Anthony Kinzie is a CFP®, CEPA, CPWA®, professional with nine years of industry experience, currently serving as the President of Blue Bear Private Wealth. His career includes roles at Cetera Advisors LLC, Principal Securities, and Nucor Steel Berkeley. Outside of advisory services, he is co-owner and president of ICAP, LLC, a property and casualty business. Blue Bear Private Wealth is an SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, with the ability to incorporate individual securities and options to meet client objectives.

Daniel Heidel is the founder and lead financial planner at Integritas Wealth Strategies, LLC with three years of industry experience. He holds a Series 66 designation, CFP® designation, CKA® designation, is an Enrolled Agent, and has worked previously at Ameriprise and Thrivent Investment Management Inc. Integritas Wealth Strategies provides discretionary portfolio management, tax preparation + planning, and a range of financial planning services to individuals, high-net-worth individuals, and trusts. The firm seeks to be the best in the region and is constantly evolving to meet client needs in house. Daniel Heidel has recently expanded the firm to include opportunities for clients to have estate documents written through Trust&Will and with lending solutions through Flourish lending.

Derrick Demay is the sole advisor at Kaizen Wealth Management, LLC in Charleston, SC, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Kaizen Wealth Management since 2004. The firm provides financial planning and portfolio management for individuals, families, trusts, and retirement accounts, managing approximately $58.5 million in client assets for a small client base. Kaizen Wealth Management employs an evidence-based investment approach grounded in Modern Portfolio Theory and behavioral finance, focusing on diversified portfolios tailored to client risk tolerance and time horizon.

M Wertz is a CFP® and holds a Series 63 license with 22 years of industry experience. He previously worked for Johnson Investment Counsel, Inc. for 27 years before joining YourValues Wealth Counsel, LLC in 2026. YourValues Wealth Counsel, LLC offers financial planning and consulting services to individuals, high-net-worth clients, and businesses, focusing on written financial plans and ad-hoc consultations. The firm operates as a fiduciary and emphasizes planning over asset management, relying on fundamental analysis and third-party research to inform its recommendations.

Matthew Morizio is a financial advisor at Reconstructing Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Beck Bode LLC and Kforce Inc. before founding Reconstructing Wealth in 2024. Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, often constructing portfolios with individual equities and retaining legacy positions when appropriate. The firm employs both fundamental and technical analysis, pursuing a long-term strategy while allowing shorter-term trades for rebalancing, tax management, or cash needs.

Joseph Baker is a CFP® professional with 21 years of industry experience. He is the sole advisor at Baker Asset Management, LLC, an independent firm he has led since 2017. His prior experience includes roles at Visionquest Wealth Management, Wealth Management, LLC, and Alcus Financial Group, LLC. Baker Asset Management, LLC serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering modular financial planning, discretionary portfolio management, and customized pension consulting. The firm combines fundamental and technical analysis with a long-term trading orientation and maintains a significant focus on pension plan consulting, managing approximately $44.8 million in client assets.

Brett Fellows is a CFP® with 20 years of industry experience and has been the sole advisor at Oak Capital Advisors, LLC since 2016. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2013 to 2016. In addition to his advisory work, he owns and operates QDRO Divorce Financial Solutions, providing specialized QDRO document preparation services. Oak Capital Advisors is an independent, single-advisor firm serving primarily individual clients through managed accounts and financial planning retainers. The firm employs tailored investment strategies based on clients’ objectives and risk tolerance, with assets custodied through independent qualified custodians.

Ryan Bass is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is the principal advisor at Calidris Financial, LLC, an independent firm he joined in 2025 after prior roles at MML Investors Services, Mass Mutual Investors Services, and Northwestern Mutual. Bass currently receives insurance commission trails from previous product sales but does not hold an active insurance license or sell insurance products. Calidris Financial specializes in discretionary asset management, comprehensive financial planning, and consulting for individuals, high-net-worth clients, business entities, and employer-sponsored retirement plans. The firm emphasizes pension consulting and ERISA fiduciary services, tailoring investment programs using fundamental and technical analysis combined with various active and passive strategies.

David Hone is a CFA® charterholder with 26 years of industry experience. He has been the principal advisor at LCV Advisors LLC since 2016. LCV Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs a combination of fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, blending active and passive mutual funds and ETFs to achieve client asset-allocation targets.

Shannon Baker is the principal of Baker Wealth Advisors, LLC, an independent advisory firm, with five years of industry experience. She holds Series 65 and Series 66 licenses and has operated Shannon Baker & Associates, LLC, an insurance sales and service business, since 2004. Baker also serves as Managing Principal and insurance agent at Insurance Gurus, LLC, which focuses on insurance sales and service. Baker Wealth Advisors provides discretionary portfolio management primarily through SEI-managed account programs, serving individuals, high-net-worth clients, and business entities. The firm combines SEI mutual fund model portfolios and custom custody allocations with a tailored investment approach that incorporates both fundamental and technical analyses, alongside annuity management and financial planning services.

