. Bellars Harris Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, and qualified retirement plans, employing a fundamentally driven, long-term investment approach customized to client objectives. The firm also offers retirement plan advisory, estate-planning coordination, and family-office style services.

Christopher Battreall is a CFP® professional with 26 years of industry experience. He is currently with Precision Wealth Strategies, LLC and previously worked at United Capital Financial Advisors, Goldman Sachs & Co, Cetera Advisor Networks, and Girard Securities. Outside of advisory work, he owns Gotham Consulting LLC, which provides board of director services to wealth management firms. Precision Wealth Strategies, LLC offers comprehensive financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a "Life-Timing Allocation" investment approach that segments assets by time horizon to align with clients’ cash-flow needs and risk tolerance.

Gregory Roberts is a financial advisor at Hilton Head Capital Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hilton Head Capital Partners in 2025, he worked as a financial analyst at an electric utility and had roles at Raymond James Financial and as a self-employed advisor. He will continue his employment at the utility until early 2026 and will not be actively engaged in the day-to-day business of Hilton Head Capital Partners until then. Hilton Head Capital Partners provides portfolio management, financial planning, and consulting services to individuals, small businesses, and trusts. The firm combines model allocations with tailored recommendations and utilizes a mix of equities, mutual funds, ETFs, and fixed income, employing both fundamental and technical analysis alongside long- and short-term strategies.

Jake Fetchen is a financial advisor with Ballast Rock Private Wealth in Charleston, SC. He holds a Series 65 license and has two years of industry experience, including time at 49 Financial prior to his current role. Outside of advising, he works as a fixed insurance agent. Ballast Rock Private Wealth offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor investments to clients’ goals and risk tolerances.

Timothy Bellars is a financial advisor at Bellars Harris Wealth Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Bank of America, Raymond James Financial Services, and CPC Advisors. He is also the owner of TJB Enterprises, Inc. Bellars Harris Wealth Management provides personalized financial planning and investment management to individuals and entities, including high-net-worth clients, trusts, estates, and qualified retirement plans. The firm offers retirement plan advisory, estate-planning coordination, and family-office style services, employing a fundamentally driven, generally long-term investment approach customized to clients’ objectives.

Alan Charach is a financial advisor at Rebellion Asset Management, LLC with 12 years of industry experience. His previous roles include positions at VYGR Digital Securities, Bank of America, Merrill, and David Lerner Associates. He holds Series 63 and Series 65 designations. Rebellion Asset Management provides fee-based investment management and financial planning to families, high‑net‑worth individuals, trusts, charitable entities, corporations, and business clients. The firm employs a combination of quantitative methods, technical analysis, and computer models, and offers services including individualized portfolio management, model portfolios, and sub‑advisory solutions.

Eric Cox is a financial advisor with Headland Capital who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes roles at Maryland Financial Group, LPL Financial LLC, and Atlantic Coast Advisory Group of Charleston. Outside of advising, he hosts the local radio show "Beyond The Business" and serves as Chair of the Advancement Committee for the College of Charleston Foundation. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and corporate clients. The firm offers personalized financial planning and portfolio management using a client-driven investment process focused on fundamental analysis and predominantly long-term strategies.

Joseph Beaudoin is a financial advisor at Apollon Financial, LLC with 25 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Apollon Financial, he worked at LPL Financial, Truist Advisory Services, Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Outside of his advisory role, he established JoBeau LLC, a business entity for tax and investment purposes. Apollon Financial, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion using a combination of centrally managed model strategies and advisor-led portfolios, incorporating ESG risk-based models, tax-aware techniques, and access to private and alternative investments.

Simeon Eaves Jr. is a financial advisor with Apollon Wealth Management, LLC holding the ChFC® designation and Series 63 license, with 33 years of industry experience. His prior roles include longstanding positions at Northwestern Mutual and more recent experience with Purshe Kaplan Sterling Investments. Outside of advisory services, he is a 50% owner of Southern Benefits Consultants, LLC, a health insurance sales business. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving a range of clients including individuals, high-net-worth families, trusts, businesses, and charitable organizations. The firm uses a combination of centrally managed model strategies and locally managed portfolios, offering diverse investment options such as ESG models and tax-managed overlays, and provides specialized services including portfolio management for private funds and insurance clients.