Ramon Franklin is the president of Capital Focus, Inc., an independent advisory firm. He holds the CFP® designation and the Series 65 license, and has 16 years of industry experience. In addition to his advisory work, he is a licensed real estate broker in South Carolina and Georgia and serves as a part-time adjunct faculty member at Clemson University, where he teaches undergraduate courses in real estate, corporate and personal finance, and investment. He is also the operating member of Cole Capital Management, LLC, which manages residential and commercial real estate. Capital Focus, Inc. provides fee-only investment counsel and financial planning to individuals, trusts, estates, and business entities. The firm emphasizes asset allocation, diversification, and value-oriented stock selection within a primarily non-discretionary model, and is notable for its involvement in direct real estate investment and affiliated real estate management and development activities.

Peter Gulli is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He currently serves as the sole advisor at Olympia Advisors LLC and has previously worked at Citigroup and Dalton, Greiner, Hartman, Maher & Co., LLC. Olympia Advisors LLC provides discretionary asset management to individuals and high-net-worth clients, focusing on ETF and mutual fund portfolios with ongoing oversight and rebalancing. The firm emphasizes customized portfolio management based on client goals and risk tolerance, employing both fundamental and technical analysis.

Natalie Cooper is a financial advisor at Matty AI Inc. with nine years of industry experience. She holds a Series 65 credential and has previously worked at Sentry Wealth, Inc. and Cooper Law Firm, P.C. In addition to her advisory role, she owns Balanced Bookmasters, a bookkeeping services business. Matty AI provides discretionary portfolio management primarily through a proprietary mobile app, serving individual clients who are not high-net-worth. The firm’s investment approach focuses on equity securities and ETFs, utilizing automated methods including technical and fundamental analysis.

Financial planning should help you feel confident, not overwhelmed. Early in my career, I noticed that many women were making important financial decisions without a trusted partner to guide them. While the industry often focused heavily on investments and retirement in isolation, I saw a need for more holistic support—helping women navigate everything from day-to-day cash flow and debt decisions to long-term goals like building wealth, planning for retirement, and creating financial security.  That realization led me to found Wolff Financial. I work with women who are ready to take control of their financial lives no matter where they are on their financial journey. My role is to bring clarity to the decisions in front of you and build a financial plan that gives you the tools you need to live the life you imagine. As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary, I believe financial planning should be practical, personalized, and easy to understand. As a business owner myself, I understand how easily life’s demands can pull your attention in every direction, which is why I’m passionate about helping women take ownership of their financial future with confidence. This work is about more than just planning—it’s about empowerment. I help clients build strong financial habits, make informed decisions, and move forward with a plan to help them live the life they want to live. I live in Greenville, South Carolina, where I enjoy cooking and baking sourdough, gardening, reading, staying active, and spending time with my dogs.

Richard Didonato is a financial advisor with The Rich Group, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked as a manufacturing manager at AFL Telecommunications, LLC, a fiber optic communications equipment and services company, since 2009. The Rich Group is a fee-only registered investment adviser that provides comprehensive financial planning, targeted investment planning, and portfolio management services to individuals, families, and small businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and maintains a planning-first enrollment model with non-discretionary management.

Jason Freeman is the principal advisor at J. Freeman & Associates in Greenville, SC, holding the ChFC® designation and Series 63 license with 28 years of industry experience. He has worked at DFPG Investments, Inc. since 2019 and has been involved with JFA Advisors, LLC and J. Freeman & Associates since 2003. Freeman is also the CEO and sole producer of his firm, which offers comprehensive insurance and wealth management services. J. Freeman & Associates provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, small businesses, trusts, and estates. The firm builds portfolios based on client objectives and risk tolerance, utilizing both fundamental and technical analysis, and offers fiduciary services for qualified retirement plans.

Joris Bastien is a financial advisor at Quantaraxia LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Graham Capital Management and Capstone Investment Advisors. Bastien is also an advisory board member of Globcoin, a stablecoin project based in Switzerland. Quantaraxia LLC provides discretionary portfolio management and subadvisory services to high-net-worth individuals, investment companies, hedge funds, and other advisers. The firm uses a quantitative and systematic investment approach incorporating options, margin, and short sales, and offers subscription-based market-timing services and newsletters.

Royce Angel is the sole advisor at Angelroyce Wealth Advisors, LLC, an independent firm based in Greer, SC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Angelroyce Wealth Advisors in 2011, he was associated with Change Path LLC for one year and has been involved with R. Neal Angel, Jr. since 2002. He also works as an insurance agent and serves as an instructor at Furman University. Angelroyce Wealth Advisors provides investment management and financial planning services primarily for individual clients, as well as trusts, estates, charitable organizations, and business entities. The firm operates on a non-discretionary basis, typically recommending third-party institutional managers, and offers services including asset management, financial planning, pension distribution consulting, and advice on tax, insurance, estate, and cash-flow matters.

John Mc Namara is a financial advisor at Highball Advisors with nine years of industry experience. He holds the Series 66 designation and worked previously at Edward Jones for one year before joining Highball Advisors in 2018. Highball Advisors is an independent firm that provides portfolio management and comprehensive financial planning to individuals and families. The firm primarily uses passive investment management with index funds and ETFs, offers non-discretionary account management, and emphasizes client education through webinars and speaking engagements.

Christopher Preisig is a financial advisor at Upstate Financial Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Carolinas Wealth Management Group. Preisig is also a licensed insurance agent and a notary public. Upstate Financial Planning is an independent, single-advisor firm managing approximately $12.4 million for a small client base. The firm provides ongoing portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, utilizing a diverse investment approach that includes long-term trading, options strategies, and a broad range of asset classes.

