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.

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.

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.

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.

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.

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.

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.

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.

Wirt Neale is a CFP® professional with 15 years of experience in financial advisory services. He has been the principal of Neale Financial, LLC since 2010. In addition to his advisory work, he is a licensed insurance agent and dedicates part of his time to insurance-related activities. Neale Financial, LLC provides discretionary investment management and financial planning to individuals, corporations, business entities, and charitable organizations. The firm employs tailored investment strategies based on fundamental and technical analysis and also operates a licensed insurance agency, integrating advisory and insurance services.

Brian Collins is the sole advisor at Collins Advisors in Charleston, SC, holding Series 63 and Series 65 licenses with seven years of industry experience. He has managed Collins Advisors Fund Management, LLC since 2001. Collins Advisors is an independent, single-advisor registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, and corporations. The firm manages approximately $14.4 million across about 20 client accounts, offering diversified, long-term asset allocation portfolios informed by charting, fundamental, technical, and cyclical analysis, with discretionary trading authority and fiduciary services for retirement accounts.

Jason Harvey is a Series 65-licensed financial advisor with 13 years of industry experience. He is the sole advisor at Active Lifestyle Financial Planning in Charleston, SC, where he has worked since 2012. Active Lifestyle Financial Planning is an independent, fee-only advisory firm serving individuals, families, and small businesses. The firm offers modular financial planning, tax preparation, and investment advisory services, focusing on passive, strategic asset allocation using low-cost index funds and ETFs while emphasizing tax efficiency and diversification.

Mary Ivy is a CFP® professional with 16 years of experience in financial advising. She has been with Gordon Financial since 2015 and operates as the sole advisor at the firm in Mount Pleasant, SC. Gordon Financial provides investment advisory and financial planning services to individuals and non-profit organizations, offering customized portfolio management and financial plans. The firm uses a variety of investment techniques and emphasizes ongoing consultation with tax professionals, with a notable focus on serving charitable and non-profit clients.

Stephen Akin is the principal of Akin Investments, L.L.C. in Charleston, SC, holding a Series 65 designation with 10 years of industry experience. He previously operated Akin Investment Advisory from 2015 to 2019 before founding his current firm. Akin Investments provides investment advisory and financial planning services primarily to institutional clients such as pension and employee benefit plans, corporations, and foundations, while also serving select individual, trust, and IRA accounts. The firm emphasizes asset allocation, fundamental and technical analysis, and mutual fund/ETF selection, delivering advice on a non-discretionary, fee-for-service basis without taking custody of client funds.

Michael Laubinger is a financial advisor at Stono River Wealth Management LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab & Co., Victoria Capital Management, and Palmetto Advisory. Laubinger established Stono River Wealth Management in 2025, where he currently serves as the sole advisor. Stono River Wealth Management provides discretionary asset management and financial planning for individuals, trusts, non-profits, small businesses, and estates. The firm manages approximately $15 million across about 20 client relationships, employing a mix of fundamental, technical, and cyclical analysis, and may use third-party sub-advisors while retaining fiduciary responsibility.

Hi, I'm Daniel Patterson! I'm a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founder of Sweetgrass Financial Planning. I began SFP to provide quality, independent advice for people like you: hardworking professionals in the wealth accumulation phase of life. I’m excited to utilize my experience and passion for personal financial planning to help bring clarity to your current financial picture and get you on your way toward accomplishing your goals! Besides my faith and my family, nothing brings me more pleasure than helping clients set and achieve their financial goals. Whether it be something stressful, such as how to get out from under the weight of your student loan debt, or something exciting, such as what to do with the extra money that you’re receiving from a new promotion at work, my goal is to provide you with tailor-made advice that is both relevant and applicable within a fee-only, fiduciary framework. Our planning process begins by getting to know you and what makes you tick. Throughout our first couple of meetings, I will work with you to help clarify your top financial goals and your values as it relates to money. We will work together to get a clear snapshot of your current financial picture and develop actionable steps that will put you on the path towards accomplishing your goals. I believe that the financial planning process is not a one-time event, but rather is something that requires on-going, regular attention. Thus, our relationship with most clients does not end at plan delivery, but rather we continue to meet regularly to ensure that your plan is evolving and changing as your financial situation and goals evolve and change. When not working, you will probably find me exploring the beaches, waterways, and parks of the greater Charleston, SC area with my wife Jenny, and our two boys, Judah and Levi. I’m also an avid sports fan (football, soccer, basketball, you name it) with a knack for craft beer that loves spending Saturdays in the fall cheering on my favorite team, the Clemson Tigers. My professional and academic qualifications include: - Completed the educational, exam, work experience, and ethics requirements to become a CERTIFIED FINANCIAL PLANNER™ -14+ years of experience in areas of financial planning and wealth management - Series 65, Uniform Investment Advisor Law Exam -Enrolled Agent of the IRS - MBA, Oral Roberts University in Tulsa, OK - Completed the CFP® coursework through the American College of Financial Services

John Coppola is a financial advisor with Client First Advisors, LLC in Mount Pleasant, SC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Client First Advisors since 2014 and is also the Managing Member of Sanctuary Investment Group, LLC and Charleston Opportunity Fund, LP since 2018. Client First Advisors, LLC offers customized investment advisory and asset management services to individuals, high net worth clients, trusts, estates, and certain corporate clients. The firm manages portfolios using a variety of securities and emphasizes personalized account supervision with strategies tailored to client objectives and risk tolerance.

Caleb Goding is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Time & Wealth Management, LLC. He previously worked at Charleston Capital Management, LLC and is the owner and president of Sphere LLC, a management consulting firm offering executive coaching and operations consulting. He also holds power of attorney responsibilities for his brother while he is deployed overseas. Time & Wealth Management, LLC is a small independent registered investment adviser that serves individuals, trusts, and institutional clients, including ERISA pension plans. The firm provides discretionary portfolio management, financial planning, pension consulting, insurance services, and outsourced financial and operational support, tailoring portfolios to client goals and combining fundamental, technical, and macro investment analysis.

Paul Davis is a financial advisor at Hampton Park Financial Planning in Hollywood, South Carolina. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Guangdong-Technion Affiliated International School and Shantou University. Hampton Park Financial Planning serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement-plan advisory, and tax return preparation. The firm combines passive and active investment strategies, offers socially responsible portfolio options, and provides both discretionary management and employer retirement-plan services.