Charlotte Morgan

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.

Joris Bastien is a financial advisor at Quantaraxia LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to founding Quantaraxia in 2020, he worked at Graham Capital Management and Capstone Investment Advisors. Bastien also serves on the advisory board of Globcoin, a company focused on stable digital currency solutions linking fiat and cryptocurrencies. Quantaraxia LLC provides discretionary portfolio management and subadvisory services primarily to high-net-worth individuals, investment companies, hedge funds, and other advisers. The firm employs a quantitative and systematic investment approach that includes options, margin, and short sales, and offers subscription-based market-timing services and investment commentary.

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 eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Binary Event Network, Inc. before joining Highball Advisors in 2018. Highball Advisors provides portfolio management and comprehensive financial planning to individuals and families, focusing on passive investment management through index mutual funds and ETFs. The firm emphasizes client education, offering webinars and speaking engagements, and manages about $72 million in discretionary assets across approximately 62 client accounts.

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.

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.