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.

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.

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.

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.

Matthew Schaller is a financial advisor at DeltaX Capital LLC, holding a Series 65 designation with one year of industry experience. He has prior work experience with Time Arcade LLC, Armament LLC, GoodUnited, and Redemption Cycles LLC, spanning various roles since 2019. Outside of his advisory work, he is involved with multiple business ventures including Armament LLC and Redemption Cycles LLC. DeltaX Capital LLC provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm offers an actively managed, concentrated equity strategy focused on long-term capital growth, utilizing fundamental, proprietary quantitative, technical, and macroeconomic analysis, and may include digital-asset exposure when appropriate.

Patrick Sherman is the sole advisor at Sherman Financial & Wealth Management in Daniel Island, SC, holding Series 63 and Series 65 designations with 17 years of industry experience. His prior work includes roles at Signator Investors, Inc. and Atlantic Coast Advisory Group. Sherman Financial & Wealth Management offers tailored investment management and comprehensive financial planning to individuals, families, high-net-worth clients, and select charitable organizations. The firm combines passive, low-cost allocations with active dividend-focused equity selections and employs various analytic methods in portfolio management, providing discretionary oversight alongside flexible planning services delivered through fixed-fee projects or ongoing retainers.

Weishen Wang is a CFA charterholder and founder of WW Consulting, with one year of experience in the investment industry. He has been affiliated with the College of Charleston since 2011. Wang also founded Win-Win Bridge International, LLC, a consulting firm focused on taxation compliance, insurance, and investment services. WW Consulting provides non-discretionary investment advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes detailed client fact-finding and macroeconomic analysis to develop asset-allocation recommendations primarily using pooled vehicles and Treasury instruments, integrating tax and insurance guidance into its investment advice.

John Jackson is the sole advisor at Barony Financial Group in Moncks Corner, SC, holding a Series 63 license with 23 years of industry experience. He has led Barony Financial Group since 2003. Outside his advisory role, he occasionally provides consulting services in forest management and teaches continuing education classes to loggers. Barony Financial Group serves middle-class families, trusts, estates, businesses, and a local charitable organization, offering investment supervisory services, portfolio management, financial and insurance planning, and consulting such as mortgage counseling and seminar instruction. The firm manages approximately $10 million across family accounts and a non-profit, employing a combination of fundamental research and technical analysis to guide discretionary portfolio management.

Wesley Shuman is a financial advisor at Journey Asset Management LLC with a Series 65 designation and no prior industry experience. He has served in the U.S. Navy since 2000 and currently holds the rank of Senior Chief. Shuman balances his advisory role with ongoing military service, dedicating significant time to both. Journey Asset Management provides discretionary asset management and fixed-fee financial planning primarily for individual clients. The firm customizes portfolio strategies to client goals and uses model portfolios and tax-management tools through the Altruist platform.

Eric Robbins is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He is the founder of Robbins Wealth Management and has served as an associate teaching professor at Pennsylvania State University since 2019. Robbins is also an author for Kaplan Schweser and Business Expert Press. Robbins Wealth Management advises individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm offers portfolio management and financial planning along with tax preparation and trust accounting services, employing a strategic asset allocation approach with tactical use of equities, fixed income, and options strategies.

William Riggs IV is a financial advisor with Strategic Wealth Partners LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at The Vanguard Group and Foundations Investment Advisors. He also operates as an independent insurance agent, working approximately 20 hours per month. Strategic Wealth Partners LLC provides fiduciary investment advisory services primarily to high-net-worth individuals and retirement plans, focusing on portfolio management, financial planning, and retirement-plan asset management. The firm emphasizes manager selection and due diligence, aligning client risk tolerances with a combination of internally managed strategies, model portfolios, and sub-adviser models.

Betsy Shelton is a financial advisor at Charles Fish Investments, Inc. in Summerville, SC, holding a Series 63 designation with 29 years of industry experience. She has been with Charles Fish Investments since 2013. Charles Fish Investments provides discretionary investment management primarily focused on fixed-income strategies, especially within the municipal bond market. The firm serves individuals, high-net-worth clients, trusts, estates, retirement accounts, and select institutions, offering personalized portfolio management and sub-advisory services.

Kairene Holgate is a financial advisor at Veritas Wealth Management LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including VOYA Financial Advisors and Minnesota Life Insurance Co. In addition to her advisory role, she is an independent insurance agent specializing in fixed and indexed products. Veritas Wealth Management is an independent firm serving individuals and families, including business owners, professionals, executives, and retirees. The firm employs a systematic, Modern Portfolio Theory-based investment approach focusing on low-cost indexed funds and operates primarily on a non-discretionary basis with client approval for trades.

Grant Meyer is a financial advisor at Daniel Island Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he served 13 years in the United States Air Force and spent one year at the University of Chicago. Daniel Island Wealth Management provides comprehensive financial planning and tailored portfolio management to high-net-worth individuals, corporations, and charitable organizations. The firm employs a combination of fundamental analysis, technical analysis, and modern portfolio theory, with a focus on low-fee exchange-traded funds and long-term trading, and manages approximately $24 million in discretionary assets across about 18 client relationships.

Matthew Pardieck is a financial advisor with Harbour Wealth Management Group, Inc. in Daniel Island, SC, holding CFP® and ChFC® designations and bringing 27 years of industry experience. His prior experience includes roles at Raymond James & Associates and M Holdings Securities, Inc. Outside of his advisory work, he is an author focused on business owners’ values and serves on the board of Jazz Artists of Charleston, a musical nonprofit. He also hosts a podcast interviewing philanthropists and community leaders. Harbour Wealth Management Group provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $266 million in assets, offering customized portfolios that emphasize low-cost mutual funds and ETFs within a fiduciary framework.

Christopher Corley is a financial advisor with Harbour Wealth Management Group, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior firms include Raymond James & Associates and M Holdings Securities, Inc. Outside of his advisory role, he serves as a director on the Town of Awendaw Board of Zoning Appeals. Harbour Wealth Management Group provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental, long-term investment approach with an emphasis on low-cost mutual funds and ETFs, and it sponsors a wrap fee program supported by an institutional custodian relationship.

Martha Clark is an investment advisor representative at Harbour Wealth Management Group, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at M Holdings Securities, Inc. and Harbour Wealth Management Group since 2023. Outside of her advisory role, she is a licensed insurance agent. Harbour Wealth Management Group provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $266 million in assets and employs a fundamental, long-term investment approach focused on low-cost mutual funds and ETFs, while maintaining the ability to rebalance or trade as needed.

John Stewart is a Series 65-licensed advisor at HFG Capital with one year of industry experience. Before joining HFG Capital, he worked at 84 Lumber Co. for six years. HFG Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm prepares Investment Policy Statements for clients and conducts monthly account reviews to monitor asset allocation and security selection.

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.

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.