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.

Patrick Sherman is the sole advisor at Sherman Financial & Wealth Management, an independent firm based in Daniel Island, SC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including prior roles at Signator Investors, Atlantic Coast Advisory Group, and Transamerica Financial Advisors. Sherman Financial & Wealth Management serves individuals, families, high-net-worth clients, and charitable organizations with portfolio management and financial planning services. The firm employs a client-specific investment approach combining passive indexing and active strategies with a focus on dividend growth, and it offers services such as written financial plans, a Personal CFO retainer program, and held-away retirement account management.

Nicholas Kalkas is a financial advisor at Daniel Island Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes a 20-year career in the United States Navy and a position at the University of Chicago. Daniel Island Wealth Management provides comprehensive financial planning and portfolio management to individuals, high-net-worth clients, corporations, and charitable organizations. The firm emphasizes low-fee exchange-traded funds, diversification, and cost minimization, offering both discretionary and non-discretionary services with regular client reviews.

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.

William Riggs is a financial advisor at Strategic Wealth Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Vanguard Group, Advisor Share Wealth Management LLC, and Foundations Investment Advisors. Outside of his advisory role, he is an independent insurance agent. Strategic Wealth Partners LLC provides fiduciary investment advisory and financial planning services primarily to high-net-worth individuals and retirement plans. The firm’s approach emphasizes selecting and monitoring third-party sub-advisers and turnkey asset management platforms while tailoring portfolios to clients’ objectives and risk tolerance.

Betsy Shelton is a financial advisor at Charles Fish Investments, Inc. with 28 years of industry experience. She holds a Series 63 designation and has been with Charles Fish Investments since 2013. Charles Fish Investments, Inc. provides discretionary fixed-income investment management primarily for high-net-worth individuals, trusts, and institutional clients, focusing on active, credit-focused municipal bond strategies. The firm manages approximately $342 million in client assets and offers tailored separately managed accounts, sub-advisory services, and non-discretionary mandates on a case-by-case basis.

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.

Matthew Pardieck is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is a managing principal at Harbour Wealth Management Group, Inc., where he has worked since 2021. Prior to that, he spent nine years at Raymond James & Associates. Outside of advising, he is an author focused on business owners and serves on the board of the Jazz Artists of Charleston, a musical nonprofit. He also hosts a podcast interviewing philanthropists and community leaders. Harbour Wealth Management Group, Inc. is a four-advisor SEC-registered team managing approximately $191 million for around 110 clients, including individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes low-cost mutual funds and ETFs within model portfolios, applies fundamental analysis with a long-term orientation, and provides discretionary investment management and comprehensive financial planning services.

Christopher Corley is a financial advisor with Harbour Wealth Management Group, Inc., holding a Series 66 designation and 19 years of industry experience. He previously worked at Raymond James & Associates, Inc. for nine years before joining Harbour Wealth Management Group and M Holdings Securities in 2021. Outside of his advisory role, Corley serves as a director on the Town of Awendaw Board of Zoning Appeals and as secretary for the First Citizens Daniel Island Plaza Property Owners Association. Harbour Wealth Management Group is a four-advisor SEC-registered team managing approximately $191 million for about 110 clients, including high-net-worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs model-based portfolios emphasizing low-cost mutual funds and ETFs, with a long-term orientation and flexibility to rebalance or trade, and offers discretionary investment management alongside comprehensive financial planning and retirement-plan advisory services.

Martha Clark is a financial advisor with Harbour Wealth Management Group, Inc. and holds a Series 66 designation. She has two years of industry experience and has also worked with M Holdings Securities, Inc. Outside of her advisory role, she is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Harbour Wealth Management Group, Inc. is a four-advisor SEC-registered team managing approximately $191.3 million for about 110 clients. The firm serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans, offering discretionary investment management and comprehensive financial planning with an emphasis on low-cost mutual funds and ETFs and a fiduciary advisory relationship.

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 firms including Brookstone Wealth Advisors and Alphastar Capital Management. She is also the owner of Hollifield Financial Group, where she provides insurance sales and investment advisory services. HFG Capital serves individual and high-net-worth clients primarily through managing pooled investment vehicles like the First Position Debt Fund, LLC. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis, offering portfolio management with a focus on long-term trading across various asset classes.

John Weishar is a financial advisor at Scipio Financial LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Kovack Securities, Kovack Advisors, Primerica Advisors, and Edward Jones. Outside of advising, he is a senior account executive at TradePending, a software-as-a-service company. Scipio Financial LLC provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm utilizes customized portfolio construction focused on exchange-traded funds and individual equities, applying fundamental, technical, and cyclical analysis with a long-term orientation supplemented by shorter-term trading as needed.

Terry Scipio is a financial advisor at Scipio Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Kovack Advisors, LPL Financial, Primerica Advisors, Guardian Life Insurance Company, and Northwestern Mutual Investment Management. He is also a licensed insurance agent involved in insurance sales and implementation. Scipio Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm constructs customized portfolios primarily using exchange-traded funds and individual equities, applying fundamental, technical, and cyclical analysis with a long-term orientation complemented by shorter-term trading as needed.

Thomas Copeland Jr. is the sole advisor at C2G Capital Management LLC in Summerville, SC, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed C2G Capital Management and C2G Ltd Co since 2005. Outside of advising, he serves as president of C2G Ltd Co, a government services business, dedicating significant time mostly during non-trading hours, and his firm also operates a tax preparation business. C2G Capital Management provides financial planning, discretionary portfolio management, and pension consulting primarily for individual clients, retirement plans, trusts, and business entities. The firm employs a long-term buy-and-hold investment approach within an asset allocation framework, using mutual funds, ETFs, and variable annuity sub-accounts, with portfolios tailored to client goals and risk tolerance and monitored regularly.