Alan Charach is a financial advisor at Rebellion Asset Management, LLC with 12 years of industry experience. His previous roles include positions at VYGR Digital Securities, Bank of America, Merrill, and David Lerner Associates. He holds Series 63 and Series 65 designations. Rebellion Asset Management provides fee-based investment management and financial planning to families, high‑net‑worth individuals, trusts, charitable entities, corporations, and business clients. The firm employs a combination of quantitative methods, technical analysis, and computer models, and offers services including individualized portfolio management, model portfolios, and sub‑advisory solutions.

Eric Cox is a financial advisor at Headland Capital with Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Maryland Financial Group, LPL Financial, and Transamerica Financial Advisors. Cox is also the host of a local radio show, Beyond The Business, and serves as Chair of the Advancement Committee for the College of Charleston Foundation. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, high-net-worth clients, and various entities including family offices and trusts. The firm offers personalized financial planning, portfolio management, and retirement plan advisory services, managing approximately $559 million across about 637 clients.

Joseph Beaudoin is a financial advisor at Apollon Financial, LLC with 25 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Apollon Financial, he worked at LPL Financial, Truist Advisory Services, Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Outside of his advisory role, he established JoBeau LLC, a business entity for tax and investment purposes. Apollon Financial, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion using a combination of centrally managed model strategies and advisor-led portfolios, incorporating ESG risk-based models, tax-aware techniques, and access to private and alternative investments.

Simeon Eaves Jr. is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Apollon Wealth Management, LLC, where he has worked since 2018. His prior experience includes more than three decades at Northwestern Mutual in various wealth management and investment roles. He is also a 50% owner of Southern Benefits Consultants, LLC, a health insurance sales business. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets with around 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering financial planning, discretionary and non-discretionary portfolio management, retirement plan advisory, and sub-advisory services. Its investment approach combines fundamental analysis with tactical allocations and ESG risk models, and it is notable for its involvement with pooled investment vehicles, private funds, and portfolio management for insurance-dedicated funds.

Van Hobbs III is a financial advisor at Apollon Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Northwestern Mutual, Drew Stevens, and Jarrod Stokes. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves a diverse client base including individuals, high-net-worth families, trusts, and institutional clients, offering financial planning, portfolio management, and consulting services. Its investment approach combines fundamental analysis, tactical allocations, ESG risk models, and technology tools such as generative AI, with notable involvement in pooled investment vehicles and sub-advisory roles for registered products.

Kristiana Daniels is a CFP®-certified financial advisor at Fiduciary Financial Advisors with 10 years of industry experience. She previously spent eight years at Summit Wealth Partners, LLC before joining her current firm in 2024. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a strategic and tactical asset allocation approach, integrating fundamental, quantitative, technical, and model-manager analyses, and is notable for its digital-asset advisory capabilities combined with formal trust arrangements.

John Welch II is a financial advisor at Flagship Harbor Advisors, LLC with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at firms including LPL Financial, Apex Financial Partners, and CLS Investments. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a team of about 60 advisors, using a diversified investment approach that includes mutual funds, ETFs, individual securities, separately managed accounts, and both fundamental and technical analysis.

Caleb Thompson is a CFP® with six years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior roles include positions at Sigma Planning Corporation and Dixon Hughes Goodman LLP. He is also president of Cove Financial Solutions, where he provides life insurance and annuity recommendations and services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses model portfolios, discretionary or non-discretionary authority, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Robert Powell is a Series 65-licensed advisor with Apollon Wealth Management, LLC, based in Mount Pleasant, SC. He has been with Apollon since 2023 and previously worked in pest control and educational roles. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets and serving a diverse client base including individuals, high-net-worth families, and institutional clients. The firm combines centralized and local portfolio management, employs both fundamental and tactical investment strategies, and is involved with pooled investment vehicles and private funds.

Hope Sullivan is a CFP® with five years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. Before joining Gateway, she held roles with LPL Financial, LPL Enterprise, Pruco Securities, Prudential Insurance, and New York Life. Outside of financial advising, she coaches CrossFit athletes through Foundation Fit, LLC. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a blend of low-cost, diversified mutual funds and ETFs, individual securities, and independent managers, offering both discretionary and non-discretionary portfolio management.

Gavin Dooley is a financial advisor at Apollon Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Commonwealth and CETERA Advisor Networks LLC. Outside of his advisory role, he owns Mill Overlook Financial, a holding company related to his securities business activities. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering a range of investment advisory and financial planning services with a combination of centrally managed strategies and locally managed portfolios.

William Bendt is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capitol Securities Management since 2015. His prior experience includes roles at JHS Capital Advisors, LLC and Scott & Stringfellow, LLC. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, consulting, and various wrap fee programs, operating as both a broker-dealer and registered investment adviser.

Stanley Katz is a financial advisor with OneSeven in Daniel Island, SC, holding Series 63 and Series 65 registrations and possessing 43 years of industry experience. He has worked at Fortune Financial Services, Inc. and MGO ONE SEVEN LLC dba ClientFirst Financial Strategies, Inc. since 2019, and previously at Ross, Sinclaire & Associates, LLC. Katz serves on the marketing committee of The Dayton Foundation, a community foundation, where he provides professional insight on customer outreach. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on discretionary portfolio management, financial planning, and retirement-plan consulting. The firm typically employs diversified portfolios with mutual funds, ETFs, and individual securities, utilizing a primarily long-term investment approach complemented by due diligence and flexible trading strategies.

Aimee Horstman is a financial advisor with Synovus Securities, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Synovus Securities and Synovus Trust Company since 2012. Outside of her advisory role, she works as a suite attendant for a local concert venue. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm employs a risk-tolerance-based approach to portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Adam King is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with six years at the firm and a total of four years in the industry. Prior to joining Apollon, he worked for SAIC for fourteen years. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets with around 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients, offering a range of advisory and portfolio management services that combine centrally managed strategies with locally managed portfolios.

Timothy Angelos is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Signator Investors, Inc., and he is the owner of Angelos Advisory Group, LLC. He is also involved with Atlantic Coast Advisory Group, where he sells fixed life and annuity products. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

John Carew is a financial advisor at Tandem Investment Advisors Inc with 35 years of industry experience. He has been with Tandem Investment Advisors since 1990 and holds Series 63 and Series 65 licenses. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios to a diverse group of institutional and individual clients. The firm uses a proprietary semi-quantitative process to limit volatility and typically manages portfolios consisting of 25–45 securities, serving nearly 10,000 client relationships with a relatively small investment team.

Robert Wolfe is a CFP® professional with 26 years of industry experience, currently practicing at Apollon Wealth Management, LLC. His prior roles include positions at Goldman Sachs & Co., Mercer Allied Company, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, Girard Securities, Inc., and Capital Planning Group, LLC. In addition to his advisory work, Wolfe is a licensed insurance agent and also engages as a referral real estate agent. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services. Apollon’s investment approach combines centrally managed strategies with locally managed portfolios, utilizing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Adam Crotts is a financial advisor at First Citizens Asset Management, Inc. in Charleston, SC, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at First Citizens since 2016, previously spending brief periods at Wells Fargo Clearing and BB&T Investment Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs a multi-asset class investment approach combining fundamental, quantitative, and technical analysis, focusing on strategic asset allocation and manager research.

Mark Stevens is a financial advisor at Snowden Capital Advisors LLC with 28 years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2014. Outside of his advisory role, he is involved in making introductions to voluntary benefits companies through his ownership of HWA Inc. and via contractor work with The MWE Company. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and comprehensive financial and estate planning.