Ramon Franklin is the president of Capital Focus, Inc. in Greenville, SC, with 15 years of industry experience. He holds the CFP® designation and Series 65 license. In addition to his advisory role, 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. Capital Focus, Inc. provides investment counsel and financial planning to individuals, trusts, estates, and business entities, specializing in retirement planning, education funding, tax preparation, and real estate investment and management. The firm operates on a fee-only, non-discretionary basis, emphasizing asset allocation, diversification, and value-oriented stock selection with low turnover.

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.

Brett Anderson is a CFP® with Series 63 and Series 65 licenses and over eight years of experience in the financial services industry. He currently serves as the sole advisor at Fountainhead Wealth Planning and has held positions at firms including Morgan Stanley, Fisher Investments, and Fidelity Brokerage Services LLC. Fountainhead Wealth Planning provides investment advisory and financial planning services to individual and high-net-worth clients through discretionary managed accounts and consulting engagements. The firm’s investment approach is tailored to each client’s objectives and may include asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading strategies, while also offering fixed-fee and hourly financial planning options.

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

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.

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.

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.

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.

Mason Scott is a financial advisor at Taverik Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked at WCM Global Wealth, LLC since 2023. Outside of finance, Mason has experience in education and the talent management industry. Taverik Capital provides discretionary investment supervisory services and financial planning for individuals, pooled investment vehicles, charitable organizations, and pension/profit-sharing plans. The firm employs a range of active investment strategies, including equity selection, hedging, options, and short selling, tailoring services to client-specific objectives and restrictions.

Jennifer Belshe is a financial advisor with Novus Advisors in Greenville, SC, holding a Series 66 designation and 15 years of industry experience. She has held roles at Lafayette Advisors, Novus Wealth Management, and Doc On Call, where she provides oversight and sales/marketing support for telehealth services. In addition to her advisory work, she is involved in insurance sales and administration of multiple employer plans. Novus Advisors manages approximately $203 million across 366 client relationships, offering discretionary and non-discretionary portfolio management, financial and retirement planning for individuals, trusts, estates, charitable and corporate entities, and retirement plans. The firm emphasizes fundamental analysis and employs mutual funds, ETFs, and individual securities, with options for third-party money manager delegation and ERISA-focused fiduciary consulting and investment management services.

Christopher Connelly is a financial advisor with Novus Advisors in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Novus Advisors since 2011 and previously held roles at Trustmont Advisory Group, Inc. and Trustmont Financial Group, Inc. Outside of his advisory work, Connelly is involved with Doc on Call, LLC, a telehealth and ancillary services business. Novus Advisors manages approximately $203 million across 366 client relationships, offering portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm uses fundamental analysis to build portfolios with mutual funds, ETFs, and individual securities and provides ERISA-focused fiduciary consulting and investment management services.

Erik Weir is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at Taverik Capital, LLC in Greenville, SC. He has been involved with WCM Global Wealth, LLC since 2011 and Weir Capital Management, LLC since 2005. Outside of his advisory roles, he is a managing member of Christopher Kendall, LLC, which manages several small Reg D offerings. Taverik Capital provides discretionary investment supervisory services and financial planning to individuals, pooled investment vehicles, charitable organizations, and pension/profit-sharing plans. The firm employs a range of active investment strategies, including equity selection, hedging, options, and short selling, and manages both separately managed accounts and private pooled funds tailored to client-specific objectives.

Brian Smith is a CFP® professional with 32 years of experience in financial advising, currently serving at Southeast Financial Advisors in Greenville, SC. He has been with Southeast Financial Advisors since 1998 and with Sfa Financial, LLC since 2009. Smith is the president and owner of Southeast Financial Advisers and dedicates the majority of his time to this role. Southeast Financial Advisors is a small, state-registered investment adviser managing approximately $113 million for over 300 clients, including individuals, pensions, trusts, estates, charities, and businesses. The firm offers investment management, personalized financial planning, and tax preparation services, focusing on non-high-net-worth clients while employing a strategic, often discretionary investment approach.

Michael Brancati is a financial advisor with Altamont Advisors LLC in Greenville, SC, holding a Series 65 designation and no prior industry experience. Before joining Altamont Advisors, he worked at Marco Insurance Group for seven years and spent four years at Little Pig BBQ. Altamont Advisors LLC serves individual investors and small businesses with comprehensive financial planning and investment supervisory services. The firm uses a combination of active, core-plus-satellite, and passive investment strategies, focusing on asset allocation, diversification, and regular account reviews.

John Burkhardt is a CFP® with 17 years of industry experience. He has been with Goepper Burkhardt LLC since 2003. Goepper Burkhardt LLC serves retirement-minded individuals and families, as well as foundations, trusts, and estates. The firm combines portfolio management with retirement planning, tax planning, and intergenerational wealth transfer, using a fee-only fiduciary approach and emphasizing strategic asset allocation and broad diversification across global asset classes.

David Hedaya is the principal and sole advisor at Hedaya Financial LLC in Greenville, SC. He holds a Series 65 license and has three years of industry experience, including prior roles at Wilson Financial Group LLC and Epstein|Tabor|Schorr. Hedaya Financial is a registered investment adviser that provides financial planning, consulting, and accounting services to individuals, trusts, estates, and businesses. The firm emphasizes passive, low-cost investment strategies and offers advisory services on an hourly or flat-fee basis without discretionary trading authority or custody of client assets.