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.

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 22 years of industry experience. He is the principal advisor at Calidris Financial, LLC, having previously worked at Northwestern Mutual and Mass Mutual affiliates from 2002 to 2025. Ryan receives insurance commission trails from prior sales but does not currently hold an active insurance license or sell insurance products. Calidris Financial provides discretionary asset management, financial planning, and consulting services, including ERISA plan advice and management. The firm combines third-party managers with in-house portfolio construction, employing a range of investment strategies and regular account reviews, and offers both hourly and fixed-fee planning engagements.

David Hone is a CFA® charterholder with 26 years of industry experience. He is the principal of LCV Advisors LLC, an independent firm he has led since 2016, following five years at William Blair & Company. LCV Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, blending active and passive mutual funds and ETFs to meet client asset-allocation targets.

Shannon Baker is the principal of Baker Wealth Advisors, LLC, an independent advisory firm based in Johns Island, SC. She holds Series 65 and Series 66 licenses and has four years of experience in investment advisory services. In addition to her advisory role, she has been involved in insurance sales and service for over two decades through her businesses, Insurance Gurus, LLC, and Shannon Baker & Associates, LLC. Baker Wealth Advisors provides discretionary portfolio management, financial planning, and annuity management services to individuals, high-net-worth clients, and business entities. The firm uses SEI-managed account programs and custom custody-only allocations, tailoring investment strategies to client goals and risk tolerance, and integrates an affiliated insurance business as part of its service offerings.

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 of Matthew Laydon Capital Management, an independent advisory firm based in Charleston, SC. He holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to founding his firm in 2024, he worked with Kovack Securities, Inc. and Kovack Advisors, Inc. since 2007. Outside of advisory services, he serves as CFO and business advisor for Flatline Contractors Inc. Matthew Laydon Capital Management oversees approximately $27 million in client assets across 36 relationships, primarily serving individual and high-net-worth clients as well as charitable organizations. The firm provides ongoing portfolio management using a variety of analytical approaches and implements both active and passive strategies across multiple asset classes.

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 at Atvantis Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. His work history includes roles at Atvantis Capital, LLC, Atvantis Global Advisory AG, and several educational and community organizations in Charleston, SC. Atvantis Wealth Management, LLC provides discretionary and non-discretionary investment management and consulting across traditional and alternative asset classes. The firm primarily serves individual clients, including high-net-worth individuals, employing an absolute-return oriented approach that emphasizes diversification, risk management, and combines fundamental and quantitative analysis.

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.

Spencer Brasfield is the sole advisor at 5Talents Investing, LLC in Charleston, SC. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at UBS Financial Services Inc., High Cotton Investments, LLC, and Intercontinental Exchange. He is also involved with 5Talents Giving, LLC and Betur, LLC. 5Talents Investing is an investment manager that primarily handles pooled vehicles and institutional assets, while also serving individuals, high-net-worth clients, and charitable organizations. The firm employs an active trading approach with discretionary management focused on growth-and-income allocations and smaller aggressive growth portions, utilizing equities, ETFs, margin, short sales, hedging, and a range of options strategies.

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.

Michael Kreft is a financial advisor at Palmetto Coast Advisors, Inc. in Mt. Pleasant, SC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with Palmetto Coast Advisors since 2015. In addition to his advisory role, he is involved in insurance planning and sales through Kreft Financial, Inc., focusing on life, long-term care, disability, and health insurance. Palmetto Coast Advisors serves individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $53.7 million in discretionary assets. The firm employs a long-term, diversified investment approach using mutual funds and ETFs, offering comprehensive financial planning and discretionary portfolio management tailored to a range of client risk profiles.

Charles Grant is a financial advisor at Denbigh Capital Management, LLC with six years at the firm and a total of eight years in the industry. He holds a Series 65 credential and previously worked at Sequence Financial Specialists, LLC, Ceterus, and Belimed. In addition to his advisory role, he owns and operates Denbigh Capital Ventures, LLC, a bookkeeping and accounting service for small business owners. Denbigh Capital Management, LLC provides discretionary investment management to individual accredited investors, focusing on a proprietary long-value equity approach across domestic and foreign stocks with a multi-year investment horizon. The firm operates with a single-advisor structure and limits its services to asset management without financial planning or tax advice.