Katrina Whitlinger is a ChFC® and Series 66-licensed financial advisor with seven years of industry experience. She currently serves as the sole advisor at Stella Maris Wealth Management, an independent firm she joined in 2026. Prior to this, she worked at The Fiduciary Alliance, Broadstreet Global Advisors, Edward Jones, United Community Bank, and NetApp Inc. Whitlinger is also a licensed insurance agent, offering clients insurance solutions when appropriate to complement their financial strategies. Stella Maris Wealth Management provides advisory and comprehensive financial planning services to individuals, families, high-net-worth clients, business owners, retirees, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary investment management and utilizes a "Wealth Stewardship Planning" process, emphasizing diversified, tax-aware portfolios and long-term risk management supported by third-party analytics and AI-assisted tools.

Craig Ritter is a CFP® with 17 years of industry experience and has been the sole advisor at Continuum Wealth Management, LLC since 2007. He holds a Series 63 license and operates out of Greenville, SC. Continuum Wealth Management also provides administrative, non-advisory services to other financial advisory firms. Continuum Wealth Management offers ongoing investment management and integrated financial planning to individuals, families, retirement plans, trusts, and estates. The firm focuses on strategic asset allocation and a macroeconomic approach, managing diversified portfolios primarily with institutional-class no-load mutual funds and passive ETFs on a discretionary basis.

David Landry is a CFA® charterholder and the sole advisor at DeMesne Investments in Greenville, SC, with six years of industry experience. He previously worked at Investure, LLC for six years and has been with DeMesne, LLC since 2019. Landry is a minority owner of IO Digital Index Partners LLC, which produces an index of publicly traded digital infrastructure businesses. DeMesne Investments provides discretionary investment management to individual, high-net-worth, institutional, corporate, and charitable clients. The firm focuses on fundamental analysis to identify undervalued equities and manages long-biased, primarily equity-focused portfolios tailored to client objectives and risk tolerance.

Ryan Schutz is the sole advisor at First There Financial in Greenville, SC. He holds a Series 65 credential and has prior work experience at Bernard Robinson and Company LLP, the Internal Revenue Service Criminal Investigation division, the IRS, and Andersen Tax LLC. First There Financial is an independent, fee-only investment adviser offering financial planning and investment management to individuals, small business owners, retirees, and families. The firm employs an evidence-based, tax-aware approach using low-cost index funds, ETFs, and factor-based funds, and provides tax preparation and accounting services through an affiliated entity under separate engagement agreements.

Christopher Anderson is a financial advisor with Anderson Wealth Management, Inc. in Greer, South Carolina. He holds a Series 66 designation and has 21 years of industry experience. Anderson has led his independent advisory firm since 2009. Anderson Wealth Management serves primarily individual clients with asset management, financial planning, and consulting services, while also providing corporate-level consulting and portfolio management. The firm emphasizes tailored portfolios, continuous supervision, and a combination of fundamental and technical analysis in investment decisions.

Norman Avinger is a CFP® with 18 years of experience in financial advising. He is the sole advisor at Greenville Capital, where he has worked since 2020. His prior experience includes roles at Advisory Services Network, LLC and Planfirst. Greenville Capital provides discretionary portfolio management along with holistic financial planning and trust advisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a building-block investment approach across multiple asset classes, combining active managers, active indexers, and passive funds, and conducts institutional-style manager due diligence.

Richard Matthews is a financial advisor with Matthews Wealth Management LLC in Greenville, SC. He holds a Series 66 designation and has 20 years of industry experience. Prior to founding Matthews Wealth Management in 2017, he worked at Purshe Kaplan Sterling Investments, Inc. and SeaCrest Wealth Management, LLC. Outside of his advisory role, he manages commercial property leases as a managing member for two LLCs in Fountain Inn, SC. Matthews Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach, combining fundamental, technical, and cyclical analysis to tailor portfolios built largely with ETFs, supplemented by occasional tactical trades and specialized products.

Paola Martinez is a CFP® professional based in Simpsonville, South Carolina, with a background in accounting and tax services spanning over a decade. She is the owner of 1mpact First LLC, serving as an outsourced CPA to other CPA firms, and also operates P.M. Accounting Services, which provides tax preparation and financial review services. Martinez joined Yellow Oak Financial Planning, LLC in 2026, where she serves as the sole advisor. Yellow Oak Financial Planning is an independent, fee-only firm offering discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm integrates modern portfolio theory with technical and fundamental analysis, employing both passive and active strategies, and maintains a direct affiliation with an accounting practice owned by Martinez.

Norman Poole Jr is the sole advisor at Money Poole...Solutions For Life, LLC in Greenville, SC, holding a Series 66 designation with 15 years of industry experience. He has worked at Patient Financial Strategies and has managed his current firm since 2011. Money Poole...Solutions For Life, LLC provides investment management and advisory services to individuals, families, trusts, estates, fiduciaries, charitable organizations, and business clients. The firm employs a total-return, primarily equity-based investment approach combining bottom-up fundamental analysis with technical metrics and manages accounts on a non-discretionary basis.

Roger Sheffield is a CFA® charterholder with eight years of industry experience. He is the sole advisor at Rinascita, LLC, an independent firm he has led since 2022. His prior roles include positions at Cornercap Investment Counsel Inc and his own Sheffield Investment Management, Inc. Rinascita provides discretionary asset management primarily for high-net-worth individuals, focusing on client-specific investment goals and risk tolerances. The firm employs fundamental analysis and discretion to manage portfolios that may include options strategies and margin use, along with active tax-loss harvesting.