Justin Luther is a CFA charterholder and financial advisor at Luther Wealth Management in North Charleston, SC, with seven years of industry experience. He has worked at Luther Wealth Management since 2018 and concurrently holds a role in sales and business development at Kinder Morgan Inc. as a Commercial Manager. Luther Wealth Management serves high-net-worth individual investors, providing discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on low-fee index funds and ETFs, emphasizing diversification, low turnover, and periodic rebalancing.

Patrick Sheppard is a financial advisor at Atlantic Retirement & Wealth Advisors LLC with 10 years of industry experience. He holds the Series 66 designation and has been with Atlantic Retirement & Wealth Advisors since 2015. Atlantic Retirement & Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans across multiple states. The firm provides discretionary investment management, financial planning, and retirement-plan advisory services, employing a long-term, fundamental-analysis approach tailored to client goals and risk tolerance.

William Thomas is a financial advisor with Ascension Wealth Advisors, LLC in Mt. Pleasant, SC. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has operated as a sole proprietor from 1998 to 2020 and has been with Ascension Wealth Advisors since 2010. Ascension Wealth Advisors provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes investment programs based on client goals and employs a variety of analytical methods in portfolio management, including the use of a third-party platform to manage held-away retirement accounts without taking custody.

Matthew Laydon is the principal advisor at Matthew Laydon Capital Management with 25 years of experience in the financial industry. He previously worked at Kovack Securities, Inc. and Kovack Advisors, Inc. for 17 years. Outside of advising, he serves as CFO and business advisor for Flatline Contractors Inc. Matthew Laydon Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs both active and passive investment strategies across a variety of asset classes and incorporates multiple analytical approaches while documenting client goals in written Investment Policy Statements.

Troy Zimmerman is a financial advisor with Missional Advisor Group, holding a Series 66 credential and bringing 21 years of industry experience. Prior to founding Missional Advisor Group in 2023, he worked with LPL Financial since 2007. Outside of advising, he is the owner and creator of a mobile app called Pinity and serves as a general partner in multiple syndicated real estate investment funds. Missional Advisor Group offers discretionary portfolio management and advisory services primarily to individual and high-net-worth clients. The firm utilizes a long-term investment approach based on modern portfolio theory and quantitative analysis, tailoring asset allocation and security selection to clients’ written Investment Policy Statements, while also sponsoring wrap fee programs and employing LPL-sponsored platforms.

John Beauston is the sole advisor at MKB Consulting LLC in North Charleston, SC, holding a Series 65 credential with 22 years of industry experience. He has served as the full-time managing partner of Moore Beauston & Woodham LLP, a certified public accounting firm, since 1992. MKB Consulting provides referral-based investment management services by recommending unaffiliated third-party money managers to individuals, high-net-worth clients, trusts, and businesses. The firm focuses on manager selection and oversight without directly managing or custoding client assets.

Walker Coleman is a financial advisor with Atvantis Wealth Management, LLC, holding a Series 65 credential. He has worked with various entities related to Atvantis since 2022 and has experience spanning roles at Middlebury College and the Country Club of Charleston. Coleman is based in Charleston, SC. Atvantis Wealth Management offers investment management and consulting services primarily to individuals, employing a disciplined, absolute-return-oriented approach that integrates fundamental and quantitative analysis. The firm manages a range of assets including traditional securities, private funds, and commodity-related strategies, supported by an international corporate structure and multiple regulatory registrations.

Tyson Halsey is a CFA® charterholder with 21 years of industry experience. He has been the sole advisor at Income Growth Advisors, LLC since 2011. The firm is an independent registered investment adviser based in Charleston, SC. Income Growth Advisors provides discretionary portfolio management, financial planning, and subadvisory services to individuals, trusts, retirement plans, and other advisers. The firm focuses on customized portfolios using a combination of macroeconomic, fundamental, technical, and quantitative analysis, with particular emphasis on income-oriented Master Limited Partnership strategies and bespoke alternative programs.

A CFP® practitioner with 18 years of experience helping clients achieve their financial goals. I believe everyone can benefit from financial planning regardless of life stage. I know our clients by name, not by account number, and I feel a deep sense of responsibility for your financial success. My practice is relationship-based and focused on providing exceptional service. I incorporate the financial and qualitative needs of your life in the process.

Brent Bentrim is the sole advisor at Carolopolis Fiduciary Counsel, Inc., based in Charleston, SC, with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Carolopolis Fiduciary Counsel since 2002. Outside of his advisory role, he is involved with Bentrim, Inc., a financial technology firm. Carolopolis Fiduciary Counsel provides investment advisory and financial planning services to individual investors, retirement plan participants, and plan sponsors. The firm employs a quantitative investment process that scores multiple asset classes and uses low-cost index ETFs, offering both discretionary and non-discretionary advice, including ERISA fiduciary services.